What do you think about the "cloudification" of mobile?

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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

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