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Fixed Wireless

topic on 1 show · 2 statements across 1 episodes

Capital Allocators

2 statements about Fixed Wireless, every show

CAPITAL ALLOCATORS Prediction Not checkable as stated
Lewinsohn: Legacy cable faces market share erosion from fiber and fixed wireless
“What we think is going to happen in telecom is more and more legacy, perhaps coaxial companies are going to be impacted by not only fixed wireless share, but fiber as it get laid all over the country. And that fixed wireless is like a transitionary technology …”
Jonathan Lewinsohn Feb 2, 2026 ▶ 42:03 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
CAPITAL ALLOCATORS Assertion Supported
Lewinsohn: Fixed wireless drove 150% of US broadband growth last year
“It was a 150% of the growth last year in broadband across the country.”
Jonathan Lewinsohn Feb 2, 2026 ▶ 41:21 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)

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