Telco Drift

In this episode, I am joined by Amy Cameron, Managing Director for Research at STL Partners, to unpack the biggest promises and boldest claims that still make sense one month after the end of Mobile World Congress. Join us as we explore where telcos are genuinely advancing and where the hype may be outrunning reality. From network innovation to new business models, we discuss what comes next for the industry — and which opportunities are actually worth watching.

We also dive into the rapidly evolving role of AI in the enterprise world: where the real value is emerging, what leaders are getting right, and why the next wave of adoption will be disruptive.

Beyond technology, the conversation takes a more philosophical turn as we reflect on life, curiosity, and the importance of perspective in fast-moving industries. We close with a look at the journey of becoming an analyst today — the skills that matter, the habits that make a difference, and practical advice for anyone trying to build credibility in a world overflowing with noise and information.

Quantum computing is moving from theory to reality—but what does it actually mean for the industry?

In this episode, I am joined by Frank De Jong - Program Director Quantum Safe Networks at Orange Business and host of the Orange Business Radio podcast, to discuss the current and future state of quantum technology. Join us as we break down the fundamentals of quantum computing in plain language, exploring how it differs from classical computing and why it’s generating so much attention. We then dive into the real-world implications: from the transformative opportunities quantum technologies could unlock, to the technical and commercial challenges still standing in the way.

We also examine the emerging security landscape, including the risks quantum poses to current encryption standards and the race toward quantum-safe solutions. Finally, we explore the role telecommunications companies can play in this evolving ecosystem—where infrastructure, networks, and innovation intersect.

In this episode, I am joined by Kristin Paulin, Principal Analyst at Omdia, to dive deep into the evolving landscape of the US telecom market—unpacking the assets that define today’s telcos, the structural challenges they face, and the strategic crossroads shaping their future. From infrastructure and spectrum to bundling and digital services, we explore what truly drives value in a shifting ecosystem.

We also examine the tension between strategy and technology: What is more important? A bold strategic vision or technology prowess? And where do emerging trends like 5G, fiber expansion, and FWA services fit into the bigger picture? And what about 6G?

And for those needing a break or an inspiration to turn the laptop off, here is the link to Kristin's own podcast "Kristin's Next Chapter", a journey into books, the world of reading, and emerging authors!

Why do telcos keep chasing the wrong opportunities—or is there really such a thing as a wrong opportunity?

In this episode, we unpack some of telecom’s most persistent “brain fades”: from telcos’ costly attempts to become media companies, to network vendors stretching into industrial markets, to the long-misunderstood promise of IoT.

But this isn’t just a post-mortem.

We flip the lens to what’s emerging now: how AI is reshaping the value stack, where real opportunities are forming, and why this time the winners may look very different from the past. If the last decade was defined by missed signals, the next one may be defined by who finally reads them right.

A sharp, honest look at strategy, hype cycles, and the gap between ambition and execution.

Think of this as your unofficial survival kit for Mobile World Congress. We’re talking smart ways to navigate the madness, rookie mistakes to avoid, the best places to sneak off for some tapas, cocktails, and the side conversations that are way more interesting than what’s on the main stage. From quantum whispers to robots we will discuss some tech that will not steal this show at this event. This is your guide to the tech, the hangouts, and the unspoken rules that make MWC actually worth it.

In this episode I am attempting to record from a pub to quickly  highlight some of the biggest tech developments from 1Q 2026. From  telcos' innovation and the role of eSIM, to sovereign AI, and data  center in space - was this attempt a swing or a miss?

What does it really take to move from 5G to 6G?

In this episode, I am joined by Sebastian Barros, Managing Director at Circles to unpack how the realities of 5G deployment—its wins, its gaps, and its growing pains—are directly shaping the development of 6G. Will 6G be a clean generational leap? or should it be emerging as a response to the lessons learned from 5G from densification challenges to energy efficiency, edge computing, and the economics of network investment?

We explore the cultural transformation telcos must embrace to make 6G viable—not just faster networks, but a platform addressing the big market gap of "monetization". AI takes center stage in our conversation—not only as a driver of new traffic patterns and services, but as a foundational element of 6G architecture itself.

Finally, we look beyond 6G: Is this the end of cellular technology long developing cycles?

Has 5G delivered in the consumer market? If so, what should the enterprise side know about this story? In this episode I am joined by Nicole McCormick, Chief Analyst 5G Consumer at Omdia to unpack what worked, what didn’t, and what strategies are being used. From pricing to bundles, speed and robots (Do Androids Dream Of Electric Sheep?), we explore how the consumer rollout of 5G may offer clues for enterprises looking to embrace 5G.

In today's episode, I am joined by Manish Tiwari, Head of Enterprise 5G  at Ericsson, to discuss how the enterprise 5G market has evolved, what  stories customers tell about this technology, and what practical  examples and suggestions can help drive the market forward. We also look  ahead to 2026 — the trends poised to define the market, the innovations set to energize enterprises (from robotics to AI), and what comes next  for a sector at a pivotal moment in its journey.

In this episode, we’re joined by Matteo Grandi, VP of Innovation at Neutroon, for a first-hand look at the motivations, vision, and expectations of a startup targeting the private 5G market. With Matteo, we discuss the state of the industry, the rationale behind Neutroon’s move into private networking, and how the company views the challenges and opportunities of managing private 5G across multiple enterprise sites while addressing the growing need for network convergence.

Our guest walks us through real deployments, key partnerships, roadblocks, and emerging opportunities that are shaping the future of scalable private networks in Europe and beyond.