In this podcast we take a deep dive at TPG's investor day this week and listen to excerpts of what CEO Inaki Berroeta and consumer head Kieren Cooney had to say about the telco's trajectory as they consolidate following their merger with Vodafone. And then later on in the show (15:00) we hear more from Cooney on the Telstra regional network tie-up and a fulsome response from Optus' VP regulatory and public affairs Andrew Sheridan who contends the deal will be bad for competition.