FutureCreators

AT&T and Time Warner rules out 5G.  Crazy: all that content and no network. Recorded 6/14/2018 at North River Ventures / Future Creators with Francis McInerney    

The real issue is not how Google licenses Android.  This may or may not be a problem for EU anti trust people. The real issue is, why are there no EU Googles, Facebooks, Apples, et al?  What went wrong in the EU?  It was designed in theory to foster these  new generations of companies.  Something didn’t work.  FutureCreators know what it is.?

Trump wanted to shut it down, then reversed himself.  Now Congress wants to reverse him. But, the numbers tell the story:  233 days in AR and Inventory!!!!   And it takes ZTE over a year to pay suppliers!!!  FC Management Grade F bigly.  This company is on death watch. Recorded June 14, 2018

Vodafone will pay €18.4 for Liberty Global’s cable operations.  FutureCreators know that this is doubling down on a obsolete business model now having its Kodak Moment.  John Malone, head of L-G is exiting at the top of the market.  Smart move John!!?

European governments are doubling down on the need for so-called “champions,” companies that can compete with and beat the global top of class. FC has two questions.  Can governments do this?  Why are there no European Googles and Apples? If you apply our Management Grade calculator to the EU’s top players, the results are ugly!  Will these just be taxpayer sinkholes?

From an outsider view, we see the technology, we see high-speed rail, we see a flurry of activity but Japanese industry is in a crisis.   Japan fell off the Information Cost-Velocity Curve and missed the Information Age shift to the Cloud’s marginal cost of computing power, the biggest shape changer in history.  Is there any way back?  Will there ever be a Japanese Apple?

Because the lesson of the FC App Delivery Membrane is that anything that touches the marginal cost computing power of the cloud must be capital efficient.  Wi-Fi is the most capital-efficient element in the ADM today and, as a result, has sucked so much bandwidth out of networks that most of us hop from Wi-Fi island to Wi-Fi island.  Licensed spectrum, like 4G and 5G, is an unwieldy and immensely expensive bridge between these islands.  Apple wants none of that to get between itself and its customers future applications.  

Samsung's CEO should demand that, instead of trying to sell us on the joys of 5G, his top people (like the author of this piece)  protect the company by selling carriers on revenue models that work in what is essentially a replacement service with no revenue upside.  If Samsung cannot do this, he should focus the company elsewhere for growth. ? Recorded 5/7/2018

Recorded 5/2/2018 FC’s App Enablement Rule says that App Enablement Devices must be cloud-based.Japan has stayed out of the could, even for corporate operations.No way back now.

5G wireless is DOA and here’s why. FutureCreators App Delivery Architecture says net must be capital efficient and meet Wi-Fi price performance. 5G is small cell — only 500ft reach — and must be almost as dense as Wi-Fi to work which means huge fiber costs to connect each cellWho pays?And for what market share?  25%? Recorded 5/2/2018