Insights

Data-driven insights that executives and policymakers actually need to make critical decisions in the telecommunications, technology, airline and AI industries.

ChatGPT’s Advertising Pivot: User Tolerance and Pioneer’s Peril

On January 16, 2026, OpenAI announced plans to test advertisements in ChatGPT’s free tier and the new $8/month “Go” tier in the United States. The move was widely…

More  ▶

56% Want Health AI, But Only 28% Trust It

Source: Recon Analytics AI Survey Sample: n=2,958 The Opportunity and the Obstacle OpenAI’s launch of ChatGPT Health last week lands in fertile ground. Recon Analytics surveyed 2,958 Americans…

More  ▶

The Politics of Survival: Why Amazon Leo and AST SpaceMobile Matter in a Starlink World

Numbers and facts are important because they define ultimate limits and capabilities, but numbers and facts don’t make decisions: People make decisions. Nowhere is this truer than in…

More  ▶

The Connectivity-Cognition Flywheel: AI Adoption is Not Correlated with Internet Access, It Is Caused by It—And Is Now Remaking the Broadband Market

The prevailing discourse on Artificial Intelligence adoption and internet access has been fundamentally flawed. It posits a simple correlation: technologically savvy users who adopt AI also happen to…

More  ▶

The Fiber-AI Nexus: Decoding the New High-Value Customer and the Next Revenue Cycle

For senior executives and investors in the telecommunications and technology sectors, identifying the next wave of growth is a matter of survival. The prevailing narrative has focused on…

More  ▶

The AI Connectivity Chasm: How Network Superiority Defines the Next Competitive Battleground

The New Competitive Divide: Connectivity as the AI Gatekeeper The competitive narrative in the U.S. telecommunications and cable industry will be fundamentally shifting. The long-standing battle for broadband…

More  ▶

Adult Content in AI: Risky Business

OpenAI and xAI’s dalliance with adult content is a flirtation with disaster. It is an attempt to court a low-value, transient market segment at the direct expense of…

More  ▶

The End of an Era, The Dawn of a New War

The U.S. wireless industry has officially entered a new era, catalyzed by a landmark transaction that confirms the final collapse of EchoStar’s long-held ambition to become a fourth…

More  ▶

BEAD: Secretary Lutnik is right – The US needs to be telecom technology-neutral

Commerce Secretary Lutnik signaled in an interview with Broadband Breakfast on March 5th, 2025 that the US government will rethink the BEAD program so that Americans “get the…

More  ▶

Fixed Wireless is America’s Preferred Next Internet Connection

Americans love the internet, accessing it from home and on the road. Until 2007, Americans essentially had two choices when it came to home internet: cable internet or…

More  ▶

Podcasts

Join us every week for an analyst's perspective on the world
of telecommunications, technology, airlines and AI.

#280: Comcast’s Xfinity Membership and the True Nature of Rewards Programs

1.26.2026 — The speakers discuss the Xfinity loyalty program and the importance of loyalty plans, including getting rewards and getting money out of T-Mobile loyalty plans. They also touch on the benefits of streaming services and discounted bundles, including T-Mobile's Diamond and Visible members and the potential for Disney Plus and Visible members to provide discounts on streaming services. They suggest simplifying the loyalty program and testing its potential outcomes, but acknowledge that it may not be as straightforward as it was. Customer care and cleanup crew are also important, but not a win. They plan to keep an eye on customer service and NPS figures.
Play Episode  ▶ View Transcript ▶

#279: Verizon — Two Major Wins and One Temporary Setback

1.19.2026 — In a conversation between Roger Entner and Don Kellogg, they discuss the outage on Verizon and the importance of protecting employees. Roger advises Roger to use the advice of "ma'am, this is my way," and move on. They also discuss the importance of protecting customers and employees when network outages occur, as well as the ruling from the FCC that forced Verizon to unlock every device after 60 days. They also touch on the impact of the Frontier acquisition and the excitement surrounding the merger. Finally, they discuss the integration of Frontier and Kinetic, as well as the excitement of convergence and upsell opportunities for selling Frontier customers.
Play Episode  ▶ View Transcript ▶

#278: T-Mobile’s Better Value Plan & Who Loyalty Plans Really Target

1.12.2026 — In a conversation between Roger Entner and Don Kalgo, they discuss T-Mobile's new family plan and its benefits, including loyalty plans and acquisition plans. They also discuss the loyalty penalty in home internet and the potential for FWA prizes people who don't have a lot of options before switching to a T-Mobile plan. They conclude by saying they will talk to Roger again next week.
Play Episode  ▶ View Transcript ▶

