Episode Transcript
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american manufacturing recently
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your shatter tennessee never
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stop never visit tennessee dot com to learn more about
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recent twenty one plus we
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i knew
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i could tell editor in chief of the verge decoder
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is my show big ideas of
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us here , quick
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version of a very last x x
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nine she's trump administration smooth
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as long as of health this networks stand
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up stand new fighting to
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keep the number of national wireless carriers
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it for preserved for
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petitions in the movie what
1:41
about the field and
1:43
, sweet sweet
1:48
is slowly getting off the ground offensive
1:50
built on a new kind of wireless technology
1:52
called radio access network for
1:54
over if this , is only
1:57
the third eren network the entire
1:59
world
2:00
and if or when would radically
2:02
, how the entire wireless industry offers
2:05
offers wanted to know more about around for a so
2:08
today i'm talking to turk them and
2:10
ceo of rackets and mobile bracketing
2:13
mobile has mobile new wireless carrier in japan
2:15
just launched towards was also
2:17
the world's turk
2:25
has a history in the business, he's
2:27
an engineer who's run engineering groups at t-mobile
2:29
and huawei which provides a of equipment to
2:31
wireless and importantly, he helped
2:34
launch the reliance jio network in india,
2:36
which quickly became
2:38
the dominant indian wireless carrier,
2:40
but offering low-cost 4g
2:42
lte service now he's
2:45
doing it again with that
2:47
he's making an open, here's
2:49
the deal right now or wireless carriers
2:52
like t t verizon runs
2:54
its network on proprietary hardware from
2:56
vendors like a nokia at ericsson zte
2:58
and huawei to buy
3:01
their proprietary playstation, they run
3:03
their proprietary software and all of that forms
3:05
the radio access network, which manages
3:12
or know harrisburg
3:14
, access
3:17
to break apart the hardware and software
3:20
and make it so that many more vendors concealed
3:22
radio access harper the brackets
3:25
and mobile can run its own sauce
3:28
think about it like sauce mac first pc and mac
3:30
is apple hardware running apple's software
3:32
votes
3:38
that's a promise of around that
3:40
it will increase competition and lower costs
3:43
for sunday were business partner allow
3:45
their to be more software innovation and
3:47
generally make networks faster and more time
3:50
since operators like rackets and not obese
3:52
and tighter control of the software that runs
3:54
the networks and even some and had
3:56
software had hardware itself to cloud
3:58
services
3:59
right on right now covered
4:02
the mountains to for still these are all
4:04
very conservative police do not
4:06
like to take risks an unprecedented out
4:12
mr and help the world's first
4:14
around network in japan he
4:17
says is operating costs or somebody
4:19
person
4:22
and want to win a vastly lowered
4:24
weekend see accept
4:28
that doesn't employ any hardware engineers
4:30
have to , is all suffer
4:34
from work with more interactive mobilization
4:36
more interactive the can run an open hearts they
4:39
can sell it to other people to
4:41
target helping
4:45
dish run his networks belongs
4:47
, know com wanted to ensure ensure
4:51
really want to know if or when is going to going has
4:54
hurt is managing to make happen in such a
4:56
traditionalist industry free
4:58
audience like really into it there
5:00
is a lot of vocabulary
5:02
in this episode here some notes you'll
5:05
hear trixie greenfield a lot
5:07
the just need adobe a new network from scratch
5:09
with new technology kansas has cut backs
5:11
that stance or capital which is basically
5:13
how much a carrier spending to build and maintain
5:15
it's network
5:16
there's mentions a cloud in the edge a lot
5:19
the clouds beans centers and the edges
5:21
a part of the network closest to the use
5:23
the cancer cell towers new devices are connect
5:27
i said oh ss and since we're subsystems
5:29
that's the software that runs on that network hardware
5:32
we talk about latency which is the delay between
5:34
transferring data the lower the latency the faster
5:36
the networks deals
5:38
newer phones and that were supports mikulski sandwiches
5:40
how you authenticate a phone to network
5:42
press sim cards are just little piece of plastic
5:44
impress know north and east and his arms virtual
5:47
the switch carriers just pushing a button
5:49
on the screen friday network she's a radio
5:51
technology called masses me mouth it's of domain
5:54
me now stands for muffle input not allow put
5:56
the lesser sending and receiving multiple data signal
5:58
simultaneously
5:59
memo has been using some our sins three
6:02
g but with fighting it works of even larger scale
6:04
so massive philo israel
6:06
hairdresser building small cells and big
6:08
cells the big souls or just traditional
6:11
cell towers and small cells are exactly
6:13
what they sound like they're smaller access points
6:15
but you can put of them in a dense areas
6:17
cities and get better coverage in
6:20
a hundred years turkoman ceo
6:23
of rackets and mobile and rackets and some
6:37
the argument you are the ceo
6:39
of rackets and mobile and the ceo record
6:41
and since any welcome to decoder thank
6:44
you like thank you for pleasure being with you
6:47
i am very excited to talk to you
6:49
i have been very curious of us next
6:51
generation of networks that's being
6:53
built a brackets and mobile leaders
6:56
and as much nicer networks but we gotta
6:58
start at the beginning braxton the japanese
7:01
company rectangles in japan have
7:03
we largely us based audience so
7:06
just to start can you explain what rak
7:08
attend his without accompanied his it's
7:10
presence in japan
7:12
well needless to rocket and group
7:14
as a whole is definitely i
7:16
would say not a telecom company it
7:18
is mostly and internet services
7:21
company the company started as
7:23
an e-commerce you know the
7:25
earliest e-commerce technology
7:27
companies in japan today it is
7:29
one of the largest e-commerce law largest
7:32
been pick banking travel
7:34
i significant internet services
7:37
primarily built around built around ecosystem
