Mobile Data Traffic
topic on 2 shows · 2 statements across 2 episodes
Another Podcast 
the a16z Podcast
2 statements about Mobile Data Traffic, every show
Evans: Telecom stocks stayed flat despite 2,000x mobile data growth
“Mobile data traffic has risen by something like one and a half to 2000 times, and the mobile networks collectively have revenue of about a trillion dollars, and they spend about two hundred billion dollars a year on CapEx, and the stocks have been flat for 20 …”
Evans: Cheaper AI and Jevons paradox will not guarantee pricing power
“Just because if you make something much cheaper, people will probably use much more of it up to a point. Although interestingly, there's a debate now as to whether mobile data traffic is actually slowing down. But that doesn't mean you'll be able to charge muc…”