『Telco in 20』のカバーアート

Telco in 20

Telco in 20

著者： Danielle Rios TelcoDR
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Over the next 20 years, the telco industry will radically change as we move the entire IT estate to the public cloud to use AI. Are you ready? Telco in 20 helps telecom execs drive transformative change through the savvy use of public cloud and AI. Host Danielle Rios and high profile guests from across telecom share their vision for the industry’s future, the impact of artificial intelligence, and what telcos need to do to thrive.© 2020-2025 TelcoDR マネジメント マネジメント・リーダーシップ 経済学
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  • Ep 142 - AT&T bets on the last mile (Shawn Hakl)

    Ep 142 - AT&T bets on the last mile (Shawn Hakl)
    2026/06/09
    Every major telco is racing to claim a piece of the AI infrastructure stack. Operators like Telefónica, Orange, Deutsche Telekom, SoftBank, and TELUS are betting on sovereign clouds, AI factories, and GPU-as-a-service to deliver local data, national compute, and a seat at the AI table. Then there's AT&T. In March, it announced AWS Interconnect - last mile: fiber and fixed wireless plugged directly into AWS and engineered for AI workloads. AT&T’s view is that enterprises using AI don't just need more compute—they need flatter networks and faster connections. So it’s betting on the layer it owns outright—the last mile. In this episode, I'm joined by Shawn Hakl, SVP of product at AT&T Business. We dig into why the operator is partnering with hyperscalers instead of competing with them, the use case where AT&T deployed AI at the edge to cut latency from 110ms to 40ms, and what an "agent-consumable" network actually looks like. Listen now to hear: Why AT&T sees hyperscalers as partners, not rivals [05:18];What it takes to put AI into production at telco scale—and lessons learned from AT&T's internal deployment [07:14];The edge AI deployment that cut latency from 110ms to 40ms for a live customer [08:45]; andWhat it really means to make a network "agent-consumable" [10:55]. Links and Resources: Read the AT&T and AWS announcement on AWS Interconnect - last mile, which brings AT&T's fiber and fixed wireless connectivity directly into AWS environments.Learn more about AT&T's edge AI collaboration with Cisco and NVIDIA, which pushes real-time AI inference directly to the network edge.AT&T doesn't just sell AI solutions; it runs on them. Learn how Ask AT&T has evolved into a full agentic platform, with more than 100,000 users consuming 27 billion tokens a day and teams building custom AI agents with a drag-and-drop tool.Want to scale AI agents without the semantic chaos? Learn how the Totogi Ontology gives AI the business context it needs to discover, act, and execute—so agents stop flying blind.Shawn was on the Canadian national luge team, which means he knows a thing or two about commitment once you're flying down the track. Elana Meyers Taylor knows that feeling too! At age 41, in her 5th Olympic appearance, she finally won the Olympic gold medal in women's monobob at Milano Cortina. So, Shawn might be right—stick to the plan!Check out this episode on our YouTube channel.You can find the episode transcript here. Wanna talk AI and public cloud? Telco execs, set up a meeting with our team to learn how to tap the immense business value they can bring. Follow DR: Have an idea for a Telco in 20 podcast guest or topic? Send it in!Want to sponsor a podcast? Let us know.Follow DR on X @TelcoDR The Telco in 20 podcast is ranked in the top 5% of all podcasts globally by Listen Notes! 🎉 We’ve won 2026, 2025, and 2024 Hermes Creative Awards, and 2025 and 2024 MarCom Awards. We are also recognized as a TeckNexus Top 12 Telco and Tech Podcast, Forrester Top 100 Channel Podcast and Feedspot Top 10 Telecom Podcast. If you enjoy the podcast, would you leave us a review? It takes seconds to do in your app and really makes a difference in helping to convince hard-to-get guests. And I love reading your feedback and reviews! This week’s guest: As the senior vice president of product at AT&T Business, Shawn Hakl is responsible for the portfolio servicing enterprise, public sector, partner, and small business segments, which generates over $30 billion in annual revenue. A seasoned leader in cloud, AI, and communications, Shawn’s unique knowledge of software, security, and infrastructure is helping enterprises, government, and small businesses harness the power of technology to successfully execute on their digital transformation. In his current role, Shawn is responsible for wireline, 5G/wireless, voice/UC, security/SASE, data center, AIOps, and Network-as-a-Service product lines. Podcast Credits: Executive Producer and Host: Danielle Rios, TelcoDRSenior Producer: Lindsay Grubb, TillCo MediaSenior Editor/Brand Manager: Alisa Jenkins, Springboard MarketingAudio Editor: Andrew CondellSupervising Producer: Amanda AveryAssociate Producer: Kriselda DionisioMusic: Dyami Wilson
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    19 分
  • Ep 141 - Tele2 goes back to the future (Ove Wik)

