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Telco in 20

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Telco in 20

Danielle Rios, TelcoDR

Ep 145 - Swisscom is building the AI-first telco (Mark Düsener)

July 20, 2026 11:00pm 22 min

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 enterpr...

Ep 144 - TDC’s dragon in the basement (Carlos Moreno Alonso)

July 06, 2026 11:00pm 15 min

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 n...

Ep 143 - Norlys bets big on Telia (Daniel Askeroth)

June 22, 2026 11:00pm 17 min

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. Every...

Ep 142 - AT&T bets on the last mile (Shawn Hakl)

June 08, 2026 11:00pm 18 min

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...

Ep 141 - Tele2 goes back to the future (Ove Wik)

May 25, 2026 11:00pm 18 min

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 ...

Ep 140 - Will telco let AI write its code? (Roy Chua)

May 11, 2026 11:00pm 18 min

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 OpenBS...

Ep 139 - Can telco build an AI grid? (NVIDIA’s Kanika Atri)

April 27, 2026 11:00pm 19 min

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 infras...

Ep 138 - From programmable networks to agentic AI (Chris Wade)

April 13, 2026 11:00pm 18 min

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 e...

Ep 137 - Hyperscalers' $2T bet (Charles Fitzgerald)

March 30, 2026 11:00pm 19 min

Hyperscaler CAPEX investments are staggering: Amazon, Google, Microsoft, and Meta spent more than $400 billion on infrastructure in 2025 and are expected to reach over $600 billion in 2026. They’re on pace to surpass $2 ...

Ep 136 - MWC26 Wrap Up (Mobile World Live)

March 16, 2026 11:00pm 22 min

MWC 26 is a wrap, and one thing is clear: the telco industry has moved past asking whether AI will transform the business. The new question is who's moving fast enough to capture value, and who's still playing catch up. ...

Ep 135 - Telco has a context problem (John Abraham)

March 02, 2026 11:00pm 19 min

Every telco exec is talking about AI agents. Almost nobody is talking about what those agents actually need to work: context. Not just data — the logic, rules, and decision-making processes that define how your business ...

Ep 134 - Show me the money (MWC)

February 17, 2026 11:00pm 8 min

At MWC, vendors will flood the floor with AI demos that look impressive but can’t prove their actual value. Telcos have spent billions connecting systems, but connection isn’t comprehension. Most AI initiatives are blind...

Ep 133 - What’s up with Totogi: The biggest AI use case for telco

February 02, 2026 11:00pm 19 min

The telecom industry is full of AI projects that fail. Most operators think it’s a data problem—connect the systems, feed AI the information. But data doesn't tell AI how to decide. Your processes do. Your rules do.In th...

Ep 132 - Microsoft's framework for autonomous networks (Rick Lievano)

January 19, 2026 11:00pm 20 min

The telecommunications industry is heading to MWC Barcelona with a strong desire to skip AI hype in favor of AI proof. Telco executives aren’t looking for more possibilities—they’re demanding real deployments, measurable...

Ep 131 - Two takes on telco’s biggest bets for 2026 (Dean Bubley)

January 05, 2026 11:00pm 21 min

MWC26 in Barcelona is right around the corner, and the telco industry is already buzzing about what will unfold at the Fira. Four big themes will dominate this year’s event: AI-driven networks, network APIs, AI data cent...

Ep 130 - Best of 2025: AI for networks and networks for AI (Gabriela Styf Sjöman)

December 08, 2025 11:00pm 22 min

What an incredible year for telco, AI, and the public cloud. Hyperscalers shattered CapEx records, the first brownfield 5G cores migrated to the public cloud, and we had phenomenal conversations with telco heavyweights w...

Ep 129 - Goji Mobile: The Expedia of mobile phones (Thad Hwang)

November 24, 2025 11:00pm 16 min

Most consumers can't tell the difference between Wi-Fi and cellular networks, yet our industry expects them to navigate over 200 confusing plan options. This complexity leaves no easy way for customers to compare network...

Ep 128 - Talking AI with Telecoms.com (Scott Bicheno/Iain Morris)

November 10, 2025 11:00pm 1:34

The telco industry has been buzzing about AI transformation, but few operators have seen tangible results beyond pilot projects. The challenge isn't just adopting new technology—it's fundamentally changing how telcos bui...

Ep 127 - The courage to change (Jim Abolt)

October 27, 2025 11:00pm 19 min

If AI is so awesome, why isn't it having a bigger impact on your bottom line? I hate to break it to you, but the problem isn't with AI—it's with your leadership. Look no further than the quality of your ideas and capabil...

Ep 126 - AI for networks and networks for AI (Gabriela Styf Sjöman)

October 13, 2025 11:00pm 21 min

The telco industry loves to differentiate on technical specs—five nines of reliability, fastest 5G, most coverage. But Gabriela Styf Sjöman, Managing Director of Research and Network Strategy at BT Group, has a radically...

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