586: Father of the Cable Modem Rouzbeh Yassini-Fard on Innovation and the Global Broadband Transformation

586: Father of the Cable Modem Rouzbeh Yassini-Fard on Innovation and the Global Broadband Transformation

Rouzbeh Yassini-Fard, founder of LANcity, author of The Accidental Network, and widely known as the "father of the cable modem", shares the story of how broadband was built and the lessons it offers for today's leaders navigating AI and emerging technologies.

Arriving in the U.S. with $750 in savings, Yassini-Fard envisioned carrying "voice, data and video… over one cable instead of two" at a time when few believed homes would ever need to be connected. Over nine years, with just 13 employees and seven consultants, he built a working product, proved its reliability, and persuaded the cable industry to adopt it. By 1996, his team had driven device costs from $8,000 down to under $300 and helped create DOCSIS, the global broadband standard, released royalty-free to speed adoption.

Reflecting on today's tech landscape, he cautions: "It's not just really money… you need more than that. It's a proven prototype and a product that actually does the talking." Valuations without execution, he warns, will accelerate failure.

Key lessons include:

  • Prototype before scale: Capital is wasted without demonstrable performance in real environments.

  • Treat infrastructure as strategy: Broadband enabled Silicon Valley, Netflix, telehealth, and remote work; leaders must model today's energy, compute, and connectivity constraints when sizing AI opportunities.

  • Open standards matter: Royalty-free interoperability can turn a niche idea into an industry platform.

  • Execution trumps valuation: LANcity beat Motorola and Intel with disciplined engineering, resilient supply chains, and relentless customer trials.

  • Anchor to customer economics: Early users became advocates because the modem delivered day-to-day value.

Looking forward, Yassini-Fard stresses that AI and robotics will stall without addressing power and infrastructure: "For some of these AI companies to be successful, they need gigawatts of power… it takes 10 years to build a nuclear reactor that gives you one." He highlights quantum computing and network management as the next frontiers, and calls for workforce retraining in mathematics, physics, and the skilled trades that sustain digital systems.

For executives evaluating platform bets or emerging technologies, this conversation offers a grounded blueprint: start with the prototype, model the infrastructure honestly, choose standards deliberately, and align capital with execution discipline.

📚 Get Rouzbeh's book, The Accidental Network, here: https://shorturl.at/rUB1T

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118: How to build a pandemic strategy (Monday Morning 8 a.m. #3)

118: How to build a pandemic strategy (Monday Morning 8 a.m. #3)

Hello, everyone! This is Monday Morning 8 a.m., a weekly newsletter where we distill the insights from all of the distractions, articles, and emails that you receive in your inbox every day. In this week's newsletter, we're going to focus on one overarching theme—risk—and you'll see that theme running through all of the big stories this week. So let's see how this new Monday Morning 8 a.m. format goes. Every week we will look at 3-4 themes, or one theme and 3-4 subthemes. What are the big stories and what are the big implications. Let us know if you like or dislike the style. If you're enjoying the Monday Morning 8 a.m., I'd love it if you shared it with a friend or two. You can send them here to sign up. We try to make it one of the best emails/podcasts you get each week, and we hope you're enjoying it. Get written version of Monday Morning 8 a.m. with links to articles we mention: www.firmsconsulting.com/promo

9 Marras 202022min

117: Interview with the former CEO of Dunkin' Donuts, Robert Rosenberg

117: Interview with the former CEO of Dunkin' Donuts, Robert Rosenberg

Robert Rosenberg served as chief executive officer of Dunkin' Donuts from 1963 until his retirement in 1998. For over 35 years! Under Robert's leadership, Dunkin' Donuts grew from a regional family business to one of America's best known and loved brands. Robert received his MBA from Harvard Business School, and just weeks after graduating at the age of 25, he assumed the position of chief executive officer. Upon his retirement, Rosenberg had grown the Dunkin' Donuts chain to over 4,000 stores worldwide with annual system-wide sales in excess of $2 billion. In his book, Around The Corner To Around The World: A Dozen Lessons I Learned Running Dunkin' Donuts, Robert shares many of the stories behind this historic company and actionable business advice. Checkout out our newsletter "Monday Morning 8 a.m."

6 Marras 20201h 2min

116: What is Netflix's real strategy? (Monday Morning 8 a.m. #2)

116: What is Netflix's real strategy? (Monday Morning 8 a.m. #2)

Hi, everyone. This is Monday Morning 8 a.m., a newsletter that goes out—as you guessed it—every Monday. You can listen to the audio version of this Monday Morning 8 a.m. episode by searching "Strategy Skills" in any podcast app! If you want to receive a written version of this podcast, with links to mentioned articles, you can sign up for it on www.firmsconsulting.com/promo In this newsletter, we have one goal: to help you distill the insights from the noise out there. So here are the big themes we're noticing in the news this week and the deep insights you should be extracting from those themes.

2 Marras 202032min

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