Gavin Baker+ Your Authors @GavinSBaker Husband, Becky Painter. CIO, Atreides Management. Former PM, Fidelity OTC fund. investorfieldguide.com/baker/ No investment advice, views all my own. Dec. 30, 2019 1 min read + Your Authors

1) 5G is absolutely irrelevant. Really strange to me that this is a “theme” for 2020.

2) Prior cycles were different. 3G was foundational as it enabled the mobile internet. 4G enabled mobile video.

5G does *nothing* for the consumer; hence the IoT and latency focus. IoT generally low value applications; AVs are not going to rely on 5G connections.

3) And I am super skeptical that it will ever be a better experience given the high frequencies. Low latency and higher speeds are great until you can’t get a connection indoors. Yes, beamforming, MIMO, etc. but it is tough to get around the fundamental laws of physics.


You can follow @GavinSBaker.



Bookmark

____
Tip: mention @threader_app on a Twitter thread with the keyword “compile” to get a link to it.

Enjoy Threader? Sign up.

Since you’re here...

... we’re asking visitors like you to make a contribution to support this independent project. In these uncertain times, access to information is vital. Threader gets 1,000,000+ visits a month and our iOS Twitter client was featured as an App of the Day by Apple. Your financial support will help two developers to keep working on this app. Everyone’s contribution, big or small, is so valuable. Support Threader by becoming premium or by donating on PayPal. Thank you.