Requiem in Pace: Network Venture Investment

I went through the updated Moneytree figures to rebuild some charts for the presentation I’m doing (tomorrow — it’s never too late!) at TMW in Nice.

Yurgh. Venture investment in network hardware and software is on an asymptotic curve approaching zero. Maybe ‘getting ready for the post-voice environment’ really means ‘getting ready to get gobbled up by Google.’ The Tier I traditional telephony providers are going to have a very hard time sourcing the kind of technology they need to get ahead of the innovation curve over the next five years.