Blog posts 1–11 of 125
Sampath Out at Verizon Consumer: The Rescue Team Has an Expiration Date, and the Successor Is Probably European
Sowmyanarayan Sampath is out as CEO of Verizon Consumer Group, effective March 31. Dan Schulman announced the departure this morning in an internal letter layered with corporate gratitude…
AI Choice 2026: Why Licenses Don’t Equal Adoption
AI Choice 2026: Why Licenses Don’t Equal Adoption February 3, 2026 | Joe Salesky, Analyst & Head of AI Research Despite Microsoft’s enterprise distribution advantages and Office…
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…
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…
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…
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…
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…
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…
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…
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…
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…