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July 22, 2005

Wifi Nation...

Wifination_1_1 Click on this graphic from the most recent edition of Business Week.  What you will see, and what many continue to deny, is that Metro-scale Wifi isn't a theory, its a reality.  The networks are live.  They perform way better than EVDO or any cellular alternative.  They are cheaper to deploy.  AND, there is huge momentum around more and more networks. 

This is classic "Innovator's Dilemma" type disruption.  And the incumbents should start to embrace it instead of trying to pass laws to make it illegal. 

Resistance is futile...and denial is typically a poor business strategy.

Posted by Bill Gurley on July 22, 2005 at 10:26 AM | Permalink

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Comments

Well, Me also wonder why sometimes it happens like that. But thanks for elaborating the situation.

Posted by: Fantasy Football Tips | Sep 12, 2011 9:45:16 PM

This is the 2nd moment I have run into your website within the last couple weeks.  Seems as if I ought to take note of it.

Posted by: Fantasy Football Tips | Sep 12, 2011 9:36:50 PM

I can understand the issues of quality and value being debated here but we are missing the important debate. Since this was posted we have seen Telcos debate charging portals more for QoS. While at the same time portals are considering offering paid spam services. What I feel most have missed is the central debate here not on technology but on governance. How this plays out I am not really sure but a Telco fighting to eliminate municipal broadbands is another position that opens up the debate of who controls the foundation of our access. We need to look deeply into how the Internet has given our country something amazing and why access is what will continue to fuel innovation. Balancing the power will be a central debate for us all in the near future.

Posted by: Wes Robinson | Feb 9, 2006 4:08:44 PM

I can understand the issues of quality and value being debated here but we are missing the important debate. Since this was posted we have seen Telcos debate charging portals more for QoS. While at the same time portals are considering offering paid spam services. What I feel most have missed is the central debate here not on technology but on governance. How this plays out I am not really sure but a Telco fighting to eliminate municipal broadbands is another position that opens up the debate of who controls the foundation of our access. We need to look deeply into how the Internet has given our country something amazing and why access is what will continue to fuel innovation. Balancing the power will be a central debate for us all in the near future.

Posted by: Wes Robinson | Feb 9, 2006 4:08:32 PM

Boy, does this remind me of Infiniband. Remember that "technology" that was going to make Ethernet obsolete? Well, guess what, Ethernet is everywhere (including WiFi), and why? Because it is just easier to use, manipulate, and scale. The same is true with WiFi. When you get individuals into the fray instead of big companies, the Tipping Point happens much faster. I concur with you Bill, and you would be foolish now to bet against it.

Posted by: Jeffrey Fry | Aug 15, 2005 9:05:10 AM

You are right, Bill! In research that I did two years ago (technology has only gotten better since then) we learned that given the cost density of deploying WiFi, we could pave the entire US for 1/10th what the mobile carriers paid for digital PCS licenses alone. Should we be shoehorning data onto a voice network or letting voice applications communicate over a data network. Ah but for the embedded capital.

Posted by: Kingsley Hill | Jul 29, 2005 8:13:58 PM

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DISCLOSURE: The information contained Above the Crowd has been obtained from sources believed to be reliable but is not necessarily complete, and its accuracy cannot be guaranteed. Any opinions expressed herein are subject to change without notice. The author is a general partner of Benchmark Capital, a venture capital firm in Menlo Park, Calif. Benchmark Capital and its affiliated companies and/or individuals may have economic interests in the companies discussed herein. © J. William Gurley 2005-2006. All rights reserved.