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<div class="moz-cite-prefix">On 1/25/22 6:11 AM, Josh Luthman wrote:<br>
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<div dir="ltr">Mark,
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<div>Use the 12 foot ladder to get over the 10 foot paywall:</div>
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<div><a
href="https://12ft.io/proxy?q=https%3A%2F%2Fwww.economist.com%2Fbusiness%2Fwill-the-cloud-business-eat-the-5g-telecoms-industry%2F21806999"
moz-do-not-send="true" class="moz-txt-link-freetext">https://12ft.io/proxy?q=https%3A%2F%2Fwww.economist.com%2Fbusiness%2Fwill-the-cloud-business-eat-the-5g-telecoms-industry%2F21806999</a><br>
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<p>Yeah, sorry I didn't know what their paywall looked like since I
subscribe</p>
<p>Mike<br>
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cite="mid:CAN9qwJ-0_MGwdqWouA4LjgpdxAGMUac+19CxyzmcBiDXp7DNHQ@mail.gmail.com"><br>
<div class="gmail_quote">
<div dir="ltr" class="gmail_attr">On Tue, Jan 25, 2022 at 4:12
AM Mark Tinka <a class="moz-txt-link-rfc2396E" href="mailto:mark@tinka.africa"><mark@tinka.africa></a> wrote:<br>
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0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><br>
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On 1/19/22 21:52, Michael Thomas wrote:<br>
<br>
><br>
> There was an article in the Economist (sorry if it's
paywalled) about <br>
> Dish entering the mobile market using an AWS backend. I
don't think <br>
> that AWS brings much more than compute for the most part
so I don't <br>
> really get why this would be a huge win. A win maybe, but
a huge win? <br>
> I can certainly see that not having tons of legacy and
accreted <br>
> inertia is big win, but that's true of any disruptor. In
the end they <br>
> still need base stations, spectrum, backhaul and all of
that to run <br>
> their network, right?<br>
><br>
> Am I missing something, or is this mainly hype?<br>
><br>
> Mike<br>
><br>
> <a
href="https://www.economist.com/business/will-the-cloud-business-eat-the-5g-telecoms-industry/21806999"
rel="noreferrer" target="_blank" moz-do-not-send="true"
class="moz-txt-link-freetext">https://www.economist.com/business/will-the-cloud-business-eat-the-5g-telecoms-industry/21806999</a>
<br>
><br>
<br>
It's behind a pay wall, so can't read the entire article.<br>
<br>
But AFAICT, the way AWS's 5G service works is that they can
provide an <br>
entire solution (towers, backhaul, back-end, even SIM cards),
or just <br>
the back-end.<br>
<br>
I believe the latter is called Wavelength:<br>
<br>
<a href="https://aws.amazon.com/wavelength/features/"
rel="noreferrer" target="_blank" moz-do-not-send="true"
class="moz-txt-link-freetext">https://aws.amazon.com/wavelength/features/</a><br>
<br>
I'd say it is a legitimate threat to traditional MNO's. One
does not <br>
require to build a national-scale mobile network from
scratch... if you <br>
can service a small community of some 500 people in a manner
that is <br>
affordable to them, and gives you a nice return so you can buy
some food <br>
at the end of each month, no reason why that is not a
successful and <br>
sustainable model.<br>
<br>
Heck, you probably don't even need to offer classic voice and
SMS <br>
services. There are plenty of IP-based apps that will do this
for you, <br>
and I know many people who have totally given up packages that
include <br>
voice minutes and SMS messages, in favour of data-only
services from <br>
their MNO. They are thriving.<br>
<br>
So if a small mobile operator using AWS 5G as a back-end does
not need <br>
to negotiate massive interconnect contracts and deals with
other telco's <br>
in the area, and their handful of customers are fine with just
Internet <br>
access as the only service, makes a lot of sense to me.<br>
<br>
As I've been saying for a long time now, the telco model is a
dying one. <br>
Customers only care about the problems we can help them solve,
not <br>
whether we are a Tier-1, or how many TV shows were "Brought to
you by..."<br>
<br>
Mark.<br>
<br>
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