IVP Capital TMT Advisory - SpectralShifts Weekly
I'm skeptical of Son's assertion that wireless is the solution to the U.S. premises fiber Internet infrastructure deficit. What's surprising is the incumbent telcos have been trying to sell this canard to divert attention away from their own wireline premise shortfalls. That's hardly disruptive or visionary.
What would impress me is breakout, actionable thinking that offers a functional alternative business model that would enable rapid build out of universal fiber to the premise.