@sameer_singh17 I don't entirely disagree with that but it comes with the assumption that at that time there is no hardware innovtn left.
@sameer_singh17 @BenBajarin I'm not an idiot. I accounted for subsidization percentages.
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@monkbent@BenBajarin Did not account for per capita income, which is higher in subsidized markets. Mature markets spend more on services. -
@sameer_singh17@BenBajarin yes, that's my point. You're waiting for the subsidy floor to fall out, but your analysis of it is flawed -
@monkbent@BenBajarin When I said cake shifts down the stack, I spoke of OTT services, not telecom operators. -
@sameer_singh17@monkbent In that value discussion, I’d encourage some work to be done seeing things from consumers perspective as well.
End of conversation
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