Would You Let Him In?
To some parts of the telecom industry, FAANG firms have been as bloodsucking as their acronym suggests.
Telcos Let FAANGs Into the Edge at Their Peril
Facebook, Twitter and Amazon should not be the arbiters of free speech. And that means a repeal of telecom legislation should be a priority.
British authorities are infatuated with a technology they barely understand from either a technology or market perspective.
Towers companies may struggle to justify their lofty valuations as competition grows and the telecom sector remains under pressure.
The UK spending watchdog slams the government's gigabit record, but does anything really need to be fixed?
It is little wonder the Swedish equipment vendor has leapt to Huawei's defense in Sweden, whatever it really thinks about its Chinese rival.
FAANGs+M are really, really, good at webscale services. When they try to be connectivity providers, they fail miserably. Witness Google Fiber. Their cultures and institutional memory simply don't support being in the connectivity business, (other than for between data centers). Nor do they have that base of capital equipment, pathways and buildings.
If one disabuses themself of the notion that lower layers and upper layers are the same business, the synergy is clear. Telcos really need the webscalers' ecosystems if they're to leverage those resources. Telcos have access to customers and available space in connected buildings. FAANGs+M need those if they are to offer low-latency services; the alternative is construction of enough buildings and fiber to keep every premise to within a few milliseconds worth of fiber.