
Show Notes
In this episode, I am joined by Amy Cameron [https://www.linkedin.com/in/amy-cameron-67084745/], Managing Director for Research at STL Partners, to unpack the biggest promises and boldest claims that still make sense one month after the end of Mobile World Congress. Join us as we explore where telcos are genuinely advancing and where the hype may be outrunning reality. From network innovation to new business models, we discuss what comes next for the industry — and which opportunities are actually worth watching.
We also dive into the rapidly evolving role of AI in the enterprise world: where the real value is emerging, what leaders are getting right, and why the next wave of adoption will be disruptive.
Beyond technology, the conversation takes a more philosophical turn as we reflect on life, curiosity, and the importance of perspective in fast-moving industries. We close with a look at the journey of becoming an analyst today — the skills that matter, the habits that make a difference, and practical advice for anyone trying to build credibility in a world overflowing with noise and information.
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.