Success in Edge Demands Collaboration In a new Research Note, Appledore analyze the need for collaboration in edge. Public Cloud firms and FAANG have demonstrated that economies of scale win on the internet – not just driving down costs, but enabling huge R&D and providing a huge marketplace, whether it is for can rides, books, cloud computing or any other good or service. “Platforms with the most apps win.” – Grant Lenahan Telecom networks are platforms. Platforms with the most apps win – see Windows in the 1990s and Apple iOS today. Go back further and it was so obvious that the term “network effect” was coined and demonstrates that the value of a network (whether social, wired, or business) is proportional to the number of network connections. Edge is such a platform Many potential buyers of edge/MEC will be global, or pan-regional. They will demand access to the broadest possible market. Moreover, edge is a new market, a new business models, and yes, a new technology too. So it demands investment to understand and optimize on all those attributes – which takes care talent and scarce money. Therefore, Collaboration is essential We believe many factors converge to make collaboration […]