I have to admit: I got stumped while looking for a title. Gemini was also stumped and offered no helpful suggestions. I think this is because Chris Lewis at Lewis Insight and I took a very broad look at the current telco environment and tried to extrapolate where it is going, leveraging seven decades of combined life in telecoms, and openly talking about our hopes and our fears.
It felt like a cathartic experience, as Chris put it after we recorded it, and we left nothing untouched. And we went on a tangent about why mobile operators may want to be like FIFA, but they are unlikely to succeed. And that’s a good thing.
We talked about Wi-Fi, enterprise, private networks, NTN, utilities, data centers, hyperscalers, 5G, 6G, AI, AI-generated traffic, monetization, IT, China, and the need for better storytelling and efficiency in telecom. And I certainly left out some other topics we covered.
You can watch the video of this podcast on Substack’s Sparring Partners. All content and subscriptions are free.
