Ultimately, 5G Will Live up to Its Hype
Over the next 3-5 years, the mobile phone experience will be better (faster browsing, streaming) with 5G, but won’t be revolutionary. Over time, that will change. Real-time data will allow new phone designs, new apps, off-device storage, and processing in the cloud for AI applications, game streaming, and other compute-intensive mobile use cases. The smartphone is just one area that will benefit from low-latency, high-speed data. 5G will enable or vastly improve augmented reality, wireless virtual reality, countless IoT and smart home applications, autonomous vehicles, and V2X communication, to name a few.
Disclaimer: We actively write about the themes in which we invest or may invest: virtual reality, augmented reality, artificial intelligence, and robotics. From time to time, we may write about companies that are in our portfolio. As managers of the portfolio, we may earn carried interest, management fees or other compensation from such portfolio.
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