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As AI agents gain access to sensitive enterprise systems, companies need new ways to control what they can do. Meta Marshall breaks down the emerging market for agentic identity security.Read more insights from Morgan Stanley.----- Transcript -----Meta Marshall: Welcome to Thoughts on the Market. I'm Meta Marshall, Morgan Stanley's U.S. Cybersecurity and Telecom & Network Equipment analyst. Today: AI assistants are starting to act on our behalf at work, which brings up a critical question. What should these agents be allowed to do? And how should those permissions be granted? It's Tuesday, September 1st, at 10am in New York. More and more, AI is helping us get through the workday. We ask it to summarize documents, analyze data and take notes during meetings. Increasingly, though, these tools are moving beyond just answering questions to acting on our behalf. Suddenly, the security challenge shifts from managing a tool to governing a whole new digital workforce. In coming years, this problem should get bigger as we estimate seeing 79 AI agents and 109 machine identities for every human employee. Now, traditional identity security at work was built to answer two basic questions: Who are you, and what can you access? Think of it as your office badge. It identifies you and determines what doors you can open. AI agents, however, make that question much harder to answer. They can operate autonomously, move across applications and databases, collaborate with other agents. They take actions without direct human involvement.So, companies need to know not only what an agent can access, but why it needs access, for how long, and what it actually did. That's the core foundation of agentic identity solutions. The risk environment from this problem is already substantial. About 80 percent of breaches in the work environment today involve stolen or misused credentials. Nine out of 10 organizations experienced an identity-related breach in the past year, and 83 percent experienced at least two. Now add potentially hundreds of machine and AI identities for every human; each operating continuously and at machine speed – and the problem is much larger.One solution to managing AI agents is zero standing privilege. Instead of giving an agent permanent access, you give it permission for a specific task and revoke that permission when the job is done. Here's the issue though: Today, only 39 percent of privileged access is managed through this just-in-time or zero standing privilege architecture. And the reality is that humans can't approve every request. More of those decisions will need to happen automatically, in real time, through what's known as runtime governance. We estimate, as a result, that agentic identity alone could become roughly a $33 billion global opportunity in our base case, which brings the overall identity market opportunity to more than $60 billion in coming years. This need for agentic identity coming from AI could also push a historically fragmented industry towards a more unified platform. In one industry survey, 85 percent of organizations said fragmented identity systems delay their human response to identity threats, with respondents citing an average of 12 hours needed to respond per incident. We think that favors platforms that can manage human and machine identities together and make security decisions dynamically, overall making a more secure environment. This transition won't happen overnight. Agentic identity products are still early, and we don't expect an immediate financial impact. But as enterprises move from experimenting with AI agents to deploying them more broadly, spending to secure those agents could become a more meaningful growth tailwind in 2027. The longer-term growth opportunity comes down to a simple dynamic: more agents, with more autonomy, will require more control. And that could make identity security essential to scaling AI across the enterprise. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
For episode 763 of the BlockHash Podcast, host Brandon Zemp is joined by David Wei Liang from the Conflux Network, where they are building the L1 infrastructure for seamless payments, global remittances, and decentralized finance.
"Founding GTC with Jose Garcia was the best professional decision of my life! Every client gives me a new lens through which to see this industry!" — Giovanni Benini, Co-Founder at GTC, in conversation with Anurag AggarwalFrom dreaming of becoming the next Einstein in Bologna...to building SIP prototypes at Siemens in the year 2000...to co-founding one of the most respected consulting firms in the global telecom ecosystem...Giovanni's journey is one of curiosity, reinvention, and remarkable depth!And then - right in the middle of this podcast - he did something nobody saw coming.He proposed to his wife. Live. On air. After 27 years!Only on Humans of Telecom!In this episode of Humans of Telecom, Giovanni opens up about:
Jeongmin Kim hosts this week's NK News Podcast and is joined by Senior Analytic Correspondent Colin Zwirko to discuss a series of recent satellite imagery investigations into North Korea's military infrastructure, beginning with an unusual new facility at a factory producing short-range ballistic missiles supplied to Russia. Colin explains why North Korea built and then buried the structure, what its location may suggest about safety or security requirements and how recent missile activity could relate to Pyongyang's evolving battlefield experience from the war in Ukraine. The conversation then turns to a large new complex beside Pyongyang's international telecommunications station, where 17 circular structures could eventually support satellite dishes used for communications or monitoring foreign broadcasts. Later, he breaks down the severe flooding near a major military facility in Shingae before looking at renewed construction at a long-stalled naval base north of Wonsan, as North Korea builds larger warships without suitable facilities to host them. About the podcast: The North Korea News Podcast is a weekly podcast hosted by Alannah Hill exclusively for NK News, covering all things DPRK — from news to extended interviews with leading experts and analysts in the field, along with insight from our very own journalists.
Brent Smart is one of the most respected marketers in the world. After spending more than 20 years in advertising, he made the rare move from agency life to become CMO of NRMA Insurance. Brent's most recent role as CMO of Telstra, Australia's largest telecommunications company, he helped transform the brand through bold, distinctive and highly effective marketing.In this episode, Brent shares the principles behind his approach to creativity, from selling big ideas inside large organisations and drawing on academic marketing frameworks to building a culture where great work can thrive. We discuss the campaigns that defined his career, including Telstra's viral "Better on a Better Network" campaign, why humour and surprise remain powerful competitive advantages, and the unique agency model that helped Telstra consistently produce standout work.Timestamps00:00 - Start01:03 - Why Brent left Telstra02:31 - Why Brent moved in house after 20 years agency side05:41 - How to sell a creative idea into a big organisation11:01 - The academic frameworks to create great marketing12:16 - Why you should look at your brands heritage14:02 - The most successful campaign Brent did for NRMA17:33 - How Brent won a Grand Effie21:13 - How Brent transformed Telstra's brand marketing26:08 - The Telstra Walk - the viral campaign32:39 - Using humour to cut through35:00 - The power of surprise and consistency37:41 - The unique agency model that helped Telstra create cuthrough work40:02 - Why craft is so important in 202642:44 - How to build a creative culture47:11 - How to be a great CMO ---Thank you to our sponsors System1 and HubSpotDownload System1's creator effectiveness report here:https://system1group.com/the-creator-effectiveness-playbookFind about more about HubSpot's AEO product here:https://www.hubspot.com/products/aeo
En el capítulo 1.176 de este martes, 11 de agosto, @franaldaya les comenta qué dejaron los balances de YPF, Telecom y Loma Negra, más el plan de Edenor con Metrogas; el dólar no aparece entre las principales preocupaciones de los CEOs en Argentina; y el salto del petróleo por el estancamiento de las negociaciones por Ormuz, en la previa de la inflación de Estados Unidos. Suscribíte sin costo al newsletter de Bloomberg Línea Argentina: https://www.bloomberglinea.com/newsletter/Conoce más del 2026 COA Conference en Argentina aquí: https://www.as-coa.org/events/2026-coa-conference-argentina
Ricker and Bon break down South Korea's leveraged-ETF unwind, SpaceX and Starlink's challenge to telecom, GPT-5.6 and agentic work, Christopher Nolan's studio move, Japan's yen problem, and a final Timepiece Hour on Seiko and Orient.They also get into Spotify's copyright crackdown, late-night DJ sets in Los Angeles, Snapchat and dating-app economics, Apple TV, Ted Lasso, and the Your Mom's House breakup. Music playback from the BONES “Seiko” segment was removed while the spoken setup, reactions, lyric discussion, and watch conversation remain.0:00 Cold open0:42 Spotify's copyright crackdown3:59 Weekend DJ adventures10:55 Weekly tech rundown14:06 GPT-5.6 and ChatGPT Work19:05 South Korea's leverage casino28:16 SpaceX and Starlink vs. telecom34:54 Snapchat and dating-app economics39:09 The Odyssey, Nolan and Universal42:41 Apple TV's Ptolemy Grey45:21 Ted Lasso and six-figure debt49:20 The Your Mom's House breakup52:12 Japan's yen and bond-market problem58:48 Timepiece Hour59:42 BONES' “Seiko” lyric breakdown — music removed60:51 The mechanical watch collection69:03 Orient and Seiko history
À partir du 11 août, une entreprise ne pourra plus appeler un consommateur sans avoir obtenu son accord préalable. Une évolution qui promet de réduire les appels commerciaux non sollicités, mais qui bouleverse aussi tout un secteur économique. Car derrière le démarchage téléphonique se cache une industrie de plusieurs milliards d'euros, dont le modèle reposait jusqu'ici sur le volume et qui va désormais devoir miser sur le consentement. C'est une petite révolution pour les consommateurs. Dans les prochains jours, ils devraient être beaucoup moins concernés par le démarchage téléphonique. À compter du 11 août, une entreprise ne pourra plus appeler un particulier sans son consentement préalable. Jusqu'à présent, les consommateurs devaient s'inscrire sur une liste d'opposition pour ne plus être démarchés. Cette nouvelle règle change profondément les habitudes des entreprises. Car le démarchage téléphonique répond à une logique économique très simple : appeler quelqu'un coûte très peu cher alors que la valeur d'une vente est souvent élevée. Si un opérateur parvient à convaincre un consommateur de changer d'abonnement téléphonique, d'assurance ou d'énergie, il peut le conserver comme client pendant plusieurs années. Chaque nouveau contrat peut ainsi rapporter plusieurs centaines, voire plusieurs milliers d'euros, alors qu'un appel ne coûte que quelques centimes. Résultat, il suffit qu'une très faible proportion des personnes appelées accepte une offre pour qu'une campagne soit rentable. Le modèle économique du démarchage repose donc avant tout sur le volume : plus une entreprise passe d'appels, plus elle augmente mécaniquement ses chances de conclure des ventes. À lire aussiMaroc: face à la loi française contre le démarchage, les travailleurs des centres d'appels dans l'inquiétude Une véritable industrie qui s'est largement développée à l'étranger Cette logique a donné naissance à une véritable industrie. La plupart des grandes entreprises ne réalisent pas elles-mêmes leurs campagnes de prospection. Elles les confient à des sociétés spécialisées et à des centres de contacts. Tout y est pensé pour optimiser les performances. Les appels sont composés automatiquement, les scripts commerciaux sont calibrés et peuvent s'adapter en temps réel, tandis que le nombre d'appels passés, le taux de réponse, la durée moyenne des conversations ou encore le nombre de ventes sont analysés en permanence. Cette recherche de productivité a aussi favorisé l'externalisation d'une partie de l'activité. Depuis une vingtaine d'années, le Maroc est devenu l'un des principaux pôles francophones des centres d'appels. D'autres plates-formes se sont également développées à Madagascar, en Tunisie ou encore au Sénégal, où les coûts salariaux sont plus faibles tout en bénéficiant d'une main-d'œuvre francophone. Au Maroc, les centres d'appels représentent aujourd'hui des dizaines de milliers d'emplois, notamment pour les jeunes diplômés. C'est pourquoi la nouvelle réglementation française est suivie avec attention : les autorités marocaines ont d'ailleurs annoncé travailler sur un plan destiné à limiter les conséquences économiques de cette réforme. La donnée devient plus précieuse que jamais Mais le véritable actif de cette industrie n'est pas le téléphone : ce sont les données. Les entreprises vivent grâce aux informations qu'elles possèdent sur leurs prospects. Leur numéro de téléphone bien sûr, mais aussi parfois leur âge, leur lieu de résidence, leurs habitudes de consommation ou encore les produits qu'ils utilisent déjà. Plus ces informations sont précises, plus les chances de vendre augmentent. L'entrée en vigueur du consentement obligatoire modifie profondément cette équation. Désormais, plus personne ne pourra être démarché sans avoir donné son accord préalable. Les immenses bases de données de numéros de téléphone perdent donc une grande partie de leur valeur lorsqu'elles ne sont pas associées à un consentement explicite. À l'inverse, un consommateur qui remplit volontairement un formulaire sur internet, demande à être rappelé ou accepte d'être contacté devient beaucoup plus précieux. La valeur économique ne disparaît pas. Elle se déplace. Autrement dit, les entreprises ne vont pas renoncer à vendre leurs produits par téléphone. Elles vont simplement devoir commencer par convaincre les consommateurs avant même de les appeler.