    Ep 141 - Tele2 goes back to the future (Ove Wik)
    2026/05/26
    Every operator made the same bet—go digital, close stores, turn over distribution to the resellers. Somewhere along the way, they gave away the customer relationship. In the first half of 2025, data usage grew in 92% of markets while ARPU grew in only 50%. Operators are delivering more yet earning less. Tele2 is fighting back. It’s opening physical stores while everyone else is closing them, consolidating six IT stacks down to two, and using AI to rebuild subscriber relationships at scale. For this episode, I talk with Ove Wik, EVP and CTIO at Tele2, about what it takes to reclaim customer relationships, why most BSS transformations never get finished, and what real change actually takes. Listen now to hear: The question that got Tele2 from six IT stacks to two [03:58];The 80/20 trade-off most operators refuse to make [05:45];Why Tele2 is opening physical stores while most operators are closing them [09:41]; andWhat real BSS transformation actually requires [12:13]. Links and Resources: Check out Tele2's latest annual report. CEO Jean-Marc Harion declares that the company is going "back to the future."Learn more about Tele2 and Telenor's Net4Mobility joint venture, which just hit 99.9% 5G population coverage in Sweden.Since we recorded this episode, Tele2 has named a new CEO. Nicholas Högberg will take over for Jean-Marc Harion as president and CEO on July 1, 2026.Are you planning a transformation and don’t know what trade offs to make? Use the Totogi Ontology. It maps your business processes and customer interactions so you can see exactly what matters and make trade-offs with confidence.Tele2 is using AI and hyperpersonalization to rebuild subscriber relationships. Watch my MWC23 talk, SUPERCHARGE your MVNO with personalization to see how operators of any size can use subscriber data to deliver tailored, individual offers that grow ARPU and stop churn—exactly the kind of direct customer engagement Tele2 is now chasing.Ove renovates homes in his spare time and knows how to finish projects. If only all telco transformations made it over the finish line! This clip from the movie The Money Pit shows how quickly things can go wrong.Check out this episode on our YouTube channel.You can find the episode transcript here. Wanna talk AI and public cloud? Telco execs, set up a meeting with our team to learn how to tap the immense business value they can bring. Follow DR: Have an idea for a Telco in 20 podcast guest or topic? Send it in!Want to sponsor a podcast? Let us knowFollow DR on X @TelcoDR The Telco in 20 podcast is ranked in the top 5% of all podcasts globally by Listen Notes! 🎉 We’ve also won 2026, 2025, and 2024 Hermes Creative Awards, and 2025 and 2024 MarCom Awards. We are also recognized as a TeckNexus Top 12 Telco and Tech Podcast, Forrester Top 100 Channel Podcast and Feedspot Top 10 Telecom Podcast. If you enjoy the podcast, would you leave us a review? It takes seconds to do in your app and really makes a difference in helping to convince hard-to-get guests. And I love reading your feedback and reviews! This week’s guest: Ove is CTIO at Tele2. He has spent his entire life in telecom operators, starting in Sweden at a time when one incumbent provided fixed telephony. He has navigated more than 40 years of telco evolution that has included intense competition, extensive product portfolios, and international operations. With a background in engineering, Ove has worked in technology, product management, sales, operations, and strategy. Some of his international assignments have included COO at Yoigo Spain, Head of Transformation at Salt Switzerland, and Head of Digital Enablement at Veon Group. For more than 25 years, he has worked to drive change through a combination of technology, organization, and culture. Podcast Credits: Executive Producer and Host: Danielle Rios, TelcoDRSenior Producer: Lindsay Grubb, TillCo MediaSenior Editor/Brand Manager: Alisa Jenkins, Springboard MarketingAudio Editor: Andrew CondellSupervising Producer: Amanda AveryAssociate Producer: Kriselda DionisioMusic: Dyami Wilson
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    19 分
  • Ep 140 - Will telco let AI write its code? (Roy Chua)

