Loup Ventures:

Apple has four initiatives that will materially benefit from 5G: iPhone, augmented reality, healthcare, and autonomous vehicles. In our view, Apple will be one of 5G’s biggest beneficiaries.

Interesting article. A lot of this clicks for me, especially the concept that 5G will greatly enhance connectivity/reduce latency with the cloud.

One piece of this I can’t get past: The idea that 5G will benefit autonomous vehicles:

Autonomy needs 5G. A vehicle can drive itself without the 5G network, but for things like V2V communication, teleoperations, and other enablers of mass adoption, full coverage and instantaneous data are required.

The problem for me? 5G range is about a city block. Which means lots of equipment/expense. Which means, we’ll see 5G roll out in densely populated urban areas, and possibly never in rural areas. As vehicles move in, say, suburban areas, or rural areas, dependence on 5G will mean degraded signals as you drive.