7:39
in japan and the only
7:42
missing piece and rocket and as a grill
7:45
wisdom or by connectivity business and
7:47
that's why i came to japan to help rocket
7:49
and build and launch a destructive architecture
7:52
it's more about forty five you network
7:55
in this country
7:56
the only reagan really bad
7:58
comparison
8:00
it was a huge or net service riders nine
8:02
for this is kind of like is yahoo was massively
8:04
successful
8:06
try to wireless network
8:07
me think it think of amazon and me
8:09
what would happen if amazon once a mobile network
8:12
in the us the answer
8:14
it's really rather than operates at this scale
8:16
in japan and maybe this is the
8:18
best analogy i would give use is having
8:20
a company when a destructive
8:22
mindset disruptive his skillset
8:25
destructive culture deceptive organization
8:28
the the company endorse
8:31
most super crazy idea of how we should
8:33
feel this next generation mobile infrastructure
8:36
i think that's why attribute most of the success
8:38
is the the and and culture is just remarkably
8:41
different
8:42
there is huge how is structure
8:45
overall him and hours rackets and mobile
8:47
part of that structure
8:49
well if you think of the all the interviews
8:51
today i think from a the founder
8:53
and chairman of the company nikki is strictly
8:55
you know one the most innovative
8:58
leaders i have ever had the opportunity
9:00
to work with i cannot tell you how
9:03
much i enjoy the interaction we
9:05
have with him down , earth
9:07
his leadership style is definitely
9:09
hands on he doesn't operate at a high
9:11
level level fundamental belief
9:13
of rapid and is around synergistic
9:16
impact for it's ecosystem so if you
9:18
if about the company with
9:20
it's seventy one internet facing
9:22
services and japan and
9:25
by the way we all saw for all globally you
9:28
as a consumer have one
9:30
membership idea that you benefit
9:32
so the points loyalty
9:35
is the foundation of what this company
9:37
works on so regardless of which so
9:39
you consume week hi
9:42
all of these services through this new
9:44
id across the one services
9:47
so the companies and organizations
9:49
are internally have subsidiaries and
9:51
legal structures that with suffering all
9:53
them but yeah synergistically
9:56
the are connected through this membership point
9:58
more with my open for him what we think is really
10:01
really critical to grow a
10:03
, impact of not just one
10:05
that the collective services to the and consumer
10:08
consumer we're today rocket immobile is
10:10
a subsidiary the group and
10:12
most recently rocket and symphony
10:15
which is swinging more focus on our platform
10:17
business the taking the that
10:19
acknowledging the architecture that we have
10:21
done in japan and focus more
10:24
on globalization of this technology
10:26
sending us and promoting as to global customers
10:28
he's a symphony do you mean they're wireless network
10:31
to conjure the technology or something
10:33
yeah so simple yourself is much
10:35
more than just wireless of course it has
10:37
a not a cloud connectivity edge
10:40
class connectivity architecture it had
10:42
the wireless technology stack for forty
10:45
five g life cycle management for
10:47
operations as his the platform
10:50
that the basis of symphony was the technology
10:52
the rock with a more by launched in japan
10:55
and in august of last year
10:58
we launched the rather than symphony as
11:00
a form of entity the take
11:02
all the technology on promoted
11:04
to global customer base
11:06
one of the reasons that a uniter having this conversation
11:08
is dishnetwork in the united
11:10
states is a symphony customer
11:13
once you next generation five she network
11:15
i'm very curious about how that's
11:17
going sounds like something is a be piece of the puzzle
11:20
the to give you may better backgrounds
11:22
maybe we should start if
11:24
you don't talking a little bit about
11:27
immobile business in japan because really this is
11:29
the foundation how this idea initially
11:32
started from so worm
11:34
in worm i i tell you i have has
11:37
a super crazy life i i'm really blessed
11:40
that i had the opportunity to work with
11:43
amazing leaders i worked across
11:45
three , so far far
11:48
been into twenty two geography is
11:50
my previous experience before coming to japan
11:52
building another large green field and india
11:55
called reliance do you have taught me a
11:58
bit by the way of thought me the value u
12:00
s daughter to be very frank assess as
12:02
of when you go into a country the
12:04
basis and the economic of units
12:07
on how much you could charge a consumer
12:09
is one to two u s dollars
12:12
you know the idea of supply chain
12:14
procurement on cost has
12:17
to change i mean if you have to find a way
12:20
the build up cost efficient networks
12:22
sort of have done a lot of very
12:24
very disruptive products and
12:26
and india with launched rely
12:30
on sergio became a really good
12:32
cinderella story for the industry i
12:34
am extremely thankful for what happened
12:37
to me and to india an extremely thankful
12:39
for you have taught me personally i
12:41
always wondered if wondered if
12:44
a second opportunity to build a
12:46
greenfield what would
12:48
i do difference so worm
12:50
to give you perspective on everybody that's listening
12:52
to this podcast perspective you
12:54
, if you really look at mobile
12:57
technology since the inception
12:59
of the first one g nineteen eighty
13:01
one this industry
13:04
has been nothing but about like
13:06
all it's hardware changes you take
13:08
old hardware you were places with no hardware
13:11
and as the geez changes even here
13:13
we are in two thousand two thousand two nothing
13:16
has changed on the way we deploy network
13:18
is still complex too expensive
13:21
i don't think the essence of by i
13:24
and autonomy exists into the
13:26
dna of the network so long
13:28
, short that's why when you look at the
13:31
cost expenditures to build
13:33
new technology my g i
13:35
think it is really cost prohibitive so
13:38
prohibitive saw incidence i saw the chairman
13:40
and ceo the rather than greet them
13:42
the humidity really loved
13:44
everything about with that
13:46
and is all about in another time i didn't like
13:48
much like most people for said in know
13:51
necessarily rocket
13:53
and was i just knew more rapid them because i
13:55
love football soccer recess
13:57
and i know there was a pig sponsor
13:59
of the barcelona so that i knew as
14:01
much and you
14:03
know when mickey starts explaining about the company fabric
14:06
it's dna is internet services
14:08
internet really i really was
14:10
significant opportunity the
14:13
have if he adopt
14:16
a very different architecture and how these
14:18
networks deployed one that moves
14:20
away this proprietary
14:22
hardware what happens if we
