Listen "Why Does Apple want Unlicensed Spectrum?"
Episode Synopsis
Because the lesson of the FC App Delivery Membrane is that anything that touches the marginal cost computing power of the cloud must be capital efficient. Wi-Fi is the most capital-efficient element in the ADM today and, as a result, has sucked so much bandwidth out of networks that most of us hop from Wi-Fi island to Wi-Fi island. Licensed spectrum, like 4G and 5G, is an unwieldy and immensely expensive bridge between these islands. Apple wants none of that to get between itself and its customers future applications.
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