Show Notes
In this episode, we unpack why telcos sometimes decide to bury the hatchet and to collaborate rather than to compete to the death. The creation of JV or broader collaborative initiatives is not a trend yet, it could become a way for telcos to create a common front to tackle the next wave of connectivity and monetization.
Among others, we look at Aduna, the multi-operator network API venture designed to give developers easier access to telco capabilities at scale, and the newly announced AT&T, Verizon, and T-Mobile D2D joint venture, a rare collaboration between U.S. rivals aimed at facing off against a real or perceived threat from Starlink. The episode explores what's driving these alliances, where they could create new revenue, and the strategic trade-offs around competition, governance, and execution.
More from Telco Drift
Selling the Body, Keeping the Soul: Who Owns the Network of the Future?
When Telcos Become Platforms, Infrastructure—and Instruments of Sovereignty
Do we really need 6G? If someone can convince me about the benefits of 6G that person is Remy Pascal [https://www.linkedin.com/in/remypascal/], Practice Leader at Omdia.
On this episode of the Telco Drift I discuss how the different strategies from Nokia and Ericsson will create a telco market where the network could truly become a differentiator. I also bring up the question of what is needed to bring on the excitement for 6G beyond the techy and engineering world. Of course there is a short discussion of recent announcements with once again the NTN world grabbing my attention.
The telecom world is being reshaped by new business models, the ongoing debate around 5G's success, and the rising strategic value of data. In this episode, I am joined by Miguel Carames [https://www.linkedin.com/in/miguel-carames-technologist/], Chief Product Officer at Mobileum to explore how AI is transforming networks and enterprise services, from the drive towards autonomous networks to new AI agents for small enterprises.