Mobile network operators

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jan 2, 2019 by Frank Chen · across every show →

Everything said about Mobile network operators, oldest first

Jan 2, 2019 neutral
Assertion Supported
Frank Chen: Carriers know your home zip code from phone sleep locations
“Controlling the smartphones, you know exactly who your users are, where they go to sleep, which means that wherever your cell phone went to sleep is probably where you live. So they know the zip code of where you live. So they do know a lot of things about you…”
Frank Chen Jan 2, 2019 ▶ 5:58 a16z Podcast | Verizon Plus AOL -- Why? -- The Short Answer is Mobile
Jun 8, 2026 neutral
Insight
Evans: Infrastructure providers historically fail to capture value compared to OS
“Chip companies didn't capture the value. ISPs didn't capture the value. Mobile network operators didn't capture the value. Windows and iOS did, but they were doing something else.”
Benedict Evans Jun 8, 2026 ▶ 13:55 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
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