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02 Mar 2021

We live in a world where the latest technologies, including AI, 5G, and blockchain, have the capability to truly transform the way we work, live and play. The problem is, they don’t always live up to the hype. 

One reason is the supply and demand sides of the market don’t work together as effectively as they should, and that’s why we are lucky to have today’s guest, Michael Gryseels, with us because he sits at the crossroads of technology supply and market demand.

He’s currently the Executive Vice Chairman of Thailand’s True Digital Group and the Chief Digital Officer for CP Group, which is Thailand’s largest private company and one of the largest conglomerates globally. 

This combination of roles provides him not only with insights into the market’s requirements – but also the capability to launch solutions to meet those requirements. 

Prior to these roles, he spent nearly 20 years with McKinsey & Company, where he was a Senior Partner and led McKinsey Digital Labs in Asia.

Show notes: 

01:15 Intro to True Digital, CP Group and A Day in the Life of Michael

05:15 CP Group operates in 15 industry verticals. What process do you follow to identify the opportunities and source the innovation that will digitise these industries?

07:00 You have been in your roles for 3 years, can you give us some examples of the initiatives that you’ve implemented, or solutions that you’ve deployed, that you’re proud of?

10:00 Status of 5G in Thailand

  • Which 5G use cases has True Digital identified?
  • Does Thailand’s strong manufacturing sector create an opportunity for Private 5G?
  • What are the Critical Success Factors for operators to be successful in 5G?

15:10 Where would you like to see True Digital and CP Group in 2 – 3 years time?

17:15 When you look at the global mobile operators, which ones do you think are doing the best job at driving digital solutions?

19:00 When implementing digital solutions, companies often get stuck in what McKinsey defines as “Pilot Purgatory”. What advice do you have for companies to overcome this?

22:10 Which technologies do you think will have the biggest impact in the next 12 – 24 months?

24:00 Fun Questions

  • What do you know today about True Digital / CP Group / Thailand that you wish you understood when you started on this journey?
  • You have lived in 15 countries – and worked in many more. Outside of Thailand, where did you find the most exciting place to work?
  • When I was 16 years old, I had a blond mohawk, spent my after school hours skateboarding and attending as many punk rock shows as possible. What were you doing at 16?
  • Let’s say I have the power to turn back time – and I can turn you into a university student today. What would you study – and what would you want to do with your career?

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23 Feb 2021

We recently have talked about the future of 5G – and in this episode – we will take that to the next level.

We’ll discuss the models being used to fund 5G investments, the consumer and enterprise solutions and services that will help operators monetise those investments and discuss which types of operators are best suited to capitalise on the emerging opportunities.

We are joined by Ferry Grijpink, a Senior Partner with McKinsey & Company based out of Amsterdam. Ferry is also the Founder of the McKinsey Center for Advanced Connectivity and is their Global Lead for Digital and Analytics for the Telecoms, Media and Tech Industry.

Show notes:

01:00 Intro to Ferry Grijpink, Senior Partner at McKinsey & Company

02:20 How can operators monetise consumer 5G solutions and services – beyond gaming

06:00 The 5G funding models – is network sharing the way forward?

09:30 What is OpenRAN – and can it become a game changer?

13:45 Why do operators struggle to provide solutions and services to the SMB market segment?

17:30 Which industry verticals and use cases will drive the Enterprise 5G market opportunity?

20:45 What role – if any – will operators play in the Private 5G market?

23:30 Which telecoms markets do you find the most exciting?

26:35 What advice do you have for operators to help them build the infrastructure, solutions and services to be successful in the 5G world?

28:45 The fun questions

– Which 5G buzzwords (e.g. OpenRAN, Private 5G, shared network infrastructure) will get the most hype in 2021?

– What do you miss about living and working in Asia?

– What would you do with your career if you weren’t in consulting?

Ferry has a new “5G Chart of the Day – all charts, no bullshit” newsletter. You can subscribe to it here: https://ferrycgrijpink.substack.com/

Keep an eye out for Ferry & I talking on Clubhouse soon…

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29 Jan 2021

Many people are concerned that China is catching up to the West in terms of technology. My concern isn't that China is catching up, it is that China will leave us behind. This is the video of CRA's presentation from The Things Conference - the world's largest LoRaWAN event - on 28 January 2021.



