Why it matters: While there hasn't been a whole lot of groundbreaking 5G news on the consumer front for some time, it's clear there's a whole lot of work and innovation happening in another part of the 5G ecosystem: infrastructure. There's growing activity from traditional "compute" industry vendors eager to make an impact on the telco world. Everyone from chip companies like AMD, to server hardware manufacturers such as Dell, to software houses like Red Hat are doubling down on their efforts to help disrupt the market.
A hot potato: Meta says it is increasing the amount of money it spends on Mark Zuckerberg's personal security by $4 million, taking the total to $14 million. It comes as the company eliminates thousands of jobs and its CEO talks about 2023 being the "year of efficiency."
And while Intel is fighting for its life, the rest of the industry is moving on
Editor's take: After 30 years of dominance, the industry has come to view Intel as a giant who has fallen on hard times. We do not think this is the right way to view the company, and it creates mental blind spots which hinder our ability to assess what are the right next steps for the company. But it's true, Intel is in a very bad place. It needs to admit that, especially internally. We are not forecasting Doomsday, but we do think it is time to recognize that Intel will never be the force it once was, and probably has not been for a long time.
"Capitalism without competition is not capitalism; it is exploitation"
In brief: President Joe Biden gave the State of the Union address yesterday, setting his sights on some of tech companies' worst practices: excessive data collection, ads that target children, and monopolistic corporations that engage in anti-competitive behavior.