Welcome back to the Alt Goes Mainstream podcast.We sat down with Anthony Maniscalco, the Managing Partner and Business Head of Investcorp Strategic Capital Group (ISCG).We were live from Berlin, which becomes the “capital of private capital” in June as private equity industry leaders make the annual pilgrimage to the city for one of the marquee private equity conferences, SuperReturn Berlin.With Prosek Partners and former Bloomberg TV journalist Deirdre Bolton as my producer, along with her team, we took over a Tiny Space cabin to hold big conversations with some of the industry's leading alternative asset managers.Investcorp has been a pioneer in private equity. Since its founding in 1982, the firm has grown from a “boutique Gulf firm” into a global and diversified alternative asset manager. Investcorp launched its Strategic Capital Group (SCG) (GP stakes) business long after its founding in 1982. But the firm brought in a pioneer to launch and build SCG into a leading GP stakes firm, which now has over $2.2B of AUM. Anthony has been involved in GP stakes from the industry's early days. He was a founding member of Blackstone Strategic Capital Holdings, a $3.3B private, permanent capital vehicle focused on acquiring minority interests in alternative asset manager GPs. He was also a Managing Director of the Hedge Fund Solutions business at The Blackstone Group. Prior to joining Investcorp, Anthony was a Managing Director and Co-Head of Credit Suisse Anteil Capital Partners. Launched in 2019, Investcorp's SCG acquires minority interests in alternative asset managers, particularly GPs that manage longer-duration private capital strategies. SCG has completed 12 investments since inception.Anthony and I had a fascinating conversation about the evolution of GP stakes and the benefits of GP stakes for investors. We covered:Why have stakes shifted from hedge funds to alternative asset managers?Why the features of the alternative asset management business model (contracted management fees, locked-up capital, less key-person risk) can make for a good GP stake investment.Why a GP would sell an equity stake in its firm to finance its growth.Unpacking the middle-market GP landscape and where middle-market GPs need help growing their firm.The evolution from fund to firm and what's next for GP stakes.BioAnthony Maniscalco is the Managing Partner and Business Head of Investcorp Strategic Capital Group (ISCG), based in New York. ISCG is focused on providing capital solutions to the GPs of mid-sized private market alternative asset managers. ISCG closed its inaugural fund in the Spring of 2022 and currently manages over $2.2 billion of AUM. In his current role, Mr. Maniscalco is focused on managing the overall business, sourcing new investment opportunities, advising portfolio GPs and is the chairperson of the Investment Committee.Prior to his current role, Mr. Maniscalco was a Managing Director and Co-Head of Credit Suisse Anteil Capital Partners. Prior to this, he was Managing Director of the Hedge Fund Solutions business at The Blackstone Group. At Blackstone, he was a founding member and on the investment committee of Blackstone Strategic Capital Holdings, a USD 3.3 billion private, permanent capital vehicle focused on acquiring minority interests in alternative asset manager GPs.Prior to Blackstone, Mr. Maniscalco was Head of Alternative Asset Management Banking at Barclays (and its predecessor Lehman Brothers) within its Financial Institutions Group. Prior to this role, Mr. Maniscalco was head of the Media and Telecom vertical within Lehman Brothers' Leveraged Finance Group.Early in his career, he worked at Bank of America and its predecessor Continental Bank in Chicago, focused on high-yield, mezzanine, syndicated bank loans, and interim financing products.Anthony holds a B.S. from Indiana University (2026 College Football National Champions!) and an M.B.A. from the University of Chicago.Thanks, Anthony, for sharing your expertise, wisdom, and passion about GP stakes and the business of alternative asset management.Show Notes00:00 Live From Berlin00:15 Meet Anthony Maniscalco02:56 Early Staking Was Hedge Funds03:05 Banks And Prime Brokerage03:40 Private Equity Hits A Wall03:53 Shift To Private Equity Stakes04:30 Why Stakes Are Attractive04:54 Locked In Fee Streams05:31 Carry And Diversification06:06 How LPs Classify Stakes06:59 Three Allocation Buckets07:55 Strategic Access Flywheel09:05 Tougher Fundraising Today09:19 Why Middle Market09:05 Fundraising Help For GPs10:55 Underwriting Growth Readiness12:15 Primary Capital Use Of Proceeds12:49 Why Equity Is Worth It14:46 Talent Retention And Next Gen15:46 Wealth Channel Fit18:23 Portfolio Construction Framework19:36 Why Venture Is Harder23:23 From Fund To Firm24:34 Liquidity And Exit Paths27:35 Prefs, Debt, And New Solutions38:41 Continuation Vehicles Flywheel41:02 Closing Thoughts
A House committee says Chinese hackers were able to breach several U.S. mobile carriers two years ago due to regulatory gaps. For more, KCBS's Margie Shafer spoke with Bloomberg's Kelcee Griffis.
"I bring a little bit of that wildness into my meetings and my conferences! Our industry needs it!" — Anna Potapova, Head of Global Strategic Partnerships at AB Handshake, in conversation with Anurag AggarwalFrom a mountain hostel in the middle of nowhere…sitting on the floor with a laptop on her pillow…choosing between her dream FMCG company and a telecom startup she had known for just one month —Anna didn't hesitate for even an hour. She chose the mission. And she never looked back!In this episode of Humans of Telecom, Anna opens up about:
Thorin and YamatoCannon preview the LCK Telecom War, T1 vs KT, and dig into the T1 front office drama threatening to overshadow it. Huel: Limited Time Offer – Make healthy eating simple. Get Huel today with our exclusive offer of 15% OFF online with our code LFN at huel.com/LFN. New Customers Only. Thank you to Huel for partnering and supporting our show! ZenAI: Turn any conversation into shareable content without the production setup. Join the invite-only beta waitlist at bit.ly/zenAI_bpp_si Rocket Money: A personal finance app that finds and cancels unwanted subscriptions, monitors your spending, and helps lower your bills so you can grow your savings. Get started at https://rocketmoney.com/LFN LFN Premium: Exclusive Q&As, bonus content, and community input from across the LFN network. Sign up at https://www.lastfreenation.com Livetrade on LoL today on Polymarket: https://polymarket.com/?via=lastfreenation-eeux Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Cybercrime Magazine Podcast brings you daily cybercrime news on WCYB Digital Radio, the first and only 7x24x365 internet radio station devoted to cybersecurity. Stay updated on the latest cyberattacks, hacks, data breaches, and more with our host. Don't miss an episode, airing every half-hour on WCYB Digital Radio and daily on our podcast. Listen to today's news at https://soundcloud.com/cybercrimemagazine/sets/cybercrime-daily-news. Brought to you by our Partner, Evolution Equity Partners, an international venture capital investor partnering with exceptional entrepreneurs to develop market leading cyber-security and enterprise software companies. Learn more at https://evolutionequity.com
The Cybercrime Wire, hosted by Scott Schober, provides boardroom and C-suite executives, CIOs, CSOs, CISOs, IT executives and cybersecurity professionals with a breaking news story we're following. If there's a cyberattack, hack, or data breach you should know about, then we're on it. Listen to the podcast daily and hear it every hour on WCYB. The Cybercrime Wire is brought to you Cybercrime Magazine, Page ONE for Cybersecurity at https://cybercrimemagazine.com. • For more breaking news, visit https://cybercrimewire.com
Сегодня про синхронизацию. Не часы на стене, а то, что заставляет цифровые сети, транспорт, ЦОДы и телеком работать устойчиво и в одном ритме. Кто: Дмитрий Чурсинов — специалист в области синхронизации в МТС Павел Остапенко — владелец продукта решений для сетей MBH в Булате Про что: Зачем вообще нужна система сетевой синхронизации и кто без неё не сможет нормально жить: ЦОДы, банки, транспорт, телеком. Частотная, фазовая и временная синхронизация — в чём разница и где какая нужна? Как устроена тактовая сетевая синхронизация: ПЭГ, ВЗГ, МЗГ, PDH, SDH, RRN и 2G. SyncE — как синхронизация живёт в сетях MBH, RRN и 3G? PTP — зачем сетям PRC, T-GM, Telecom-Boundary Clock и как это связано с MBH, RRN, DWDM, 3G и 4G? GNSS: GPS, ГЛОНАСС, Beidou, Galileo — спутники помогают, но что делать со спуфингом и джамингом? Профили PTP G.8265.1, G.8275.1 и G.8275.2 — где L2, где L3, где частота, а где время? BMCA в G.8275.1 — как сеть выбирает, кому верить по времени? APTS и PTS в G.8275.2 — какие бывают источники синхронизации и как они используются? Можно ли одновременно использовать разные профили PTP и GNSS, и где тут начинаются нюансы? Какими документами регулируется синхронизация: МСЭ-Т, отрасль «Связь», ГОСТы, приказы Минцифры и постановления правительства. TIE, PDV, Time Error — что реально измеряют в системе синхронизации? MTIE, TDEV, FPP, maxTE, cTE, dTE — какие параметры нормируются и почему это важно? Как проверяют синхронизацию: тендерные испытания, паспортизация генераторов, плановые и внеплановые аудиты, эксплуатационные измерения. Какие средства измерений используются и что должно попасть в отчёт по итогам работ? Где синхронизация ломается чаще всего: ошибки проектирования, эксплуатационные проблемы и способы их решения. Что будет с синхронизацией в 5G: Google White Rabbit, Meta SFTP, Telecom PTP v.3. Оставайтесь на связи Пишите нам: info@linkmeup.ru Канал в телеграме: t.me/linkmeup_podcast Канал на youtube: youtube.com/c/linkmeup-podcast Подкаст доступен в iTunes, Google Подкастах, Яндекс Музыке, Castbox Сообщество в вк: vk.com/linkmeup Группа в фб: www.facebook.com/linkmeup.sdsm Добавить RSS в подкаст-плеер. Пообщаться в общем чате в тг: https://t.me/linkmeup_chat Поддержите проект:
