Why Telcos Are Not Capturing the Trillion-Dollar Al Opportunity

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The Fast Mode Podcasts: Breaking News, Analysis and Updates From Telecoms Industry 11 min 2 speakers 3 chapters transcribed 1 month ago
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What is the purpose of this Fast Mode episode and who are the hosts?

Ariana Lynn 0:11
Welcome to the Fast Mode Podcast Series. I'm Ariana Lin, and with me today is Priyanka Ravichander, Chief Marketing Officer and CCO TechnoTree. Technotree is a leading provider of full stack digital BSS for CSPs and DSPs. The company helps customers to monetize and transform their business towards a marketplace of digital services. Priyanka is responsible for the global go to market strategy for Technotree's portfolio. is branding and design for the company and is the single point of contact for analyst relations, investor relations, public relations, and corporate communications. TechnoTree was recently recognized as a winner of the CX Catalyst Award for its impact at the Fast Mode Awards 2025. Welcome Brianka.
Ariana Lynn 0:52
Great to have you on today's episode.
Priyanka Ravichander 0:54
Oh, thank you so much for having me. And um it's uh great to c finally connect. Uh it's been a while, I think. Um and thank you for the introduction. Um really honored to be here.
Ariana Lynn 1:05
Awesome. Okay, so uh let's jump right in. How does the team at Techno Tree feel about winning the award?
Priyanka Ravichander 1:10
Oh uh I think uh it's it's definitely something uh which we regard as a feather on our cap. Um we see uh that there's a lot of work uh that uh fast mode is doing, um, which is uh, you know, of uh high quality in terms of bringing the right people uh in the room to to uh bring high quality evaluation and content uh to the table, uh asking the right questions at the right time. So uh for us, uh, you know. So uh getting getting recognized by a platform like Fast Mode, um, you know, f especially for our AI and engagement capabilities, uh, is is definitely uh uh some stripes that we we like to show and and bear publicly.
Ariana Lynn 1:48
Awesome. Yes, it was an honor to have Techno Tree join us as well. Um, this being our inaugural award series.
Priyanka Ravichander 1:54
So then congratulations to you as well on a very successful uh award series.
Ariana Lynn 1:58
Thank you. Thank you so much. And we hope to see you guys again next year as well.
Priyanka Ravichander 2:02
Yeah, absolutely.
Ariana Lynn 2:03
Great. So shifting gears a bit, I want to dive into something that's been coming up a lot in industry conversations lately, which is have telcos essentially become just an infrastructure provider for someone else's trillion dollar business model? Uh
Priyanka Ravichander 2:16
What are your thoughts on this? Uh I think today the answer to that question is yes, but I don't think it's permanent because um, you know, uh telcos are obviously the roads to the you know internet economy, and like I mentioned earlier, uh, you know, value is on the edge. So uh platforms become destinations for them and they have to figure out how to monetize these platforms at scale. Um, so uh, you know, I think you know. The most important thing to to look at is probably to To understand that the real money that's coming in to telecom operators today, because they're still struggling uh to make good on the investments that they made into 5G infrastructure, they are also facing R2 pressures, um, they're also facing uh scalability issues in terms of not being able to monetize uh, you know, cloud and digital applications and um, you know, value added services, um, you know, bundled with the connectivity services.
Priyanka Ravichander 3:11
So those those are still uh high potential and of course the wholesale as well. And and what you what you really are noticing today is that the disruptive money Okay, that is pouring into the telecom space because the opportunity is is quite vast and large. It's not coming from within the telecom industry, it's actually coming from outside the telecom industry. So um I think the question uh could be like r reconsidered in a way where you say Why are some of the most uh, you know, uh disruptive growth uh coming from companies that aren't telecom operators uh at all? So if you look at if you look at Revolute Mobile, they're not thinking, you know, I'm selling sim cards and in f in fact customers don't wake up in the morning thinking
Priyanka Ravichander 3:53
um, I want connectivity or I I need a SIM card. They wake up in the morning thinking, What are the outcomes I'm gonna drive today? Of course they're gonna use internet and connectivity and voice and

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