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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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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17 Dec 2020

5G will be fast…is that enough?

In 2021, most mobile operators in the developed markets will have launched 5G – the question is – will they be able to monitise it. And more importantly, do customers even care about 5G?

Today’s guest, Chris Lewis, has over 30 years’ experience as a telecoms and ICT industry analyst, but don’t let that scare you. While many analysts pontificate about their vast knowledge, Chris’ insights are pragmatic and entertaining – which is why I like him so much. 

Chris is also one of the UK’s leading advocates for the visually impaired. Is the telecoms industry doing enough to drive inclusivity? Or are we creating yet another digital divide? And why doesn’t his guide dog Varley have his own Instagram account? 

Show Notes:

01:00 Intro to Chris Lewis, Founder of Lewis Insight and the Great Telco Debate

05:50 Connectivity – the invisible service 

07:30 Highlights from the 2020 Great Telco Debate

11:30 Telcos in a post-Covid world: are we creating a two-tier Telecoms industry?

14:00 Are the Telcos ready for 5G? And do customers actually want or care about 5G?

20:00 Telcos have a sustainability issue – should we see more network sharing?

24:30 What the future holds for the tech industry analyst industry

27:00 The key to career success – find something you are passionate about

29:00 Telcos tell us the future is mobile – in reality, the world runs on fixed. And why the hell do telcos still charge us for having a home fixed line phone when no one has one? 

36:00 Accessibility – are telcos doing enough to help? Chris is one of the UK’s leading advocates for ensuring people with disabilities get access to the digital lifestyle through his work on the boards of the  Royal Institute of Blind and Vision 2020 Technology For Life initiative. 

41:00 Telstra was ranked #1 globally in a recent ICT industry “Digital Inclusion Benchmark”, which ranks vendors’ focus on digital inclusion as part of their overall strategy. 

42:00 Why doesn’t Chris’ guide dog Varley have his own Instagram account?

48:30 How telcos can use emerging technology to support guide dogs. In a difficult year like 2020, where charities for the visually impaired have struggled to raise money, why hasn’t someone like Vodafone sponsored guide dog technology? Jon Buckthorp – over to you!

Listen to the full podcast on your favourite podcast platform:

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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

 



16 Jan 2020

Building a successful IoT business in Asia Pacific isn’t easy, but Bosch Software Innovations has done just that.

In this podcast, I speak with Thomas Jakob, Regional President for Asia Pacific, to find out how Bosch developed their impressive IoT solutions portfolio.

What I found most interesting is that while many tech vendors drive innovation by acquiring innovative companies, Bosch has built many of their own custom solutions – and partnered with start-ups to jointly develop others – to meet the diverse local requirements of the Asia Pacific market.

We hear about the importance of the “localisation” of solutions – Bosch in Asia Pacific is the perfect example of how it should be delivered.

(Note: In January 2020, Bosch Software Innovations was renamed Bosch.IO)

Show notes:

1:40 Intro to Thomas

2:50 Tell us about Bosch Software Innovations

4:20 Which industries does Bosch work with in Asia?

7:00 How Bosch is using technology to transform the agriculture industry

8:45 How Bosch sources innovation

10:00 Bosch’s new lift/elevator management solution

13:50 How Bosch has leveraged Smart Building solutions to IoT-ise their business

16:35 An overview of Bosch in China

18:40 The importance of localised solutions that meet customer requirements

25:00 What has kept the IoT industry from reaching its potential

29:25 What is the most interesting IoT market in Asia?

31:45 Name one solution over the past decade that has exceeded your expectations? And failed to live up to expectations?

35:20 The fun questions

  • Electric or classic cars?
  • German or Singaporean food?
  • Christmas by the fire or the beach?

