Advertise on podcast: Telco in 20

In the first half of 2026, telcos spent $65 billion on mergers: Charter and Cox, Vodafone and Three, Fastweb and Vodafone Italy. Every one of those deals leaves somebody with two of everything and years of work to untangle it all. So what do you do with hundreds of systems? I sat down with Max Gasparroni, chief technology and security officer at Fastweb + Vodafone. He inherited up to 450 systems to rationalize and tens of thousands of nodes in the mobile core, and he’s rolling out AI at the same time. He’s more than halfway through and ahead of plan. Listen now to hear: How Max is approaching hundreds of overlapping systems [04:30];Why AI is an “existential journey” for the team [06:18];How Max is targeting level-four automation while the integration is still underway [08:05]; andWhy Max wants less data, not more [10:36].Links and Resources:  Read the full announcement of the Fastweb + Vodafone deal, which includes 20M+ mobile lines, 5.6M fixed lines, and ~€600 million in annual synergies.Explore how Charter closed its $34.5 billion merger with Cox, creating a cable giant that serves 37 million customers across 45 states. Check out the details of the Vodafone and Three £15 billion deal, which formed the UK’s largest mobile operator at around 27 million users.Get TelecomTV’s take on why AI is in Fastweb + Vodafone’s “DNA”—a closer look at the Digital Network and AI team Max stood up to drive his 20+ use cases.Learn what has to happen to reduce hands-on network intervention in this TelecomTV panel on fully autonomous networks. Max makes the same case he brings to this episode about incremental automation and clean data foundations. Go deeper on the threat Max raises in his TelecomTV interview on AI, legacy tech, and telco security—cyberattacks powered by frontier AI models.Staring down two of everything after a merger? The Totogi Ontology maps both stacks into one model you own—so the knowledge of how your telco actually works lives inside your company, not with third-party SIs. Picture a Formula One car on a sail. That’s how Max describes the boats of Luna Rossa, Italy’s America’s Cup team. The team used to collect training telemetry over Wi-Fi from a support boat, with a crew member strapped in and holding the access point as it bounced over the waves. Fastweb replaced it with a private 5G network run from shore, and then Luna Rossa won the regatta in Sardinia!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! Guest bio: Max Gasparroni is chief technology and security officer of Fastweb + Vodafone and a member of the Executive Committee. He has over 25 years of experience in the Telco and IT sector. He has served as vice president at Liberty Global UK, where he led the development of 5G mobile services and cloud solutions. Prior to that, he built his career at Vodafone UK and Ireland, holding increasingly senior roles over two decades, eventually becoming chief technology officer. In this role, he was responsible for defining strategies for infrastructure deployment, 4G standard development, and business technology solutions across eight European markets. He began his career at Cefriel in Milan before moving to the UK in 1999 to work at Motorola on mobile network development. 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

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 Strategy Analytics. Iain Morris is the international editor at Light Reading. Prior to boosting Light Reading’s UK-based editorial team numbers, he was a successful freelance writer and editor covering the telecom sector. He was previously the lead telecom analyst for the Economist Intelligence Unit. 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

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 reviews This 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