    Ep 140 - Will telco let AI write its code? (Roy Chua)
    2026/05/12
    Anthropic's latest model, Mythos, recently scored 94% on a benchmark for solving real software engineering problems—up from single digits just two and a half years ago. It also found a 27-year-old security flaw in OpenBSD that decades of human testing missed. AI's capabilities are exploding, and many operators are struggling to keep up. For this episode, I'm talking with Roy Chua, founder and principal of AvidThink, an independent analyst firm that advises everyone from Silicon Valley startups to the world's largest telcos. We dive into the growing gap between how startups and telcos are adopting AI, what happens to the $50 billion professional services industry when AI can write telco software, and why agents need an ontology layer to actually deliver. Listen now to hear: How AI is collapsing the timeline on software engineering [02:21];What telcos can learn from the evolution of Silicon Valley’s hiring practices [05:49];The bombshell headed for the GSI revenue model [08:14]; andWhat AI agents need to work in a live telco environment [11:15]. Links and Resources: Learn more about Roy Chua and AvidThink, the independent analyst firm advising Silicon Valley startups and the world's largest telcos on technology strategy.Learn about the Totogi Ontology and how it gives AI agents the business context they need to act on live telco systems, the missing layer Roy describes as essential for agents to work in production.Read about Anthropic's Mythos model and the SWE-verified benchmark, the new standard for measuring AI coding capability.Check out Project Glasswing, Anthropic's initiative to find security vulnerabilities across global software infrastructure using AI.Look at Nifty IT’s stock performance, the market signal Roy points to when explaining why the GSI revenue model is under pressure even as earnings stay strong.Check out Gauntlet AI, the intensive agentic AI training program for engineers who want to stand out in today’s market.Read Stanford Digital Economy Lab's findings on software engineering employment, which shows jobs for 22- to 25-year-olds are down 20%. But there’s good news too—Austen Allred, Gauntlet AI’s founder, says hiring partners are actively seeking junior engineers who know AI, with starting salaries of $200K! The jobs are there, but you gotta learn AI.Roy uses the term "Move 37" (made famous by the legendary 2016 AlphaGo–Lee Sedol Go match) to talk about an unexpected play nobody sees coming in telco. Allbirds pivoting to AI data centers is a favorite real-world example. We didn't see that coming!Check out this episode on our YouTube channel.You can find the episode transcript here. Wanna talk AI and public cloud? Telco execs, set up a meeting with our team to learn how to tap the immense business value they can bring. Follow DR: Have an idea for a Telco in 20 podcast guest or topic? Send it in!Want to sponsor a podcast? Let us knowFollow DR on X @TelcoDR The Telco in 20 podcast is ranked in the top 5% of all podcasts globally by Listen Notes! 🎉 We’ve also won 2026, 2025, and 2024 Hermes Creative Awards, 2025 and 2024 MarCom Awards, and are recognized as a TeckNexus Top 12 Telco and Tech Podcast, Forrester Top 100 Channel Podcast and Feedspot Top 10 Telecom Podcast. If you enjoy the podcast, would you leave us a review? It takes you seconds to do in your app and it really makes a difference in helping to convince hard-to-get guests. And I love reading your feedback and reviews! This week’s guest: Roy Chua, an entrepreneurial executive with 20+ years of IT experience, is the founder of AvidThink, an independent analyst firm covering infrastructure technologies at both carriers and enterprises. AvidThink's clients include Fortune 500 technology firms, early-stage startups, and upstart unicorns. Roy has been quoted by, and featured in, major publications including the Wall Street Journal, FierceTelecom/Wireless, The New Stack and Light Reading. He is a graduate of MIT Sloan (MBA) and UC Berkeley (BS, MS EECS). Podcast Credits: Executive Producer and Host: Danielle Rios, TelcoDRSenior Producer: Lindsay Grubb, TillCo MediaSenior Editor/Brand Manager: Alisa Jenkins, Springboard MarketingAudio Editor: Andrew CondellSupervising Producer: Amanda AveryAssociate Producer: Kriselda DionisioMusic: Dyami Wilson
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    19 分
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