TechBurst Asia

 

 



04 Nov 2019
TechBurst Asia sits down with Tata Communication’s Anthony Bartolo to discuss disruption in telecoms, including the impact IoT, eSIMs, vSIMs, iSIMs, NB-IoT & 5G will have on the industry.
Show notes & Time stamps
01:30 Intro to Tata Comms & Anthony Bartolo
03:00 What role does a fixed operator like Tata Comms play in the IoT space?
07:00 What is an embedded SIM (eSIM) and how will it transform the telecoms industry? And why have most telcos resisted it?
11:30 eSIM use cases (e.g. Device Manufacturers getting into the connectivity game, connected cars) and the new business cases that will emerge
19:15 How did lifts/elevators become the hot topic with eSIMs?
21:00 While Tata Comms, Vodafone, Deutsche Telekom & Telstra have moved forward with eSIMs, why have the other Tier 1 mobile operators been resisting eSIMs
23:20 What’s next? The shift to virtual SIMs (vSIMs) – and how this creates opps for brands like Amazon, Google & Facebook – and also the owners of SuperApps like Grab, Uber & GoJek.
29:00 What’s the future? Integrated SIMs (iSIMs) – connectivity built into the chipset – and everything comes “Born Connected”
32:25 Why have the telcos struggled with IoT? And why has Light Reading coined it IoVFT (Internet of Very Few Things)?
35:00 Why has NB-IoT done so well in China – and not lived up to the hype in the rest of the world?
40:55 What’s the current state of 5G – and what opportunities will it create for enterprises?
44:10 What advice would you give to a telco that is starting down the IoT solution path?
46:00 What’s next for Tata Comms?
48:00 What technology will have the biggest impact on your life in the future?
49:45 Silicon Valley or Singapore – where’s the best place for the next generation of entrepreneurs?


21 Oct 2019

I’m sure many of you are wearing an Apple WatchSamsung Gear or other gadget on your wrist right now. This market started to gain attention when the first Apple Watch launched in 2016 – and the market has advanced in terms of technology & sales since then – but the question is, what does the future hold for the smartwatch? Is it the one size fits all model of the large vendors? Or is it better to customise the smartwatches to target specific users or use cases?

In this podcast, we’ll talk to Omate’s Laurent Le Pen, a smartwatch industry pioneer, to find out how he views this evolving market.

Show notes:

01:30 Introduction to Omate

02:20 How did someone from France end out starting a device manufacturer in Shenzhen?

03:50 The market segments and challenges Omate targets – Elderly Care, Children, Lone Workers

07:00 Deep dive into the Omate’s Elderly Care solution

10:50 How Omate brought together the supply and demand sides of the market, including SafeMotionCredit Mutual Arkea and Medical Guardian, to launch their Elderly Care management solution in France and the US

12:45 Omate’s innovative Wearables-as-a-Service (WaaS) business model

15:15 The challenges in launched a wearables service in the healthcare industry

17:20 Omate’s Nanoblock children’s watch – and the importance of end-to-end security

21:10 The latest device and solution launches from Omate

24:00 What has prevented wearables from living up to the hype?

30:50 The fun round of questions, including Laurent’s side project, the Oclean smart toothbrush

Laurent’s details 

LinkedIn: https://www.linkedin.com/in/laurentlepen/

Twitter: @llepen @omateofficial

www.omate.com



17 Sep 2019

In this TechBurst Asia podcast, I speak with Gerhard Loots, Telstra’s Global IoT Solutions Executive at the end of the Telstra Vantage event, to discuss the role of the service provider, or Telco, in the Internet of Things.

While most service providers see IoT as a lucrative new revenue stream, few have been able to capitalise on that market opportunity. Telstra, on the other hand, has expanded its IoT solutions and services portfolio to make sure it doesn’t miss the opp.

Show Notes:

01:48 How did a guy from South Africa’s winelands end out running the IoT business for Australia’s leading service provider?

02:30 Telstra has been in the IoT business for many years, how has the IoT solution portfolio and business evolved over the years?

05:48 What are the latest developments with Telstra’s IoT solutions and products?

07:33 How has Telstra moved across the IoT solution stack, branching out from connectivity to hardware, software and services?

09:50 What advice would you give to a service provider that is just starting out in IoT?

11:20 Telstra offers similar solutions that can run across many network types, including Bluetooth, NB-IoT, LTE, etc., and at many different price points. Where is the current market demand coming from?