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

To G, or not to G. That is the question every telco faces, and the 6G noise is getting louder. So how does that decision actually get made? Stefan Pongratz, vice president of RAN and telecom CapEx research at Dell’Oro Group, has watched operators wrestle with it through 16 years and three G cycles. He knows what it really costs, what’s on the boardroom chart, and why waiting has a price of its own. He also knows what makes this cycle different, and why the operators dimensioning their networks for humans might be planning for the wrong customer. Listen now to hear: Why launching a new G is expensive—and not launching is, too [04:40]; What’s on the boardroom chart when operators greenlight a new G [07:31]; Why being second is safe—until it suddenly isn’t [10:47]; and What happens when the network’s biggest users don’t sleep [13:11]. Links and Resources: Learn more about the report that’s behind the numbers Stefan shares—Global Telecom Capex to Normalize, Not Disappear, According to Dell’Oro Group. CapEx is past its peak but not falling off a cliff, with capital intensity easing toward 15% by 2029. Explore TM Forum’s Autonomous Networks framework, the “road toward Level 4.” Stefan name-checks it when he describes operators’ long quest to do more with less.  Curious which of your sites actually earn their next-G upgrade? See how the Totogi Ontology builds a live P&L for every cell site and ranks them by the profit each one brings, so you can decide where to invest by revenue instead of raw traffic.  Book your spot at TelecomTV’s AI-Native Telco Forum, September 8 and 9 in Düsseldorf, where I’m giving a talk and throwing another legendary Totogi party.  Want an invite? Stop by our demo pod, or DM me on LinkedIn or X at @TelcoDR for more information. Catch me with VIVA Bolivia CEO Ryan Alvarez at TM Forum’s Innovate Americas in Dallas on October 6, where we’ll have a fireside chat about the exact question Stefan keeps circling: which sites should you NOT upgrade? Alvarez brings the real next-G decision that VIVA is weighing right now. Watch two pickleball obsessives in their natural habitat. Stefan took gold in the men’s open at the NVZ NorCal Summer Cup and I scored with the Austin Ballers, taking top prize at the MiLP DUPR16 50+ Nationals. I hope to bump into Stefan on the pickleball court someday soon! 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: Stefan Pongratz joined Dell’Oro Group in 2010 and leads the firm’s Mobile RAN market research programs. At the firm, Mr. Pongratz has expanded RAN research and authored multiple Advanced Research Reports to ensure the program evolves to address new RAN technologies and opportunities, including 5G, 6G, AI RAN, Open RAN, private wireless, Massive MIMO, mmWave, small cells, and CBRS. Before joining Dell’Oro Group, Mr. Pongratz spent 10 years at Anritsu Company.  Podcast Credits: Executive Producer and Host: Danielle Rios, TelcoDR Senior Producer: Lindsay Grubb, TillCo Media Senior Editor/Brand Manager: Alisa Jenkins, Springboard Marketing Audio Editor: Andrew Condell Supervising Producer: Amanda Avery Associate Producer: Kriselda Dionisio Music: Dyami Wilson

Everyone has an opinion about how telcos are doing with AI. Almost nobody has evidence—until now. Guy Daniels, chief strategy officer and content director at TelecomTV, spent the year compiling the AI-Native Telco Index—the first 100% evidence-based report on telco AI adoption. It’s one piece of TelecomTV’s new AI-Native Telco Accelerator (ANTA), a community built to bring operators, vendors, and standards bodies together to share what’s actually working in our industry.  I sat down with Guy to talk about what his research reveals, how ANTA works, and what’s coming at the AI-Native Telco Forum in Düsseldorf this September. Listen now to hear: What ANTA is, and the three pieces that make it run [04:21]; Which operators are doing impressive AI work [08:01]; Why so many telcos keep their best AI work hidden [09:08]; and The “AI in telco” myth that Guy’s research debunks [13:44]. Links and Resources:  Read TelecomTV’s AI-Native Telco Accelerator (ANTA) announcement, the community launched to help operators move from AI pilots to deployments that actually scale. Learn more about ANTA and the AI-Native Telco Index—the first evidence-based read on how 56 operators are scaling AI. The members-only report drops this September at the Forum in Düsseldorf. Join the conversation! Book your spot at the AI-Native Telco Forum, September 8 and 9 in Düsseldorf. Learn how the Totogi Ontology keeps every AI decision in one governed model, so you can show which rule fired and why. It’s exactly the kind of real-world deployment ANTA is tracking. Watch it run at our demo pod in Düsseldorf or set up a meeting with Team Totogi. Catch up on the AI breakthroughs I rattle off at the top of the show: Anthropic’s “When AI builds itself” report lays out how AI now writes most of its own code and runs unsupervised for hours, even days. Fortune’s write-up covers how Claude Fable 5 helped disprove the 87-year-old Jacobian conjecture. Explore the two operators that Guy singles out as pace-setters: Read about Deutsche Telekom’s march toward AI-native and the customer-facing bot that’s posting published results. Check out Orange, which is putting AI at the center of its strategy and briefing investors on it, something almost no other telco does. Watch my keynote and panel from last year’s AI-Native Telco Forum, where a room of operators told me you can’t vibe code a carrier-grade BSS—so we built one live that day. See what Totogi shipped in Düsseldorf last year: 617,000 lines of production code, generated live, all captured in this LinkedIn recap. Go deeper in my blog, “Düsseldorf changed everything for BSS,” on why the use case is never the moat. Want an invite to the Totogi party while you’re at the AI-Native Telco Forum? Stop by our demo pod, or DM me on LinkedIn or X at @TelcoDR for more information. Speaking of parties, cue up some of the greatest ever put on film to help you prepare for a good time: the house party in Eddie Murphy’s Trading Places, the night that spirals in Bachelor Party, the rager that leaves the house a mess in Sixteen Candles, and the granddaddy party movie of them all, The Hangover. (Warning: explicit scenes, but they’re epic so I’m putting them in the show notes anyway!) 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: Guy Daniels is chief strategy officer and content director at TelecomTV, where he leads editorial strategy across the company’s events, including the DSP Leaders World Forum, the Great Telco Debate, and the AI-Native Telco Forum. He recently launched ANTA, the AI-Native Telco Accelerator—TelecomTV’s industry-backed initiative uniting operators, vendors, and industry bodies to help telcos move from AI experimentation to real-world deployment. A pioneer of online video in telecoms, Guy co-founded Decisive Media and TelecomTV in 2001 after a decade in telecoms publishing. Podcast Credits: Executive Producer and Host: Danielle Rios, TelcoDR Senior Producer: Lindsay Grubb, TillCo Media Senior Editor/Brand Manager: Alisa Jenkins, Springboard Marketing Audio Editor: Andrew Condell Supervising Producer: Amanda Avery Associate Producer: Kriselda Dionisio Music: Dyami Wilson

