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TechBurst Asia Podcast
33 minutes | 7 days ago
024: Making Sense...and Cents...out of the 5G Market Opportunity
We recently have talked about the future of 5G - and today - 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...
54 minutes | a month ago
023: What's in store for Southeast Asia's Tech & Telecoms Industries in 2021
TechBurst Asia sat down with PwC's Mike Graham to discuss Southeast Asia's latest tech trends and the annoying buzzwords and catchphrases we have been forced to endure during the pandemic. We also talk about our predictions for what WILL - and WON'T happen in 2021. Show Notes 01:00 Intro to Mike Graham and his multiple roles at PwC 08:20 Review of 2020: Which companies managed the pandemic well - and not so well? 12:15 What positives can we take from 2020? 15:50 What will the big stories in 2021 related to 5G in Southeast Asia 23:50 Why have Southeast Asia telcos lagged behind the global telcos with regards to innovation? 28:30 We keep hearing that during 2020, companies will implement 10 years of digital transformation in 2 months - can we keep the pace of change? 32:00 Which buzzword (e.g. 5G, OpenRAN, Digital Twins, FinTech) will have the biggest impact in 2021? 34:30 Random tech chats about OpenRAN, Rakuten, Jio, Drones, Smart Cities, higher education’s role in PPP’s, etc. 43:15 What WON’T happen in 2021? 47:00 What is the worst buzzword or phrase we created during the pandemic? 48:00 The importance of finding a way to decompress while working from home (spoiler alert: jigsaw puzzles help!) 52:00 PwC’s new B2B digital marketplace to help their clients source innovative solutions - and help start-ups reach enterprise customers.
55 minutes | 2 months ago
022: 5G is Dead, Long Live 5G!
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. Yes, 5G will bring faster speeds, but that’s just the tip of the iceberg. 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?
54 minutes | 2 months ago
021: Are Telcos Ready for 5G? And Do Customers Actually Want It?
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!
34 minutes | 3 months ago
020: The Sustainability Challenge - Balancing Profits & Social Impact
Many of you will know today’s guest, Steve Melhuish, as the Co-Founder,former CEO and Vice Chairman of one of the darlings of the SE Asia's start-up ecosystem, PropertyGuru Group, but he’s also a Venture Partner with Wavemaker Partners - the venture capital firm, and the Founder and CEO of Planet Rise - a company that invests and supports start-ups that tackle climate change and poverty. In this episode, we are going to discuss sustainability. And more specifically, how do you find the right balance from delivering social impact - while still creating a profitable business. Show Notes: 02:10 What Steve has been up to since he left his role as CEO of PropertyGuru (hint: Angel investing in startups that address climate change & poverty) 04:10 What characteristics Steve looks for in the start-ups he invests in 07:15 The evolving sustainability ecosystem - and how the economics/business case behind renewables finally stacks up 10:50 Governments seem to be launching more sustainability initiatives during Covid-19 - is there a correlation or is it just a coincidence? 13:45 How well has the sustainability ecosystem progressed - and what will it take to move it forward? 18:50 How do you balance the profits versus social impact dilemma when you evaluate your investments? 21:50 What does Steve understand about the sustainability ecosystem today that he wishes he knew when he started investing in sustainability start-ups? 25:50 What are the “red flags” Steve looks out for when evaluating early stage businesses? 27:00 What lessons did Steve learn during the dotcom era that he still applies to his work with start-ups today? 30:30 What’s your craziest start-up story?
53 minutes | 4 months ago
019: The Future of Talent & Leadership
The challenges created by the global pandemic mean the role of talent acquisition and leadership strategy have never been more important. Companies must transform their approach not only to navigate the current crisis, but also to prepare for the future. In this episode, we are joined by a global leader in this space - Elaine Yew - Senior Partner & Global Co-Head of Leadership Development for Egon Zehnder - the world's largest privately held executive search and leadership development firm. Show Notes: 00:50 Elaine’s journey from a drama student to Senior Partner at Egon Zehnder 06:52 "A Day in the Life" of Elaine 10:00 How has the executive search and leadership development industries have evolved over the years 14:30 Can AI replace humans in the executive search process? 19:00 How companies are adapting their Leadership strategies during the global pandemic 22:45 How Egon Zehnder has evolved it’s business to adapt to the crisis 27:00 What will it take to see more women in leadership across Asia 33:38 Elaine's involvement in the "end to end lifecycle" of the workforce - from high school students to the C-suite What skills we all need to survive in today's world The importance of "range" 42:20 The value of coaching 47:15 The positive things that come out of negative events like the pandemic
32 minutes | 6 months ago
018: A New Approach to Smart City Initiatives
Let’s face it, Smart Cities have failed to live up to the hype - and given the additional challenges cities face due to the global pandemic, it’s easy to think that it is not going to get better anytime soon. But every now and then, you run into someone who restores your confidence in the industry because not only do they possess a realistic vision for the future, but also a clear and detailed strategy on how to deliver it. Today we are joined by Theo Scherman, Chief Strategy Officer for Hitachi Asia, and he is definitely one of those people. Show Notes: 01:00 From South Africa to Singapore 02:20 What led a serial entrepreneur to join one of the world’s largest companies? 04:20 Hitachi Asia’s go-to-market strategy 05:30 Hitachi’s Smart City/Precinct initiatives – OneBangkok (Thailand) & Bhartiya City (India) 08:00 Commercialising Smart City data – it’s not just about saving money, it’s about generating new revenue streams 10:00 Hitachi’s differentiator – most vendors are focusing on becoming a “Platform of Platforms”, Hitachi is creating a “Platform Business Model.” This model is normally reserved for consumer brands (e.g. Alibaba, Amazon, Apple, Facebook, Google), can Hitachi be the first enterprise to create one? 16:00 Moving the target from Smart Cities to Digital Smart Cities 23:00 Does a Digital Smart City concept work for both “greenfield” and “brownfield” cities? 26:00 How Hitachi helps cities that are facing budget shortfalls due to Covid-19 by 27:20 What should cities do to deliver against the Smart City promise? 29:30 What do you understand about being in large corporate today that you wish you understood when you started out?
34 minutes | 6 months ago
017: Driving DeepTech in Singapore
Singapore has been investing heavily in DeepTech - and in this episode we sit down with one of the key players in the space, SGInnovate's new CEO, Dr. Jui Lim. We'll discuss the current state of the market, what it will take to move DeepTech from early stage to commercialisation & the amazing journey he followed from medical school in NYC to where he is today. Show Notes: 00:30 Why Jui refers to himself as a "rolling stone" 03:20 Transitioning from medical school to venture capital... 05:20 ...and from venture capital to a start-up... 08:30 ...and from a start-up to setting up accelerators 11:00 Jui's role as the newly appointed CEO of SGInnovate 12:50 Why Singapore must focus on DeepTech commercialisation 15:15 State of Singapore's start-up ecosystem 21:45 What Jui understands today that he wish he knew when he started out in venture capital 25:50 What personal skills or characteristics have allowed Jui to be successful in so many industries 28:50 Fun Q #1: Of the thousands of start-up solutions you have looked at, can you give us an example of one that really "wowed" you? 32:00 Fun Q #2: If I give you one week off from your current job - and you HAVE to go back to one of your previous roles, would you rather be the CEO of a start-up, setup another accelerator, or bartend?
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