14:24
remove hardware completely and the
14:27
built the world's first and
14:29
only cloud native software
14:32
company the time this
14:34
was and ppt a me let me be really
14:37
honest with you it's just an idea that
14:39
i conceived thinking what
14:42
would i do different had
14:44
i get been granted an opportunity like reliance
14:46
you are looking at the cost structured a
14:48
we us than and you're on one of the
14:50
heat elements that i wanted to change
14:52
was really around number
14:54
one adopting this cloud architecture
14:57
which is unique nobody have really deployed
14:59
and into and horizontal cloud across
15:01
any so for the time second
15:03
, you have heard of the in other industries
15:06
and extremely talking about this thing called open
15:08
ran and the idea of this hardware
15:10
software desegregation and
15:12
third for me and i told everybody
15:14
a sudden with my room ultimately
15:17
whatever it is glad whether it's open ran
15:19
the dream is that enablement of
15:21
full eponymous network a network
15:24
that is able to heal
15:26
itself run itself fix itself
15:28
would no human beings and this
15:30
and this journey of mobile he lay
15:32
i think this is what differentiated
15:35
so much about what we have done we
15:38
need to the journey not and i
15:40
tell you i had a recipe that define
15:42
what success with equalize but the
15:45
i it you i mean i got
15:48
obsessed about this idea obsessed
15:51
the for four years
15:54
they're driving very hard you
15:56
know by creating by creating
15:59
class organization
16:00
raping a larger ecosystem getting
16:03
everybody cultivated motivated
16:06
about this idea unconscious death for
16:08
years ago did not necessarily exists
16:10
and here we are you know we are now
16:13
first commercial launch the
16:15
world is celebrating what we have done
16:17
the life and enjoy the ideas around
16:19
this disaggregated network they love the
16:21
concept of cloud native architecture
16:24
and then it became on what i love the
16:26
most that we opened up a healthy
16:28
debate across the globe including
16:32
what we saw and really encourage
16:34
and support what dishes doing and they not
16:36
by deploying open ran as an architecture
16:39
i think this is right
16:42
platform to build future resilience
16:45
scale of will cost effective mobile
16:47
network so so this this high
16:50
level story of how this journey started
16:52
it's really really started with super
16:55
crazy ambitious idea an idea
16:57
that nobody thought that we would succeed
17:00
everybody if you read the four years ago
17:02
some of the press release that was published i cannot
17:04
tell you how many times was
17:07
told i'm crazy i'm in a going
17:09
to succeed but i don't
17:11
i mean i , a ceci
17:13
of we became fanatic about this idea
17:15
and i think that's what drove
17:18
us old emotionally connect to the mission
17:20
the objective and i'm very and i'm
17:22
see the results that the team as a t
17:24
the our figure in stages of a definite
17:26
once i got ceo which is a really interesting
17:29
sunday small none of this whole and
17:31
it's over what you've built with around and how that works
17:33
in the industry and one time where to go
17:36
as a platform for the network runners
17:38
what i get ass decoder questions
17:40
first
17:41
you described your and super crazy
17:44
five times now the ceo
17:46
vague wireless routers pan
17:48
you're selling access to other see is
17:50
how do you make decision
17:52
i have to tell you and i know and this
17:54
might sound a little bit controversial
17:57
but i have to tell you i
18:00
in any project i have taken i remember
18:02
this even from my early early days
18:04
i know we always been hearts
18:07
that when you look at big ambitious
18:09
things and big projects you have always
18:11
taught that you have to plan
18:14
for plan a and then plan for
18:16
plan be then i tell
18:18
you never worked with me i
18:20
always look at a concert
18:22
i will no plan b for the
18:25
project i have taken a really
18:27
go into it not
18:30
thinking that this project will fail thus i need
18:32
to look at alternative an option so i
18:34
am absolutely not worried about
18:37
making big bold decisions
18:39
i live a philosophy
18:42
that it is sometimes okay to fail
18:44
but lifts fail fast pick ourselves
18:47
progress i also would tell you that sir
18:50
and i'm not advocating that people should not have option
18:52
a an option b but me personally
18:55
i felt that if i'm from the beginning
18:58
of what option v might look like i
19:01
would give my mind the opportunity
19:03
to entertain that there is an escape clause
19:06
and when you work on ambitious projects
19:09
ambitious think having an escape clause maybe
19:11
in the beginning not necessarily
19:13
a good thing i think you to be convicted
19:15
about your beliefs your ideas that
19:17
taking some really really tough calls
19:20
by the way during my life my
19:22
carrier for whatever reason
19:24
i wasn't really worried about the
19:26
consequences of failure the
19:29
i think sometimes we learn more
19:32
the mistakes we make we learn more
19:34
by having through the tough experiences
19:36
with his personal or professional so
19:39
, would think my decision making
19:41
capabilities is wonderfully is
19:43
very bold about trying
19:45
to make the team believe in the
19:47
objectives were trying to to accomplish
19:50
and not have worry about
19:52
, sometimes you just need to be focus
19:55
on the idea and the mission and
19:57
yes that is also important but that's not the
20:00
the thing i was married to have
20:02
operated like this all my life and so
20:04
far and really hot he was
20:06
so the thinking that i've adopted but i'm certainly
20:08
cel he i'm not advocating that people should not have
20:10
options and allies as he's
20:12
in projects the
20:14
do really think that this idea of no
20:17
plan b it is something
20:19
that has merits to
20:21
how you adopt your leadership style
20:23
and and approaching projects before thinking
20:26
the you know the spotted my not work so what's the other option
20:29
yeah well i think with
20:31
deploying
20:33
millions upon millions dollars
20:35
mobile broadband equipment they're often feels
20:37
like you gotta be committed so let's talk about that would
20:39
start with geo the
20:41
researchers are realize year is not the biggest
20:44
carrier in india is extremely popular
20:46
that it launched as a pretty disruptors
20:49
challenger against other tears and and like
20:51
yours it launched fit forgery
20:54
who's free for i can first six months right
20:56
this is really gave it away for free
20:58
and even lower cost ever since
21:00
is not the new idea right
21:02
it is not the open hardware software
21:05
desegregated network you're talking and now has
21:08
an angio sub sheep in the beginning in india
21:10
i will tell you the sturm a one minute
