Mark, Use the 12 foot ladder to get over the 10 foot paywall:
https://12ft.io/proxy?q=https%3A%2F%2Fwww.economist.com%2Fbusiness%2Fwill-the-cloud-business-eat-the-5g-telecoms-industry%2F21806999 On Tue, Jan 25, 2022 at 4:12 AM Mark Tinka <mark@tinka.africa> wrote: > > > On 1/19/22 21:52, Michael Thomas wrote: > > > > > There was an article in the Economist (sorry if it's paywalled) about > > Dish entering the mobile market using an AWS backend. I don't think > > that AWS brings much more than compute for the most part so I don't > > really get why this would be a huge win. A win maybe, but a huge win? > > I can certainly see that not having tons of legacy and accreted > > inertia is big win, but that's true of any disruptor. In the end they > > still need base stations, spectrum, backhaul and all of that to run > > their network, right? > > > > Am I missing something, or is this mainly hype? > > > > Mike > > > > > https://www.economist.com/business/will-the-cloud-business-eat-the-5g-telecoms-industry/21806999 > > > > It's behind a pay wall, so can't read the entire article. > > But AFAICT, the way AWS's 5G service works is that they can provide an > entire solution (towers, backhaul, back-end, even SIM cards), or just > the back-end. > > I believe the latter is called Wavelength: > > https://aws.amazon.com/wavelength/features/ > > I'd say it is a legitimate threat to traditional MNO's. One does not > require to build a national-scale mobile network from scratch... if you > can service a small community of some 500 people in a manner that is > affordable to them, and gives you a nice return so you can buy some food > at the end of each month, no reason why that is not a successful and > sustainable model. > > Heck, you probably don't even need to offer classic voice and SMS > services. There are plenty of IP-based apps that will do this for you, > and I know many people who have totally given up packages that include > voice minutes and SMS messages, in favour of data-only services from > their MNO. They are thriving. > > So if a small mobile operator using AWS 5G as a back-end does not need > to negotiate massive interconnect contracts and deals with other telco's > in the area, and their handful of customers are fine with just Internet > access as the only service, makes a lot of sense to me. > > As I've been saying for a long time now, the telco model is a dying one. > Customers only care about the problems we can help them solve, not > whether we are a Tier-1, or how many TV shows were "Brought to you by..." > > Mark. > >