Сегодня про синхронизацию. Не часы на стене, а то, что заставляет цифровые сети, транспорт, ЦОДы и телеком работать устойчиво и в одном ритме. Кто: Дмитрий Чурсинов — специалист в области синхронизации в МТС Павел Остапенко — владелец продукта решений для сетей MBH в Булате Про что: Зачем вообще нужна система сетевой синхронизации и кто без неё не сможет нормально жить: ЦОДы, банки, транспорт, телеком. Частотная, фазовая и временная синхронизация — в чём разница и где какая нужна? Как устроена тактовая сетевая синхронизация: ПЭГ, ВЗГ, МЗГ, PDH, SDH, RRN и 2G. SyncE — как синхронизация живёт в сетях MBH, RRN и 3G? PTP — зачем сетям PRC, T-GM, Telecom-Boundary Clock и как это связано с MBH, RRN, DWDM, 3G и 4G? GNSS: GPS, ГЛОНАСС, Beidou, Galileo — спутники помогают, но что делать со спуфингом и джамингом? Профили PTP G.8265.1, G.8275.1 и G.8275.2 — где L2, где L3, где частота, а где время? BMCA в G.8275.1 — как сеть выбирает, кому верить по времени? APTS и PTS в G.8275.2 — какие бывают источники синхронизации и как они используются? Можно ли одновременно использовать разные профили PTP и GNSS, и где тут начинаются нюансы? Какими документами регулируется синхронизация: МСЭ-Т, отрасль «Связь», ГОСТы, приказы Минцифры и постановления правительства. TIE, PDV, Time Error — что реально измеряют в системе синхронизации? MTIE, TDEV, FPP, maxTE, cTE, dTE — какие параметры нормируются и почему это важно? Как проверяют синхронизацию: тендерные испытания, паспортизация генераторов, плановые и внеплановые аудиты, эксплуатационные измерения. Какие средства измерений используются и что должно попасть в отчёт по итогам работ? Где синхронизация ломается чаще всего: ошибки проектирования, эксплуатационные проблемы и способы их решения. Что будет с синхронизацией в 5G: Google White Rabbit, Meta SFTP, Telecom PTP v.3. Оставайтесь на связи Пишите нам: info@linkmeup.ru Канал в телеграме: t.me/linkmeup_podcast Канал на youtube: youtube.com/c/linkmeup-podcast Подкаст доступен в iTunes, Google Подкастах, Яндекс Музыке, Castbox Сообщество в вк: vk.com/linkmeup Группа в фб: www.facebook.com/linkmeup.sdsm Добавить RSS в подкаст-плеер. Пообщаться в общем чате в тг: https://t.me/linkmeup_chat Поддержите проект:
Heading to the home of tango with Telecom Argentine (TEO) The company recently merged the country's north–south telecom networks, creating a near‑national monopoly. Cameron highlights the dramatic macro backdrop: inflation falling from over 200%, currency movements driving large accounting gains, and regulatory conditions requiring TEO to divest millions of customers. We also consider the colourful political environment under President Javier Millei and his mastiff Conan the Barbarian, both of whose policies have reshaped the economy in unpredictable ways.Blog post available at: https://www.sharesforbeginners.com/blog/teo-igl
The U.S. Court of Appeals for the Eighth Circuit recently vacated the Federal Communications Commission’s 2023 Digital Discrimination Order, finding the commission exceeded its statutory authority.The dispute centered on the FCC’s implementation of Section 60506 of the Infrastructure Investment and Jobs Act, which directs the commission to prevent “digital discrimination of access” in broadband deployment and service. In carrying out this statutory mandate, the FCC adopted a disparate-impact framework, under which broadband providers and other entities that impact broadband could face liability for policies or practices that disproportionately affect certain communities without regard to discriminatory intent. The Eighth Circuit concluded that Section 60506 does not authorize the FCC’s disparate-impact regime or regulation of entities other than broadband providers.Join us for a litigation update on the decision and its implications for broadband deployment, digital equity initiatives, FCC authority, and future efforts to address alleged discrimination in access to broadband service.Featuring:Dr. Christopher Ali, Pioneers Chair in Telecommunications, Penn State UniversityJennifer B. Dickey, Vice President and Deputy Chief Counsel, U.S. Chamber Litigation Center, U.S. Chamber of Commerce Daniel H. Kahn, Partner, Wilkinson Barker Knauer, LLP[Moderator] Matthew Furlow, Counsel, U.S. House Committee on Energy and Commerce
Cameron Reillu joins me to analyse two very different businesses: IVE Group, Australia's largest commercial printer, and TEO Argentina, a telecom giant navigating extreme macro conditions. Strong QAV scores, big stories, and plenty of lessons for value investors.
We are excited to share this Special Edition featuring Senator Alan Armstrong (R-OK). Senator Armstrong, alongside Senators Rick Scott (R-FL), Cynthia Lummis (R-WY), Katie Britt (R-AL), and James Lankford (R-OK), recently introduced the American Energy and Mineral Infrastructure Act. The legislation seeks to modernize the federal permitting process for energy and mineral infrastructure projects while preserving strong environmental protections. We were delighted to host Senator Armstrong to discuss his experience in Washington, the motivation behind the legislation, and what it could mean for the future of U.S. infrastructure development. In our conversation, Senator Armstrong discusses his transition from leading Williams Companies to serving in the U.S. Senate and explains why permitting reform has become one of the country's most pressing economic and national security priorities. He walks us through the American Energy and Mineral Infrastructure Act, outlining how the legislation seeks to streamline federal permitting, reduce unnecessary litigation, provide greater regulatory certainty for project developers, and create a more predictable process for building critical infrastructure. We explore how permitting delays increase costs for consumers, discourage private investment, and threaten America's economic and technological competitiveness as electricity demand accelerates alongside AI and data center growth. Longer term, it's not an overstatement to say failing to address these issues will also threaten the country's national security. Senator Armstrong shares his perspective on building bipartisan support for permitting reform, maintaining an energy source-neutral approach, and ensuring that pipelines, transmission lines, nuclear facilities, and other critical infrastructure can be built in a more timely and predictable manner. We touch on the growing importance of grid reliability, the intersection of permitting reform and national security, and why he believes the current Congress has a unique opportunity to address these long-standing challenges before rising power demand and infrastructure constraints become even more acute. The discussion was especially timely as the push is on to get permitting reform done during this Congress. The Senator emphasized, “Who in the world would oppose this? We're going to be asking that question exactly on the floor tomorrow as we're starting to put pressure on moving this bill forward.” We greatly appreciate Senator Armstrong for joining us and for his leadership on this important issue. To start the show, Mike Bradley highlighted key market developments, noting that favorable inflation data has supported markets this week. Cooler-than-expected CPI and PPI reports released on Tuesday and Wednesday, respectively, pushed the 10-year Treasury yield down to roughly 4.55% and reduced near-term pressure on the Federal Reserve to increase interest rates. In commodities, Brent and WTI crude oil prices appeared to have temporarily stabilized at approximately $85/bbl and $80/bbl, respectively, despite President Trump's escalation of military strikes against Iran. On the equity front, the S&P 500 was up about 0.25% on the day, supported by the favorable PPI report. Telecom was the top-performing sector, gaining roughly 2.5% to 3.0%, led by Google, following reports that Berkshire Hathaway had taken a large position in the stock. He concluded by highlighting the significant value creation achieved during Alan Armstrong's tenure as CEO of Williams Companies. Veriten Senior Advisor Bill Flores also joined the discussion, offering valuable perspective on the legislative process and the dynamics in Washington.
Ben Edmond is the Founder and CEO of Connectbase, a company that helps telecom, cable, and managed service providers buy and sell network services more efficiently through a digital platform. Under his leadership, Connectbase powers over 4 million quotes each month and serves nearly every major operator across North America and Europe. Prior to Connectbase, Ben served as CRO at Global Capacity, where he led the company's customer go-to-market strategy and execution. With over 25 years in telecom, fiber, and networking, he is known for modernizing connectivity commerce and reducing transaction friction. In this episode… The connectivity industry depends on thousands of providers, yet transactions are still slowed by manual processes, disconnected systems, and limited visibility. As demand for faster connectivity grows, how can businesses better match supply and demand in real time? Ben Edmond, a telecom industry veteran and entrepreneur, shares that the key to reducing friction is digitizing how connectivity services are bought and sold. He explains that bringing real-time data, automation, and visibility into the process enables providers to make faster, more accurate decisions. By aggregating information across thousands of network operators, his platform removes long-standing inefficiencies in how connectivity is sourced and delivered. The result is a more connected ecosystem where buyers and sellers can transact with greater speed, confidence, and efficiency. Drawing from decades in the telecom industry, he also emphasizes the importance of solving deep operational pain points to drive meaningful innovation. In this episode of the Inspired Insider Podcast, host Dr. Jeremy Weisz sits down with Ben Edmond, Founder and CEO of Connectbase, to discuss how digital innovation is transforming the connectivity industry. They explore building a platform that streamlines network transactions, lessons from bootstrapping and scaling a tech company, and how AI is improving operational efficiency. Ben also shares insights on industry relationships, conferences, and ecosystem collaboration.
