Ep 151 - TL;DR: Telecoms​.com (Scott Bicheno/Iain Morris) copertina

Ep 151 - TL;DR: Telecoms​.com (Scott Bicheno/Iain Morris)

Ep 151 - TL;DR: Telecoms​.com (Scott Bicheno/Iain Morris)

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I’ve been a guest on the Telecoms​.com podcast three times, and the dynamic never changes: hosts Scott Bicheno and Iain Morris see doom, I see upside. This year, Scott admitted he’s bored of his own dystopia and wanted someone to argue the other side. So he brought me in to talk AI.We get into why one number can mean two completely different things inside the same telco, why the SaaSpocalypse is real and Salesforce should be nervous, and why I think the Totogi Ontology is the fix for telco’s AI problem. Three rounds in, we still don’t agree on everything, and that’s what makes it so fun!Listen now to hear:Why telcos shouldn’t wait to clean their data before starting with AI [16:08];How Scott could vibe-code his way off Salesforce [26:03];What changes with 6G—the first G with AI in the room [43:53]; andHow the Totogi Ontology keeps AI from running amok [1:02:24].Links and Resources: Listen to the full two-hour-plus version of our conversation on the Telecoms​.com podcast. The complete version has every tangent, from 6G to rogue AI to bourbon.Watch my keynote from the AI-Native Telco Summit on why 6G is the first G you can decide with revenue in view, and how one Bolivian operator already sees the profit on every tower.Read my latest blogs on the data layer and the 6G decision:“The first G with AI in the room” on why “build vs. buy” is the wrong question.“I wrote this with AI” on why “AI-ready” means nothing until you know where your data lives and whether your agents can actually consume it.“The Big O of AI” on why the real bottleneck to AI-native telco is your org model, not your tech stack.Explore TelecomTV’s AI-Native Telco Accelerator (ANTA), the community built to push operators from AI pilots to deployments that scale, and the AI-Native Telco Index, the first evidence-based read on how 56 operator groups are actually doing AI.Dig into the OpenAI statement Scott kept quoting—its account of “the Hugging Face incident,” where internal models slipped their controls during a July 2026 safety test.Brush up on Huang’s Law, the idea that AI chips leap ahead faster than the old Moore’s Law clock—the reason I keep warning operators that GPUs have roughly 18-month shelf lives, not the five years they’re used to.Ever been handed an annual list of which towers are profitable, on a consultant’s stale slide? Learn more about how the Totogi Ontology builds a P&L for every cell. The Totogi Ontology is already live at VIVA Bolivia, the operator I couldn’t yet name during this interview. Read how it’s deciding network investment by revenue, not capacity.Meet the women behind NVIDIA’s chip names—Grace Hopper, credited with popularizing the computer “bug,” and astronomer Vera Rubin—in this Business Insider piece.See the physical-AI moment everyone’s chasing: the imploding, kickboxing stars of China’s Humanoid Robot Olympics and the Tesla Optimus that I’m ready to move into my house and name C-3PO.Raise a glass to the Pappy Van Winkle I brought along and to the legend behind it. In 2013, someone stole more than 200 bottles from the Buffalo Trace Distillery in Kentucky, a caper the press dubbed “Pappygate.” Investigators estimated its black market value was worth $100,000. The ringleader received a 15-year prison sentence but walked out after only 30 days. The sensational theft became the focus of international headlines and the subject of Netflix’s true-crime docuseries, Heist.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 @TelcoDRThe 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!On the podcast:The Telecoms​.com Podcast is a weekly show hosted by industry experts Scott Bicheno and Iain Morris. The format centers on irreverent and engaging discussions about current trends, controversies, and major news in the global telecommunications sector, often featuring special guests from telecom operators, vendors, and analysts.As the editorial director of Telecoms​.com, Scott Bicheno has been covering the mobile phone and broader technology industries for over 20 years. Prior to Telecoms​.com, Scott was the primary smartphone specialist at industry analyst ...
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