It’s hard to manage a network in space. That constraint shapes everything Dr. Mariam Kaynia thinks about as chief data and information officer at Eutelsat, Europe’s only LEO alternative to Starlink in orbit today. The company runs more than 600 satellites at 1,200 kilometers alongside a geostationary fleet parked even higher. When Eutelsat launches a satellite, the intelligence running it has to be right before it leaves the ground: self-calibrating, self-healing, and autonomous by design, not by choice. I sat down with Mariam to unpack why satellite is becoming core connectivity instead of the backup layer, how Eutelsat federated its data platforms instead of ripping them out, and where AI decisions should—and should NOT—live inside an operator. Listen now to hear: Where satellite fits in telco connectivity strategy [04:03]; Why Eutelsat connected its data platforms [06:47]; The customization trap—and knowing when to say no [08:49]; and Four guardrails for AI—including one everyone overlooks [13:25]. Links and Resources: See how Eutelsat delivers a “mobile network from the sky” with higher speeds and lower latency. Read about the next-generation sovereign constellation Eutelsat has filed for, its sovereignty and critical-infrastructure play. Explore the TM Forum Catalyst Team Awards, where Eutelsat’s multi-orbit AI prototype won the “Tech for Good” award. Then learn about the SATCOM with an Edge – Phase III project behind that win, championed by Airbus, Bell Canada, Eutelsat, and MTN Nigeria. Track Eutelsat’s OneWeb LEO constellation in real time, the fleet that has to keep itself alive once it’s in orbit. Learn how Eutelsat is connecting remote communities across Greenland, where population density can’t cover the cost of terrestrial networks. Read my blog “Where do decisions live?,” which argues that decisions belong in an ontology, not at inference time, where they hallucinate at scale. Want AI that can explain itself? Check out the Totogi Ontology, which keeps decisions in one governed model so you can show which rule fired and why. Mariam and I got into the challenge of being working parents with big jobs. Read two of my recommendations on the topic, Anne-Marie Slaughter’s 2012 Atlantic essay “Why Women Still Can’t Have It All” on fixing broken workplaces and Sheryl Sandberg’s “Lean In” on the importance of personal ambition. 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: Mariam Kaynia is Eutelsat’s chief data and information officer and a member of the group’s Executive Committee. She oversees IT, data, and AI for the group. She brings extensive telecommunications expertise from VP roles at Telefónica Germany, where she led digital transformation, strategy, and data analytics, and from her time as an associate partner at McKinsey & Company. Named among the Top 50 Women in Technology in Germany, she holds a Ph.D. in Wireless Communications and Electrical Engineering from the Norwegian University of Science and Technology. Podcast Credits: Executive Producer and Host: Danielle Rios, TelcoDR Senior Producer: Lindsay Grubb, TillCo Media Senior Editor/Brand Manager: Alisa Jenkins, Springboard Marketing Audio Editor: Andrew Condell Supervising Producer: Amanda Avery Associate Producer: Kriselda Dionisio Music: Dyami Wilson

