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Kagan: Will OpenAI new SearchGPT revolutionize search?

Will SearchGPT help or hurt Google, Safari, DuckDuckGo search? How will the new OpenAI SearchGPT impact the search industry? Search has been around for decades from a wide variety of companies with big dreams. Then, when Google entered the space, they were faster and offered...

Kagan: Can TM solve the ever-increasing wireless spectrum shortage?

Is Transpositional Modulation a solution to wireless spectrum crunch? The wireless — and for that matter wire line industries — have a problem: limited spectrum. We use more wireless data, day after day, year after year. However, the supply of spectrum remains limited. This is...

The outlines of the 6G network architecture are starting to take shape (Analyst Angle)

On June 27, 2024, in Shanghai, China, a collaborative 6G Network Architecture Prospect seminar was held during which leading global mobile operators from China, Japan and South Korea convened to delve into the innovative architecture of 6G networks, signifying a constructive step forward in...

Lenovo Yoga Slim 7x CoPilot+ PC review—excellent for back-to-school, but check for apps and games support

Since the announcement on May 20th, 2024, the PC industry has been abuzz with the new generation CoPilot+ PCs. Lenovo Yoga Slim 7x laptop was among over 20 models launched in June 2024. These PCs have started shipping as we enter the busy back-to-school...

US spectrum sharing will extend existing success (Analyst Angle)

The reflexive assumption of exclusive high-powered spectrum is now being questioned. Spectrum sharing is not new Sharing spectrum between different users and applications is not a new idea. Many existing frequency allocations have multiple users that coexist in space or time. Unlicensed (ISM) bands have a...

The Sunday Brief: 2Q earnings review—facts are stubborn things

July greetings from Cedar Rapids, Kansas City and, by the time most of you read this, Nashville, the home of this year’s Fiber Connect conference.  The schedule is full for both days; the evening reception on Monday will be the best time to catch...

Edge Computing in the world of AI/ML (Analyst Angle)

Mobile Experts has been watching the Edge Computing market develop, with investments by AWS, AtlasEdge, EdgeConnex, Verizon and others brewing up a rich soup of business models. Investment is all over the place: The money comes from hyperscalers, from telcos, from neutral hosts and enterprises....

Kagan: New growth direction for wireless industry includes AI, FWA

Earlier this week the Schwab Network news program with Nicole Pettalides invited me on the show to discuss Verizon quarterly earnings. I took the conversation wider and deeper onto the changing wireless industry. I’ve been offering comment on the always changing wireless industry for...

Early adoption of 3GPP Release 18 to drive 5G-Advanced market dominance (Analyst Angle)

The 5G evolution is now ready to enter its next transformational phase with the introduction of 5G-Advanced and address the initial limitations of 5G Non-Standalone (5G NSA) implementations, while refining foundational aspects and further improving existing systems. This advancement will result in the introduction...

The Sunday Brief: the lowest quartile (2Q earnings preview)

July greetings from Cedar Rapids, Kansas City and Washington, DC.  Kudos to my brother-in-law, Andrew Ashcroft, for earning his promotion to Captain in the U.S. Navy.  It was an honor to join family and friends at the Pentagon earlier this month to celebrate his...

Kagan: What CEOs and CMOs have taught me over time

Over the past 35 years I have been privileged to have worked with and advised countless CEOs and CMOs as an Industry Analyst, advisor and columnist. Over that time, I have had many conversations and learned so much, not only about these companies, but...

Kagan: Will wireline broadband still be around in ten years?

Here is a question to ponder. Will traditional wireline broadband be extinct in ten years? In what seems like a massive blow to existing wireline broadband providers like the cable television and telephone companies, there is speculation that the industry is rapidly moving to...

Kagan: Interview on smart cities with Curiosity Lab and NTXIA

Smart cities are one of the exciting, new ways we use new technology to transform our way of life. They have been with us for several years, rapidly growing and changing. I wanted an update on the current state and the direction we are...

The Sunday Brief: Where are they spending money?

End of the month/ quarter greetings from Cedar Rapids, Kansas City, Nashville, and, by the time you read this, Washington DC.  Pictured is one of the wonderful CellSite Solutions cranes getting ready for a shelter lift. The first two weeks on the job have...

Kagan: What’s the difference between 5G-A wireless and Huawei 5.5G?

The difference between 5G-A and 5.5G wireless may just be marketing Marketing is one of many important keys to success for any company in any evolving industry. Marketing helps set competitors apart in a noisy and chaotic marketplace. However, in an effort to stand apart...

The Sunday Brief: What’s artificial about Apple Intelligence?

Father’s Day greetings from Atlanta, Kansas City, and, by the time you read this, Cedar Rapids.  Pictured is a long-time colleague and friend Hunter Newby, along with Brent Legg of Connected Nation, discussing their joint venture which will bring up to 125 Internet Exchange...

Kagan: Will Microsoft, Google and Apple be AI responsible?

AI will bring both good and bad — the trick is managing both sides well Artificial Intelligence (AI) is coming on strong but is a double-edged sword. OpenAI started a chain reaction more than a year ago with ChatGPT. Suddenly, AI is perhaps one of...

The Sunday Brief: T-Mobile buys most of US Cellular—will anyone care?

Greetings from Denver, St. Louis, Kansas City, Charlotte/ Davidson and many points in between.  Pictured is the full table of BBQ alternatives from Jim’s trip to LB Network’s annual BBQ and Dessert Competition.  What an honor to be able to judge eight terrific entries (including a...

Kagan: Is the AI revolution losing steam, or just getting started?

Artificial Intelligence will ebb and flow, but growth will continue A recent Wall Street Journal had a curious article titled: “The AI Revolution is Already Losing Steam.” That was curious as this past year was explosive with AI growth. CEOs of leading companies are now...

Kagan: WMS brings wireless to cruise ship passengers, crew, operations

Recently, I had lunch with the CEO and senior executives of WMS, who wanted to get on my radar. They are one of the quiet companies in the wireless space that nonetheless has an important role in today’s cruise ship industry. In todays always...

Kagan: How Cable TV can fight the FWA 5G wireless broadband threat

AT&T, T-Mobile and Verizon are using FWA against Xfinity, Spectrum and Optimum All things always change. Consider wireless, telecom and cable TV. Everything in the process of reinventing itself with new competition and new technology. Wireless has been a growth industry for roughly fifty-years. The...

The Sunday Brief: Post-earnings telecom landscape (you want some Netflix with that?)

Greetings from Iowa and Missouri.  Pictured is our neighbor’s elaborate balloon arc for their daughter’s graduation bash (it’s even more impressive than the photo). This has been another full news week, including an announcement by Comcast at last week’s MoffetNathanson Technology, Media, and Telecom...

Kagan: Ready or not wireless has begun it’s 5G, AI, FWA evolution

Wireless executives need to prepare for the next growth wave Over the past fifty-years, wireless has been a leading growth industry. That being said, at any specific point in time, different areas of wireless are hot, as other parts cool down. So, let’s take a...

Kagan: Upcoming Connect (X) asks, what’s next in wireless?

Connectivity Expo or Connect (X) is a wireless conference soon coming to my hometown, Atlanta! This should be a powerful wireless industry event. It brings together top-level speakers from various companies, the FCC and more. It’s also a great place to network with a...