On May 2nd, we reported to you that 5G wireless is DOA and showed why:  it is too capital inefficient and carrier balance sheets cannot support this level of capital inefficiency.   Now come rumors that to pay for 5G, VZ may have to spin off Oath, it’s a mashup of Yahoo! and AOL.   The $10 billion or so that it might get for this is a drop in the 5G bucket.  So, expect way, way more capital restructuring than this.   Recorded 7/6/2018 To understand why, sign up for a trial subscription on our website and watch 5G and the Kodak Moment.   Francis McInerney Managing Director FutureCreators [email protected]

Ver todos los episodios