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▶ 25:00 · AI Geopolitics & Export Controls · Critical telecom infrastructure must avoid kill-switch dependencies
episode briefing
In Good Company with Nicolai Tangen

Tim Höttges - CEO Deutsche Telekom | Podcast | In Good Company | Norges Bank Investment Management

2023-11-15 · 4 company · 6 thematic
sentiment
4 bull0 bear0 neu
speakers
nicolai tangen

Nicolai Tangen is the CEO of Norges Bank Investment Management, which manages the Norwegian Sovereign Wealth Fund, one of the world's largest sovereign wealth funds. He hosts the podcast 'In Good Company' where he interviews leaders across various fields.

tim höttges

Veteran telecom executive with 35+ years in the industry, leading Europe's largest telecom operator since 2014. Transformed DT into a transatlantic leader with majority ownership of T-Mobile US and a focus on digital transformation.

now playing · AI Geopolitics & Export Controls
Geopolitics & Trademixedscore 7/10tim höttges
Internet fragmenting into Western and non-Western spheres
Sixty percent of internet is now politically restricted; Höttges sees accelerating fragmentation (BRICS, Russia/China alliances) making Western-only operators like DT strategically advantag…
Networking & Optical Infrastructuretailwindscore 7/10tim höttges
5G monetization via network APIs and network slicing for developers
GSMA-led initiative to expose 5G network APIs (slicing, QoS, low latency) directly to developers enables new B2B revenue models (industrial IoT, autonomous vehicles) and shifts telco from d…
Telecommunicationsheadwindscore 9/10tim höttges
European telco fragmentation destroys returns vs US scale
Europe's 100+ operators for 500M people (vs 3.5 in US for 330M) create subscale players that cannot invest long-term, resulting in half the ROIC and one-third the revenue per customer of US…
Telecommunicationstailwindscore 8/10tim höttges
Fair share debate: Big Tech should fund network capacity they consume
Eighty percent of European telco traffic comes from ~10 US tech giants (GAFA + streamers) who pay nothing for infrastructure; Höttges argues companies exceeding 5% traffic share should pay…
AI Infrastructuretailwindscore 8/10tim höttges
AI to automate telco operations from customer service to network coding
Deutsche Telekom is deploying generative AI across customer interaction (ChatGPT-based bots), network management (open RAN coding, cloud orchestration), field technician training, and inter…
AI Geopolitics & Export Controlsriskscore 7/10tim höttges
Critical telecom infrastructure must avoid kill-switch dependencies
Western telcos must maintain multi-vendor strategies and full control over core/IP aggregation networks to prevent adversarial kill switches; Höttges advocates security-focused openness rat…