13:15 Overview of Telstra’s Enterprise eSIM offering – and why it is attractive to manufacturers.

18:30 Why I think Telstra is now Asia Pacific’s “benchmark” for IoT solutions for a service provider

  • Choice (networks and price points)
  • New Revenue opportunities – moving across the IoT solution stack
  • The services opp with Telstra Purple
  • The eSIM offering

20:00 What’s next for Telstra’s IoT portfolio and solution offering

23:00 What has held the IoT industry back from reaching its potential?

  • Amara’s Law: We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run.

26:28 What are the unique challenges and opportunities for Australia’s IoT market?

27:50 Which emerging technology enabler (e.g. 5G, blockchain, AI) is Gerhard most excited about?

29:40 The REALLY important things, Gerhard’s view on…

  • Surfing in Australia versus South Africa
  • Who makes better wine, Australia or South Africa?
  • What’s better, shrimp on the barbie or boerwors on the braai?
  • How well will Australia and South Africa do in the Rugby World Cup – who will Gerhard support –  and who will win

Links:

Telstra’s IoT offering: https://www.telstra.com.au/business-enterprise/solutions/internet-of-things

Gerhard on LinkedIn: https://www.linkedin.com/in/gerhard-loots-298bb93/



09 Sep 2019

Ever wondered how the World Bank leverages the technology and innovation to disrupt the agriculture industry in developing markets? In this podcast, we speak with the World Bank’s Parmesh Shah to find out how they engage developed countries like Korea to drive disruption and innovation in developing markets like Vietnam, Kenya & Nigeria.

Show Notes:

01:10   Background on the World Bank’s Parmesh Shah – Global lead for a global solutions group that looks to find innovative and creative solutions for rural entrepreneurship and innovation

  • How the combination of being an agricultural engineer with an MBA and a doctorate in development studies led him to his role at the world bank

04:00 What is the World Bank’s “Disruptive Agriculture Technology Roadshow” – and what do you mean by “Disruptive Agriculture”?  

  • How does the World Bank work with the Korean government to help you reach your objectives?

08:15 Overview of the some of the Smart Agriculture solutions behind deployed across Africa

  • Hello Tractor – an Uber-like solution helping rural tractor owners get the most value out of their assets – and how this benefits farmers that cannot afford their own tractors. The new buzz word, Tractors-as-a-Service! 
  • Tulaa – provides smallholder farmers with quality agricultural inputs on credit and brokers the sale of their crop at harvest time. 
  • AgriWallet – a mobile business account allowing farmers to save, borrow and pay for income generating activities to increase food security and fight poverty

14:30 How the World Bank is leveraging IoT sensors to help rice farmers in Vietnam better manage their crops. 

17:00 What challenges to you encounter when trying to deliver Disruptive Agriculture in developing markets?

20:50 The World Bank’s three “labs” to experiment and drive innovation: BlockChain Lab – Big Data Lab – Disruptive Technology Lab. 

22:15 Overview of some of the Korean Smart Agriculture startups

  • Telofarm – sensors that you can stick into the plant’s stem – The Internet of Plants 
  • N.thing – indoor and container farming

27:40 What role does Korea play in the World Bank’s plan?

30:30 How to find the best #SmartAg innovators? Run a Challenge! More info at: https://www.worldbank.org/en/events/2019/04/05/disruptive-agricultural-technology-challenge-and-conference#3

34:40 what will the World Bank do to keep the Disruptive Agriculture momentum going?

36:20 Let’s say it’s a perfect world and I can grant you one wish to help you drive Disruptive Agriculture in developing markets, what would you wish for?

38:15 How can our audience get more information about you and the World Bank’s Disruptive Agriculture initiatives?

LinkedIn: https://www.linkedin.com/in/parmesh-shah-1b8b4933/

Twitter: @ShahParmesh

World Bank Disruptive Technologies: https://olc.worldbank.org/content/disruptive-technology-overview

Disruptive Agriculture Initiatives: https://www.worldbank.org/en/events/2019/04/05/disruptive-agricultural-technology-challenge-and-conference#3