What does it actually take to become an AI-first telco? Swisscom is finding out. It has launched the biggest transformation program in its history: a ground-up rebuild of the software core behind its consumer and enterprise business units. In this episode, I sit down with Mark Düsener, chief technology and information officer at Swisscom, to unpack how the operator is doing it. We get into why standardization is the new differentiation, why you can’t be agentic without a brain, and how Swisscom is converting the know-how of its hero engineers—critical talent at telcos—into skills everyone can use. Listen now to hear: Why data is the “brain” AI needs [05:17]; How Swisscom is collapsing its systems into one platform [07:51]; Mark’s rule for killing technical debt [12:14]; and How to bring your experts along when AI codifies what they know [12:49]. Links and Resources: Read Swisscom CEO Christoph Aeschlimann’s LinkedIn post about why telcos have to reinvent themselves at the core, not just the edge. Listen to Mark’s interview on the TM Forum podcast. He talks about how Swisscom is using AI to move to an open, composable architecture, even across applications still tied to legacy systems. Tired of knowledge staying locked inside your experts’ heads? Read Anthropic’s explainer on Agent Skills, the codified, reusable expertise Mark wants his "heroes" to package so any agent or colleague can call it. Learn how the Totogi Ontology sits over your mainframe, BSS, and network systems so they all speak one language, letting you retire one legacy system at a time instead of betting on a multi-year rip and replace. Interested in the underlying architecture for becoming AI-first? I’ve written three blogs on this topic: “You built a data lake. You needed a river” about why AI needs an ontology close to your live systems so it can act, not just report. “Nail your AI architecture” about why business logic doesn’t belong inside your agents. “Where do decisions live?” about the board-level question of where decisions should be made in an AI-native telco. Mark’s go-to dish is filet with asparagus and béarnaise. Béarnaise is the sauce home cooks fear most, a temperamental combination of egg yolks and butter that breaks the second you stop whisking. I attempted it and produced something I’d rather not describe. If you want to try it, watch culinary icons Julia Child, Jacques Pépin, and Martha Stewart make béarnaise together in this TV clip from 1999. 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: Mark Düsener is chief technology & information officer (CTIO) at Swisscom and a member of the Executive Committee, Swisscom Switzerland. He leads the IT, Network & Infrastructure division and drives the modernization of Switzerland’s network landscape as part of Swisscom’s TelCo to TechCo journey. His focus includes advancing Switzerland’s best and smartest network across fixed and mobile, expanding 5G and preparing for 6G, while driving the transformation towards automated, software-driven networks and an AI-driven Swisscom. He joined Swisscom in November 2020 and most recently led the Mobile Network, Mobile Services & B2B Telco unit. Prior to Swisscom, he was managing director of Deutsche Telekom Healthcare Solutions GmbH and held various leadership roles at Vodafone Germany. Podcast Credits: Executive Producer and Host: Danielle Rios, TelcoDR Senior Producer: Lindsay Grubb, TillCo Media Senior Editor/Brand Manager: Alisa Jenkins, Springboard Marketing Audio Editor: Andrew Condell Supervising Producer: Amanda Avery Associate Producer: Kriselda Dionisio Music: Dyami Wilson

