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If anything it's a dying business model. The world is getting more and more urbanized. We won't leave cities because of the remote work. Humans feel the need

by GDC7 5y ago

If anything it's a dying business model. The world is getting more and more urbanized. We won't leave cities because of the remote work. Humans feel the need to be together socially. Now there are 2 schools of thoughts about work; one says that working is a social activity and thus remote work is doomed (IBM tried and failed before the pandemic) The other says that working is just working. Now even if the proponents of the latter are right and the whole world were to switch to 100% remote work you'd still would want to be living in NYC or LA for the social scene. If anything the big winners are going to be the megalopolis where the social scene is more vibrant and people are more open compared to NYC and LA. Thinking about Mexico City, Buenos Aires, Rio De Janeiro, Sao Paolo, Bogotà...at least for Americans who can speak Spanish. They have Fiber down there, but sure there are niches such as the new Aerion supersonic plane, but is that enough?

tuatoru 5y ago
> If anything it's a dying business model. For values of dying that include an unserved market of about 2 billion people in Africa and Asia.
- GDC7 5y ago
  Africa and Asia are getting urbanized faster than everywhere else. Lagos, Nigeria will be home to 88M people in 2100, Kinshasa, RDC 72M. I don't care how bad their infrastructure is now, running fiber in such a high density populated are will always be better than relying on internet via satellite.
  - tuatoru 5y ago
    If you are in countries that have the institutional capacity to protect it and your ownership of it, sure, lay network infrastructure. Despite the growth of the large cities, most African urbanization is due to villages growing past a threshold where they are statistically counted as towns (IIRC 10 000 inhabitants), and therefore as urban, though. "Greater Lagos", the coastal-urban strip running from Abidjan in the west to Port Harcourt/Douala in the east, is mostly like this: villages that grew. * Most African population growth is still going to be outside these megacities, and even within them, only the centres will have much infrastructure, unless there is massive social change leading to institutional reform. Edit: clarifying this, which I should have done first: The majority of the population for at least the next 40 years will be in areas with population density below about 1000 people per square km, where Starlink is viable but laid cable is expensive.[1] 1. https://caseyhandmer.wordpress.com/2019/11/02/starlink-is-a-very-big-deal/ https://caseyhandmer.wordpress.com/2019/11/02/starlink-is-a-... under the heading "Architecture".

by GDC7 5y ago

tuatoru 5y ago

> If anything it's a dying business model. For values of dying that include an unserved market of about 2 billion people in Africa and Asia.

GDC7 5y ago
Africa and Asia are getting urbanized faster than everywhere else. Lagos, Nigeria will be home to 88M people in 2100, Kinshasa, RDC 72M. I don't care how bad their infrastructure is now, running fiber in such a high density populated are will always be better than relying on internet via satellite.
- tuatoru 5y ago
  If you are in countries that have the institutional capacity to protect it and your ownership of it, sure, lay network infrastructure. Despite the growth of the large cities, most African urbanization is due to villages growing past a threshold where they are statistically counted as towns (IIRC 10 000 inhabitants), and therefore as urban, though. "Greater Lagos", the coastal-urban strip running from Abidjan in the west to Port Harcourt/Douala in the east, is mostly like this: villages that grew. * Most African population growth is still going to be outside these megacities, and even within them, only the centres will have much infrastructure, unless there is massive social change leading to institutional reform. Edit: clarifying this, which I should have done first: The majority of the population for at least the next 40 years will be in areas with population density below about 1000 people per square km, where Starlink is viable but laid cable is expensive.[1] 1. https://caseyhandmer.wordpress.com/2019/11/02/starlink-is-a-very-big-deal/ https://caseyhandmer.wordpress.com/2019/11/02/starlink-is-a-... under the heading "Architecture".