The Wireless Noodle

This episode looks at the implications of the planned break up of IBM, a couple of fascinating technologies in the form of DECT 2020 NR and the Digital Annealer, and a snapshot of some of Transforma Insights’ work on IoT forecasts and what they tell us about the market.

Matt delves into the murky world of Artificial General Intelligence, the aspirational end goal for billions of dollars of investment, but with little clear idea of what the applied benefit might be. He asks what AGI is, discrete from AI as a whole, who is doing it and why? On the way he explores David Beckham's right boot, the threat of alien invasion, the reason why the hyperscalers like Google and Microsoft are so interested, Nvidia’s likely acquisition of ARM and the arrival of GPT-3.

In this episode we examine technology 'unicorns', start-ups that command huge valuations. In particular we look at the different valuations of hardware, software and services companies, and why some are considered more attractive than others, and why this might be heavily influenced by survivorship bias leading to some poor decisions to pivot what companies focus on. 

The hyperscalers, AWS, Google and Microsoft, born out of massive scale cloud services are increasingly moving into diverse areas of ICT services and are likely to be the dominant force in tech markets. In this podcast we explore the origins of the hyperscalers, their increasing interest in the edge and providing network services, as well as consideration of their wider portfolio of products and services.

Following on from last week's discussion on the manifold changes ongoing in the provision of connectivity, this week we delve into the key findings from some recent research from Transforma Insights on Communications Service Providers (CSPs) in IoT, which examines the competencies and strategies of the top 10 global IoT connectivity providers with respect to IoT, including technical capabilities, geographical coverage and vertical expertise.

An extensive strand of recent research at Transforma Insights has focused on Communications Service Providers (CSPs) and their activities in IoT. Episode 6 of the Wireless Noodle is the first of two episodes that focus on this topic. This one looks at the changing face of mobile networks, and the added complications from the arrival of 5G, the roll out of new Low Power Wide Area Networks, and the shutting off of 2G and 3G networks.  

The idea of the autonomous robot has captured the imagination of writers, movie-makers and intellectuals for decades. In Episode 5 of the Wireless Noodle we examine the reality of deployments of autonomous robotic systems in factories, hospitals, on the streets, and in the air. We look at the roll outs today and likely evolution over the next ten years, with particular interest in the degree to which we will see true autonomy.  

In Episode 4 of the Wireless Noodle I provide a summary of some of the fascinating work that we at Transforma Insights have done analysing hundreds of real world deployments of AI, IoT, blockchain, RPA and other disruptive technologies. Armed with this we provided advice in a recent webinar on seven strategies for ensuring that any enterprise is properly harnessing disruptive technologies.  

Episode 3 of the Wireless Noodle zooms out to look at a macro-level technology trend, how separation of hardware from software/control layers is the key for unlocking innovation and triggering growth. In it we delve into the specifics of the telecommunications sector and subjects like network virtualisation. We also examine how Apple and Tesla might be ultimately on the wrong side of history.

Episode 2 of the podcast looks at the unavoidable COVID-19. We look at two aspects. Firstly the effect that AI has had on tackling it, and secondly the impact that it has had on IoT.