Every telco has a system it can’t get rid of—a mainframe, a billing platform, a vendor with hooks in everything. The transformation math is brutal: years of work, massive investment, and a failure rate that makes every next attempt harder to sell internally. Carlos Moreno Alonso is CTIO at TDC Brands, Denmark’s largest telecom provider. Nine months into the job, he’s leading the next phase of one of Europe’s biggest IT transformations—including wrestling with a decades-old mainframe that the former CEO called "a dragon in the basement." He talks about inheriting a transformation mid-flight and what strategies actually work when your legacy system is too entangled to rip out.  Listen now to hear: How TDC got its consumer business onto a modern stack [03:58]; Carlos’s two-part plan for the harder B2B side [06:45]; Where AI actually speeds migration [07:56]; and The phase of transformation that is the heaviest lift [09:32]. Links and Resources: Read the announcement that Nuuday is now TDC Brands, which unites six brands—YouSee, TDC Erhverv, Telmore, Hiper, eesy, and Relatel—under one 145-year-old name. Learn how TDC Brands brought Carlos on board as CTIO to lead the next phase of its digital transformation project. Read the story behind “the dragon in the basement,” a phrase coined by former Nuuday CEO Jon James at DTW 2022. It describes the decades-old Columbus mainframe as a beast that needs to be “fed and watered and constantly checked to make sure it’s still breathing.” Ready to slay your own dragon? Learn how the Totogi Ontology sits over your mainframe, BSS, and network systems so they speak one language, letting you retire one legacy system at a time. Check out the live World Cup standings as the tournament plays out across North America. When we recorded, I was pulling for Mexico, and Carlos was backing Spain. As of this episode's release, England knocked Mexico out, but Spain squeaked past Portugal to move into the quarterfinals. Looks like Carlos gets the bragging rights—for now. Think World Cup stakes are high? Try kids’ soccer. In the 2005 movie Kicking and Screaming, Will Ferrell’s Coach Phil gets so threatened when his assistant (NFL legend Mike Ditka) offers coaching advice that he orders him to fetch a juice box instead. Even the fiercest competitors need to hydrate. 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: Carlos Moreno Alonso is CTIO of TDC Brands in Denmark, where he oversees a 700-person IT organization (employees and subcontractors) and leads the company’s cloud BSS migration and AI-driven automation programs. Over a 25-year career spanning ONO, Vodafone Spain, Vodafone Italy, and Vodafone Group, Carlos has run complex BSS transformation programs, including a four-year platform overhaul at Vodafone Italy and the post-acquisition integration of ONO into Vodafone Spain. He most recently served as CTIO at Adamo. Podcast Credits: Executive Producer and Host: Danielle Rios, TelcoDR Senior Producer: Lindsay Grubb, TillCo Media Senior Editor/Brand Manager: Alisa Jenkins, Springboard Marketing Audio Editor: Andrew Condell Supervising Producer: Amanda Avery Associate Producer: Kriselda Dionisio Music: Dyami Wilson

Telcos love mergers. In 2025 alone, the industry spent nearly $70 billion on M&A, and every single deal brought its own baggage. New systems, new cultures, new tech debt—all bolted onto everything that came before. Everyone celebrates the deal. No one celebrates the hard work of bringing two organizations together. For this episode, I sit down with Daniel Askeroth, senior vice president of telco at Norlys, the Danish energy and broadband co-op that acquired Telia Denmark in 2024. Daniel spent 17 years at Telia Denmark. Now, he's the one tasked with stitching his old company into Norlys, which is itself the product of 40+ prior mergers. We dig into how he runs the integration without breaking the customer experience, how to unite workforces without losing the people you need most, and what Daniel would do differently if he had to do it all over again. Listen now to hear: Why the people side of mergers takes longer than anyone expects [03:20]; How Norlys keeps integration invisible to customers [05:08]; How AI is changing the way Daniel’s teams build [06:48]; and What Daniel learned from temporarily stepping into an HR role [11:58]. Links and Resources: Read Bain's Telecom M&A: Here Are the Latest Deal Trends Worldwide for the latest on where the industry is placing its bets. Learn more about Norlys's $926M acquisition of Telia Denmark and why adding mobile was the missing piece in its full-service play for Danish consumers. Check out Daniel’s LinkedIn post about the Norlys leadership role-swap. He traded his telco seat for one in People & Culture for a few days and came back with a different perspective on the business. Every merger means bringing together new billing stacks, CRMs, and decades of past decisions. Learn how the Totogi Ontology sits over all those acquired systems so they speak the same language. Want to see the Totogi Ontology in action? Catch Team Totogi at DTW Ignite, running June 23-25 in Copenhagen. Daniel's kids discovered historical architecture through Pokémon GO, a location-based mobile game that uses your phone's GPS and camera to catch virtual Pokémon at real-world landmarks. Launched in 2016, it peaked at 232 million players and still draws 55 million monthly players and $545M in annual revenue—accidentally tricking a generation into exploring historic landmarks. Who knew Pokémon GO was still going so strong? 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: Daniel Askeroth is senior vice president of telco at Norlys, a Danish energy and telecoms cooperative. He leads Norlys’ telecom business following the acquisition of Telia Denmark, including the integration and transformation focusing on simplifying systems, aligning cultures, and driving large-scale technology and organizational change. With over 17 years of experience at Telia Denmark prior to joining Norlys, Daniel brings deep expertise in telecom operations, transformation, and leadership. He is passionate about building strong teams and delivering customer-focused, future-ready connectivity solutions. Podcast Credits: Executive Producer and Host: Danielle Rios, TelcoDR Senior Producer: Lindsay Grubb, TillCo Media Senior Editor/Brand Manager: Alisa Jenkins, Springboard Marketing Audio Editor: Andrew Condell Supervising Producer: Amanda Avery Associate Producer: Kriselda Dionisio Music: Dyami Wilson

