Show Notes
Why do telcos keep chasing the wrong opportunities—or is there really such a thing as a wrong opportunity?
In this episode, we unpack some of telecom's most persistent "brain fades": from telcos' costly attempts to become media companies, to network vendors stretching into industrial markets, to the long-misunderstood promise of IoT.
But this isn't just a post-mortem.
We flip the lens to what's emerging now: how AI is reshaping the value stack, where real opportunities are forming, and why this time the winners may look very different from the past. If the last decade was defined by missed signals, the next one may be defined by who finally reads them right.
A sharp, honest look at strategy, hype cycles, and the gap between ambition 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.