Steve Brock, Senior Vice President of Sales at Airsys Cooling Technologies, spoke with Doug Green, Publisher of Technology Reseller News, about a growing infrastructure challenge that is often overlooked: cooling. As AI workloads, 5G deployments, and increasingly dense telecom equipment drive power consumption higher, Brock explained why efficient thermal management is becoming as important as the computing infrastructure itself. Airsys has specialized in mission-critical cooling for more than 30 years, serving telecom operators, modular data centers, and edge infrastructure around the world. Brock noted that the industry has moved beyond simply installing air conditioners in telecom shelters. Today’s operators are demanding intelligent systems that combine variable-speed technology, economizers, advanced controls, and predictive maintenance to reduce energy consumption while maintaining reliability. “Remove the thought process from 10 or 15 years ago that cooling was an afterthought,” Brock said. “Let’s spend time on the most efficient solutions.” The discussion explored how AI and next-generation wireless networks are changing infrastructure requirements. As 5G evolves and AI workloads move closer to the edge, telecom shelters and remote network sites are becoming significantly more power-dense. That creates new cooling challenges in locations where maintenance is difficult and uptime is essential. Brock explained that operators are increasingly looking for longer-lasting equipment, better energy efficiency, and systems capable of identifying maintenance needs before failures occur. Brock also described Airsys’ continued investment in manufacturing and customer support, including its new 300,000-square-foot production facility in Woodruff, South Carolina, where products are designed, manufactured, and customized for customer requirements. Combined with global manufacturing operations, parts availability, and hands-on training programs for contractors and channel partners, Airsys is focused on supporting mission-critical environments where reliability is paramount. Learn more about Airsys: https://airsysnorthamerica.com/
“The regulatory environment is actually forcing everybody to take some action,” says Alex Quilici, CEO of YouMail. In this Technology Reseller News podcast for the Cloud Communications Alliance, Doug Green speaks with Alex Quilici, CEO of YouMail, about a new reseller opportunity around YouMail Protective Services. Quilici says YouMail's mission is to protect phone numbers. While YouMail is widely known for its consumer app that blocks robocalls, scam texts, spam calls and unwanted voicemail, the company is now bringing that intelligence to telecom providers, enterprises and resellers. YouMail Protective Services uses data from consumer reports, app activity and the National Spam Reporting Center to help carriers and enterprises see what is happening with phone numbers from the outside. Quilici says this gives providers a broader view than traditional honeypot-based monitoring. “Bad guys will target real consumer mobile phones,” says Quilici. “They'll never show up anywhere else.” The podcast outlines four core services: Score, a phone number reputation service; Watch, which monitors carrier networks from the outside; an enterprise version of Watch for call centers and business numbers; and Quash, which helps disrupt bad actors impersonating brands. For resellers, Quilici says the opportunity is to add YouMail Protective Services to existing carrier offerings, including phone numbers, SIP trunking, compliance tools and robocall mitigation services. The services can be white labeled and integrated through an API into existing dashboards. “This is a natural extension of more monitoring, more compliance,” says Quilici. Implementation can be simple. Quilici says Watch can begin with something as basic as an SPC code, allowing YouMail to provide feedback on calls associated with that carrier identity. More advanced integrations can include phone number lists, CDRs and API connections. Quilici says demand is being driven by regulation, compliance exposure and the growing need for carriers to demonstrate that they are taking robocall mitigation seriously. “You can't just point and say it's somebody else's problem,” says Quilici. For resellers and MSPs, YouMail Protective Services offers a new way to help carriers and enterprises protect phone numbers, improve compliance and identify bad behavior earlier. Learn more or request a demo at youmailps.com.
Former FCC Chairman Tom Wheeler discusses his book "Techlash" and who makes the rules in the tech industry today. He is the only person to be selected to both the Cable Television Hall of Fame and The Wireless Hall of Fame. Fmr. President Obama calls him "The Bo Jackson of Telecom." Tom is calling for a new government agency to protect public interest and oversight of the tech industry while encouraging continued innovation. Host, Kevin Craine Do you want to be a guest? https://DigitalTransformationPodast.net/guest Do you want to be a sponsor? https://DigitalTransformationPodcast.net/advertise
Most people see a global company and assume success happened overnight.What they don't see are the years of persistence, the skepticism, and the countless decisions required to turn a vision into reality.In this episode of Startup to Stock Exchange, Seth Farbman sits down with Leandro Iglesias, CEO of IQSTEL, and Alvaro Quintana, CFO of IQSTEL, to discuss how they transformed a telecom startup into a publicly traded global business operating across 30 countries.The conversation explores IQSTEL's journey from a $10 million revenue company to a business approaching a $500 million run rate, their path from the OTC markets to Nasdaq, and how they're evolving beyond telecom into AI, cybersecurity, fintech, and digital health services.Leandro and Alvaro also share their acquisition strategy, lessons from managing teams across multiple continents, and why they believe the company's biggest growth opportunities are still ahead.Whether you're a founder, investor, or business leader, this episode offers valuable insights into scaling internationally, leveraging public markets, and building a company with long-term vision.Guests featured in the episode:Leandro Jose Iglesias, CEO at IQSTEL : https://www.linkedin.com/in/leandro-jose-iglesias-20940818/Alvaro Quintana Cardona, CFO at IQSTEL: https://www.linkedin.com/in/alvaro-quintana-cardona-921494/IQSTEL: https://www.iqstel.com/Seth's CompaniesVstock Transfer – https://www.vstocktransfer.com/Share Media – https://www.sharemedia.co/Listen to the ShowApple Podcasts – https://podcasts.apple.com/us/podcast/seth-farbman-on-podcast-from-startup-to-stock-exchange/id1356667808Spotify – https://open.spotify.com/show/54i7xkWaAALAFrUvk4WZcNConnect with SethLinkedIn – https://www.linkedin.com/in/sethfarbman/Instagram – https://www.instagram.com/sethfarbmanstockTikTok – https://www.tiktok.com/@sethfarbmanTwitter (X) – https://x.com/sethfarbman1About the ShowFrom Startup to Stock Exchange, hosted by entrepreneur and investor Seth Farbman, spotlights the journey of founders and CEOs as they scale their companies from early ideas to public markets. Each episode features candid conversations with leaders across industries, offering insights on growth, fundraising, branding, and the mindset it takes to build a company that lasts.Chapters:00:00 Intro & Meet the IQSTEL Leadership Team01:55 How IQSTEL Started 18 Years Ago04:00 The Reality of Becoming a Public Company05:45 From Telecom Company to AI, Cybersecurity & Fintech09:00 Growing Revenue from $13M to $400M+11:40 How the CEO and CFO Built the Company Together14:40 Managing a Business Across 30 Countries18:00 The Acquisition That Could Push IQSTEL Past $500M24:15 Why Banks Said Their Vision Was Impossible28:15 Why IQSTEL Chose the Public Markets30:45 The Road to $1 Billion Revenue33:00 What's Next for IQSTEL and Its ShareholdersConnect with Seth LinkedIn – https://www.linkedin.com/in/sethfarbman/ Instagram – https://www.instagram.com/sethfarbmanstock TikTok – https://www.tiktok.com/@sethfarbman Twitter (X) – https://x.com/sethfarbman1
C'est une échéance que redoutent les travailleurs des centres d'appels au Maroc. En août entrera en vigueur en France la loi qui interdit le démarchage téléphonique sans consentement. Un changement majeur sur un marché qui représente 80% du chiffre d'affaires des entreprises marocaines. Selon les autorités du royaume, jusqu'à 50 000 emplois seraient menacés, dont beaucoup de postes occupés par des étrangers venus d'Afrique subsaharienne. De notre correspondant à Casablanca, Lamine est directement concerné par cette réforme. « Je fais du démarchage téléphonique. Je fais l'émission, c'est-à-dire appeler les clients, leur proposer des services, explique-t-il. Aujourd'hui, on se sent menacés. » Ce Sénégalais est au Maroc depuis trois ans. Les centres d'appels constituaient jusqu'ici une opportunité d'emploi intéressante pour les jeunes comme lui. « Quand on arrive au Maroc avec des diplômes, on se rue quand même sur les centres d'appels, parce qu'il y en a plusieurs ici. Et, avec les salaires qu'on nous paie ici, on subvient à plein de besoins, ce qui n'était pas possible au Sénégal », détaille encore Lamine. Mamadou est aussi très inquiet : « Nous, on s'attend au pire. Je travaille dans les centres d'appels. Je ne connais que ce domaine-là pratiquement. Ça me permet de joindre les deux bouts et ça m'a permis de réaliser pas mal de trucs au Sénégal. » Le démarchage téléphonique ne va pas disparaître totalement, selon les explications de la direction à ces employés. « Peut-être que des alternatives suivront, des clients qui seront intéressés pour changer d'offres pourront faire des demandes sur les sites et nous, on pourra rappeler ces clients, espère-t-il. Parce que ce sont eux qui auront demandé à être contactés et pas le contraire en fait. » Alors que le démarchage téléphonique va se compliquer, les employés, qui touchent souvent des primes sur objectif, risquent de perdre une partie de leur rémunération. Quel accompagnement pour les petites structures ? Du côté du patronat, les grands groupes relativisent l'impact de la loi française sur le secteur. Selon la fédération marocaine de l'externalisation des services, le démarchage téléphonique pur ne constitue plus aujourd'hui que 15% à 20% de l'activité totale. C'est la guerre des chiffres avec les syndicats. « Le grand nombre de ces centres d'appels sont des petites structures, voire des moyennes structures », pointe Ayoub Saoud, le secrétaire général de la Fédération nationale des centres d'appels, affiliée à la centrale UMT. Les petites et moyennes entreprises représentent plus de 60% du tissu du secteur. Et pour celles qui sont spécialisées dans le télémarketing, le choc s'annonce frontal. « Comment le gouvernement compte-t-il accompagner ces centres d'appels pour éviter cette crise sociale ? Il faut trouver des solutions, il faut impliquer les acteurs socio-économiques pour parler notamment de gestion prévisionnelle des emplois et des carrières, et de reconversion professionnelle », alerte Ayoub Saoud. Le gouvernement dit travailler sur un plan d'action. Ayoub Saoud dénonce au contraire l'impréparation des autorités, alors que la menace pèse depuis longtemps sur le démarchage téléphonique. Il souhaiterait aussi que les partenaires français soient impliqués dans la recherche de solutions.
This week, we begin with online grocer Ocado (OCDO) following reports of a CEO switch. Julian Hofmann dives into what a potential change at the top will mean for the FTSE 250 company that has struggled to deliver despite decades of investing in its technology. Next, we turn to Liontrust Asset Management (LIO), where, despite another year of poor results, it reported an early completion for its acquisition of River Global. Christopher Akers explores the positive response to the news and whether M&A offers a road to recovery.Lastly, we look at Telecom Plus (TEP), better known as Utilities Warehouse, after it slashed dividend payouts and cut forecasts. Julian is back to discuss the provider's plans to kick-start customer growth and considers whether investors are right to have confidence in the turnaround. Timestamps00:00 Intro06:33 Ocado12:17 Liontrust Asset Management20:08 Telecom PlusListen to more podcasts from Investors' Chronicle on Apple, Spotify and YouTubeInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
What does the Equifax Market Pulse Index reveal about the true financial health of American consumers? Equifax Advisors Emmaline Aliff, Jesse Hardin and Tom O'Neill explore how the Market Pulse Index uncovers financial stress and resilience that traditional economic measures often miss. The conversation examines the growing K-shaped economy, the "illusion of the average," generational wealth trends, and why factors such as assets, cash flow, and financial capacity provide a more complete picture of consumer health than GDP or credit scores alone. In this episode:What is the Equifax Market Pulse Index?The Equifax Market Pulse Index is a multidimensional measure of consumer financial health that combines credit behavior, income, assets, debt, and financial capacity. Unlike traditional economic indicators, it provides a more complete view of a consumer's ability to withstand financial stress and navigate economic change.Why doesn't GDP tell the full story of consumer financial health?GDP measures spending activity, but it doesn't reveal how consumers are financing their lifestyles. According to Equifax experts, strong spending by higher-income households can mask growing financial stress among middle- and lower-income consumers who may be relying on credit or depleting savings to keep up with rising costs.How can lenders use the Market Pulse Index to improve decision-making?The Market Pulse Index helps lenders look beyond traditional credit scores by incorporating a broader view of financial health. This allows organizations to identify consumers whose financial fundamentals remain strong despite short-term pressures, helping uncover opportunities while managing risk more effectively.What opportunity should businesses and lenders be paying attention to?According to Equifax, precision targeting is becoming increasingly important. Organizations that can identify financially resilient consumers using multidimensional data may be better positioned to grow portfolios, improve customer experiences, and uncover opportunities that traditional metrics alone might overlook.