21:12
pretty huge i was sitting and very comfortably
21:15
by the way newport beach and i get of a
21:17
call from my friends the
21:20
you know he was asking me if i would be
21:22
interested to go to india
21:24
and part of the leadership team to build
21:26
this ambitious out these his idea
21:28
to build a massive network as scale in
21:30
the countries of has so far north
21:33
of one point three billion people the
21:35
you i'm he made my first reaction to him
21:37
was a mean what i know but in the
21:39
i have colleagues that i know but i've never
21:41
really been there of to leave encouraged me
21:43
to go and meet the executive
21:45
leadership team of relying ceo and
21:48
as to tell you i had during the conversation
21:51
i went and did that because seem as
21:53
since really an interesting opportunity say
21:55
remember isis to dallas and i had
21:57
a conversation with
22:00
the three meters at the time and not really
22:02
know who they are and of them in
22:04
particular after tell you the
22:07
he talks the more
22:09
i just wanted to listen i was
22:11
really really amazed
22:14
by had his ambition to what he
22:16
wanted to achieve in the country and
22:19
at the end of the conversation you know is
22:22
what was that he told me
22:25
the name
22:26
because somebody i mean i would
22:28
say from l a lot of people i worked with
22:30
have no clue that from him i were quite
22:33
a bit from the viewpoint
22:35
is ah india was ranked
22:37
one hundred and sixty fourth in the
22:40
in mobile broadband penetration
22:42
before realize you so
22:45
the idea was can we and
22:47
assemble and organizational structure
22:50
that takes india a hundred
22:52
and fifty fourth and the world and
22:54
and bring you pick us connectivity
22:57
everywhere and anywhere you go
22:59
across the country can at one point three billion
23:02
people benefit from this
23:04
massive transformation by offering
23:07
having a services at the time by the way
23:09
of he was their service the third
23:11
your lunch with so
23:13
, me personally i mean i i was really
23:16
really amazed by this ambition
23:19
how big is it was an
23:21
i said this is an opportunity i just cannot
23:23
just was much bigger
23:26
than financial reward it was an opportunity
23:28
of learning and understanding i
23:30
truly utterly enjoy know
23:33
meeting different cultures a whole was love this
23:35
i just like were the more
23:37
interactive if you're from different parts of
23:39
the world the more just and appealed
23:41
the energy inside me sad pick
23:43
myself up on i moved to india on i
23:46
in now i remember in the mumbai old
23:48
at the time i powered
23:50
my device see
23:52
a symbol and the device i haven't seen in the us
23:55
for decades which is a to the symbol
23:57
the time and i knew what
23:59
the opportunity or front of deal if we
24:02
do this right so to
24:04
do and india the time was that the that big
24:06
us technology think about it if
24:08
you if you have to g what
24:10
what is really the definition of broadband is
24:13
you know two hundred fifty six kilobits per
24:15
second i mean this is not if i mean
24:17
i've not internet services so
24:19
, foundation of what's your started with his
24:22
number one another say the big things
24:24
that i've learned most
24:26
people think that the way you achieve
24:29
best pricing is through
24:31
a process called request
24:33
for proposals and reverse options
24:36
the brain vendors and partners to
24:38
compete on bet against each other sometimes
24:42
there's a better way to do this sometimes
24:45
you're fine larger companies
24:47
the ceos
24:49
the
24:50
the emotional connections idea that you're
24:52
building on are willing to work with you
24:54
a true partner so
24:57
one of the key fundamental fillers
24:59
i'm a learn from deal is not everything
25:01
is about that a squall
25:03
status quo and how you run supply
25:06
or selection vendor selection request
25:09
for proposal and everything everything
25:11
starts from top leadership
25:13
of partners you select ,
25:16
the get your ability and their ability to connect
25:18
about the emotional journey because is an emotional
25:20
journey after all all go do like
25:23
this as a scale what you wanted to to
25:26
i would tell you that my biggest lessons learned
25:28
is the process of selecting suppliers
25:31
what just different uniquely
25:33
different he knows seconds
25:35
i think he knows of you
25:38
know this ideal world building network
25:41
at a cost us live relatively low i'm
25:43
in how this open ran idea human
25:45
to during that my tenure in the geo
25:48
i started really thinking about you
25:50
know sybil network as scale regardless
25:53
of how cheap your labor is
25:56
you need to fundamentally change
25:58
your operating
25:59
that forms for digitization the
26:02
think about at the time via
26:04
with have north of a hundred thousand
26:07
in one day working in the field deploying
26:10
sides now how do you manage
26:12
a hundred thousand people were you give them tasks
26:15
orders click on the quality
26:17
of installation they do an
26:19
audit the work before you turn
26:22
up any what is called of a stations the
26:24
side so the radio eunice one
26:26
of the things that i've done is to drive
26:28
the since higher digitization of digital
26:30
workflows associated with
26:32
connecting everybody in india whether it is
26:35
urge you employees it's
26:37
contractors it's ,
26:40
organization and i think you know over
26:42
three four hundred thousand people at innocent
26:44
of time with come to the systems of my team
26:46
built that changed everything
26:48
changed change mentality of how we drive
26:51
efficiency and how we run operations
26:55
and this this i would tell you a big
26:57
building started formula
26:59
yeah my mind around automation
27:02
it's impact operational efficiency
27:05
if you approaches the completely
27:07
sentimental to view
27:10
from the current legacy systems that the with another
27:12
telcos the second thing
27:14
second thing i also start to wonder
27:17
because of the constraints of
27:19
financial pressure the
27:21
what we call the average revenue per
27:24
user the arpu which is the measurement
27:26
of how much you charge a mobile customer
27:29
you i wanted to find them you
27:32
know as a different way of how the network should be
27:34
deployed so tell you the story that changed
27:36
everything in my life and geo
27:39
one of the one of when you build
27:41
the networks are like g o that has
27:43
to support one point three billion first
27:46
of all it's not just about these big massive
27:48
radio sightsee deploy but we need called
27:51
small silver small cells can consider them
27:53
are products , look why
27:55
find access point but he deployed less of
27:57
them to achieve what
27:59
we monday's industry the heterogeneous design
28:02
designed of has big size small size
