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Telco in 20

Telco in 20

Danielle Rios, TelcoDR 147 Episodes Oct 13, 2026

Telco in 20 explores the radical transformation of the telecom industry over the next two decades, focusing on the shift to public cloud and the adoption of AI. Host Danielle Rios discusses with high-profile guests from telecom how executives can drive transformative change. The podcast covers the impact of artificial intelligence and what telcos need to do to thrive in the future.

Episodes

Ep 151 - TL;DR: Telecoms​.com (Scott Bicheno/Iain Morris)
Ep 151 - TL;DR: Telecoms​.com (Scott Bicheno/Iain Morris) Oct 13, 2026 01:32:43 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 r
Ep 150 - 6G is different. AI is why.
Ep 150 - 6G is different. AI is why. Sep 29, 2026 00:10:41 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 Düs
Ep 149 - Microsoft deploys the FDEs (Kevin Shatzkamer)
Ep 149 - Microsoft deploys the FDEs (Kevin Shatzkamer) Sep 15, 2026 00:19:40 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.L
Ep 148 - To G, or not to G (Stefan Pongratz)
Ep 148 - To G, or not to G (Stefan Pongratz) Sep 1, 2026 00:19:37 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
Ep 147 - ANTA: TelecomTV’s AI-Native Telco Accelerator (Guy Daniels)
Ep 147 - ANTA: TelecomTV’s AI-Native Telco Accelerator (Guy Daniels) Aug 18, 2026 00:18:21 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
Ep 146 - Eutelsat’s AI in the sky (Dr. Mariam Kaynia)
Ep 146 - Eutelsat’s AI in the sky (Dr. Mariam Kaynia) Aug 4, 2026 00:20:37 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 b
Ep 145 - Swisscom is building the AI-first telco (Mark Düsener)
Ep 145 - Swisscom is building the AI-first telco (Mark Düsener) Jul 21, 2026 00:22:04 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 sta
Ep 144 -  TDC’s dragon in the basement (Carlos Moreno Alonso)
Ep 144 - TDC’s dragon in the basement (Carlos Moreno Alonso) Jul 7, 2026 00:15:39 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
Ep 143 -  Norlys bets big on Telia (Daniel Askeroth)
Ep 143 - Norlys bets big on Telia (Daniel Askeroth) Jun 23, 2026 00:17:50 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 a
Ep 142 - AT&T bets on the last mile (Shawn Hakl)
Ep 142 - AT&T bets on the last mile (Shawn Hakl) Jun 9, 2026 00:18:30 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 directl
Ep 141 - Tele2 goes back to the future (Ove Wik)
Ep 141 - Tele2 goes back to the future (Ove Wik) May 26, 2026 00:18:38 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, cons
Ep 140 - Will telco let AI write its code? (Roy Chua)
Ep 140 - Will telco let AI write its code? (Roy Chua) May 12, 2026 00:18:57 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 prin

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