Mobile Networks
topic on 2 shows · 2 statements across 2 episodes
Another Podcast 
the a16z Podcast
2 statements about Mobile Networks, every show
Evans: Mobile networks are a better analogy for AI than fiber
“So the more interesting comparison or the more relevant comparison is mobile because mobile does have marginal cost. Like if your mobile traffic doubles, you kind of have to go out and build, not exactly double, but kind of double the infrastructure.”
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 …”