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- Jason's Industry Insights - Issue #30
Jason's Industry Insights - Issue #30
Jason Presement
August 02, 2024
Your Weekly Broadband, Space and AI Market Insights
Issue #30 - August 2, 2024
Welcome to Issue #30!
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New week. New Format. Gimee feedback!
Some headlines of the week (full TOC below):
🛜 WISPs see fiber as their next growth area
☠️ Should humanity build a doomsday vault on the Moon?
🇨🇦 NordSpace Announces New Spaceport Canada and $5M Investment
🤖 Robotic Massages Have Arrived at Luxury Hotels—And They’re Actually Good
♷ The Cure for Disposable Plastic Crap Is Here
🧠 Learn About - Cannibal CMEs. How topical is that!?!
In this Issue
..and more.. inside.
Remember to repost, share, like, and comment (good and bad).
Enjoy Issue #30!
Canada Broadband and Some US Stuff
Rogers asks for temporary speed matching exemption on new gigabit services
Rogers Communications has requested a temporary exemption from Canada's speed-matching regulations for its new gigabit internet services. This move would allow Rogers to offer faster speeds without immediately having to provide equivalent access to competitors, a requirement that typically ensures fair competition in the market. The request has sparked discussions about regulatory policies and the future of broadband services in Canada.
My Take: Here are the new service tiers listed in their filing. This does not include the symmetrical 1G and 2G tier of services mentioned in the exemption.
50MbpsD/50MbpsU;100MbpsD/50MbpsU;100MbpsD/100MbpsU;
250MbpsD/50MbpsU;250MbpsD/200MbpsU;250MbpsD/250MbpsU;
500MbpsD/50MbpsU;500MbpsD/200MbpsU;500MbpsD/500MbpsU;
750MbpsD/50MbpsU;750MbpsD/200MbpsU;750MbpsD/750MbpsU;
1000MbpsD/50MbpsU;1000MbpsD/200MbpsU;
1500MbpsD/50MbpsU;1500MbpsD/200MbpsU;
Why do they need so many tiers?
New money to expand cellular service in parts of rural N.S. with spotty coverage
There is a new funding initiative aimed at enhancing cellular service in rural Nova Scotia. The investment is part of a broader effort to improve connectivity in underserved regions, ensuring residents have better access to reliable mobile networks. This initiative is expected to boost economic opportunities and improve quality of life for people living in these rural communities.
My Take: Why would they spend all that money to deploy a network delivering spotty coverage? ;)
TELUS brings the fastest home internet speeds to customers in Western Canada with new PureFibre 5 Gigabit Internet
TELUS has launched its new PureFibre 5 Gigabit internet service, offering the fastest home internet speeds available in Western Canada. This service promises ultra-fast connectivity, catering to the growing demand for high-speed internet in homes, particularly for applications like streaming, gaming, and remote work. TELUS's initiative highlights its commitment to providing cutting-edge technology and superior customer experiences.
My Take: In the release, they mention they are “the only 100 per cent pure fibre-to-the-home provider in Western Canada”. Really?
Canadian startup funding is turning a corner, venture capitalists say
The Logic reports a surge in venture capital (VC) deal activity in the second quarter, signalling renewed investor confidence in the market. Despite economic uncertainties, the quarter saw a significant uptick in both the number of deals and the total capital invested, particularly in sectors like tech and life sciences. This trend suggests a rebound in the VC landscape, with investors showing increased interest in early-stage startups and innovative technologies.
My Take: Good news, but I didn’t to really tell you that
France: Telecom fiber optic networks sabotaged
In France, a series of deliberate attacks have been carried out on telecom fiber optic networks, leading to widespread disruptions in internet and phone services. These acts of sabotage, which have affected both urban and rural regions, are raising alarms about the security of the country’s critical infrastructure and the challenges in protecting it from such targeted attacks.
My Take: Sacrebleu! Olympics will do that to you.
WISPs see fiber as their next growth area
Fierce Telecom discusses how fiber and fixed wireless technologies are being combined to create a more versatile and resilient broadband infrastructure. This approach leverages the strengths of both technologies—fiber's reliability and fixed wireless's flexibility—to improve connectivity, especially in underserved areas. The article highlights industry trends and the growing importance of hybrid solutions in expanding high-speed internet access.
My Take: Well, of course, they do. At the end of the day, they realize the value of a generational asset, especially if they already own the customer and are overbuilding their wireless footprint.