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]; and What 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, TelcoDR Senior Producer: Lindsay Grubb, TillCo Media Senior Editor/Brand Manager: Alisa Jenkins, Springboard Marketing Audio Editor: Andrew Condell Supervising Producer: Amanda Avery Associate Producer: Kriselda Dionisio Music: Dyami Wilson

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]; and What 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 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 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, TelcoDR Senior Producer: Lindsay Grubb, TillCo Media Senior Editor/Brand Manager: Alisa Jenkins, Springboard Marketing Audio Editor: Andrew Condell Supervising Producer: Amanda Avery Associate Producer: Kriselda Dionisio Music: Dyami Wilson

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]; and What 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 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 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, TelcoDR Senior Producer: Lindsay Grubb, TillCo Media Senior Editor/Brand Manager: Alisa Jenkins, Springboard Marketing Audio Editor: Andrew Condell Supervising Producer: Amanda Avery Associate Producer: Kriselda Dionisio Music: Dyami Wilson

AI is reshaping telco. At NVIDIA’s GTC conference, AT&T, T-Mobile, Comcast, and Spectrum announced they’re building AI grids, turning millions of existing cell sites and central offices into distributed AI compute infrastructure. NVIDIA's survey of 1,000 telco professionals found more than 90% reporting that AI is already delivering cost savings or revenue growth, with the biggest ROI coming from agentic AI for autonomous networks. For this episode, I’m joined by Kanika Atri, Senior Director of Telecoms at NVIDIA. We dig into where real AI ROI lives in telco, why the network may be the world’s most underutilized compute asset, and the big unanswered question: who’s going to build the software that makes all of this work? Listen now to hear: How NVIDIA’s survey reveals where AI is already paying off [03:06]; Why telcos’ existing infrastructure could become the backbone of distributed AI [05:06]; The critical software gap nobody in the industry owns [11:19]; and Why countries are turning to operators, not hyperscalers, to build their national AI [12:27]. Links and Resources: Read NVIDIA’s State of AI in Telecommunications report, a survey of 1,000+ telecom professionals that covers where AI is delivering value, what’s driving investment, and how operators are planning for distributed AI computing and 6G. Check out these blogs by Kanika Atri: NVIDIA, Telecom Leaders Build AI Grids to Optimize Inference on Distributed Networks Telcos Across Five Continents Are Building NVIDIA-Powered Sovereign AI Infrastructure Read more about SoftBank’s AI-RAN breakthrough in Japan and Indosat’s full sovereign AI stack in Indonesia, including locally developed LLMs and 20+ AI applications. NVIDIA made a $1 billion equity investment in Nokia to build CUDA-accelerated 5G software that runs on any platform. Watch NVIDIA CEO Jensen Huang and Nokia CEO Justin Hotard explain the partnership in this interview. Learn more about the Totogi Ontology and how it’s helping Tier-1 operators turn AI into actual profit. Read the Appledore Research report on Totogi, Telecom-specific Ontology, the key to AI-native telco. It explains why context, not data, is the foundation AI agents need to work at scale (paywalled). Kanika climbed cell towers early in her career. Maybe her amygdala doesn’t fire like most people’s—just like legendary free-solo climber Alex Honnold’s brain scans show little fear response to heights. He’s famous for scaling Yosemite’s El Capitan without a rope (documented in the Oscar-winning film Free Solo), and most recently the 101-story Taipei 101 in Taiwan. Watch the news coverage here. 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 also won 2024 and 2025 MarCom Awards, 2024 and 2025 Hermes Creative 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: Kanika Atri is senior director of telecom products and marketing at NVIDIA, driving AI adoption across the telecom ecosystem. She works closely with hundreds of customers, developers, and partners to embed AI into networks, operations, and services—accelerating the shift to AI‑native wireless networks, autonomous agentic-AI-powered operations, sovereign AI factories, and 6G‑ready infrastructure. Through these engagements, she shapes product roadmaps, go‑to‑market strategies, and commercial partnerships that translate advanced AI capabilities into measurable business impact for the telecom industry.  Podcast Credits: Executive Producer and Host: Danielle Rios, TelcoDR Senior Producer: Lindsay Grubb, TillCo Media Senior Editor/Brand Manager: Alisa Jenkins, Springboard Marketing Audio Editor: Andrew Condell Supervising Producer: Amanda Avery Associate Producer: Kriselda Dionisio Music: Dyami Wilson