28:05
to meet capacity and coverage side
28:08
, an amazing presentation
28:10
about small cells to the leadership team of
28:12
deal and i thought i texted
28:14
out of the parks parks then
28:17
i just ask that question i have never
28:19
got asked in my in i
28:21
mean imagine i am that better than industry
28:24
by the way i've doing it for a very very long
28:26
time and , that
28:28
i guess as someone asked
28:30
me terry a love your strategy
28:33
can you tell me who is the fifth set
28:35
supplier
28:37
the small so products like what are you talking
28:39
about
28:40
see that this question
28:42
there's someone as you the chipset supplier
28:46
i have never been as such
28:48
a question and any operator that i have
28:51
ever for outside of india
28:54
and i not hunger and this
28:56
under and you know i was told of tarik
28:58
doesn't grow on trees in india
29:00
you need to know the cost to know the cost
29:03
you must understand the component so
29:06
this was this was the first
29:09
building block sizes ,
29:11
next time i come to this meeting i am not gonna
29:13
be an educated anymore and
29:16
sorry i've taken i'm in off as small
29:18
projects at the time it to me does not
29:20
seem audacious i said look if
29:23
, to a electronics shop in
29:25
the us a best small you
29:27
on i could buy a wife all access
29:29
points hundred dollars
29:32
that if i buy an enterprise
29:34
access points from a large
29:36
supply or because or thousand dollars and
29:40
i wanted to know what is the different so i hired
29:43
by the best the university
29:46
graduates wanted to ask for when
29:48
i asked him a trivial question open both
29:50
boxes right the
29:52
park numbers i had
29:54
a really great friends and qualcomm i
29:57
asked him and i remember this gentleman said
29:59
to me sister you are becoming too dangerous
30:01
assess assess know this that
30:03
you're the man near than your the network operator
30:06
your their margins so you're you're becoming
30:08
too dangerous and this is where
30:10
everything starts leaking everywhere so
30:14
i went to the chairman of on you other
30:16
city or he was not afraid
30:18
the think also that way i wanted
30:21
to thing i said look i wanna build our
30:23
own wife high access point i
30:26
said if we buy an artist
30:28
more than more than dollars i
30:30
am now convinced could
30:33
give you an access point out that some one hundred
30:35
dollars so this is how
30:37
it started and incest you
30:39
know a year later the
30:42
total cost of the y axis
30:44
wonder we build a new york costs thirty five dollars
30:47
the when you think about this delta between
30:51
the thousand and thirty you know thousand
30:54
a substantial amount of money say to
30:56
us this is where it started
30:58
so excited by this aggregating everything
31:01
angio enabled it's cost structure
31:03
and it's able to offer for free a
31:07
had a really really amazing partnership
31:09
with suppliers secured
31:11
have a great business terms simplification
31:14
of technology lt only
31:17
an amazing process about network
31:19
role at all played a huge factor
31:21
in loring the house and economic sergio
31:24
the museum at so angio
31:26
this is a transformative network in india
31:28
it is now obviously the throttle er network and yeah but you
31:30
were able to offer
31:32
a much lower cost product than
31:34
the traditional cell providers in with
31:37
what sounds like very very
31:39
clever
31:40
smooth
31:42
right you went negotiated new kinds of for a fire
31:44
agreements you when said
31:46
okay we've gotta actually incentives
31:49
buying off the shelf are going to integrate our products and
31:51
find more chipset costs a meager and products we've
31:54
got build a new way to deploy the network more efficiently
31:57
with our technicians that's just advantage
32:00
my credit that's this restaurant management
32:02
moves they're not technology
32:05
moves i would say like at their core at their management
32:07
news now you're onset rackets
32:09
and you're saying i'm adult around that
32:13
play right yeah still
32:16
the way i would bromley
32:18
it sounds like your children take the management play but
32:20
it made jia work and a lower cost
32:22
and i are moving this was even further
32:25
with
32:26
the technology of eren or
32:28
you're proving out a that will one day
32:30
enable further loss
32:32
there's two things i would tell you i couldn't do
32:34
and on it and it's maybe it's
32:36
it's not the fault of anybody
32:38
maybe it is just the maturity of the signing
32:41
that make a timing wasn't
32:43
right so number one that i wanted
32:45
to change if you look
32:47
at building a mobile network everybody
32:49
i think now more or less understand that neat
32:52
the antennas you need basis need radio
32:54
axes score network infrastructure
32:58
unless you are into this industry you
33:01
don't realize the complexity
33:04
of the operation tools that
33:06
one needs in order to and manage
33:09
this distributed massive infrastructure
33:12
so , first thing i wanted to change and deal
33:14
is the traditional architecture
33:16
this management layer is called were
33:19
says oh ss layers is
33:22
oh my god rk it is there is
33:24
a maybe i'm too polite too say i am
33:28
and especially if worked in an adjacent
33:30
vertical in an industry such as and hyper
33:32
scanners and internet facing company
33:36
you , be scratching your head to say
33:38
i can not believe this is how networks
33:40
are managed to day despite
33:42
the elegance of disease and that
33:44
he and changing from one to five
33:47
but the process of managing process of
33:50
as iraq t the you
33:52
with ever imagine the idea
33:55
that's true customer experience management is
33:57
aloof is still a dream but nobody has any
33:59
so the first thing i wanted to do
34:02
change this paradigm the paradigm of
34:05
having thousands
34:07
thousands of this aggregated to
34:09
says the manager network
34:11
into a consolidated platform like
34:14
an idea that you know frankly speaking i
34:16
couldn't drive into your so that's a first fundamental
34:18
block and now tell you why
34:20
that's even more important than open right the
34:23
building blocks for
34:26
new architecture next generation
34:28
of always says what is it was
34:30
her stand for operation subsistence
34:33
girl
34:34
the operation
34:35
like ones are you know if we
34:37
fill them
34:39
a new modern architecture the supports
34:41
real time to elementary the idea for
34:43
you to get information and
34:45
, time information about every element
34:48
every know that you have your network be
34:51
able to correlate them be able to
34:53
apply he all machine learning and top
34:55
of them requires modern
34:57
age platforms it is so critical
34:59
because my dream was i think
35:02
our success will be celebrated
35:04
not because of open ran and thus the mic
35:06
