About Telcobeast

Telecoms is one of the most consequential industries on the planet. The decisions being made right now, who builds the fibre, who owns the towers, which governments let Huawei into their networks and which don’t, how the AI compute buildout changes what operators are actually for, will shape how economies work and how power is distributed for decades. And the coverage of those decisions is, with some honourable exceptions, genuinely poor.

The trade press reports the announcements. The analyst community produces research calibrated to what buy-side clients already believe. The operators and vendors publish thought leadership designed to flatter their own strategies. And the mainstream financial press dips in occasionally, usually to confirm that telecoms is a boring utility sector with no interesting story left to tell.

I spent the past few years inside telecommunications strategy and M&A, at a large European operator, working across acquisitions, strategic partnerships, and a full IPO process. Before that, I built and ran my own company, and worked in venture capital. I know what operators say publicly and I’ve heard what the same people say when they’re not being quoted.

Telcobeast is my attempt to say what I actually think, in public, about an industry I genuinely enjoy and care care about.

If you work in the industry and think I’ve got something wrong, tell me. Reply to any issue directly. I’d rather be corrected by someone who knows than be confidently wrong in public for longer than necessary.

Telcobeast is published for informational purposes only. Nothing here constitutes investment or business advice.