Insights

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

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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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Impact of AI on Storage Requirements

AI Adoption Will Impact Corporate Storage Requirements By Mitch Klaassen AI adoption is expected to drive exponential growth in data storage demand through 2028. In response to a…

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Amdocs uses its North America analyst conference to layout its path to ongoing success

By Mitch Klaassen and Daryl Schoolar During the week of September 22nd, Amdocs hosted a two-day North America Analyst Event at its Plano Texas location, just north of…

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Podcasts

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

#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.
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#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.
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#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.
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#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.
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#273: Starlink’s Victory Lap, Amazon’s Sprint, and GEOs Crashing

12.8.2025 — The speakers discuss the recent report on the satellite in the US and the potential for Starlink to lord over everyone. They also talk about the dual source initiative with the Golden Dome project, the success of the Amazon Leo program, and the government involvement. They also discuss the potential for a " Charlie spirit" with Elon Musk and the " Charlie spirit" with Don. They suggest keeping an eye on the situation and mention the potential for " Charlie ghost" with Starlink. They suggest cutting trees and not bidding for spectrum, and mention the potential for " Charlie spirit" with Elon Musk and Don.
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#272: A New C-Band Auction & What It Means for Wireless and Satellite

12.1.2025 — In a conversation between speakers, they discuss potential spectrum auctions and potential wireless auctions. They mention a bill executed by the FCC to auction spectrum, which is expected to happen before Independence Day. They also discuss competition from Amazon's Bead service and the potential for fiber to fill unanswered spots in rural areas. They suggest that governments should not run businesses and wireless carriers, and that the environment may be different in the past auction. They also discuss the potential for FWA to be used in urban and rural areas, and suggest spending $47,000 on Verizon on the c band.
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#271: Vegas Baby! T-Mobile Easy to Switch Un-carrier Event

11.24.2025 — T-Mobile is hosting an Un carrier event to offer analysts and other consumers access to T-Mobile's data services. The event is being organized by T-Mobile to make switching easier for customers, and the focus is on fixing issues that may arise from a previous carrier. The benefits of switching from one carrier to another, including disenfranchising, the need for a new device, and the profitability of upselling digital products and insurance programs are discussed. The shift to a new carrier is seen as a result of a difficult situation, and the impact of switching on consumers and the upcoming year are also discussed.
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In The News

Latest in the press and news.

www.aei.org Favicon American Enterprise Institute - AEI
1.8.2026

The Data Displaying AI’s Impact on the Telecom World

Shane Tews and Roger Entner discuss the digital networks that carry AI's important data and how AI has influenced the telecommunications sector.…
www.aei.org Favicon American Enterprise Institute - AEI
1.7.2026

The Data Displaying AI’s Impact on the Telecom World

Shane Tews and Roger Entner discuss the digital networks that carry AI's important data and how AI has influenced the telecommunications sector.…
www.fierce-network.com Favicon fierce-network.com
1.6.2026

Cable One makes big move to expand Clearwave Fiber – Fierce Network
www.lightreading.com Favicon lightreading.com
1.6.2026

Why the device insurance foundation is fracturing – Light Reading
www.aei.org Favicon American Enterprise Institute - AEI
12.24.2025

How AI Is Shifting the Telecom Landscape (with Roger Entner)

Shane interviews Roger Entner to discuss the future of artificial intelligence in the telecommunications industry.…
www.findarticles.com Favicon FindArticles
12.20.2025

SpaceX Plans High-Speed Cellular Starlink With 15K Satellites

SpaceX is planning the next step in its Starlink direct-to-cell world service with a mission to beam “actual” high-speed internet right on ordinary…
www.fiercewireless.com Favicon fiercewireless.com
12.19.2025

AT&T wins court order against T-Mobile’s “Easy Switch” app – Fierce Network
venturebeat.com Favicon venturebeat.com
12.18.2025

Real-time AI market intelligence is becoming the Next Competitive Edge for Enterprises
www.fierce-network.com Favicon fierce-network.com
12.18.2025

Verizon Business intros FWA on a 5G network slice
www.benzinga.com Favicon Benzinga
12.17.2025

AI Adoption Isn't Driven By Executives, But By Workers: What 100K Users Reveal
tokenist.com Favicon Tokenist
12.16.2025

AT&T’s Dividend Standoff: Yield Stability or Another Cut Waiting to Happen? - Tokenist
www.fiercewireless.com Favicon fiercewireless.com
12.15.2025

Charter CEO: Residential wireless backup is on the way – Fierce Network
techbullion.com Favicon TechBullion
12.14.2025

American Workers Quietly Spark a $420 Billion AI Productivity Boost
www.tmonews.com Favicon tmonews.com
12.13.2025

T-Mobile Promotes Jon Freier to Chief Operating Officer
www.mobileworldlive.com Favicon Mobile World Live
12.12.2025

Netflix, Paramount face-off; Australia ban kicks-in

MWL brings you our top news as Paramount made a bid for WBD, Australia's social media ban kicked in and Nvidia secured chip approval.…