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India, Jio, and the Four Internets

stratechery.com

181–190 of 279 posts

Re: India, Jio, and the Four Internets

#181
post #177
post #86

Too much overconfidence in Reliance. This is the same firm well known for totally missing the boat on India's IT boom. It has done a great job deploying the network. Unmatched probably anywhere in the world. But that set of skills has nothing to do with charting out a vision that will work in future. That set of skills to rollout a network at huge scale quickly, existed in India because of cut throat competition in t…

> This is the same firm well known for totally missing the boat on India's IT boom. Not setting up a body shopping entity is hardly big loss to Reliance. > that set of skills has nothing to do with charting out a vision that will work in future. How have IT/Retail/Real Estate/ Banking/ Airlines and so on vision worked in India. I see it again none too well. So what's the big deal if Reliance's vision did not pan out.…

I would argue that in fact this bet of 4G is "some great vision of the future" - but who's future, you ask? RIL's.

The man had the "vision" to put in place a massive nationwide telecom network to reduce his dependence on oil - what more "vision" does one need?

Re: India, Jio, and the Four Internets

#183

Earlier quoted context omitted.

Jio’s offer is really good on paper, but it’s got to be one of the slowest 4G networks I’ve used when I tried it in February. Anyone know if this is because of a lack of competition (there’s effectively one other serious player left in the Indian telco market right now), or capacity constraints?

Interesting. I read an article that mentioned it was the fastest teleco(?) in the world.

It is possible it was a paid article. Jio's attraction is about its low price point, not quality (speed/latency). Again, that itself is not a problem per se, some people don't need the fastest and the lowest latency as long as they have affordable access.

Re: India, Jio, and the Four Internets

#184
post #98

Jio was created with the premise that "data is the new oil" (its parent company Reliance Industries is huge on Oil & Gas). This is seen from the time the company was created and named. The way "Jio" is written officially is a mirror image of "Oil", alluding to the fact that the data collected (or usurped) by it is the most valuable thing. Jio also collects (or said it would collect) information about its users and th…

> Jio also collects (or said it would collect) information about its users and their habits through traffic analysis and deep packet inspection

You have a source for this, especially regarding deep packet analysis? Just curious.

Re: India, Jio, and the Four Internets

#185

Earlier quoted context omitted.

Jio’s offer is really good on paper, but it’s got to be one of the slowest 4G networks I’ve used when I tried it in February. Anyone know if this is because of a lack of competition (there’s effectively one other serious player left in the Indian telco market right now), or capacity constraints?

I think the speed is highly affected by the population density. I have seen speeds varying from ~40mbps to <1mbps. The less the density the higher the speed.

Which is funny as it's much cheaper to provide higher speeds in high density areas.

Re: India, Jio, and the Four Internets

#186
post #98

Jio was created with the premise that "data is the new oil" (its parent company Reliance Industries is huge on Oil & Gas). This is seen from the time the company was created and named. The way "Jio" is written officially is a mirror image of "Oil", alluding to the fact that the data collected (or usurped) by it is the most valuable thing. Jio also collects (or said it would collect) information about its users and th…

> Jio also collects (or said it would collect) information about its users and their habits through traffic analysis and deep packet inspection You have a source for this, especially regarding deep packet analysis? Just curious.

Yes, here’s one from Reuters from that time. [1] You can also find many other news sites reporting the same if you search for “Jio deep packet inspection data new oil”.

[1]: https://in.reuters.com/article/reliance-telecoms-jio/from-bi...

Re: India, Jio, and the Four Internets

#187

"Today friends, I have great pride in announcing that Jio has designed and developed a complete 5G solution from scratch. This will enable us to launch a world-class 5G service in India using 100% homegrown technology and solution. " Wow, that's amazing. Maybe the US and the UK can also import this 5G tech in our networks? I'm getting tired of ATT's fake 5GE.

Obviously he misled people.

His firm can deploy cloud native soft infrastructure and data centers for 5G but not the hardware. And here too they are any special as Rukuten already does it.

They still have the license technology from the vendors even if they manufacture it on their own.

And why will vendor license it to them, and if they'll have to - they'll do so at the same profit margin which they'd make from direct selling of the hardware.

Where are 5g hardware patents which Jio owns?

Re: India, Jio, and the Four Internets

#188
post #57

Earlier quoted context omitted.

Does yours? Why are you so aggressive? Where does the need to call him out comes from?

I asked straightforward questions. I wasn't aggressive in what I said. I did call him out on his self-professed disappointment with the state of affairs which seems to be blaming the tech talent out of India for not working on solving fundamental issues. This sort of punting of responsibility for building India is common among Indian youth. The thought being - someone else is supposed to sacrifice their career and li…

One issue with capitalism as it currently stands, it is largely based on self-interest.

On the one hand, GP laments lack of work on local social issues.

On the other hand, GP is competing with everyone in that local area for the best jobs and work. Volunteering doesn't put bread on the table.

Re: India, Jio, and the Four Internets

#189

Reliance isn't an innovator. It's more like a contractor with deep pockets and political contacts. Gets laws and permits easily and deploys bought technology.

This is very similar to what BSNL (the state telco) unions argue. The argument has been they got only 3G licenses when others got 4G , while there are some merits to it , let me tell you some examples on a common ground Broadband services.

I wanted a broadband at home (2011) and i preferred BSNL as i could use the monthly bills as address proof. The nearest office was just 2 KM away (First problem , you have to go there and submit an application). I did that , and it took 10 days and follow up to see if Broadband connection can be"given" It was decided to be "given" after diligence. They gave me a connection , but i had to buy a router and take it to the office for PPPCoE and other configs (Second problem). After a year i moved houses , I was asked to go to an office that was 12 KM away to submit an application for cancellation (Problem 3) I asked for a move of the connection itself , the answer was that the new home is in a new "jurisdiction" and this office was not authorized (Problem-4)

Well , i had enough and i got a new broadband (Jio did not exist then) . Called a number that was stuck on the wall of the Apartment , i got a connection activated the same day with a good router.

If you think i am ranting , don't get me started on what happens if it rains and the connection goes or a thunder fried my router once (Problems 6,7,8...)

How does it matter if there was no innovation or if the provider has deep pockets or political contacts ? What i think is it is not sufficient we have posters printed of this : https://stupidgyan.com/a-customer-is-the-most-important-visi... , what matters is living them

Re: India, Jio, and the Four Internets

#190
What's more interesting than the topic discussed is the fact that Jio has been generating a large volume of chatter among prominent netizens, particularly in the tech space. I can point out to a slew of talks by Lew Later [1] in the past 15-20 days. Engadget [2]. Now Ben/Stratechery.

It's nice to see India's part in the space that business ∩ tech ∩ people, apart from always being the focus of H1B related news.

[1] https://www.youtube.com/results?search_query=lew+later+india [2] https://www.engadget.com/tag/Jio/

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