Shadow CTO

The Shadow knows how to build networks. A deeper look at key choices

$Hundreds of millions in extra chip costs prove Open-RAN not quite ready
Moffett’s Remarkable Insight: Low marginal cost means nothing if you can’t sell it
Primary: Cost per bit of wireless is falling at a ferocious rate
5X Advance for Africa with Massive MIMO, Spectrum
Analysis Branch: 80 million 5G subscribers in Q2 prove 5G is real. Still no use case but phones are now US$199-260 in China
Open RAN Experts: Not quite ready for prime time
Huawei will survive, of course
Smart Move: License a second source for Kunpeng Huawei has a chip that can replace Intel

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