What I Learned This Week


The multi-trillion-dollar global buildout of 5G wireless networks is one of the largest infrastructure projects ever and is the most important technology race of the next five years. We are studying the implications of 5G wireless as it will likely determine the winners of the 21st century (see reports). During the third quarter, we published four additional articles on 5G, on top of the nine we published in the second quarter and the near two dozen memos over the last three years. In our view, 5G is a key-enabling technology in the competition for tech supremacy, as it will connect virtually all next-generation applications, including AI, blockchain, 3D printers, augmented reality, among o…

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