Research

Research

Scale-across decisions – Meta vs Microsoft

Meta and Microsoft are running the same physics but decide on two very different network…

Joel ObstfeldJuly 23, 2026

Blog Research

The New Data Centre Map: Where Capacity Will Really Be Built

Executive Summary The expansion of U.S. data-centre infrastructure is not governed purely by demand. While…

Alex SamuelFebruary 27, 2026

Blog Research

Can Component Supply Keep Up with Data-Centre Demand?

Introduction Artificial intelligence has become the defining technological theme of the current decade. From large…

Alex SamuelJanuary 28, 2026

Blog Research

Bits, Bytes and Blinky lights… Key Takeaways from Mobile World Congress 2025

Mobile World Congress (MWC) 2025 wrapped up a couple of weeks ago now, leaving us…

Joel ObstfeldMarch 24, 2025

Research

Economic Thinking

With the World Economic Forum in full swing at Davos, there much talk about improving…

Joel ObstfeldJanuary 22, 2025

Research

Product Market Fit – Build it and they may yawn

The hard truth is that many products fail because they fail to focus on solving…

Joel ObstfeldDecember 11, 2024

Research

Sovereign AI

Sovereign AI: Shaping the Geopolitical and Economic Landscape Sovereign AI is here, a paradigm driven…

Joel ObstfeldDecember 3, 2024

Blog Research

No jargon

Those who live, eat and breathe AI, are used to the concepts, terminology and technologies…

Joel ObstfeldMarch 22, 2024

Blog Research

MWC’24 – Post match analysis

Sam and I represented 4MC Partners last week at Mobile World Congress, in Barcelona. While…

Jeff AlaouiMarch 8, 2024

Blog Research

Let’s talk about AI’s impact on Telcos

With MWC'24 just around the corner, I sat down with Giles Heron and Sam Samuel…

Joel ObstfeldFebruary 22, 2024

Scale-across decisions – Meta vs Microsoft

The New Data Centre Map: Where Capacity Will Really Be Built

Can Component Supply Keep Up with Data-Centre Demand?

Bits, Bytes and Blinky lights… Key Takeaways from Mobile World Congress 2025

Economic Thinking

Product Market Fit – Build it and they may yawn

Sovereign AI

No jargon

MWC’24 – Post match analysis

Let’s talk about AI’s impact on Telcos

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