Telcos have spent years automating their networks, but most of that automation is rigid. It makes the same decision every time—whether the device is offline, whether it's a maintenance window, whether there's a weather event. Adding AI agents sounds like progress, but if those agents aren't built on a deterministic foundation, you're not removing risk, you're accelerating it. The real challenge isn't getting AI to answer questions about your network. It's getting it to act safely. For this episode, I'm joined by Chris Wade, Co-Founder and CTO of Itential, a network automation platform that's been making infrastructure programmable since 2014. We dig into how Itential is using agentic AI on live production networks, why it layers AI reasoning on top of deterministic guardrails, and how Lumen scaled from 16 to 350 automated workflows by putting field engineers in the driver's seat. Listen now to hear: Why deterministic guardrails are essential when AI agents touch live networks [04:14]; The "secret sauce" for giving AI agents real business context [06:24]; How Lumen grew from 16 to 350+ automated workflows [11:24]; and What telcos need to demand from vendors [13:05]. Links and Resources: Learn more about Itential and its agentic network automation platform, FlowAI. Check out Itential's MCP server, launched in May 2024—one of the earliest in the telco space. Watch Greg Freeman from Lumen present at AutoCon on how his team scaled from 16 to 350+ automated workflows on Itential's platform. Take a look at Aaron Levie's blog, Building for Trillions of Agents. The Box CEO argues that agents will become the primary users of all software, and if your systems can't be accessed through an open API or CLI, they're invisible to AI. It's the exact problem we unpack in this episode. Learn how the Totogi Ontology gives AI agents the business context they need to act on live systems and lets operators see exactly why every decision was made and make changes on the spot. Read my blog, The Promise of AI is No UI, written back in 2024. It predicted exactly where this conversation was headed: a world where AI agents are the primary users of software. Watch this scene from Silicon Valley—one of the best shows ever made about startups—where Dinesh interacts with an AI version of Gilfoyle. It aired back in 2019, before any of us knew this would be real. If you think agentic AI is a new idea, think again! 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 also won 2024 and 2025 MarCom Awards, 2024 and 2025 Hermes Creative 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: Chris Wade co-founded Itential in 2014 to simplify and accelerate the adoption of network automation and to transform network operations practices. Using a model-based approach, Chris led the innovation and development of the company’s flagship portfolio of dynamic, multi-tiered network automation applications. Prior to establishing Itential, Chris gained a wealth of experience in the SDN, NFV and OSS/BSS markets having led initiatives in this space for global organizations including Alcatel-Lucent, ReachView Technologies and Micromuse. Podcast Credits: Executive Producer and Host: Danielle Rios, TelcoDR Senior Producer: Lindsay Grubb, TillCo Media Senior Editor/Brand Manager: Alisa Jenkins, Springboard Marketing Audio Editor: Andrew Condell Supervising Producer: Amanda Avery Associate Producer: Kriselda Dionisio Music: Dyami Wilson