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The lads are delighted to welcome back special guest Neil McRae, in his first appearance as CTIO of CityFibre. Pausing only for a semi-regular check in on the current state of AI, they get straight into hearing about Neil’s new gig and his plans for the technological side of UK fibre wholesaler CityFibre. This leads naturally to a look at the wider broadband market and the challenges it faces, as well as a review of potential consolidation in the UK market, before they conclude by analysing BT’s latest strategic move.
The lads are delighted to welcome back special guest Paul Nolan of PR agency CC Group Hoffman. Pausing only to reflect on the delights of summertime Copenhagen, they start by exploring research Paul’s company has done into GEO – generative engine optimisation. With content increasingly discovered through AI searches, they discuss what it takes to make the most of this new knowledge paradigm. They eventually move on to discuss Scott’s visit to the recent DTW trade show before concluding with Iain’s critique of how the IoT opportunity has been treated.
The pod is back after a break for Scott’s summer holiday and the lads are delighted to welcome back special guest Geoff Hollingworth of Rakuten Symphony. They start with an introduction to Rakuten, which is a major player in Japan across a number of consumer technology sectors, which leads to discussion of a recent Rakuten Symphony report critiquing the traditional telco business model and suggesting improvements to it. They eventually move on to talk about Ericsson, which Iain recently visited in Sweden and has announced a new CEO, before concluding with an examination of a UK move to ban social media for under-16s.
This is your last pod for a few weeks as Scott is selfishly going on holiday, sorry. There’s no guest this week, which gives the lads the opportunity to dive a bit deeper into the news. They start by assessing the significance of a Huawei announcement that it has invented a new way of making semiconductors, which could have the broader significance of making China more resilient in its tech cold war with the US. They eventually move on to discuss falling headcount at VodafoneThree before concluding with a look at the EU’s protectionist dilemmas.
The lads are delighted to welcome special guest Dana Tobak, CEO of UK altnet Hyperoptic. Dana is one of the founders of Hyperoptic, so they start by discussing the thinking behind that and how Hyperoptic differentiates itself in a crowded UK fibre broadband market. That inevitably leads to an exploration of the broader competitive environment and economics of that business, before they conclude with a look at recent news from BT.
The lads are delighted to welcome telecoms consultant (and Iain’s mate) Amit Nagpal of Aetha Consulting to the pod this week. Pausing only to mix some psychedelic G&Ts, they eventually get into talking about Amit’s main area of professional interest – telecoms policy. That leads to talk of how 5G is going in various parts of the world, including the various spectrum it uses and how regulators have helped or hindered its progress. They conclude with a look at some recent direct-to-device news and the role of UK comms regulator Ofcom in policing online speech.
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