WEBVTT

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The technology is there.

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That's not the bottleneck.

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The bottleneck is really the scaling,

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and that means integrating
AI into the legacy stacks,

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into the operating model,
into the data silos.

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Steffi, welcome.

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Steffi, where are telecom operators

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when it comes to implementing AI?

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Are they still in experimental
mode by and large?

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So I do think the good news
is we are finally moving past

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that stage of hype and piloting.

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We do see real returns when
it comes, for instance,

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areas like energy optimization,

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network operations, or customer care.

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But if you look at the industry as large,

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then we are not at full
value realization yet.

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The technology is there.

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That's not the bottleneck.

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The bottleneck is really the scaling,

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and that means integrating
AI into the legacy stacks,

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into the operating model,
into the data silos.

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And the real winners here are the telcos

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that are doing the real
strategic transformations

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and step away from use
case by use case basis.

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Is the telco industry
predominantly using AI

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for cost efficiency or for growth?

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In the short term, it's still
rather the efficiency lever.

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It's really about using AI
in the internal operations

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and making them smarter.

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But then in mid and long term,

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you do see new revenue pools emerging.

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For instance, GPU as a service,

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security as a service, edge interference,

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and telcos can really leverage
their capabilities here,

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especially for enterprises
that are looking

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for that low latency,
security, and compliance.

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And the telcos that now can do that

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step into the new adjacency space,

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they have space for growth.

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So in short, in the end, efficiency,

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yes, that stabilizes, but
growth will actually dictate

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where the industry is going.

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In a future dominated by AI,

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what role do you think
that telcos can play?

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So I think the interesting thing
is that the value creations

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actually still being written as we speak,

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and telcos ultimately
can choose now which role

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do they want to take in that AI ecosystem?

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They can go for, I just want to remain

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that pure connectivity player.

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I'm going to continue to run the networks,

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I'll continue to run the data centers.

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Or they can actually step
into much more strategic role,

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which is like the orchestrator of it all.

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Meaning to be that connecting layer

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between the global tech players

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as well as the national economies.

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And they could really position themself

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as this anchor of trust in the AI economy.

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Steffi, thank you so much for your time.

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Thank you.