Dashboard 1-12-24
Social Media Hits
I was there, working at Turner/Time Warner.
And…somewhere…I DO have the T-shirt. https://t.co/gs8teSVZQK
— Amy Phillips (@AmyPComms) January 11, 2024
Great photo of @dishwireless & @EchoStar execs with @DavidsonNTIA & Amanda Toman at a DISH ORAN site in Vegas. Today, @NTIAgov awarded DISH $50M to launch the Open RAN Center for Integration and Deployment (ORCID). We’re proud to continue driving wireless innovation! pic.twitter.com/7ZIN2X8Q2G
— Jeff Blum (@JeffBlumDISH) January 10, 2024
Impressive TV tech from Samsung #CES2024 pic.twitter.com/YLkser3oW4
— Dave Snelling (@SnellingD) January 8, 2024
Research
(Source: Dell’Oro Group Blog)
➢ Total spending on broadband equipment in 2023 is expected to show a decline of around 10%.
➢ Early projections for 2024 indicate an additional 5% YOY decrease as the lagging impact of interest rate increases to curb inflation will be felt more acutely. That would put total spending at around $16.5 billion, roughly equal to 2021 spending levels.
➢ Very early signals regarding 2024 show a return to growth as BEAD and other subsidization efforts trickle down to suppliers.
Up Ahead
Jan. 16-18: NATPE Global; Miami
Jan. 29-Feb.1: Realscreen Summit; New Orleans
Feb. 8: Regional Fiber Connect; Richmond, VA
Feb. 25-27: NCTC Winter Educational Conference; Las Vegas
March 5-7: ACA Connects Summit; D.C.
Quotable
“One of the reasons the FTC and its counterparts in other jurisdictions have been focused on AI and competition is because what we want is to unlock the potential of this technology and have it grow in the markets through good innovation and businesses coming to market with great products and not be limited by a few gatekeepers who control access to some of the core inputs, both whether it is data or compute or other elements of generative AI. That’s an important one to remember because sometimes we get the view or the assumption that enforcers are hostile to new technology. If we were hostile to the technology, we would not care about gatekeeper conrol. We would be happy to have it limited and locked up.”
– FTC Commissioner Rebecca Slaughter speaking at CES on how the agency views AI