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14 Dec, 17 tweets, 5 min read
0/ Full BOM for building a 2.5Ghz LTE cell tower for under $20k.

Can serve 150 end points at up to 6 mile range. We've (@MuralNetwork) deployed dozens of these in very remote locations and they work great.

Thread:
1/ ProLine 2.3-2.7GHz 65 Degree + 3.5-4.2GHz 65 Degree Dual Slant Dual Band 4-Port Sector Antenna (Two Sectors in One Shell

winncom.com/en/products/KP…
2/ Baicells Nova R9 2.5 GHz 10W Band 41 LTE Outdoor Base Station

ispsupplies.com/Baicells-NOVAR…
3/ CAT6 Outdoor Bulk Ethernet Cable, Direct Burial Shielded Solid Copper, 23 AWG

primuscable.com/collections/ca…
4/ Tough RJ45 Connectors, bulk

bhphotovideo.com/c/product/1049…
5/ Perfect Vision Ground Wire, Copper, 10 AWG, Green Jacket, 500ft

ispsupplies.com/Perfect-Vision…
6/ various angle adapters, Stainless Steel Stackable Snap-in Hanger, etc for Cable Mounting

m.hdg-telecom.com/uploads/201785…
7/ SIM Cards, 10 Pack

winncom.com/en/products/BA…
8/ Atom ID06 2.5GHz Indoor LTE CPE, CAT 6/7, 2T4R, GDM7243QT, 1GE, 12VDC 1.5A, 5 dBi Antenna, Bands 34/38/39/40/41

winncom.com/en/products/EG…
9/ Atom OD04 2.5GHz Outdoor LTE CPE, CAT 4, 1T2R, 14 dBi Antenna, Bands 40/41, Gen2

winncom.com/en/products/EG…
10/ TP-Link N450 Wi-Fi Router - Wireless Internet Router for Home (TL-WR940N)

amazon.com/dp/B003Y5RYNY/…
11/ PolyPhaser DC Block RF Lightning Arrestor, 1.8-3.8GHz and 4.2-6.0GHz, N-Female to N-Male

winncom.com/en/products/LS…
12/ GESP, Gigabit Ethernet Surge Protector.

winncom.com/en/products/RB…
13/ GAM 4' 1/2" Superflex Jumper w/cold shrink GFC-TNM-SFLEX-TNM-48-SDL

balticnetworks.com/gamma-electron…
14/ Magma an open-source LTE Packet Core

magmacore.org
15/ You'll also need ...

Telephone Pole 40 feet
16/3 power cable
Grounding kit for tower
This BOM was initially published in 2018 in a 2600 article on @MuralNetwork by the one and only @TProphet

amazon.com/2600-Magazine-…

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More from @martin_casado

martin_casado Profile picture
29 Nov
1/ Advice on finding “the right idea” is often a variant of the tired painkillers vs. vitamins cliche -- focus on a problem you’ve experienced or others are experiencing yada yada

Yet, many impactful ideas were more akin to aesthetics, how founders felt the world should be.
2/ Take compute virtualization. For decades, VMs were an elegant oddity. The VMware team viewed them as the right way to abstract compute but weren't quite sure the killer use case(s). And yet that led to multiple deca-billion dollar markets.
3/ Many platforms and OSes have followed similar paths. They didn’t address a particular burning need now, but if adopted they would change how we did work and thought about work.
Read 6 tweets
martin_casado Profile picture
28 Nov
I’ll have a go - raw numbers are correlated with turnout, not relative popularity - 94% of democrats voted for Biden and there are 5% more democrats than republicans nationally - the only demographic that voted majority trump is white males (and they only make up 30% of the pop)
- exit polls contradict a number of these claims including LatinX voters outside of Florida and oil-dependent Tx (both that went Trump) - absolute gains for blacks are correlated with record turn out, exits polls show overwhelming backing of Biden
- much of the anomalistic skewing happened during mail ins in an election where the incumbent told his constituency not to trust ballots over mail
Read 5 tweets
martin_casado Profile picture
12 Aug
[New Post] The economics of AI / ML companies are poorly understood.

In this post, @BornsteinMatt and I cover some of the core challenges and how they are being tackled by top teams in the industry.

a16z.com/2020/08/12/tam…

Highlights below 👇
1/ Unlike traditional software, margins, scalability, and defensibility for AI companies are usually a function of the problem -- not the technology. And often the problems are ugly.
2/ Many AI problems show long-tailed distributions of input data (meaning most inputs happen infrequently), and supervised learning is not well equipped to handle it.
Read 14 tweets
martin_casado Profile picture
3 Aug
0/ A very interesting trend to watch is the disappearance of pre-sales, and what it means to GTM tooling. (a thread)
1/ Pre-sales has traditionally been the function that brings a new customer to technical and financial close. Generally it involves an account rep (AE) and a sales engineer (SE) to educate a customer on the product, do technical demos, PoCs, integration etc.
2/ However, with the shift to bottom-up this role is changing. And in some cases going away entirely. This is happening so fast that a surprisingly high portion of new founders don’t even recognize the “pre-sales” / “post-sales” lingo.
Read 14 tweets
martin_casado Profile picture
9 Feb
0/ There is a dazzling amount of inconsistency in what GTM metrics are presented at board meetings of early stage b2b companies. Here is my hit list of the most important, and why:
1/ CARR - total contracted annual recurring revenue is the single best metric for the health of a business. It encapsulates new logo growth, expansion, and churn in a single number. If you only show one number, use this one.
2/ Live ARR - Some board members prefer LARR to CARR because it can take a long time to implement a deal. And some never make it. Both is best, but for early stage companies I prefer CARR as it signals the market.
Read 14 tweets
martin_casado Profile picture
12 Dec 19
0/ Is there an Enterprise Margin Crisis? It's not uncommon to see software startups with surprisingly low margins (30-40%). We believe there is a broader trend going on here, which I explore in this thread.
1/ While not all of these are new, there are a number of macro trends that have downward pressure on margins; the move to cloud, AI/ML, bottoms up GTM etc. Below I outline the most common contributors we see across the industry.
2/ AI can be expensive : Many ML/AI companies will have unique data sets and unique models per customers. This can add a nontrivial compute and data management component per customer dollar spent.
Read 12 tweets

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