Telepocalypse

You can quote me on that

Thoughts for the day:

- In physical transport (atoms), we found that there was a complex business called "logistics" which is where the profit is; "trucking" is just a small function of logistics. With data networks (bits), it's the exact opposite; there once was a complex "bit management" industry called telecom. This is slowly, painfully fading away. It'll get replaced by a simpler industry that just teleports bits over geographic distance. We don't have a name for it yet.

- Telecom is just another utility delivering stuff through pipes. In fact, it's just like a water utility -- except you don't have the glamour of sewage disposal.