telecommunications
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 2, 2019 by Jeff Lawson · across every show →
Everything said about telecommunications, oldest first
Jan 2, 2019 negative
Lawson: iPhone call apps are merely touchscreen versions of push-button phones
“If you want to make a phone call, the only change that's really happened in a 150 years was dialing with an operator, to dialing with a rotary, to dialing with a push button. Now open up the phone app on your iPhone. Super computer in your pocket. It's still j…”
Oct 6, 2025
Wang: China's strategic industries are dominated by three state-owned enterprises each
“So all of these upstream strategic industries like telecommunications airlines energy, essentially these are always organized by three giant state-owned companies that control pretty much the entire state of the business.”