Mike's one of the best, so his points are worth considering even though I see things differently. Mike writes:

"The actual details of Verizon’s service are decidedly mundane. 

1. Verizon is still going to have to do a truck roll.

2. Verizon isn’t providing 1 Gbps speeds.

3. Verizon is going to trash all this equipment next year anyway.

The truck roll  issue:

In some of its early discussions about its fixed 5G plans, Verizon executives hinted that the company was working on technology that would allow customers to install their own 5G 28 GHz receivers" Mike is right that the "white glove" service Verizon is providing at the beginning will be expensive. But I don't see any reason they won't find a more efficient method as volume builds next year, Hans Vestberg suggested that a day later at Goldman.

300 megabits versus a true gigabit

At the beginning of this year, Verizon CEO Lowell McAdam clearly said that “we’re very comfortable with being able to deliver a Gigabit of service to everyone that we’re providing service to.”

I was also surprised that Verizon is talking 300 megabits rather than the gigabit they will be delivering to many. Vestberg at Goldman noted that in rural areas, most customers will be served with lower speeds. No one receiving a gigabit is likely to complain about Verizon over-delivering. 

The pre-standard equipment

This is the big one, in my mind. In its announcement, Verizon specifically said that customers who sign up for its fixed 5G service now are going to have to scrap all their equipment at some point in the future when Verizon’s suppliers begin producing 3GPP 5G NR gear.

My take again differs, Samsung and Ericsson are committed to upgrading the radios with software. The backhaul, antennas, and most other elements will continue to work. Even if Verizon had to mail out a new gateway, that's a small cost in a $29 billion project.

dave ask

Newsfeed

The 3.3-4.2 spectrum should be shared, not exclusively used by one company, concludes an important U.S. Defense Innovation Board report. If more wireless broadband is important, sharing is of course right because shared networks can yield far more

It does work! Verizon's mmWave tests over a gigabit in the real world. 
The $669 OnePlus 7 Pro outclasses the best Apples and probably the new Galaxy 10 or Huawei P30 Pro. Optical zoom, three cameras, liquid cooling, Qualcomm 855 and more.
Korea at 400,000 5G May 15. Chinese "pre-commercial" signing customers, 60,000-120,000 base stations in 2019, million+ remarkable soon. 
5G phones Huawei Mate 20, Samsung Galaxy 10, ZTE Nubia, LG V50, and OPPO are all on sale at China Unicom. All cost US$1,000 to 1,500 before subsidy. Xiaomi promises US$600.
Natural monopoly? Vodafone & Telecom Italia to share 5G, invite all other companies to join.
Huawei predicts 5G phones for US$200 in 2021, $300 even earlier
NY Times says "5G is dangerous" is a Russian plot. Really.
Althiostar raised US$114 million for a virtual RAN system in the cloud. Rakuten, Japan's new #4, is using it and invested.
Ireland is proposing a US$3 billion subsidy for rural fibre that will be much too expensive. Politics.
Telefonica Brazil has 9M FTTH homes passed and will add 6M more within two years. Adjusted for population, that's more than the U.S. The CEO publicly urged other carriers to raise prices together.
CableLabs and Cisco have developed Low Latency XHaul (LLX) with 5-15 ms latency for 5G backhaul,  U.S. cable is soon to come in very strong in wireless. Details 
Korea Telecom won 100,000 5G customers in the first month. SK & LG added 150,000 more. KT has 37,500 cells. planning 90% of the country by yearend. 
The Chinese giants expect 60,000 to 90,000 5G cells by the end of 2019.
China Telecom's Yang Xin warns, "Real large-scale deployment of operators' edge computing may be after 2021." Customers are hard to find.
Reliance Jio registered 97.5% 4G availability across India in Open Signal testing. Best in world.

More newsfeed

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Welcome On Oct 1, 2019 Verizon turned on the first $20B 5G mmWave network with extraordinary hopes. The actual early results have been dismal. Good engineers tell me that will change. Meanwhile, the hype is unreal. Time for reporting closer to the truth.

The estimates you hear about 5G costs are wildly exaggerated. Verizon is building the most advanced wireless network while reducing capex. Deutsche Telekom and Orange/France Telecom also confirm they won't raise capex.

Massive MIMO in either 4G or "5G" can increase capacity 3X to 7X, including putting 2.3 GHz to 4.2 GHz to use. Carrier Aggregation, 256 QAM, and other tools double and triple that. Verizon sees cost/bit dropping 40% per year.

Cisco & others see traffic growth slowing to 30%/year or less.  I infer overcapacity almost everywhere.  

Believe it or not, 80% of 5G (mid-band) for several years will be slower than good 4G, which is more developed.