Telecoms

Humara CEO: we hid top salespeople behind our AI so customers would be rude to them

9 takeaways: a gift-finding chatbot that became a sales agent, why Humara stays out of customer service, and how SpaceX's Qualcomm deal copies a network…

Nov 10 • Scuttlebutt

Bharti raised $18B in 34 months as Jio wiped out rivals — Bharti Enterprises chairman

11 lessons: why he stayed small through Reliance's 2002 price war, the Africa bet he calls crazy, and how big companies slide from managing risk to…

Nov 10 • Scuttlebutt

Voice AI is only 1% penetrated, Twilio's CEO finds, as shares drop 17% on a clean beat

5 takeaways: guidance that is conservative by design, infrastructure rather than AI apps, businesses that block AI calls, and a product that checks who…

Oct 31 • Scuttlebutt

OpenAI at 30x sales, Starlink Mobile, Zuckerberg's tax deal — This Week in Startups

11 calls: a 20% SpaceX bet in a retirement account, every Tesla as a Starlink hotspot, a $200 family phone plan, and why Meta's Zuckerberg deal may pass…

Oct 25 • Scuttlebutt

iPhone Duo pre-orders surge, telecoms sink on SpaceX tower talk — Squawk on the Street

4 takeaways: why the Dow fell 533 points for a second day, American Express cut staff despite beating estimates, and why SpaceX talks sent AT&T and…

Oct 24 • Scuttlebutt

SpaceX becomes the first $10T company, then a $100T one, says XPRIZE founder

5 predictions: why he backs a SpaceX-Tesla merger, 100% odds of $1T in revenue by 2029, Starlink traffic up 100x, and the political risk he does see

Oct 22 • Scuttlebutt

Bharti Enterprises chairman on the Starlink queue: "I applied five years back"

8 takeaways: India's foreign minister on why the US is a partner but not an ally, Switzerland's 15% tariff deal, Brent at $106 and Goldman's 42 Indian…

Oct 15 • Scuttlebutt

Baillie Gifford manager: Shopify's AI product catalog doubles conversion

7 takeaways: why cable's "second death" is different, what a persistent AI agent actually does, and why TSMC, Hermes and Shopify made her 20-stock…

Oct 10 • Scuttlebutt

John Hancock strategist: bonds yield about 6%, a 20-year high, and "no one wants them"

5 calls: why this looks like 2018, why the AI trade left industrials and utilities behind, and why 2027 earnings face a high bar even with Q3 growth…

Oct 1 • Scuttlebutt

Fidelity portfolio manager on AI: a neglected gas turbine stock "went up 10-fold"

10 lessons: why the fund holds no Magnificent 7 stock in its top 10, how Sweetgreen fell 80%, and why it is short US telecoms and buying European steel

Oct 1 • Scuttlebutt

AI's safety turn is about IPOs, capex and regulatory capture — Telecoms.com Podcast

10 insights: Why the CMA cleared Vodafone-Three after blocking O2-Three, why 6G gets built on old spectrum with the same vendors, and where Europe's…

Sep 22 • Scuttlebutt

Columbia law professor: most of Huawei's margin is earned outside the United States

7 takeaways: What the racketeering count forces prosecutors to prove, why nobody goes to prison if the government wins, and where a penalty that…

Sep 17 • Scuttlebutt

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