Telco Drift
Analyzing the strange, the true, and the possible — stories and debates from the frontiers of tech, telecoms, and sci-fi
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 24, 2026
- Audience
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- Earliest in this view
- Jul 6, 2026
Latest episodes
Brave New Telco (opens the original)
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When Telcos Become Platforms, Infrastructure—and Instruments of Sovereignty The telecom industry is changing in unexpected ways. In this episode, we look at Poste Italiane's acquisition of TIM and what it tells us about the future of telecom operators. Why is a postal and financial-services company taking control of a major telco? What can we learn from operators expanding into payments, banking, logistics and digital platforms? And why are governments and state-backed investors increasingly tak
Telcos Strike Back: 6G A New Hope (opens the original)
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Do we really need 6G? If someone can convince me about the benefits of 6G that person is Remy Pascal [https://www.linkedin.com/in/remypascal/], Practice Leader at Omdia. After all the hype around 5G, what did we actually get—and what happened to the transformative use cases we were promised? In this episode, we continue to deep dive on 6G taking a broad look at various stakeholders and customers to understand why 6G may be an essential step for the mobile world. We explore what 6G could bring, f
On The Road To 6G And The Fate Of The Analyst (opens the original)
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On this episode of the Telco Drift I discuss how the different strategies from Nokia and Ericsson will create a telco market where the network could truly become a differentiator. I also bring up the question of what is needed to bring on the excitement for 6G beyond the techy and engineering world. Of course there is a short discussion of recent announcements with once again the NTN world grabbing my attention. I then conclude by throwing my two cents on the analyst versus influencer debate.
AI is coming: Data, networks, and the next telecom shift (opens the original)
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The telecom world is being reshaped by new business models, the ongoing debate around 5G's success, and the rising strategic value of data. In this episode, I am joined by Miguel Carames [https://www.linkedin.com/in/miguel-carames-technologist/], Chief Product Officer at Mobileum to explore how AI is transforming networks and enterprise services, from the drive towards autonomous networks to new AI agents for small enterprises. AI is coming for telcos and in this brave new world data may be one
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