25 Jan 2021

Charles Reed Anderson is one of Asia’s leading technology industry innovators and thought leaders. His in-depth knowledge of emerging technologies, combined with his understanding of the market demand, provides him with a unique ability to separate industry hype from reality.



11 Jan 2021

It is time we reset our 5G expectations.

In this podcast, we are going to take another look at 5G. In our last episode, we discussed whether Telcos will be able to monetise their 5G investments. We were pretty harsh in our criticism of the 5G ecosystem, but that doesn’t mean that I don’t think 5G will be a game changer. Rather, I just think we need to reset our expectations of capabilities and benefits that 5G will bring to the market.

In this episode, we sat down with Danial Mausoof, Nokia’s Global Sales Head for Enterprise Services, to discuss what differentiates 5G from traditional networks – and and whether 5G will become the tech industry buzzword that FINALLY lives up to the HYPE. 

Show Notes:

01:30 Danial’s career journey with Motorola Solutions & Nokia 

09:05 What differentiates 5G from the existing networks like 4G?

12:40 Today’s 5G networks deliver faster speeds, but there is still more spectrum to be allocated that will support future 5G services (e.g. mission-critical services). How do you see 5G deployments evolving?

17:00 Nokia recently released its “5G Readiness Report”, where it surveyed 1,628 global technology decision makers about “5G+ enabled digitalisation.” To start, what the hell is 5G+ enabled digitalisation?

19:50 In 2030, 5G+ spend in 2030 will reach $4.5 Trillion – but only $600 Billion (13%) will be for public connectivity. $2.2 Trillion (48%) will be on Edge Infrastructure / Cloud Platforms. How is this related to 5G?

22:10 $900 Billion (20%) of this spend will be on Artificial Intelligence & Machine Learning – how is this related to 5G?

24:40 The final $800 Billion (18%) relates to the deployment of Private 5G networks. Why do we need Private 5G networks – and why are companies like John Deere and Bosch deploying them to support their manufacturing plants?

30:00 86% of decision makers already have some kind of a 5G strategy – what are the use cases that are driving the strategic focus on 5G?

33:00 72% of those surveyed say they plan to invest in 5G by 2025. What do these enterprises need to do to make sure they get a positive ROI on these investments – and what challenges will they need to overcome?

36:20 How will 5G impact Smart Cities?

39:00 Tough Question #1: What are the security implications for 5G?

43:20 Tough Question #2: Let’s say I am a tech decision maker managing the complexities created by the global pandemic – why should I give a damn about 5G?

45:20 Tough Question #3: 500,000 South Korean consumers have switched back to 4G from 5G – does that mean that we really don’t need 5G?

47:15 Tough Question #4: As an industry, we have failed to live up to the hype around the latest tech trends (e.g. 4G, IoT, or Smart Cities). Will we learn from our past mistakes – or will 5G follow a similar path?

49:15 What is something going on in the 5G ecosystem that we should be tracking? (spoiler alert: it is OpenRAN)

50:30 Tell me about a solution that 5G will enable that I – as a consumer – should be excited about. 

52:00 When do we have to start worrying about 6G? 

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26 Mar 2020

So what exactly is the “3-2-1 podcast”? It includes 3 interviews with IoT industry leaders recorded over the 2 days of Bosch Connected World 2020 in Berlin – all in 1 podcast.

Episode Notes:

01:40 Tanja Rueckert, CEO & President of Bosch Building Technologies

We discuss Tanja’s keynote, “Vision or Reality? Intuitive, Intelligent and Integrated Buildings.”

19:25 Dirk Slama, Vice President Co-Innovation and IoT Alliances, Bosch.IO

We discuss the 2 key themes of BCW 2020 – addressing Global Warming / Sustainability and the intersection of AI and IoT, creating AIoT. In addition, Dirk discusses the launch of Bosch’s AI Code of Ethics – a set of guidelines that govern how Bosch will use AI with its intelligent products.

25:10 Thomas Jakob, Regional President Asia Pacific, Bosch.IO

We discuss the recent rebranding of Bosch Software Innovations to Bosch.IO. What is it and what has changed?