US state governments can learn from challenges met by European rural broadband projects
Analysys Mason examines the challenges and opportunities in expanding broadband access to rural areas. The article discusses the importance of government support (BEAD), strategic partnerships, and innovative technologies in overcoming the financial and logistical hurdles that often impede rural broadband projects. It also highlights successful case studies and the critical role these projects play in bridging the digital divide.
My Take: Lots of lessons for BEAD, including from north of the border.
From the article - “Perhaps the most pressing concern in the market is the possibility of operators not bidding for BEAD funding, due to the factors discussed above, the general uncertainty on timing and the overall perceived lack of flexibility in managing BEAD-funded projects”
Or a smaller one bowing out to larger players. Or the program just not setting out to accomplish what it’s supposed to. Where have I seen that before? I think a lot of vendors hanging their hats on BEAD are in for a rude awakening.
Learn About - Cannibal CME (Coronal Mass Ejections)
In the vast, fiery expanse of our Sun, a dramatic and somewhat eerie phenomenon known as a "cannibal coronal mass ejection" (CME) occasionally unfolds. Imagine a cosmic ballet where one dancer overtakes another, merging into a more formidable force. This is the essence of a cannibal CME, a rare and powerful event that can have significant impacts on Earth.
A coronal mass ejection is a massive burst of solar wind and magnetic fields rising above the solar corona or being released into space. These ejections can carry billions of tons of plasma and travel at speeds ranging from a leisurely 250 Km per second to a blistering 3,000 Km per second.
When these CMEs are directed towards Earth, they can cause geomagnetic storms, dazzling auroras, and disruptions to satellite communications and power grids.
A cannibal CME occurs when a second, faster CME catches up to and engulfs a slower one that was ejected earlier. This results in a single, massive wave of plasma that can be particularly potent when it reaches Earth. The term "cannibal" is apt, as the faster CME effectively "devours" the slower one, combining their energies into a more formidable force.
The Sun’s surface is a chaotic environment, with magnetic fields constantly twisting and snapping like overstretched rubber bands. These magnetic reconnections can launch CMEs into space. When two such ejections are closely timed, the second can overtake the first, creating a cannibal CME. This can be visualized as a cosmic game of leapfrog, where the second player leaps over the first, merging their energies in the process.
When a cannibal CME hits Earth, it compresses the planet’s magnetic field, causing a geomagnetic storm. These storms are classified on a scale from G1 (minor) to G5 (extreme), with cannibal CMEs often causing G3 (strong) storms. Such storms can disrupt satellite operations, GPS systems, and even power grids. They also enhance the auroras, making them visible much farther from the poles than usual, painting the night sky with vibrant colors.
Cannibal CMEs are relatively rare, but they become more likely during the solar maximum, the peak of the Sun’s 11-year cycle of activity. Recent years have seen several notable cannibal CMEs, including significant events in 2021 and 2022. These events serve as reminders of the Sun’s volatile nature and the potential for severe space weather impacts on our technologically dependent society.
The most recent cannibal coronal mass ejection (CME) occurred on July 29, 2024. This event was marked by the Sun launching multiple CMEs in quick succession, with the first two CMEs merging to form a cannibal CME. This powerful solar storm hit Earth at 8:27 p.m. EDT on July 29 (00:27 UTC on July 30), sparking a minor G1-class geomagnetic storm. Despite initial forecasts predicting a more potent G3-class storm, the magnetic fields inside the CME were oriented in a way that limited their interaction with Earth's magnetic field, resulting in a less intense geomagnetic impact
Cannibal CMEs are a fascinating and somewhat ominous reminder of the dynamic and sometimes destructive nature of our closest star. By understanding these phenomena, scientists can better predict their impacts and help mitigate the risks to our modern infrastructure. As we approach the next solar maximum, the dance of the Sun’s magnetic fields will continue to captivate and challenge us, highlighting the intricate and powerful forces at play in our solar system.
Space
What’s in Space This Week?
Where did they all go?
Should humanity build a doomsday vault on the Moon?
Science explores the concept of building a "doomsday vault" on the Moon to safeguard humanity's most precious knowledge and genetic material in the event of a global catastrophe. The idea, inspired by the Svalbard Global Seed Vault, would involve storing seeds, DNA samples, and other critical resources on the lunar surface as a backup for life on Earth. The article delves into the technical challenges, ethical considerations, and potential benefits of such an ambitious project.
My Take: Talk about private clouds and sovereign data.. This newsletter should earn a spot as “most precious knowledge”.
