Telcos
topic on 5 shows · 11 statements across 8 episodes
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11 statements about Telcos, every show
Evans: Telco stocks were flat for 20 years while apps captured value
“Giant industry, trillion dollars of revenue, two hundred billion dollars a year of CapEx stocks have gone nowhere in 20 years, and all the value is built by other people.”
Socher: Thin-Layer LLM Providers Will Function Like High-Capex Telcos
“I think LLM companies, especially just the pure thin infrastructure layer of LLMs are going to look, I think, more and more like telcos in the sense that it's high capex, huge, you know, expenditure to build it, especially if you want to build it from scratch.…”
Evans: Tech Waves Left Telecom Operators Fundamentally Unchanged Since 2000
“All of you had these kind of successive waves of really radical change, and yet, like, nothing really changed at the telcos. They're still there doing almost exactly what they were doing in 2000.”
Evans: Telcos planned modern smartphone features in 2000 strategy decks
“Now, the inverse of this, of course, is that if we look at everything we do on our smartphones now, telcos had all of this in their strategy presentations in 2000.”
Evans: Telcos fail at apps because infrastructure requires different skills
“Their expertise is spectrum, real estate, infrastructure customer acquisition, physical retail, government relations. It was not, let's create a really cool new consumer photo sharing app. You know, it's just a totally different set of skills in both direction…”
Evans: Telcos are infrastructure and Netflix is TV, not software companies
“Telcos aren't a technology business. They're infrastructure business. Netflix isn't a software company. It's a TV company. On the other hand, Airbnb, but Airbnb isn't a hotel company. It is a software company.”
Google and Facebook Will Face Regulation Like Banks and Telcos
“You are going to get regulated like a telco or a bank. You know, if you work at Google or you work at Facebook, you are going to have the same kind of scrutiny that a telco or a bank have. And it doesn't really matter if you think you shouldn't. That's just wh…”
Gong: Perx focuses on telcos and FSI while competitors target retail
“And then other competitors are highly focused on retail and FMCG, which is a declining sector. So we're actually very diversified into FSI, telcos.”
Sarandos: Content producers do not need to own telecom pipes
“I don't think so. I get the emotional desire to, and I also think it's more a result of kind of winner-take-all cutthroat negotiating that you end up in a place where I have to own it because I can't make a deal that we could both live in where I think you sho…”
Wheeldon: Half of major global telcos use Purple for managed Wi-Fi
“And the fact that we have, you know, we've got half of the biggest service providers in the world, telcos, all basing their go to market around our platform.”
Mike Driscoll: Telcos hold the world's most powerfully predictive social graphs
“If you want to know who has the most powerfully predictive social graphs on the planet, it's the telcos, because who you call and who you text is an extraordinarily strong indicator of who you actually are connected to in a social way.”