One of the most common questions I've been asked lately is what I think the impact AI will have on the broadband industry. All of the big ISPs in the industry have actively been pursuing the use of AI. For example, AT&T Labs says it is investigating the use of AI to optimize the customer experience and auto-heal the network. Comcast says that it is using AI to help process petabytes of data every day. more
I recently used Starlink on a cruise along the coast of Northwest Africa, and I'll summarize my experience below, but first let me explain why I put some in the title of this post. I posted the following request on the Reddit Cruise group: "What has been your experience of Starlink Internet service on Seabourn or other cruise lines? How was latency? Do video chats work smoothly? Games? etc." more
The Washington Post recently published an article with a series of graphs showing the impact of the pandemic on various economic indicators, including unemployment, wages, air travel, grocery prices, home prices, and consumer sentiment. The article got me thinking about the impact of the pandemic on the broadband industry, and several important changes emerged from our collective pandemic experience. more
at the end of 2023. LRG compiles most of these numbers from the statistics provided to stockholders, except for Cox and Mediacom - they now combine an estimate for both companies. Leichtman says this group of companies represents 96% of all traditional U.S. cable customers. I suspect there are regular blog readers who wonder why I post these statistics every quarter. more
Eight countries in West Africa reported Internet outages after damage was reported to four different undersea fiber cables. The most affected countries are Ivory Coast, Liberia, and Benin, with additional problems caused in Ghana, Nigeria, and Cameroon. Lesser impact was felt in South Africa, Senegal, and Portugal. There has been no official word on what caused the problem, but it's likely due to the shifting of the seabed due to seismic activity. more
A recent article in the MIT Technology Review described the benefits that remote learning can bring to preschoolers. The article described a study by the MacArthur Foundation that has not yet been peer-reviewed. The research described the results of bringing preschool to Syrian refugees. more
In his January 12 SpaceX update, Elon Musk said the biggest goal for Starlink from a technical standpoint is to get the mean latency below 20 ms. He expanded by saying that given the speed of light, 8 ms is the absolute minimum latency for a satellite at 550 km. He believes they can optimize terrestrial and inter-satellite links, and minimize queueing delays and dropped packets, to recude the the rest of the time to below 10 ms. more
As was the case in the US during World War II, civilian volunteers are making important contributions to the Ukrainian war effort. On February 8, 2022, the first truckload of Starlink terminals arrived in Kyiv. A week later they were being used. By April 2022, there were 5,000 terminals in Ukraine, and 42,000 as of April 2023. (At this point, SpaceX and Ukraine have gone silent. Neither ChatGPT4, Gemini, Copilot, Perplexity, nor I could not find a current terminal count). more
In the February 13th edition of the Wall Street Journal, Professor Thomas W. Hazlett offers a breathless endorsement of market concentration with the T-Mobile acquisition of Sprint, his go-to example. Apparently, mergers and acquisitions benefit consumers because they enhance competition and generate all sorts of positive outcomes that could not possibly have occurred but for the reduction in the number of industry players. more
I work with a lot of ISPs that own rural fiber. Some rural network owners have been successful in providing fiber to cell sites near their networks over the last decade. A few sell directly to a cellular carrier, but most of these connections are sold to an intermediate carrier that bundles together cellular connections across a large geographic area. more
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