Сегодня про авиацию. Не самолёты, а то, что под ними: сети, железо и люди, которые всё это держат. Кто: Артём Ковальчук — сетевик, которого на 2 года занесло в авиацию Про что: Как дизастеры становятся главным драйвером изменений? Полетят ли самолёты, если сеть упала? ЦУП - три буквы, лежащие в основе любых работ на критических сегментах сети. Каково пилотировать Eltex без полетного плана? Мультивендор - часть плана. ACARS — как доставить "SMS" с самолетов на землю? Почему пилоты пользуются только Ipad-ами? Насколько больно взаимодействовать с СКС аэропортов или как докинуть оптику в периметре КЗА? Как увезти системы в ЦОД, когда ты ничего не контролируешь и зачем тут понадобилась автономка? Один в поле воин? Почему НУЖНО ходить на Linkmeetup-Ы? Оставайтесь на связи Пишите нам: info@linkmeup.ru Канал в телеграме: t.me/linkmeup_podcast Канал на youtube: youtube.com/c/linkmeup-podcast Подкаст доступен в iTunes, Google Подкастах, Яндекс Музыке, Castbox Сообщество в вк: vk.com/linkmeup Группа в фб: www.facebook.com/linkmeup.sdsm Добавить RSS в подкаст-плеер. Пообщаться в общем чате в тг: https://t.me/linkmeup_chat Поддержите проект:
Сегодня про авиацию. Не самолёты, а то, что под ними: сети, железо и люди, которые всё это держат. Кто: Артём Ковальчук — сетевик, которого на 2 года занесло в авиацию Про что: Как дизастеры становятся главным драйвером изменений? Полетят ли самолёты, если сеть упала? ЦУП - три буквы, лежащие в основе любых работ на критических сегментах сети. Каково пилотировать Eltex без полетного плана? Мультивендор - часть плана. ACARS — как доставить "SMS" с самолетов на землю? Почему пилоты пользуются только Ipad-ами? Насколько больно взаимодействовать с СКС аэропортов или как докинуть оптику в периметре КЗА? Как увезти системы в ЦОД, когда ты ничего не контролируешь и зачем тут понадобилась автономка? Один в поле воин? Почему НУЖНО ходить на Linkmeetup-Ы? Оставайтесь на связи Пишите нам: info@linkmeup.ru Канал в телеграме: t.me/linkmeup_podcast Канал на youtube: youtube.com/c/linkmeup-podcast Подкаст доступен в iTunes, Google Подкастах, Яндекс Музыке, Castbox Сообщество в вк: vk.com/linkmeup Группа в фб: www.facebook.com/linkmeup.sdsm Добавить RSS в подкаст-плеер. Пообщаться в общем чате в тг: https://t.me/linkmeup_chat Поддержите проект:
On Episode 908 of The Core Report, financial journalist Govindraj Ethiraj talks to Garima Kapoor, Economist & Deputy Head of Research at Elara Securities (India) as well as Piyush Pandey, Senior Vice President, Lead Analyst-Institutional Equities for IT, Telecom, Internet and Power at Centrum India.SHOW NOTES(00:00) Stories of the Day(00:50) Lessons From The World's Biggest IPO(02:17) Monsoons Have Now Recovered And Is Advancing, Says The IMD(09:00) Near Term Risks For The Rupee Are Fading But There Are Longer Term Issues(17:16) Alan Greenspan, The Man Behind The Famous Irrational Exuberance Term Has Died(19:04) Where Do Analysts See Value In The Telecom Business Stack?For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter | Instagram | Linkedin | Youtube
Na vele dagen aan bombardementen en escalatie zijn de VS en Iran het eens over een voorlopig vredesakkoord. Een plan dat bestaat uit veertien punten, waarvan de opening van de Straat van Hormuz de belangrijkste is. Een ander punt valt ook op: een fonds van 300 miljard dollar voor de wederopbouw van Iran. Deze aflevering kijken we wat deze deal nu precies voor jou als belegger betekent. Hebben we het ook over het nieuwe dreigement van president Trump. De deal moet nog ondertekend worden, maar hij waarschuwt de Iraniërs nu al. 'Als ik het er toch niet mee eens ben, of als ze zich niet gedragen, gaan we weer op ze schieten en bommen op hun hoofd gooien.' Of die oorlog in Iran nu eindigt of niet, één sector is al slachtoffer. De autosector. De koersen van autobouwers tuimelen omlaag. Allemaal na een winstwaarschuwing van BMW. De Duitse bouwer verwacht een lagere operationele winstmarge dit jaar. Tussen de 1 en 3 procent. Terwijl die verwachting eerder nog op 6 procent lag. Dat moet beter, zegt Noud Broekhof van de Nationale Autoshow. Je hoort hem deze aflevering. Verder staan we stil bij SpaceX (de koers daalt) en het feit dat 'Mr Big Short' niet short wil gaan op het nieuwe beursbedrijf. Ook in de aflevering: De Snap Specs. Het 'levenswerk' van Evan Spiegel Het aandeel Ahold Delhaize. Waarom daalt dat al sinds het bekendmaken van de kwartaalcijfers? Intel moet bewijzen dat het de extreme koersstijging waard is Te gast: Niels Koerts van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
Transformação digital virou buzzword. Mas, na prática, pouca gente consegue mostrar onde ela realmente gera valor em Compras.Na conversa com Cristiano Mattos, a gente sai do discurso e entra no que interessa: o que acontece quando a tecnologia, de automação a IA, começa, de fato, a mudar a forma como Compras opera e decide.E aqui não tem glamour. Tem os desafios reais do começo, as escolhas difíceis e os aprendizados ao longo do caminho. Porque transformar Compras não é só implementar ferramenta, é mexer em cultura, processo e, principalmente, na mentalidade do comprador.Cristiano compartilha casos concretos de uso de IA, ganhos expressivos de produtividade e, mais importante, como essas iniciativas estão empurrando o comprador para um novo papel: menos executor, mais arquiteto de soluções. A provocação é direta: sua área está usando tecnologia só para fazer mais rápido… ou para decidir melhor?Se você quer entender como sair do básico da digitalização e realmente evoluir Compras para um nível estratégico, essa conversa é um ótimo ponto de partida.Porque, no fim, não é sobre tecnologia.É sobre quem você precisa se tornar para acompanhar essa transformação.
Este boletim traz um resumo das principais notícias do dia na análise de Samuel Possebon, editor chefe da TELETIME.TELETIME é a publicação de referência para quem acompanha o mercado de telecomunicações, tecnologia e Internet no Brasil. Uma publicação independente dedicada ao debate aprofundado e criterioso das questões econômicas, regulatórias, tecnológicas, operacionais e estratégicas das empresas do setor. Se você ainda não acompanha a newsletter TELETIME, inscreva-se no nosso site www.teletime.com.br e fique ligado no dia a dia do mercado de telecom. É simples e é gratuito.Você ainda pode acompanhar TELETIME nas redes sociais:Instagram: https://www.instagram.com/teletimenews/Linkedin: https://www.linkedin.com/company/teletimenews/Facebook: https://www.facebook.com/Teletime/ Ou entre em nosso canal no Whatsapp: https://whatsapp.com/channel/0029VbAulbCADTOEwFog2l1J Hosted on Acast. See acast.com/privacy for more information.
De slotkoers van de grootste beursgang ooit is bekend. 160 dollar en 95 cent. SpaceX is 2.1 biljoen dollar waard en Elon Musk is biljonair. Bij OpenAI en Anthropic kunnen ze rustig ademhalen, want de markt is niet stuk. Integendeel: beleggers hebben opnieuw betaald voor de mythe van Musk en tonen zich bereid om verregaande bedragen te steken in de bizarre waarderingen van AI-bedrijven die dit jaar naar de beurs gaan. Tijdens het laatste uur van de beursdag maakten Donner Bakker, Jochem Visser en hun gasten een extra uitzending richting die laatste koers op de borden. Gast Johannes Smit, portfoliomanager bij het Centive Global Equity Fund van IBS, legt uit wat dit betekent voor de markt en voor beleggers. Hij bespreekt het verdere verloop van de koers nu er aandelen kunnen worden verkocht door insiders, terwijl indexen juist gedwongen gaan kopen. En hij legt uit waarom de verregaande zorgen van indexbeleggers wat hem betreft onterecht zijn. Gasten Joe van Burik en Ben van der Burg, techcommentatoren van BNR en makers van De Grote Tech Show, bespreken hoe dit bizarre bedrijf nu in elkaar steekt en hoe dat zo is gekomen. Natuurlijk moet Musk zelf ook nog even langs de lat worden gelegd. Is zijn effect op het universum nou netto positief, of negatief? Hint: er is een goeie discussie over te voeren. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
Die tydsberekening van twee groot veselinfrastruktuurooreenkomste wat deur Telecom Namibia se uittredende uitvoerende hoof, Stanley Shanapinda onderteken is, is in die Nasionale Vergadering bevraagteken. Die kontrakte, wat aan Demshi Investment Holdings en Lightstruck Limited toegeken is om Telecom se veselnetwerk uit te brei, is kort voor Shanapinda se geskeduleerde vertrek op 1 Julie en dae nadat die maatskappy se nuwe direksie sy termyn op 3 Junie begin het, onderteken. Die IPC se parlementêre leier, Imms Nashinge, het die transaksies as haastig beskryf.
Telecom Namibia versnel die uitbreiding van sy veselnetwerk deur nog 'n strategiese vennootskap, hierdie keer met Lightstruck Limited. Die vyfjaarooreenkoms volg op 'n soortgelyke ooreenkoms wat verlede week met Demshi Investment Holdings onderteken is en vorm deel van die maatskappy se strewe om konnektiwiteit te verbeter terwyl die volgehoue uitdaging van koperdiefstal en netwerkvandalisme aangepak word. Kosmos 94.1 Nuus het met Lightstruck se bemarkingsbestuurder, Elizette Nujoma-Kaiyamo, gepraat.
