The McKinsey AT&T Study and the TAM Study

In 1980 AT&T was trying to figure out if they should go into the cell phone space. McKinsey came back and predicted that there would be 900,000 subscribers - which was less than 1% of the actual figure. By 2011, the number of cell phone users in the world had grown to $5 billion. I think right now it's pretty clear that it's not a great time to be a centralized company in the US. You're facing a lot of headwinds and you're sort of born into those headwinds as opposed to facing them when you're strong and robust or have the resources to defend yourself. There are so many greenfield problems that are still massively

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