02 Mar 2020

Find out how an open and pragmatic approach led the creation of a global LoRaWAN network that operates in 151 countries, has over 18,000 gateways and is supported by over 100,000 developers.

In today’s podcast, we are going to discuss one of the technologies that underpins the Internet of Things – Low Power Wide Area Network, or LPWANS for short. And more specifically, we are going to take a look at LoRa – one of the leading LPWAN technologies. 

I’m pleased to be joined by one of the global leaders in the space – Wienke Giezeman – the Co-Founder & CEO of The Things Industries – and the Initiator of The Things Network

01:20 What is The Things Network

05:25 What has led to your impressive growth – to the point where you are now in 151 countries, have a community of over 100,000 developers and have deployed 18,000 LoRaWAN gateways worldwide?

08:10 The Things Network has grown into a global LoRaWAN network – wouldn’t it have been easier to leverage existing mobile networks than trying to build your own? 

  • The “Moving Forward, Looking Backward” paradigm

11:00 What are some of the top LoRa use cases that are driving adoption?

16:40 How creating a collaborative LoRaWAN network led to the creation of The Things Conference – the world’s largest LPWAN conference. 

20:00 What’s next? The Things ________?

25:00 IoT has not lived up to the hype. What has held the industry back from reaching its potential?

28:00 Narrowband IoT, or NB-IoT, has exploded in China, but had sluggish growth elsewhere. What has hindered it’s growth outside of China?

32:55 What’s the best IoT solution you have ever seen?

34:00 Final question – about What is FEBO – and do you still eat there?

  • Spoiler alert – he’s a fan of “bamischijf

Find out more

Connect with Wienke: https://www.linkedin.com/in/wienke/

The Things Network: www.thethingsnetwork.org 

The Things Industries: https://www.thethingsindustries.com 

The Things Conference: https://www.thethingsnetwork.org/conference/ 

YouTube Channel: https://www.youtube.com/channel/UCv85CXnZUXEKnlZpQapTAwQ

 



22 Jan 2020

Hear the latest insights on the global accelerator and venture capital industries from one of Silicon Valley’s leading players, SparkLabs Group Partner & Co-Founder, Bernard Moon.

01:15 Intro to the SparkLabs Group accelerators and VC funds – and how back in 2012 they came up with the concept to launch their first accelerator in Seoul

04:45 What locations are you planning for the launch of the next SparkLabs accelerators?

06:05 Overview of one of the latest SparkLabs initiatives – SparkLabs Frontier – which partners with universities to drive innovation

09:30 Many accelerators start in the US and go global. SparkLabs started out as a global accelerator. Did that make it harder or easier to raise funding and attract applicants?

10:30 The SparkLabs strategy is to grow slowly, but the model and culture works. Bernard cites how Edgar Chiu has turned SparkLabs Taipei into the leading accelerator in Taiwan in the first two years after launch.

11:40 Startups don’t come to SparkLabs for the money, they come to be part of the SparkLabs Ecosystem.

  • How does SparkLabs differentiate from the other leading accelerator programs, like Y Combinator, TechStars and Plug & Play?

13:30 What makes a good accelerator program?

17:30 An overview of the SparkLabs venture capital funds

19:50 SparkLabs has invested in over 260 companies, what are some of the highlights?

22:00 Silicon Valley has long been the home of venture capital – but many firms are now looking to Asia. Where does the Valley see the opportunities in Asia?

  • The next billion middle class in Asia

25:00 Overview of the recent launch of  SparkLabs Foundry – SparkLabs’ “Innovation as a Service” offering for the Fortune 500 – and it’s partnership with SRI International, one of the world’s leading research and innovation institutes.

27:25 Bernard just launched his 13th Annual Industry Predictions on VentureBeat – titled “2020: Our meatless, cashless, city-less future” – what are the highlights?

32:25  You live in Silicon Valley, but the other co-founders live in Korea, the UK and Singapore. How do you manage to keep everyone in contact – and on the same page – with regards to your investment strategy, expansion plans, etc.?

34:00 Let’s say SparkLabs doesn’t exist – and you wanted to start an accelerator today. Where would you locate it  – and why? (spoiler alert: it’s not Silicon Valley)

35:15 What do you know today – that you wish you knew when you started SparkLabs?

36:50 Final question – tell us something about yourself that we don’t already know.

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