Each quarter, our investment team comments on the markets and economy over the past quarter and looks forward at what…
Key Insights (AI-assisted): The move to Release 17 RedCap in both global and NA-specific variants signals that 5G’s “middle tier”…
Each quarter, our investment team comments on the markets and economy over the past quarter and looks forward at what…
Anthropic says it has uncovered what amounts to an industrial-scale “free ride” on one of America’s best AI models. In…
Key Insights (AI-assisted): The move to Release 17 RedCap in both global and NA-specific variants signals that 5G’s “middle tier”…
While framed as a book about economic development theory and the history of colonialism, William Easterly’s latest tome is actually…
Key Insights (AI-assisted): Quectel’s move deeper into mmWave radar and digital keys signals growing convergence between RF sensing, secure access,…
Key Insights (AI-assisted): Programmable SGP.32 eSIM at scale signals a shift from static connectivity contracts toward lifecycle-orchestrated connectivity for IoT…
Key Insights (AI-assisted): Nordic’s move effectively re-bundles cellular, satellite NTN, positioning, and edge AI into a single roadmap, raising the…
Key Insights (AI-assisted): Positioning LoRaWAN as the “digital nervous system” for AI reframes LPWAN from basic transport to an intelligence…
On July 8, 2024, a guest essay by Stephen Smith on elevator policy was published in The New York Times.…
While framed as a book about economic development theory and the history of colonialism, William Easterly’s latest tome is actually…
Key Insights (AI-assisted): By anchoring digital access credentials in mainstream mobile wallets, Aliro pushes physical access control deeper into the…
Key Insights (AI-assisted): Telecare’s expansion to 24.2 million users by 2030 signals that connected care is becoming a core mainstream…
