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

Michael Thomas mike at mtcc.com
Tue Jan 25 18:09:15 UTC 2022

On 1/25/22 6:11 AM, Josh Luthman wrote:
> 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

Yeah, sorry I didn't know what their paywall looked like since I subscribe


> On Tue, Jan 25, 2022 at 4:12 AM Mark Tinka <mark at 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.
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