#277: The Anxiety Premium and the US Device Insurance Market

1.5.2026 — The speakers discuss the potential disruption of the insurance industry caused by the pandemic and the importance of device insurance for fixing phones. The disruptive impact is profitable and high in insurance companies, but challenges and opportunities for carriers to target customers are also present. Personalized protection plans and a free research note are suggested as potential protected devices. The potential for upselling opportunities and a report on the company's website are also discussed.
Play Episode  ▶ View Transcript ▶

#276: Genius Myopia - Why Smarter Models Aren't Enough

12.29.2025 — The importance of building models that use consumer and enterprise data is discussed, as well as the need for privacy and trust in AI platforms. OpenAI's model context protocol is emphasized, along with the potential for AI to be ad-funded and monetized. The need for a value exchange with privacy is also emphasized, along with the potential for AI to be ad-funded and the opportunity to provide actionable insights to guide investment in AI. Investing in privacy and creating a trusted data infrastructure are necessary for success in the future.
Play Episode  ▶ View Transcript ▶

#275: Christmas Episode - A Spirited Discussion on Wireless Industry Economics with Peter Adderton and Ronan Dunne

12.22.2025 — The speakers discuss the importance of protecting MVOs's value brands and the need for value segment and prepaid models in the European market. They also emphasize the importance of differentiation and app-focused offerings for customers to save money on their plans, as well as the need for price and network access pricing in the marketplace. They also discuss the success of the wireless industry and the importance of investing in a brand like Total. They emphasize the importance of balancing net ads and ARPU in the industry and the need for customer care and customer service.
Play Episode  ▶ View Transcript ▶

#274: Super Owner Economics - Comcast & Charter’s Network Jiu-Jitsu

12.15.2025 — The speakers discuss the super-owner economics of Charter and Comcast's CBRS strategy. Comcast plans to offload 30% of their macro traffic onto their own CBRS network, which will have a negative impact on their friends at Verizon. The potential profitability of cable companies due to the transition of subscribers is also discussed, along with the importance of addressing customer issues with customer service. The speakers emphasize the importance of technology and loyalty in the industry, and the benefits of sharing spectrum and addressing customer issues with customer service.
Play Episode  ▶ View Transcript ▶

In The News

Latest in the press and news.

news.clearancejobs.com Favicon ClearanceJobs
1.29.2026

How Venture Capital Is Reshaping Defense and the IC

Venture capital is playing a growing role in U.S. defense and intelligence as AI, autonomy, and global instability reshape warfare.…
ts2.tech Favicon TechStock²
1.28.2026

AT&T stock slides to $23 ahead of earnings — what Wall Street is watching next

AT&T stock slides to $23 ahead of earnings — what Wall Street is watching next - TechStock²…
www.phonearena.com Favicon phonearena.com
1.28.2026

Verizon subscribers are still upset, but it’s time to look at the bigger picture – PhoneArena
www.fiercewireless.com Favicon fiercewireless.com
1.27.2026

Verizon didn’t actually trigger a price war: analysts – Fierce Network
www.fiercetelecom.com Favicon fiercetelecom.com
1.27.2026

AT&T says that Winter Storm Fern outage is power-related – Fierce Network
www.phonearena.com Favicon phonearena.com
1.22.2026

The Verizon outage reveals the end of five-nine network reliability, and it could happen again
www.fiercewireless.com Favicon fiercewireless.com
1.22.2026

Bezos’ Blue Origin plans new satellite network with enterprise focus
www.businesswire.com Favicon businesswire.com
1.22.2026

Fiber Broadband Unlocks Capacity Required to Fuel AI and Quantum Innovation
www.fiercewireless.com Favicon fiercewireless.com
1.20.2026

Verizon outage: Analysts and more weigh in – Fierce Network
www.lightreading.com Favicon lightreading.com
1.20.2026

T-Mobile’s SuperMobile will supercharge its business ambitions – Light Reading
www.cnet.com Favicon CNET
1.18.2026

Verizon Outage Caused by Software Issue, but Details Are Still Elusive

We're still piecing together what caused Verizon's extended service blackout, but network experts point to possibilities based on how it transpired.…
brobible.com Favicon BroBible
1.18.2026

What Caused The Massive Verizon Outage And Should You Be Worried About Cybersecurity?

Verizon mobile suffered a massive, nation-wide network failure, and the details of why and how are still a bit murky.…
www.phonearena.com Favicon phonearena.com
1.16.2026

Verizon is tight-lipped about outage cause, but the embarrassing reason has been figured out
www.theneurondaily.com Favicon The Neuron
1.16.2026

😺 Claude: Months of research, done in 20 minutes

Claude completes months-long research in 20 minutes at Stanford. Plus: the cursed phrases exposing AI-generated content and ChatGPT's 8th wrongful death lawsuit.…
www.mobileworldlive.com Favicon mobileworldlive.com
1.16.2026

Ericsson to slash 1600 jobs; Google boosts Apple AI – Mobile World Live