Archive - Society Distilled

Ericsson Has a Semiconductor Problem It Didn't Create and Can't Fully Solve

AI infrastructure buildout is starting to squeeze the Western telecom equipment duopoly in a way the industry hasn't quite reckoned with yet.

Apr 18 • Paul Delor

The SFR Deal Is a Distress Sale. Everyone Is Calling It a Strategy.

France's three surviving operators just bid €20 billion for SFR. The coverage has treated this as consolidation. I think it's something closer to a…

Apr 17 • Paul Delor

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