Telco in 20 copertina

Telco in 20

Telco in 20

Di: 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 Economia Gestione e leadership Management
Episodi
  • Ep 151 - TL;DR: Telecoms​.com (Scott Bicheno/Iain Morris)

    Ep 151 - TL;DR: Telecoms​.com (Scott Bicheno/Iain Morris)
    Oct 13 2026
    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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    1 ora e 33 min
  • Ep 150 - 6G is different. AI is why.

    Ep 150 - 6G is different. AI is why.
    Sep 29 2026
    Every ten years, telcos have to decide whether to move to the next G. The business case has always been based on usage, capacity, and a revenue forecast. That’s because the one number that should drive the decision—what each cell actually earns—has been out of reach… until now.In this special What’s Up with Totogi episode, I share the keynote I delivered at TelecomTV’s AI-Native Telco Forum in Düsseldorf. In it, I cover how AI finally makes that number visible, how one operator in Bolivia is using the Totogi Ontology to rank every site by the profit it earns, and how AI is changing the way telcos can make the 6G call.Listen now to hear:Why 6G will be decided differently than every G before it [02:53];The two numbers every tower has—and why your systems show you only ONE [03:23];Where telco’s most sophisticated capital decision is being made right now [04:18]; andWhy Telstra, Swisscom, and Verizon are each building the same thing—separately [08:23].Links and Resources:Watch the video version of my talk.Read my blog, The first G with AI in the room, which reinforces the case I make here.Listen to my conversation with Mark Düsener, Swisscom’s chief technology and information officer, who I mentioned on stage. Savvy operators are already building telco-wide semantic consistency to replace their legacy estate.Hear my conversation with Mark Sanders, Telstra’s chief architect and head of autonomous networks and AI enablement, who argues that operators need a shared language: an ontology of how a telco actually works.Tune into my episode with Stefan Pongratz, vice president of RAN and telecom CapEx research at Dell’Oro Group, for the hard numbers under the biggest capital decision this industry makes.Dig into three Dell’Oro Group reports (paywalled) about on where telco CapEx goes from here:Telecom Capex Report (March 2026)6G Advanced Research Report (October 2025)Telecom Capex Report (September 2025)Explore TM Forum’s Autonomous Networks framework and its "road toward Level 4," the standards the Totogi Ontology is built on. The map can rebuild itself every night against a moving target instead of dying like every data-dictionary project before it.Study the Verizon playbook on building an AI context platform at enterprise scale, How to Build an AI Context Platform at Enterprise Scale (Verizon), published through Gartner. Gartner forecasts up to 80% more accurate agents at up to 60% lower cost.Wondering which of your sites actually earn their next-G upgrade? See how the Totogi Ontology builds a live P&L for every cell and ranks them by the profit each one makes, so you invest by revenue instead of raw traffic.Catch me with VIVA Bolivia CEO Ryan Alvarez at TM Forum’s Innovate Americas in Dallas on October 6, where we get concrete about the next-G upgrade calls that VIVA is weighing right now.Salar de Uyuni. You’ve seen it before. It’s the blinding white salt flat where Kylo Ren squares off against Luke Skywalker in Star Wars: The Last Jedi. Red dust kicks up under Kylo’s boots, but never under Luke’s, because Luke isn’t really there. That salt flat is in Bolivia: the largest on Earth, and home to the operator in this talk. Don’t be Kylo Ren, swinging at a ghost. Use AI to see what’s actually there: the profit on every tower.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 reviewsThis week’s guest:Danielle Rios (DR) is the founder and CEO of TelcoDR and Totogi, and host of the Telco in 20 podcast. 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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    11 min
  • Ep 149 - Microsoft deploys the FDEs (Kevin Shatzkamer)

    Ep 149 - Microsoft deploys the FDEs (Kevin Shatzkamer)
    Sep 15 2026
    Every telco has hundreds of AI use cases, dozens of pilots, thousands of agents. So why can’t they get to production at scale?I sat down with Kevin Shatzkamer, corporate vice president of the Telco and Media Engineering Studio at Microsoft Frontier Company, the hyperscaler’s new operating unit. His team embeds forward-deployed engineers (FDEs) at enterprise customers to build and run AI at scale.Listen now to hear:Where AI actually breaks inside a telco [05:13];What happens when Frontier engineers embed at an operator [08:38];The real bottleneck for running AI at scale [09:30]; and What telcos bring to the table that Microsoft can’t manufacture [14:09].Links and Resources:Read the announcement of Microsoft Frontier Company—the hyperscaler’s $2.5B, 6,000-engineer bet on embedding teams inside enterprise customers. Learn about Frontier’s outcomes-first model, where success is measured by the customer’s business result rather than the product shipped.Check out Kevin’s LinkedIn post about taking the Telco and Media lead position for Frontier Company.Want to go from idea to production in days instead of months? This is how Totogi builds: FDEs and twice-weekly capability sprints, feedback to shipped code by Thursday.Kevin mentions John Chambers, the former Cisco CEO who said, “the Internet will change the way we work, live, learn, and play.” Read his thoughts on AI’s impact, including moving five times faster than the internet, with bumpy jobs transitions along the way.Catch me with VIVA Bolivia CEO Ryan Alvarez at TM Forum’s Innovate Americas in Dallas on October 6, where we make the fast-cadence thesis concrete. Ryan runs every cell site as its own P&L on the Totogi Ontology. We’ll walk through the next-G upgrade calls VIVA is weighing right now.My advice to kids going to college in the Age of AI? Become an expert! Just like Mr. Miyagi teaches Daniel-san karate. Wax on, wax off.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!This week’s guest:Kevin Shatzkamer is a corporate vice president of engineering at Microsoft Frontier Company, leading the Telco and Media industry verticals and customer experience transformation across industries. With more than 20 years of experience driving AI, digital transformation, and technology innovation, he partners with customers to design and scale enterprise AI solutions that deliver measurable business outcomes. Prior to Microsoft Frontier Company, he led Strategy and Operations for Microsoft’s Customer Experience & Success organization. Kevin is the author of two technology books, holds more than 50 patents, and earned degrees from the University of Florida, MIT, and Indiana University.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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    20 min
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