Le rachat de SFR par Orange, Bouygues Telecom et Free pour un peu plus de 20 milliards d'euros dépasse largement le cadre des télécoms français. Derrière cette opération se cache une question stratégique pour l'Union européenne : faut-il continuer à privilégier une concurrence maximale ou accepter la création de grands groupes capables de rivaliser avec les géants américains et chinois ? Le protocole d'accord signé entre Bouygues Telecom, Free et Orange pour reprendre SFR constitue l'une des plus importantes opérations industrielles de ces dernières années en France. Mais ce dossier pose surtout une question qui dépasse largement les frontières françaises. Est-ce que l'Europe doit continuer à privilégier la concurrence à tout prix, ou accepter de faire émerger de grands groupes capables de tenir tête aux États-Unis et à la Chine ? Car depuis des années, la philosophie européenne était simple : plus il y a de concurrence, mieux c'est pour le consommateur. Selon les théories économiques classiques, davantage de concurrence implique des prix plus bas, plus d'innovation et donc davantage de choix. Mais le monde a changé. À l'ouest de l'Union européenne, les États-Unis disposent de géants technologiques capables d'investir des dizaines de milliards de dollars chaque année. À l'est, la Chine fait émerger de grands groupes soutenus par un immense marché intérieur et une stratégie industrielle assumée. Entre ces deux blocs, l'Europe apparaît aujourd'hui beaucoup plus fragmentée. À lire aussiLes opérateurs télécom européens face au défi de la régulation Des télécoms européens encore trop fragmentés face aux géants américains et chinois Cette fragmentation est particulièrement visible dans le secteur des télécommunications. Aux États-Unis, trois grands opérateurs couvrent l'ensemble du territoire. C'est exactement la même situation en Chine. En Europe, au contraire, on compte des dizaines d'opérateurs répartis dans vingt-sept pays, chacun avec ses propres règles, son propre marché et ses propres contraintes réglementaires. Au total, cela représente plus d'une centaine d'acteurs. Autrement dit, le marché unique européen est immense, mais il ne fait émerger aucun véritable champion à l'échelle du continent. Chaque pays conserve son opérateur historique ou son leader national : Orange en France, Deutsche Telekom en Allemagne ou encore Telefonica en Espagne. Le rachat de SFR pose donc une question : passer de quatre à trois opérateurs en France constitue-t-il un premier pas vers une moindre fragmentation du secteur en Europe ? Pendant des années, Bruxelles estimait qu'il fallait préserver un maximum de concurrence, quitte à empêcher certaines fusions. Aujourd'hui, le débat évolue. Faut-il conserver quatre opérateurs qui se livrent une guerre des prix permanente, ou accepter trois acteurs plus solides capables d'investir davantage dans les infrastructures numériques ? À lire aussiFace aux géants du numérique américains, une partie du monde tente de réguler Le dossier SFR comme test grandeur nature Les télécommunications sont devenues un secteur stratégique. Il faut financer la fibre optique, préparer la 6G, développer les réseaux de données nécessaires à l'intelligence artificielle, renforcer la cybersécurité ou encore construire de nouveaux centres de données. Tous ces investissements représentent des dizaines de milliards d'euros. L'idée défendue par les industriels est qu'il serait plus simple de financer ces infrastructures avec quelques grands groupes aux épaules suffisamment larges pour investir massivement plutôt qu'avec une multitude d'acteurs plus petits. Autrement dit, l'Europe pourrait choisir de privilégier des champions industriels capables de rivaliser avec les géants américains et chinois. Dans de nombreux secteurs, les entreprises européennes restent performantes, mais elles demeurent souvent trop petites pour peser à l'échelle mondiale. Selon Mario Draghi, ancien président de la Banque centrale européenne, si l'Europe veut rester dans la course mondiale, elle devra accepter davantage de concentrations industrielles afin de créer de grands groupes européens capables de rivaliser avec les grandes puissances économiques. C'est précisément pour cette raison que le dossier SFR est observé avec autant d'attention. Au-delà du seul marché français des télécoms, il constitue un véritable test grandeur nature de l'évolution de la politique industrielle européenne. Reste désormais à savoir si la Commission européenne acceptera de laisser un marché national passer de quatre à trois opérateurs ou si elle estimera que le risque de hausse des prix pour les consommateurs demeure trop important.
Telecom Namibia en die tegnologiemaatskappy Demshi Investment Holdings het 'n ooreenkoms onderteken wat daarop gemik is om vesel uit te rol in gebiede wat deur koperdiewe en vandale geteiken word. Dit sal Demshi toelaat om koper in brandpuntgebiede met vesel te vervang, wat lei tot 'n vermindering in koperdiefstal en vandalisme om 'n meer betroubare diens te verseker. Matias Mwetulundila, netwerkdienstebestuurder by Demshi, het aan Kosmos 94.1 Nuus gesê dat hulle hul ooptoegang-veselnetwerk sal gebruik om hoëspoed-internetdienste aan residensiële en sakekliënte te lewer.
Nog een week en dan wordt SpaceX gelanceerd op Wall Street. De eerste tegenvaller moeten Elon Musk en consorten nu al incasseren: het ruimtevaartbedrijf wordt niet versnel opgenomen in de S&P-index. De beursuitbater maakt geen uitzondering (ook niet voor Anthropic en OpenAI trouwens) en wil winst zien. Dat is een probleem voor het geldverslindende bedrijf. Ondanks die tegenslag is er ook goed nieuws te melden. Persbureau Reuters zegt dat de vraag naar aandelen immens is. Begeleidende banken worden platgelegd met de vraag of ze aandelen hebben. De vraag is onverzadigbaar, aldus analisten. Deze aflevering duiken we in die bizarre wereld van Space X. Hebben we het ook over Heineken. Dat moet met een eeuwenoude traditie breken. Althans, dat willen aandeelhouders van het bedrijf. Nu eens geen insider meer, maar een buitenstaander die de nieuwe topman of topvrouw wordt. Ayden komt ook voorbij. Dat aandeel ging ineens heel hard naar beneden. Beleggers schrikken van een rapport dat over de betalingsverwerker rondgaat. De handel werd zelfs even stilgelegd. Ook Jensen Huang komt voorbij. Die moet gegrild worden door de Amerikaanse Senaat, wil senator Elizabeth Warren. Ze wil de baas van Nvidia alles vragen over de exportrestricties in China (en de trip die hij met president Trump naar dat land heeft afgelegd. Zoeken we ook uit of je nog wel wat hebt aan Nederlandse beursbedrijven. Nu bedrijven als AkzoNobel een overname blokkeren, kan je dan als belegger nog wel dromen van een overnamepremie? Te gast: Corné van Zeijl van Cardano BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.
Dan Schulman, CEO at Verizon, discusses AI-led transformation, customer growth and operational strategy with Bloomberg’s Tom Giles at Bloomberg Tech 2026 in San Francisco.See omnystudio.com/listener for privacy information.
In this episode of The Broadband Bunch, host Pete Pizzutillo welcomes Rhyan Neble for a conversation about the evolution of artificial intelligence, agentic frameworks, and what these technologies mean for broadband operators. Drawing on decades of experience building telecom networks, OSS/BSS platforms, and software solutions, Rhyan explains how AI has progressed from a simple assistant to a true workforce multiplier capable of accelerating software development, automating complex workflows, and helping organizations solve problems that once required large teams and months of effort. Rhyan also shares practical advice for broadband providers looking to prepare for the next wave of AI adoption. Topics include open APIs, operational runbooks, AI agents as employee assistants, governance frameworks, security considerations, and the growing importance of data accessibility. They discuss both the opportunities and risks of AI, offering a balanced look at how operators can use these tools to improve efficiency, streamline reporting, surface operational insights, and empower employees while maintaining human oversight.
L'Union européenne souhaite renforcer sa cybersécurité en limitant la présence des fournisseurs chinois dans ses infrastructures critiques. Mais cette stratégie se heurte à l'opposition de l'Allemagne et de l'Espagne, qui redoutent les conséquences économiques d'un retrait de Huawei. Derrière ce bras de fer se dessinent les enjeux de souveraineté technologique, de dépendance industrielle et de relations commerciales avec la Chine. Au cœur de cette nouvelle mésentente européenne se trouve le géant chinois Huawei. Depuis plusieurs années, l'entreprise s'est imposée comme l'un des principaux fournisseurs d'équipements de télécommunications dans le monde. Huawei fabrique notamment des antennes 5G, des infrastructures internet, des serveurs ou encore des solutions de cloud. Grâce à des équipements souvent moins coûteux et parfois plus avancés technologiquement que ceux de ses concurrents européens, le groupe chinois a progressivement gagné des parts de marché sur le continent. Résultat : de nombreux opérateurs européens ont intégré du matériel Huawei dans leurs réseaux de télécommunications. Mais cette présence massive inquiète aujourd'hui Bruxelles. Car au-delà des simples équipements, les réseaux de télécommunications sont devenus des infrastructures stratégiques. Contrôler les réseaux, c'est aussi contrôler une partie de l'économie numérique, des communications et des services essentiels. C'est précisément ce qui alimente les inquiétudes occidentales. Depuis plusieurs années, les États-Unis accusent Huawei d'entretenir des liens étroits avec le pouvoir chinois et de représenter un risque pour la sécurité des infrastructures critiques. À lire aussiComment le chinois Xiaomi talonne Apple et Samsung sur le marché mondial du smartphone Bruxelles veut durcir les règles de cybersécurité Jusqu'à présent, l'Union européenne est restée relativement prudente sur le dossier Huawei. Mais la situation évolue. La Commission européenne prépare actuellement une réforme de sa législation sur la cybersécurité. Son objectif est de permettre l'exclusion progressive des fournisseurs considérés comme « à haut risque » des infrastructures critiques européennes. Même si Huawei n'est pas explicitement mentionné dans le texte, l'entreprise chinoise apparaît clairement comme l'une des principales cibles de cette future réglementation. Le problème est que l'Europe s'est largement équipée avec ces technologies au cours des dernières années. Remplacer ces infrastructures ne reviendrait pas simplement à changer quelques antennes. Cela impliquerait de reconstruire une partie importante des réseaux numériques européens. Et la facture pourrait être particulièrement élevée. La Commission européenne estime déjà que le remplacement des équipements concernés représenterait plusieurs milliards d'euros d'investissements. Selon une étude commandée par la Chambre de commerce chinoise auprès de l'Union européenne, le coût pourrait même atteindre près de 370 milliards d'euros d'ici à 2030 si les fournisseurs chinois étaient exclus de nombreux secteurs stratégiques. L'Allemagne et l'Espagne redoutent les conséquences économiques C'est précisément pour cette raison que certains États membres, notamment l'Allemagne et l'Espagne, se montrent réticents face aux projets de Bruxelles. L'Allemagne entretient des liens économiques étroits avec la Chine. Les constructeurs automobiles allemands réalisent une part importante de leurs ventes sur le marché chinois, tandis que de nombreuses industries du pays restent fortement dépendantes des chaînes d'approvisionnement chinoises. Berlin se retrouve donc dans une position délicate. D'un côté, les autorités allemandes reconnaissent les enjeux liés à la cybersécurité et à la souveraineté numérique. De l'autre, elles redoutent les conséquences économiques d'un affrontement avec Pékin. Cette inquiétude est renforcée par les menaces de représailles formulées par la Chine. Pékin a déjà prévenu qu'il pourrait prendre des contre-mesures si Huawei était exclu des réseaux européens. L'Espagne partage également cette prudence. Madrid cherche depuis plusieurs années à attirer les investissements chinois, notamment dans les secteurs des véhicules électriques et des énergies renouvelables. Derrière la bataille autour de Huawei apparaît donc une fracture plus large au sein de l'Union européenne. Le débat dépasse désormais la seule question des télécommunications. Il touche à la capacité du continent à devenir souverain technologiquement tout en préservant ses intérêts économiques. Car l'Union européenne se retrouve aujourd'hui coincée entre deux grandes puissances. D'un côté, les États-Unis poussent leurs alliés à réduire leur dépendance à la Chine. De l'autre, Pékin demeure un partenaire commercial essentiel pour de nombreuses économies européennes. Toute la difficulté pour les États membres consiste désormais à trouver un équilibre entre sécurité, souveraineté technologique et intérêts économiques. Un défi qui pourrait façonner les relations entre l'Europe et la Chine pour les années à venir. À lire aussiCorruption: le scandale Huawei ébranle le Parlement européen, deux ans après le Qatargate
Вот допустим вы построили свой небольшой (или даже большой) Датацентр — хорошее дело. А потом завели ещё Облачко для разработки, бэкапов, быстрого деплоя стейджинга. Потом туда переехало часть объектного хранилища. Потом вы находите там Container Registry и пару продовых базок. И вот уже встаёт вопрос "А что? Это по-прежнему через Интернет гонять?". "А, может, ну это, есть какой-то более надёжный канала?". Есть! Он называется Direct Connect. Это когда вы свой on-prem включаете выделенным шнурком в порт бордера облачного провайдера и получаете прямой доступ в свой VPC. Об этом и говорим в 159-м выпуске telecom с гостями из VK Cloud и Yandex Cloud. Кто: Антон Юрищев. Ведущий менеджер продуктов (SDN, Direct Connect) VK Cloud Евгений Голотик. Просто сетевой инженер Яндекса Про что: Что такое DC Interconnect и Cloud Direct Connect — и зачем они бизнесу. Почему интернет не подходит для гарантированной передачи больших объёмов данных. Как появились Direct Connect-сервисы: от туннелей до операторских L2/L3-решений. Из чего состоит сервис: тёмное волокно, VLAN/Q-in-Q, BGP, EVPN. Как работают схемы Active/Active и Active/Passive. Чем отличаются реализации Direct Connect у разных провайдеров. Почему сетевая автоматизация стала основой масштабирования облачных сетей. Какие проблемы возникают на практике: MTU, выбор L2/L3, надёжность и отказоустойчивость. Оставайтесь на связи Пишите нам: info@linkmeup.ru Канал в телеграме: t.me/linkmeup_podcast Канал на youtube: youtube.com/c/linkmeup-podcast Подкаст доступен в iTunes, Google Подкастах, Яндекс Музыке, Castbox Сообщество в вк: vk.com/linkmeup Группа в фб: www.facebook.com/linkmeup.sdsm Добавить RSS в подкаст-плеер. Пообщаться в общем чате в тг: https://t.me/linkmeup_chat Поддержите проект:
