- 5G and computing in the edge might enable low latency on mobile devices. I can imagine that Apple will release their AR glasses in Gen 1 with computing perfor

- 5G and computing in the edge might enable low latency on mobile devices. I can imagine that Apple will release their AR glasses in Gen 1 with computing performed on the iPhone or the watch and Gen 2+ might use the 5G edge - Cloud computing crawl closer to the edge use cases like ultra low latency cloud gaming Telcos work closely together with the well known cloud providers to utilize the edge. The model will likely be a revenue share model. Telcos might develop a neat new revenue stream. Once those "killer user cases" like the Apple Glasses hit the market I could imagine Telco stocks to rise. I also expect optician stocks to benefit from the Apple glasses. Apple might use the optitian retail network to bring the Glasses to the customer.