Mobile - Is it only the second inning - Part 2
summary
Carriers shift pricing to data plans, drop roaming and bundle SMS/voice as free, citing T‑Mobile US’s move and 700–800k customers per quarter after a big LTE rollout. Operators invest in startups (examples: SoftBank, Deutsche Telekom, Orange) and run internal incubators to buy or borrow innovation rather than build everything. Small teams like WhatsApp (~70 people) sending billions of messages outcompete carrier SMS efficiency. Labs demonstrate technical gains — e.g. a 100Gb over normal ethernet long‑haul test — while regulation and legacy assets constrain carrier agility.
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chapters (14)
- 0:00Introduction
- 1:49Carriers must innovate
- 3:12Steps to foster innovation
- 5:19Fading business models
- 7:26Carriers and startups
- 8:29Infrastructure vs tech
- 9:53Global standards challenges
- 10:56Carriers' new role
- 12:43Competing with Google
- 14:54Google's network role
- 15:57Adapting structures
- 17:05Network quality investment
- 18:29Messaging efficiency
- 19:13Why no acquisitions