Вот допустим вы построили свой небольшой (или даже большой) Датацентр — хорошее дело. А потом завели ещё Облачко для разработки, бэкапов, быстрого деплоя стейджинга. Потом туда переехало часть объектного хранилища. Потом вы находите там Container Registry и пару продовых базок. И вот уже встаёт вопрос "А что? Это по-прежнему через Интернет гонять?". "А, может, ну это, есть какой-то более надёжный канала?". Есть! Он называется Direct Connect. Это когда вы свой on-prem включаете выделенным шнурком в порт бордера облачного провайдера и получаете прямой доступ в свой VPC. Об этом и говорим в 159-м выпуске telecom с гостями из VK Cloud и Yandex Cloud. Кто: Антон Юрищев. Ведущий менеджер продуктов (SDN, Direct Connect) VK Cloud Евгений Голотик. Просто сетевой инженер Яндекса Про что: Что такое DC Interconnect и Cloud Direct Connect — и зачем они бизнесу. Почему интернет не подходит для гарантированной передачи больших объёмов данных. Как появились Direct Connect-сервисы: от туннелей до операторских L2/L3-решений. Из чего состоит сервис: тёмное волокно, VLAN/Q-in-Q, BGP, EVPN. Как работают схемы Active/Active и Active/Passive. Чем отличаются реализации Direct Connect у разных провайдеров. Почему сетевая автоматизация стала основой масштабирования облачных сетей. Какие проблемы возникают на практике: MTU, выбор L2/L3, надёжность и отказоустойчивость. Оставайтесь на связи Пишите нам: info@linkmeup.ru Канал в телеграме: t.me/linkmeup_podcast Канал на youtube: youtube.com/c/linkmeup-podcast Подкаст доступен в iTunes, Google Подкастах, Яндекс Музыке, Castbox Сообщество в вк: vk.com/linkmeup Группа в фб: www.facebook.com/linkmeup.sdsm Добавить RSS в подкаст-плеер. Пообщаться в общем чате в тг: https://t.me/linkmeup_chat Поддержите проект:
GitHub breach via VS Code extension Shai-Hulud wave compromises 600 npm packages Huawei attack behind Luxembourg telecom crash Get the show notes here: https://cisoseries.com/cybersecurity-news-github-vs-code-extension-breach-shai-hulud-npm-package-compromise-huawei-luxembourg-telecom-link/ Thanks to our episode sponsor, ThreatLocker ThreatLocker is extending Zero Trust beyond endpoint control. With their recent release of Zero Trust Network Access and Zero Trust Cloud Access, access isn't based on credentials alone, it requires the right user, the right device, and the right conditions. Because as we've seen in recent large-scale CRM breaches, stolen credentials and misconfigurations can expose massive amounts of data. With ThreatLocker, nothing is exposed, and access is limited to exactly what's needed. Learn more and start your free trial today at ThreatLocker.com/CISO.
Original Release Date: April 28, 2026Tom Wigg and Stephen Byrd discuss the accelerating pace of AI breakthroughs, the forces driving them and why the next phase of development may look very different from anything we've seen so far.Read more insights from Morgan Stanley.----- Transcript -----Tom Wigg: Welcome to Thoughts on the Market. I'm Tom Wigg, Head of Specialty Sales in the Americas at Morgan Stanley, and a sector specialist in Technology, Media and Telecom.We wake up every day to new AI product releases, so it's easy to lose sight of the unprecedented non-linear improvement in AI capabilities. But things are about to get weird.It's Tuesday, April 28th at 8am in New York.The market has been thinking about AI in linear terms. But we need to reframe that assumption of only incremental improvement and think about exponential improvement.That was my takeaway from a conversation with Stephen Byrd, Global Head of Thematic and Sustainability Research at Morgan Stanley. In our conversation, we zeroed in on Stephen's bull case for broader AI model improvements.Tom Wigg: First, I want to talk about one obsession that you've been writing about for the last several months – is this idea that we're going to see nonlinear improvements in the frontier models coming out this spring.Stephen Byrd: Yes.Tom Wigg: There's been, you know, some big headlines around new models, benchmarks coming out publicly. Is this, you know, your bull case playing out on these models? And what are the implications?Stephen Byrd: Yes! Absolutely, Tom. So we have, to your point, we are obsessed. And I know I'm not shy about that – with the nonlinear rate of AI improvement. It is the most important impact to so many stocks that I can think of in the sense that it can impact all industries, all business models. So, what we've been saying for some time is, if you look back over the last couple of years at the relationship between the amount of compute used to train these LLMs and the capabilities, we have a very clear scaling law.And approximately the law is, if you increase the training compute by 10x, the capabilities of the models go up by 2x. Now, as you and I've talked about this a lot; just meditate on that for a moment. I think things are about to get weird in the sense that on the positive side, we're going to see all kinds of underappreciated capabilities across many industries. So this disruption discussion, I think, is going to spread, but it's also going to require investors to, kind of, be more thoughtful about what they do with that concept. Meaning you can't sell everything. In the sense that AI will disrupt some businesses.I actually think this is healthy in some ways because now it forces investors to really look at each business model and assess which is going to get disrupted, which can get supported and enabled by AI, which are immune. Because there are some business models that actually are immune.But essentially from here, Tom, I'd say we are expecting through the spring and summer to see multiple models that are able to perform a much greater percentage of the economy at better levels of accuracy at incredibly low cost. Which I know you and I have talked a lot about the cost of actually doing this work from the LLMs.This is massive. This is going to impact so many industries. I think this is all to the good for the AI infrastructure plays because it shows the importance of getting more intelligence out into the world.Tom Wigg: So, you mentioned the constraints we're seeing across compute, memory and power. It seems like most of the CEOs of the labs and hyperscalers are talking about this. Investors are bullish in terms of the ownership in, you know, memory, optical, semi-cap, et cetera. But the question I'm getting more recently is around what's the ROI on all this spending. And does the market action in these hyperscalers, which have been pretty bearish year-to-date, force a cut on CapEx? So, maybe if you can marry that with what you're picking up on the ground in terms of compute spend and whether the frenzy still continues, you know, versus the ROI? And, like, what could happen?Stephen Byrd: Yeah. The short answer – I'm going to go through detail – is I think the bullishness is going to get more bullish over the coming months. And let me walk you through a couple of the mathematics and then just what I'm seeing on the ground to your point, Tom.So the mathematics. We have a token economics model that looks from the perspective of a hyperscaler or an LLM developer in terms of – if they sell their token at a certain price and you fully load the cost of a data center and all associated costs, financing, you name it – in what are the returns? And the bottom line is the returns are excellent.The other element we spend a lot of work on, and you and I talk a lot about, is the demand for compute. In this world where the LLMs are increasing in capability and the token usage goes way up with agentic AI, video world models, all that stuff, we think that there is a massive shortage of compute. So, if you're lucky enough to be a hyperscaler with the compute, with the power, we think that they will have a lot of pricing power on the tokens.Let me explain why we see price power on the tokens. Now I'm going to flip to the perspective of an adopter. Let me give you just rough mathematics. There was a study last year from one of the big labs showing that on average, an enterprise user using an LLM might be able to replace work that would take about one and a half hours from a human. That would save about $55 of cost. A million tokens, depends on whether you're looking at input or output – but let's just call it $5 for a million tokens.The average usage case today for a fairly complex agentic task in an enterprise setting is in the tens of thousands of tokens. Okay? So let's just do that math again. $55 of savings. A million tokens cost $5, and a typical agentic usage is far less than the million tokens today, though that will accelerate. The economics are a home run for adopters.So, we're in a situation where compute is very scarce. I see pricing power all over the place for those who have the compute and have the power.Tom Wigg: So, when you put it like that, Stephen, it seems so inevitable and obvious. But I wonder why the hyperscalers are trading the way they are? And when do they see the revenue inflection you're talking about? Is this like a stay tuned kinda 2026 event? Is this something we have to wait for for 2027-2028?Like, how do you think this flows through to the extent that the market will get more comfortable that all this free cash flow pressure is worth it on the other side?Stephen Byrd: Yeah. This is, in short, I think this is a 2026 event. But let me dive into that because what you just asked is so important for so many stocks.So, let's talk through this. The capabilities of the models are advancing so fast that the average corporate user is not yet keeping up. There is this gap. But that will happen quickly, and we're seeing signs from these labs of revenue at the lab level that is accelerating. So that's a good sign.What we're seeing, though, among fast adopters is those adopters who really understand the capabilities are quickly realizing just how economically beneficial there is. An example, one of my best friends founded a software company many years ago. Last month was – that was the last month in which his programmers wrote code. They're done with writing code.The efficiency benefits for his business are absolutely massive. But he feels like he's just scratching the surface, and he's about as technically capable as anyone I know. He has two PhDs in the subject matter. He's very, very good.So long way to say that we're living in almost two worlds where the fast adopters will show what's possible. The average utilization for enterprises will still take some time. But I do think that the market will react to what they see from the fast adopters in the sense of – the tangible economic benefits are so big.Now, on the ground, what I'm seeing on the infrastructure side, my friends in power tell me that a couple months ago is when they saw the sense of urgency from the AI community go up a couple of notches for them to get the infrastructure they need. So they saw this explosion in compute coming. In the last two months, the weekly usage of tokens according to OpenRadar is up a couple hundred percent in a couple months.So, I do think we're seeing this. So, this is; it's happening quickly. What I would say is the market will have these signposts in every industry of early adopters showing this benefit. I think that's enough for us to start to get bullish. We also… I just think when you look at the demand for compute, the compute numbers need to go up. And with that, you know, everything in the AI value chain, infrastructure value chain, the volumes need to go up.Tom Wigg: One bear case that I wanted to interrogate was – there's one view that, yes, there's a token explosion right now. But it's because the first use case is coding. Which is inherently, you know, very developer-friendly and token-intensive relative to other knowledge work.Can you talk about, you know, whether you subscribe to that? Or whether the token intensity will be as high or lower as this expands to other areas of knowledge work in the next several years?Stephen Byrd: Yeah, it's a great question. The short version is that, yes, it's true that software usage is more token intensive. However, what we're going to be seeing – we're starting to see it – is in almost every knowledge-based job, we're going to move to agentic AI. And when we do that, you tend to see an explosion in compute.Let me walk you through the numbers. There are a couple studies that show essentially when you go from a query-based usage of LLMs to an agentic use for any occupation, you see about a 10x increase in token usage per use of those models. And you can see why.I've anecdotes of some of my friends who are newer to this – who set their agents loose overnight to do non-coding work. And in the morning they get some pretty amazing results. But they also used a lot more tokens than they'd expected … (laughs)Tom Wigg: And a five grand credit card bill?Stephen Byrd: Exactly. It's like maybe next time you put a few parameters around that. But long way to say, it's agentic across every workflow that I can think of that will still result in an explosion in token demand.Tom Wigg: It's definitely a good idea to put some parameters around your agentic workflow.My thanks to Stephen for that conversation. And thank you for listening. Let us know what you think of the show by leaving us a review where you listen. And if you find Thoughts on the Market worthwhile, tell a friend or a colleague about us today.
