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However, the points above remain positive indications that these bets were not misplaced. There are signposts that indicate they are realizing fruit. So Charlie has made some calculated bets. As a result there is strong political and monetary support for the ORAN ecosystem. Was it a smart move to lean into Open RAN or was it a technology dead end, analogous to WiMAX? Anyone who follows the intersection of technology and national security well understand that the ORAN architecture is of strategic significance to western nations, as a counterbalance to China’s desire for technological supremacy. Additionally, the cloud providers, who have been long feared to be participants in a spectrum auction, continue to have a desire to embed connectivity is their cloud offerings.ģ. At the same time, emerging market demand is developing in potentially large new end markets for which there is no incumbent service provider.

For the first time I can recall, we have no incremental spectrum in line for auction, creating an interesting supply dynamic. Would a lower cost of fabricating capacity realize demand either in the form of wholesale, emergent non-carrier markets like industrial, or even through cost-effective acquisition of direct retail subscribers. Think of Dish as a refinery, producing a byproduct at a lower unit cost than legacy refineries.Ģ. If it’s at parity to incumbent networks, they will have demonstrated they built a better mousetrap. Upon completion Dish will be able to demonstrate the quality and capacity that a cloud-enabled network can provide. According to Dish, by then they will have spent $7 billion on their network. Dish went all in on a new model, leveraging the extensive infrastructure and computational resources of Amazon Web Services (AWS) By June of this year Dish will have a wireless network covering 70% of the US population. In fact legend says he’s the guy who coined the metric MHz pops as a way to sell investors on spectrums value. My old boss Craig McCaw made his fortune on spectrum. Historically, spectrum, which remains a scare and depleting asset, has been the source of stable returns for investors. Did Dish build a more efficient platform for fabricating wireless capacity? Spectrum is the oil that powers wireless. But there are tailwinds that provide encouragement to optimist camp.