Forecast: NTN, D2C markets at $17bn+ by 2032
Advanced Television reports that the Non-Terrestrial Networks (NTN) Direct-to-Consumer (D2C) market is projected to reach $17 billion by 2032. This growth is driven by advancements in satellite technology and the increasing demand for global connectivity, enabling direct access to services like streaming and communications in remote areas. The article highlights how NTNs are expected to play a crucial role in the future of global telecommunications, offering expansive opportunities for the D2C market.
My Take: I see no reason why this wouldn’t be true. NTN won’t replace TN, but they will certainly augment them to provide a level of resiliency and security beyond any TN.
SpaceX Offers New 'Starlink Enterprise Kit' for Businesses
SpaceX has introduced a new Starlink Enterprise kit designed specifically for businesses. This package offers higher bandwidth and faster speeds than the standard Starlink service, catering to the needs of enterprise clients in remote or underserved areas. The move marks SpaceX's expansion into the business broadband market, aiming to provide reliable satellite internet to companies with demanding connectivity requirements.
My Take: Starlink Enterprise seems a little too close to Starship Enterprise, don’t you think? Anyway, the march toward domination continues. Kuiper had better hurry up and launch something before all the LEO space is gone.
5G-NTN architecture brings us close to ubiquitous connectivity
The article discusses how 5G Non-Terrestrial Networks (NTN) architecture is paving the way for global connectivity by integrating satellite and terrestrial networks. This innovation is crucial for achieving seamless coverage in remote and underserved regions, bringing us closer to truly ubiquitous connectivity. The article highlights proofs of concept that demonstrate the potential of 5G NTN to transform communication by ensuring that high-speed internet is available everywhere, regardless of geographic challenges.
My Take: Watching to see how this progresses.
NordSpace Announces New Spaceport Canada and $5M Investment, Adding to End-to-End Space Launch System for Canada
NordSpace has revealed plans to establish a new spaceport in Canada, backed by a $5 million investment aimed at enhancing the country's space launch capabilities. This development is part of NordSpace's broader strategy to create a comprehensive end-to-end space launch system, positioning Canada as a significant player in the global space industry. The new spaceport is expected to bolster Canada’s space infrastructure and drive innovation in space exploration.
My Take: Great news for Canada. The only G7 country without a spaceport at this point.
Astronaut traveling to Titan loses his grip on reality in 1st 'Slingshot' trailer (video)
A sneak peek into the upcoming sci-fi thriller Slingshot, starring Laurence Fishburne and Casey Affleck. The film follows the story of a space crew grappling with mysterious forces aboard their spacecraft as they journey beyond Earth’s orbit. The trailer hints at a tense and psychologically driven plot, blending elements of space exploration with a deep dive into the human psyche.
My Take: Will be worth a watch.
AI
At the Olympics, AI Is Watching You
WIRED explores how AI and advanced algorithms are being deployed at the Olympics to enhance security, track athlete performance, and even manage logistics. While these technologies promise greater efficiency and safety, they also raise concerns about surveillance, data privacy, and the broader implications of AI in public spaces.
My Take: I think when you attend an event like the Olympics - especially these days - there’s an expectation that you’re being watched, tracked, profiled, assessed, etc.
Robotic Massages Have Arrived at Luxury Hotels—And They’re Actually Good
A new trend in the luxury hospitality industry: robotic massages. High-end hotels are introducing these cutting-edge devices as a unique perk for guests, offering a blend of technology and relaxation. The article details where travellers can experience these robotic massages and explores how this innovation is reshaping the luxury hotel experience by adding a futuristic touch to traditional spa services.
My Take: I knew there would be a happy ending to this story.
Taco Bell to roll out AI drive-thru ordering in hundreds of locations by end of year
CNBC reports that Taco Bell is expanding its use of AI in drive-thru ordering across hundreds of locations. The technology aims to speed up service and improve accuracy by using AI-powered systems to take orders, a move that reflects the fast-food industry's growing reliance on automation to enhance customer experience and efficiency.
My Take: Because it worked so well for McDonalds? I will admit that I have never eaten at Taco Bell. Something to do with cheese.
The Rise of AI: Consumer Perspectives
The report explores the growing impact of AI, particularly generative and conversational AI, on various industries, with a focus on media, entertainment, and advertising. Key findings and focus areas include:
Consumer Familiarity and Sentiment:
Only 47% of U.S. internet households are familiar with at least one AI technology.
Despite frequent interaction with AI, many consumers remain apprehensive, with 69% expressing concern over data privacy.
Applications in Media:
AI is enhancing content creation and operational efficiency in media, particularly through tools like generative AI for personalized content and faster production timelines.
The use of AI in the creator economy is lowering entry barriers for new creators while increasing competition.