the sake i'm not really celebrating that we just
35:08
did open man i think many people don't
35:11
realize that realize the grander
35:13
vision grander want
35:15
to be talked about another stereotype of course about
35:18
strategies the
35:20
company that did maybe what tesla has
35:22
done for the electric industry autonomy
35:25
in car analogy of autonomy
35:27
mobile networks autonomy ,
35:29
mobile network isn't absolutely
35:32
absolutely an amazing opportunity
35:35
to build resilience
35:37
secure reliable network
35:39
and actually have anything better security
35:42
architecture better resiliency
35:45
does not need the complexity
35:48
the way we run and managed networks
35:50
of today so that was the first
35:52
building right i mean and and better way
35:54
the impact of this big building blocks
35:57
is masses on a sleazy
35:59
a visit the bill on organizational
36:01
efficiency between ,
36:03
and mobile and the another
36:05
a tells us today now that
36:07
seconds of you look at the cost structure
36:10
mobile networks and i couldn't also
36:12
do this and reliance your the time
36:15
if you look high certain say where do we money
36:18
regardless of geography that it country
36:20
seventy
36:22
to eighty percent of your spent
36:24
always goes into this thing is called
36:27
this a you access this radioactive today
36:30
has been a private club that
36:32
man really meant for about four
36:35
or five and that says that is no diversification
36:37
of supply chain you have
36:39
no option but to buy from erickson nokia
36:42
why we city norway else
36:44
could sell you
36:45
the products the radio axis and
36:48
the radio isis protestant or that visited the
36:50
base stations stations so
36:51
the components to the south our threat correct
36:54
to those are the basics and then under and the
36:56
of about seventy percent of the topics
36:58
so there they are by far the
37:01
one area that nobody
37:03
and know star
37:05
over in both an idea
37:07
to say you know of why don't we try to
37:09
desegregate this why don't we start
37:12
the move away
37:13
the traditional architecture
37:15
for having spaces are deploying which doesn't
37:18
custom hardware custom a six
37:20
to now a through software
37:23
that runs on commodity appliance
37:25
equivalent to what you is fine as i data centers
37:28
this concept than honestly
37:31
he knows as an interest he been talked
37:33
about that nobody was
37:35
willing to take that risk that's
37:38
all in any sort of maybe maybe
37:40
part of it is the
37:43
i'm wrong in
37:45
this area that's your job is secure
37:48
you pick up additional vendor maybe that four years
37:51
ago what what i was thinking through nobody
37:54
gets fired if you by i b m like this is like an exact
37:57
wasn't something like that you know had another
37:59
bonuses
37:59
because the initial investment is so
38:02
high like they're not many
38:04
start up wireless networks in the world
38:07
when i started his enormous on a capital just by
38:09
the spectrum is that just the stakes are too
38:11
high to take that kind of risk
38:12
two issues one i
38:15
think as industry and industry tell
38:17
you i'm not saying anything that nobody else
38:19
understand the facade of it is
38:22
we did one big mistake
38:24
that we the word spirits
38:27
the way they should be rewarded we don't support
38:29
him the way they should be supported our
38:32
ability to incubate health
38:34
and build an eco on friday
38:37
that that is build and new innovations new
38:39
ideas new startup i think
38:41
and telecom argue that to me
38:44
still really you know i
38:46
had a dream and reality that everybody wants
38:48
to see happening but we're not there today
38:50
look to do what we have done in japan i will tell
38:52
you it's was complex it
38:55
was not simple a was not easy
38:57
and the risk of associating you
39:00
know when you have any network the
39:03
massive amount of traffic of
39:05
course they are risks that you're gonna have to take
39:08
on the risks in that case this
39:10
is ensuring that you don't disrupt
39:13
you're running base human destruct and offer
39:15
bad quality services
39:17
the you said right out of for vendors urged
39:19
siemens nokia while a city you
39:21
have moved open ran of and
39:24
radio access in japan do you have more vendors
39:26
and as for are you actually using
39:28
commodity hardware with the to find that word
39:31
or is it so those for vendors been
39:33
i can run your coat on him
39:34
the you something that thera we have done so
39:37
the foundation of the success of are
39:39
more by today's added by rocket
39:42
and itself the enabling
39:44
on acquiring one of the
39:46
destructive companies in this open ran
39:48
space so we bought a company in boston
39:50
called i'll feel star i
39:52
part of your star had
39:54
everything one would dream about except
39:57
nobody would give much s so
39:59
way that we did things is a diversified
40:02
my hardware supply chain where i
40:04
purchased hard work through eleven suppliers
40:07
not four sided massive
40:09
diversification now under supply chain
40:13
mandated were manufacturing can
40:15
happen so in terms of father security
40:17
chipsets and , era
40:20
we entered around heightened security
40:22
specially or on friday i also felt
40:24
really really good about our ability
40:26
to control manufacturing and supply
40:29
chain the software for
40:31
your saw provided the radio software
40:34
that isn't hire open access network
40:36
in japan the
40:39
now of your star software is
40:41
running over two hundred and
40:43
ninety thousand radiating
40:45
elements this is massive
40:48
the ninety eight percent of population
40:50
coverage of japan has served their the
40:52
large vendors you know i mean
40:54
this is the the pluto will say i i get them use
40:57
credit one of the larger vendors nokia i
40:59
tell you they had a very very big debates
41:01
i told nokia when a by your hardware
41:04
i don't want to buy your software is
41:06
also an idea that they debated internally
41:08
i know they're bored have to approve it but
41:11
this this beauty of software desegregation
41:13
so now i buy one hardware aspect
41:16
of nuclear i'll for your star
41:18
running the radio software for that
41:20
lot from so this desegregation now a
41:24
we have diversified supply chain so we are
41:26
no longer just counting on for we have eleven
41:28
hardware suppliers
41:29
we have a common software south
41:32
the big building block which is the soy sauce
41:34
we have enabled our own conference at
41:36
all so rocket has purchased of
41:38
your star
41:39
from boston we have purchased a cloud
41:42
innovative club company and silicon
41:44
valley called robin that owe far as
41:46
cloud we have purchased though
41:48
assess company called in wine and formulated
41:51
you know the integrated technology stack
41:54
that is now potter bracken and symphony
41:56
