Kevin ShatzkamerGuest
Danielle RiosHost
There's so many great demos out there and AI usually doesn't break down at the demo.

And when I think about telcos, I think this is the single biggest transformation they'll ever go through.

And I'm actually super optimistic that telecoms are going to capture this one.

I think they have extraordinary technical depth, but they also have things like fragmented data.

They have workflows that are really cross-domain across network, care, field service, security, and commercial operations.

And when we think about all of this, a model can perform really well in isolation, yet still fail when it doesn't have business context and permissions and observability and escalation scale.

And for the first time, what I actually see is they're looking at this and they're saying, this is structural capability that I need to build.

And I think the industry is really converging around an AI native operating model thesis.

And what's really cool is that a lot of the foundational capabilities are there.

If I think about this through maybe three phases, phase one was this history of connecting people and things.


There's so many great demos out there and AI usually doesn't break down at the demo.

And when I think about telcos, I think this is the single biggest transformation they'll ever go through.

And I'm actually super optimistic that telecoms are going to capture this one.

I think they have extraordinary technical depth, but they also have things like fragmented data.

They have workflows that are really cross-domain across network, care, field service, security, and commercial operations.

And when we think about all of this, a model can perform really well in isolation, yet still fail when it doesn't have business context and permissions and observability and escalation scale.

And for the first time, what I actually see is they're looking at this and they're saying, this is structural capability that I need to build.

And I think the industry is really converging around an AI native operating model thesis.

And what's really cool is that a lot of the foundational capabilities are there.

If I think about this through maybe three phases, phase one was this history of connecting people and things.

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