Challenges and Risks:
Concerns about data privacy, security, and the ethical use of AI are prevalent, with legal disputes arising over the use of copyrighted material in AI training.
AI's potential for biases and generating inaccurate information (hallucinations) highlights the need for cautious implementation and consumer education.
Future Outlook:
AI is expected to become more integrated into daily life, with advancements making it more accessible and user-friendly.
Businesses are encouraged to adopt AI strategically, balancing its benefits with careful consideration of its ethical implications.
Overall, the report underscores the transformative potential of AI while emphasizing the need for responsible usage to maintain consumer trust.
Read the full report
My Take: If “Hawk Tuah” was AI, 99% of Internet households would know about it.
Your new AI Friend is almost ready to meet you
The Verge explores a new AI-powered gadget designed to act as a personal companion, offering users a blend of friendship and utility. This device, which combines conversational AI with interactive features, aims to fulfill the role of a supportive friend or assistant, adapting to users' preferences and needs. The article discusses the potential impact of such technology on personal relationships and the growing trend of AI companionship.
Here’s a creepy video you can watch as well.
My Take: I hope this isn’t a thing. No one wants to wear those “I’ve fallen, and I can’t get up” things, but this is OK?
Tidbits
Human origins tied to ancient jawless blood-sucking fish
Live Science reveals that our distant evolutionary origins may be linked to jawless, parasitic fish like lampreys. Researchers have uncovered evidence suggesting these ancient creatures played a significant role in the development of vertebrate structures, including aspects of human anatomy, providing new insights into the deep history of human evolution.
My Take: Eww.
The Cure for Disposable Plastic Crap Is Here—and It’s Loony
WIRED explores how innovative companies are tackling the problem of disposable plastics by creating more durable, reusable, and even edible alternatives. The article highlights a growing trend of designing products with longer life cycles or complete biodegradability, which could significantly reduce plastic waste and environmental impact.
My Take: I’ll start paying more attention when everything I buy at the grocery store that’s wrapped in plastic doesn’t have to be taken home in a cloth bag,.
Delta CEO says CrowdStrike-Microsoft outage cost the airline $500 million
CNBC highlights Delta Air Lines' revelation that a major outage involving Microsoft's cloud services, coupled with issues related to CrowdStrike's security software, led to a financial hit of $500 million. The disruption underscores the vulnerabilities companies face when relying heavily on tech infrastructure, as well as the significant impact of cybersecurity and IT failures on business operations.
My Take: Who are they sending the bill to? I wonder.
Infographic Of The Week
Podcast Recommendation
The Mel Robbins Podcast
You can change your life and Mel Robbins will show you how.
Mel Robbins is one of the world’s most widely booked and followed podcast hosts and authors. She’s trusted by the world’s leading brands and medical professionals who use her research-backed tools and strategies in clinical and corporate settings. She’s amassed millions of followers online, with her videos going viral almost daily.
In The Mel Robbins Podcast, Mel gets more personal than ever, welcoming you into her life and taking you behind the scenes in real time. Every episode is packed with deeply relatable topics, tactical advice, hilarious screwups, compelling conversations, and the tools and inspiration you need to create a better life.
To learn more about Mel, go deeper into every episode, find the resources and research she mentions, or submit a topic or question, check out https://www.melrobbins.com.
Movie/Streaming Recommendation
Deadpool and Wolverine
Deadpool & Wolverine is like a buddy cop movie on steroids, with Ryan Reynolds and Hugh Jackman reprising their iconic roles in a film that’s equal parts hilarious and action-packed. The chemistry between Deadpool and Wolverine is electric, with their banter providing endless laughs and their contrasting fighting styles making for some truly spectacular action scenes.
The movie is a fanservice extravaganza filled with cameos and references that will have comic book aficionados grinning from ear to ear. It’s a film that knows exactly what its audience wants and delivers it in spades. The humour is as sharp as ever, with Deadpool’s trademark wit and Wolverine’s gruff demeanour creating a dynamic that’s both funny and endearing. The action is top-notch, with choreography that showcases the best of both characters’ abilities. The kill per minute ratio is high.
But it’s not all jokes and explosions; the film also explores themes of redemption and friendship, adding a surprising depth to the narrative. It’s a wild, fun ride that’s sure to leave fans of both characters thoroughly entertained and eager for more
Until Next Time
Comments here are my own and do not represent the opinions, views or thoughts of any person, company or organization that I may be associated with.
Feedback, comments and ideas are welcomed. Message me on LinkedIn or contact me at [email protected]
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