you describe network is being in the clouds
41:58
will times simpli what does it
42:01
mean for a while somewhere
42:03
to be carbon
42:04
if i give you an image you
42:06
know four years ago i
42:08
was so as to do a keynote in japan
42:10
that was my first a here the
42:13
thanks to my translator i think people the
42:16
consulates explaining to them i said here
42:19
is an image of what we don't want to build
42:21
if an issue you know the base
42:24
station side but even in the corner work
42:26
as a delivery boys video messaging most
42:29
of the telecom the force across the world
42:31
even till today are still into
42:34
boxes of hardware having
42:36
a cloud network means that
42:39
your workloads now i
42:41
moved away from proprietary implementation
42:44
that complete network function software
42:46
components software components
42:49
that run with the beauty
42:51
of what is called micro services for software
42:54
and , elegance of things that
42:56
clouds inherently supports like
42:59
capacity management or to leicester city
43:01
skin and scale out know
43:04
these basic terminology
43:06
i'm not getting you things that has been invented
43:09
by rocket a mobile as luckily
43:11
thanks to google microsoft
43:13
amazon the
43:15
innovated like crazy on the clouds
43:18
that just benefited from the innovation that they
43:20
have done the deliberate on
43:22
skill abilities resiliency reliability
43:25
and a cost efficiency that one could never
43:27
ever imagined by the on the cost think
43:30
about this about this this is hyper operation
43:33
the structure
43:34
the hundred seventy nine thousand
43:37
radiating elements
43:39
the operational his count and rocket the mobile
43:41
is still sitting below two hundred fifty people
43:44
i'm on as the number increase
43:46
that is know that extra proportionality between
43:50
the number of the units
43:53
the network vs number of employees and
43:55
network absolutely no that a correlation
43:57
anymore so that's destiny
43:59
what i think loud is all
44:02
about and then the things and top of
44:04
it is modules the
44:06
i did you need to have to the rise to
44:08
the you know the operational efficiency that
44:10
at least within japan
44:12
the words from an end user prospective
44:15
right you know architected the snow or differently
44:17
you've created a small revolution
44:19
in the wilds in the street from the provider
44:21
level reason by any harm or from eleven
44:23
suppliers when they suffer on the end
44:25
user seen appreciable difference in quality
44:28
is for the just lower cost
44:30
none are new to me when of a key reasons
44:32
that rockefeller was encouraged
44:34
supported and the we
44:36
were determined to enter the mobile segments
44:38
and japan at the time
44:40
we felt that competition
44:43
is stagnant and japan the costs
44:46
the user is one
44:48
of be most expensive in the world so
44:51
we took first of all from the and consumer
44:53
the first thing they benefit from we took
44:56
of course a chapter from geostrategic lowering
44:58
the cost burden economic but
45:00
, also did something that is so simple simple
45:03
defined the average rate names in japan
45:05
was sitting about a hundred u s dollars by the
45:07
way for user and we drop
45:09
that costs for twenty seven
45:11
us dollars go crazy unlimited
45:15
go on there is no cast now when you go inside
45:17
our stores the change everything
45:19
we said look you need to think about the plans
45:22
there is only one that that's
45:24
it there's no this plan
45:27
that land that's nice of her mouth the
45:30
my choices point of view we made life super
45:32
simple we've been told we
45:35
international we bundle everything
45:37
under one local plan and
45:39
, tried it synergistically to
45:41
the larger ecosystem of rocket and so as
45:44
you you things with see
45:46
on ecommerce as you buy things
45:48
on our travel website as you buy things
45:50
from iraq and iraq as
45:53
you subscribe to unbanked
45:55
you acquire points now
45:58
these points you could use them the
46:00
op you're a similar bill even that twenty
46:02
seven dollars by the way could be zero effectively
46:05
could be zero
46:06
the synergistic impact of other services
46:09
you consume and rocket and under points you acquire
46:11
from all of them would your with records and
46:13
mobile be profit war twenty seven dollars
46:15
a customer if not is being subsidized
46:18
by larger academic
46:19
so first of all we have to be
46:21
profitable part of the commitment and japan
46:23
is one of course spectrum here is not
46:25
option and japan we are allocated spectrum
46:28
so you're given the spectrum but the are conditions to
46:30
with you cannot just run a business that is not
46:32
profitable stand alone so , will
46:35
break even in the and rocket mobile
46:37
a naked but the the way
46:39
that i think about it is not subsidized
46:41
by the ecosystem if ,
46:44
you a mobile customer because
46:48
the impact i could bring to the
46:50
larger sales contribution
46:52
obe you potentially buying from ecommerce
46:55
travel i am using connectivity
46:58
to empower the purchases of seventy
47:00
plus internet service so we're actually contributing
47:03
the larger group as long as it's the serve
47:06
in a total a hotline is
47:09
increase because of mobile contribution
47:12
i think the group as group as is in the been that shape
47:14
but even stand alone more by we
47:16
still are committed to break even
47:18
point on , need to make it as
47:20
a as a profitable standalone business
47:22
but the group as a whole remarkable
47:25
synergistic their impact term
47:28
and our business that's the
47:30
benefits and value now there's another benefits
47:32
on the network architecture when
47:35
the support moved into the pieces
47:38
i , we talk
47:40
in the essence of marketing about
47:43
edge no h to me
47:46
definition is so simple it
47:48
is all about bringing contents
47:52
close the your device
47:54
as humanly possible the bring
47:57
constant close to you i
47:59
would only the are you if you have
48:01
nothing but virtual machines
48:04
or network functions that our software the
48:06
ability for you to movies software
48:09
components the large data
48:11
centers a move them all the way to the edge
48:13
is trivial they'd be or
48:15
easy help you have to deal with hardware
48:18
reallocation and more from here to
48:20
hear that that becomes more complex so
48:22
when the use cases and rapid immobile
48:25
deliver i will tell you gonna
48:27
hear hopefully in the near future a
48:30
very very amazing
48:32
news about the lowest
48:35
latency in the world norwich
48:37
latency in the world delivered over
48:39
five g network that
48:42
is the beginning of what is
48:44
possible now for me be new use cases
48:46
where the consumer if i think of cloud
48:48
gaming it's been at least and wireless
48:51
nerve successful itself
48:54
that not sustain the latency