Tom Wigg and Stephen Byrd discuss the accelerating pace of AI breakthroughs, the forces driving them and why the next phase of development may look very different from anything we've seen so far. Read more insights from Morgan Stanley.----- Transcript ----- Tom Wigg: Welcome to Thoughts on the Market. I'm Tom Wigg, Head of Specialty Sales in the Americas at Morgan Stanley, and a sector specialist in Technology, Media and Telecom.We wake up every day to new AI product releases, so it's easy to lose sight of the unprecedented non-linear improvement in AI capabilities. But things are about to get weird. It's Tuesday, April 28th at 8am in New York. The market has been thinking about AI in linear terms. But we need to reframe that assumption of only incremental improvement and think about exponential improvement.That was my takeaway from a conversation with Stephen Byrd, Global Head of Thematic and Sustainability Research at Morgan Stanley. In our conversation, we zeroed in on Stephen's bull case for broader AI model improvements. Tom Wigg: First, I want to talk about one obsession that you've been writing about for the last several months – is this idea that we're going to see nonlinear improvements in the frontier models coming out this spring.Stephen Byrd: Yes.Tom Wigg: There's been, you know, some big headlines around new models, benchmarks coming out publicly. Is this, you know, your bull case playing out on these models? And what are the implications?Stephen Byrd: Yes! Absolutely, Tom. So we have, to your point, we are obsessed. And I know I'm not shy about that – with the nonlinear rate of AI improvement. It is the most important impact to so many stocks that I can think of in the sense that it can impact all industries, all business models. So, what we've been saying for some time is, if you look back over the last couple of years at the relationship between the amount of compute used to train these LLMs and the capabilities, we have a very clear scaling law.And approximately the law is, if you increase the training compute by 10x, the capabilities of the models go up by 2x. Now, as you and I've talked about this a lot; just meditate on that for a moment. I think things are about to get weird in the sense that on the positive side, we're going to see all kinds of underappreciated capabilities across many industries. So this disruption discussion, I think, is going to spread, but it's also going to require investors to, kind of, be more thoughtful about what they do with that concept. Meaning you can't sell everything. In the sense that AI will disrupt some businesses.I actually think this is healthy in some ways because now it forces investors to really look at each business model and assess which is going to get disrupted, which can get supported and enabled by AI, which are immune. Because there are some business models that actually are immune.But essentially from here, Tom, I'd say we are expecting through the spring and summer to see multiple models that are able to perform a much greater percentage of the economy at better levels of accuracy at incredibly low cost. Which I know you and I have talked a lot about the cost of actually doing this work from the LLMs.This is massive. This is going to impact so many industries. I think this is all to the good for the AI infrastructure plays because it shows the importance of getting more intelligence out into the world.Tom Wigg: So, you mentioned the constraints we're seeing across compute, memory and power. It seems like most of the CEOs of the labs and hyperscalers are talking about this. Investors are bullish in terms of the ownership in, you know, memory, optical, semi-cap, et cetera. But the question I'm getting more recently is around what's the ROI on all this spending. And does the market action in these hyperscalers, which have been pretty bearish year-to-date, force a cut on CapEx? So, maybe if you can marry that with what you're picking up on the ground in terms of compute spend and whether the frenzy still continues, you know, versus the ROI? And, like, what could happen?Stephen Byrd: Yeah. The short answer – I'm going to go through detail – is I think the bullishness is going to get more bullish over the coming months. And let me walk you through a couple of the mathematics and then just what I'm seeing on the ground to your point, Tom.So the mathematics. We have a token economics model that looks from the perspective of a hyperscaler or an LLM developer in terms of – if they sell their token at a certain price and you fully load the cost of a data center and all associated costs, financing, you name it – in what are the returns? And the bottom line is the returns are excellent.The other element we spend a lot of work on, and you and I talk a lot about, is the demand for compute. In this world where the LLMs are increasing in capability and the token usage goes way up with agentic AI, video world models, all that stuff, we think that there is a massive shortage of compute. So, if you're lucky enough to be a hyperscaler with the compute, with the power, we think that they will have a lot of pricing power on the tokens.Let me explain why we see price power on the tokens. Now I'm going to flip to the perspective of an adopter. Let me give you just rough mathematics. There was a study last year from one of the big labs showing that on average, an enterprise user using an LLM might be able to replace work that would take about one and a half hours from a human. That would save about $55 of cost. A million tokens, depends on whether you're looking at input or output – but let's just call it $5 for a million tokens.The average usage case today for a fairly complex agentic task in an enterprise setting is in the tens of thousands of tokens. Okay? So let's just do that math again. $55 of savings. A million tokens cost $5, and a typical agentic usage is far less than the million tokens today, though that will accelerate. The economics are a home run for adopters.So, we're in a situation where compute is very scarce. I see pricing power all over the place for those who have the compute and have the power.Tom Wigg: So, when you put it like that, Stephen, it seems so inevitable and obvious. But I wonder why the hyperscalers are trading the way they are? And when do they see the revenue inflection you're talking about? Is this like a stay tuned kinda 2026 event? Is this something we have to wait for for 2027-2028?Like, how do you think this flows through to the extent that the market will get more comfortable that all this free cash flow pressure is worth it on the other side?Stephen Byrd: Yeah. This is, in short, I think this is a 2026 event. But let me dive into that because what you just asked is so important for so many stocks.So, let's talk through this. The capabilities of the models are advancing so fast that the average corporate user is not yet keeping up. There is this gap. But that will happen quickly, and we're seeing signs from these labs of revenue at the lab level that is accelerating. So that's a good sign.What we're seeing, though, among fast adopters is those adopters who really understand the capabilities are quickly realizing just how economically beneficial there is. An example, one of my best friends founded a software company many years ago. Last month was – that was the last month in which his programmers wrote code. They're done with writing code.The efficiency benefits for his business are absolutely massive. But he feels like he's just scratching the surface, and he's about as technically capable as anyone I know. He has two PhDs in the subject matter. He's very, very good.So long way to say that we're living in almost two worlds where the fast adopters will show what's possible. The average utilization for enterprises will still take some time. But I do think that the market will react to what they see from the fast adopters in the sense of – the tangible economic benefits are so big.Now, on the ground, what I'm seeing on the infrastructure side, my friends in power tell me that a couple months ago is when they saw the sense of urgency from the AI community go up a couple of notches for them to get the infrastructure they need. So they saw this explosion in compute coming. In the last two months, the weekly usage of tokens according to OpenRadar is up a couple hundred percent in a couple months.So, I do think we're seeing this. So, this is; it's happening quickly. What I would say is the market will have these signposts in every industry of early adopters showing this benefit. I think that's enough for us to start to get bullish. We also… I just think when you look at the demand for compute, the compute numbers need to go up. And with that, you know, everything in the AI value chain, infrastructure value chain, the volumes need to go up.Tom Wigg: One bear case that I wanted to interrogate was – there's one view that, yes, there's a token explosion right now. But it's because the first use case is coding. Which is inherently, you know, very developer-friendly and token-intensive relative to other knowledge work.Can you talk about, you know, whether you subscribe to that? Or whether the token intensity will be as high or lower as this expands to other areas of knowledge work in the next several years?Stephen Byrd: Yeah, it's a great question. The short version is that, yes, it's true that software usage is more token intensive. However, what we're going to be seeing – we're starting to see it – is in almost every knowledge-based job, we're going to move to agentic AI. And when we do that, you tend to see an explosion in compute.Let me walk you through the numbers. There are a couple studies that show essentially when you go from a query-based usage of LLMs to an agentic use for any occupation, you see about a 10x increase in token usage per use of those models. And you can see why.I've anecdotes of some of my friends who are newer to this – who set their agents loose overnight to do non-coding work. And in the morning they get some pretty amazing results. But they also used a lot more tokens than they'd expected … (laughs)Tom Wigg: And a five grand credit card bill?Stephen Byrd: Exactly. It's like maybe next time you put a few parameters around that. But long way to say, it's agentic across every workflow that I can think of that will still result in an explosion in token demand.Tom Wigg: It's definitely a good idea to put some parameters around your agentic workflow.My thanks to Stephen for that conversation. And thank you for listening. Let us know what you think of the show by leaving us a review where you listen. And if you find Thoughts on the Market worthwhile, tell a friend or a colleague about us today.
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