AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Price Pressure of Open Ran
The idea would be that if you get more competition into the market, that puts price pressure on things. The pricing stuff is even more. I think the answer to your question seems to be no. Rakuten make big claims about how their the capex they say is with open ran and it's not just about cloud. They don't record and symphony doesn't just do open ran. It's about software more broadly. So there's a lot of data work in practice because there's not a lot of time for re-architecting. And so we're still going to be constrained by that one bit where there's the least amount of choice.