11/23/25 Super interesting, and Nokia Shakes the Market, which will be great for first movers, innovators and competitors (LCP, Partners & Clients).
Verizon Makes a Play for More Urban Broadband Wins
10-12-25 A smart move by Verizon, but LCP, through our subsidiary "Xponential Networks", has a better solution for Garden Style Aparment Complex Owner/ Investors, and we put them in direct ownerhip/ control of their Tenants' network B2C experience and revenue.
Multifamily Connectivity: Why MSPs Outperform Traditional ISPs
10-3-25 This article is a great read in support of LCP's investment thesis regarding GardenStyle Apartment Complexes, 5G Fixed Wireless, the vulnerability of traditional ISPs and the counterintuitive notion that smaller, focused, super professional MSPs can actually...
AI, Power Prices Push New York Data Centers Down A Unique Path
7-29-24 AI will be a huge catalyst for growth, especially in data hubs like New York City. Will it manfest differently than other markets?
Survey Suggests Corporate Leaders Are Underestimating The AI Infrastructure Challenges Ahead
7-25-24 Top executives are overestimating their infrastructure’s AI readiness. How can we better prepare?
The Pandemic Generation is Taking its Supply Chain Lessons to School
7-29-24 Wall Street Journal: An Interesting take from The WSJ on how the pandemic changed how we think about supply chains
Amazon’s Logistics Expansion
Everyone wants to be closer to the consumer, and Amazon leads the Supply Chain push to be near you with 16M SQFT in new warehouse space in the batters box this year.
Red Sea Diversions, and Their Impact
We may want to focus away from world issues, and for good reason, but the world stage impacts us regardless. Example: a 30% increase in container rates because of diversions away from the Red Sea (which itself carries 30% of global container trade).
Substack: Out With the Old
8-15-25 LCP has close industry friends engaged in the development of large industrial site which will co-locate AI Data Centers, directly linked power plants, and large industrial facilities. See this fascinating article exploring the re-use of shuttered coal plants...
Substack: How To Succeed in Business
03-25-25 A compliation of 60 of Trump’s 30 second observations on business from the end of “The Apprentice”. He’s not wrong on these.