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I doubt most of my Twitter followers would believe me if I said the dominant part of my day job over the past three months has been learning about topics described in this. If you don't understand these topics, you really can't understand 5G wireless implications at much depth.
In 5G wireless systems an antenna remains at base stations, but non-real time functions (i.e., Centralised Unit processes) can be virtualised in a hyperscale cloud facility while the real-time functions (i.e., Distributed Unit) are shifted to a rack of servers at "the edge."
Software running on "bare metal" can allocate capapacity dynamically, automate provisioning and speed service deployment. Telcos can potentially experience up to a 50% capex savings (efficient capacity utilisation) and a 35% opex savings (due to automation) in the long term.
Enough people liked this thread about how software, virtualization, hyperscale cloud and edge computing are changing the wireless business that I'm tempted to write about these network parts of 5G that people don't write about in an informative post like: arstechnica.com/information-te…
To dig deeper into 5G networks you need to know:

Virtualization: sdxcentral.com/5g/definitions…

RAN, C-RAN and vRAN sdxcentral.com/5g/definitions… and sdxcentral.com/5g/definitions…

Software Defined Networking (SDN): sdxcentral.com/networking/sdn…

Network Functions Virtualization sdxcentral.com/networking/sdn…
It gets "cloudier" since VNFs sdxcentral.com/networking/nfv… are migrating to CNFs. github.com/cncf/cnf-testb… More fun is "serverless," with a goal of running services "almost as fast as bare metal." Aside: I am told that in the UK "bare metal" is called "bare tin." But you expected that!
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Tren Griffin
@trengriffin
1/ The streaming industry has been selling music at the current subscription prices for a long time because: (1) the streaming itself is a commodity with zero pricing power and (2) the music owners have wholesale transfer pricing power over the streamers. rollingstone.com/music/music-ne…
2/ Music streamers must find first party content (e.g., podcasts) that doesn't expose them to wholesale transfer pricing power of music owners to remedy the gross margin problem. Netflix and Amazon know this and that is why they create content they own. 25iq.com/2017/08/19/wha…
3/ If the music streamers raise the retail prices for consumers music owners can just raise their wholesale transfer prices and take any new profit.

Chance the Rapper found a way to take a slice of the profit pool and preserve his share in a value chain. 25iq.com/2018/09/01/les…
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Tren Griffin
@trengriffin
1/ Any interview with Marc Andreessen (@pmarca) is self-recommending Early in the interview he talks about how Jio has connected many millions of people to the Internet. What isn't well understand is the back end innovation that enabled this even with 4G.
@pmarca 2/ Jio built its customer base on a greenfield network that "virtualized and cloudified the core network" (e.g., the Jio network has zero circuit switches). Software Defined Networking (SDN) enables breakthrough levels of automation and provisioning. The service has lower costs.
@pmarca 3/ Andreessen points out that innovations like Jio increase "n", which increases the value of networks. My quibble is Metcalfe's law is wrong and instead “the value of a network of size n grows in proportion to n log(n). a16z.com/2016/03/07/net… But increasing n still matters.
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Tren Griffin
@trengriffin
"Streaming giants are struggling with a big churn conundrum: Only a third of users stick around." bloomberg.com/news/articles/…

25iQuiz: Is the cost of a free trial COGS or CAC? Is that expense above the gross margin line or below?
"A business that ignores even small changes in churn often ends up dead. As with any metric, it is better to be roughly right in calculating churn than to be precisely wrong. It is also important to understand that there are sneaky ways to hide churn..." google.com/amp/s/25iq.com…
There isn't any GAAP rule since the accounting rules assume all businesses are manufacturers from decades ago. 😉 Hopelessly out of date.

Tren: Someone on a free trial is a prospect. They are in a sales funnel, but not converted to paid. Giving a prospect free service is CAC.
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