48:56
that cloud gaming would need and acquire so
48:59
i've been there will be a new era of applications
49:02
that are going to discover not speed i think speeders
49:04
or anything and started to tell you it's
49:07
a stupid metics to talk about i
49:10
agree we should talk about latency
49:12
about latency latency do you
49:14
deliver some you know
49:16
for a millisecond latency on a wireless network
49:19
this hasn't happened yet unlicensed spectrum
49:22
so i need to start the things that i
49:24
would tell you in a seat advantage of the soccer
49:26
architecture and the benefits the
49:28
creation new age application cloud
49:30
gaming and even when we talk to people getting
49:32
excited about metaverse metaverse loonies
49:35
must need as use
49:37
cases to become life into the not mobile
49:39
fabric
49:42
when you take a quick break the when come back turkish
49:44
gonna tell us how he would build a network in the united
49:46
states
49:52
hey run this is creighton am married priests
49:54
are under cutter and this episode is party by
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51:51
we're back was turned to me
51:55
the you talk about open ran how
51:57
you don't it i've architect of the network for
51:59
rackets and
51:59
the more i have a new software layers of
52:02
new hardware relationships you're also
52:04
the ceo of racket and symphony
52:06
which is that companies i'd rather than that within
52:08
license on these components other vendors
52:11
this network in this country is one
52:13
of those providers they're trying to build brand
52:16
new greenfield open ran
52:19
fives you network their the very stages
52:21
of if you were going
52:23
to build a network and or an hour to
52:25
had says how would you do
52:27
the first thing i would tell you my focus movie
52:29
would be a lot different than many people with think
52:32
it is not about technology
52:34
they have never in my life approach
52:36
a problem were thinking technology the crowd is
52:38
an issue i think we the
52:40
not give ourselves enough credit
52:42
about how creative we are as human beings and
52:44
our ability the so complex
52:47
problems we are just amazing beings
52:49
now we we don't sometimes
52:52
the
52:52
our sub enough credit for what could possibly
52:54
do so first thing i was
52:57
that with the structure organization
52:59
and culture the culture you
53:01
need to have the do
53:03
amazing the sector thing that's what i
53:06
when i moved into japan look at
53:08
i mean i didn't know anything about japan always
53:10
knew that i to visit but i didn't know
53:12
the complexities and and the challenges
53:15
interface and one of a key things i've
53:18
done mean imagine in and the
53:20
heads of tokyo largely driven
53:22
and supported by an amazing leadership
53:24
team but satiric the
53:26
world is your canvas higher
53:28
from anywhere and i've
53:30
brought and seventy nationalities
53:32
city located not as expats
53:35
relocated as full time
53:37
employees of our office
53:39
in japan being this diversified
53:42
multi cultured organization
53:46
where's the t and i hired by the way i did my
53:48
own recruiting i had six my team
53:50
so focus initially was initially was know what
53:53
is the top of dna i need the
53:55
disrupt the dna of obe i
53:57
call it is the spirit of the warriors are will
54:00
in to take these tough challenges willing
54:02
to take the bruises don't
54:04
get discouraged by people
54:06
telling you this will not work etc so
54:08
long story short i think i
54:10
would not build a network that
54:12
looks the way that smoked for
54:14
thirty years i would build a network that
54:17
because rocket and have done it this way but i do
54:19
think networks of the future must
54:21
have this essence software the
54:24
have autonomy into his dna that
54:27
just about open them by the way this isn't a holistic
54:29
approach for fundamental transformation
54:31
in the network architecture
54:33
professional are any answers always surprises me
54:35
most companies that i think of is
54:37
hardware companies once they make
54:39
investment software end with
54:41
more software engineers and hardware engineers
54:44
you have more software engineers and hardware incentives
54:46
i have them know hydrogen years
54:49
ago
54:50
none
54:51
the way the way i've done it is sir from
54:53
the beginning this was done by design knew
54:55
that i could create
54:58
an ecosystem on i don't want to be into the hardware
55:00
business i knew that from a fundamental business model
55:03
i thought i had enough
55:05
credible relationship in this industry to
55:07
, and creates an ecosystem
55:09
for people that just enjoy being into this hardware
55:12
design but it's not us it's not our fabrics
55:14
that our dna i know
55:17
on also you the more look at the world
55:19
and the more you see the amount
55:21
of them of success
55:24
companies have had by investing
55:26
heavily to the right skill
55:28
sets whether it is from data science ai
55:31
ml under various software a
55:33
organizations that they have built this
55:35
, i thought we needed so today for
55:37
rather than symphony if you go to our
55:40
army center in india we
55:42
have now over three thousand five hundred
55:45
people that the only do software
55:47
the only software
55:49
that to me as an asset that you just
55:51
unprecedented and stems of capability what
55:53
we could build what we could deliver on scale that we
55:55
could deliver us so i don't want
55:57
to invest to i just think that is not
56:00
my business our investment
56:02
is all about platform the
56:04
i'm really really enjoying to see
56:07
the advancements that we have enabled the
56:09
we are making the early journey still
56:11
i have a lot of other things that i want to accomplish
56:14
before we say symphony succeeded
56:17
symphony is the first of its kind company
56:19
right it's going to sell a new kind of operating platform
56:21
to other carriers do you have competitors
56:24
c this being the next turn
56:26
of the wireless industry
56:27
you're going to see other
56:29
platform integrators like symphony show up and say
56:31
to carriers hey we can do this park for
56:33
you can focus on customer service or
56:36
fighting with the fcc or whatever is occurs to
56:38
me to be very honest with you i think the
56:41
more that into the space the me
56:43
i will come it's i loved idea of having
56:45
more competitors into the space a
56:48
challenge is my own team just to stay up their
56:50
toes that's really good but also
56:52
the same time by having more answers
56:55
more come into the space it helps me the
56:57
debate the the hardware ecosystem today
57:00
the company is uniquely positioned why i would say
57:02
there's not a whole lot of people that could provide
57:05
the integrated stack the symphony and
57:08
was essence symphony biggest
57:10
advantage is heather running lies
57:13
lab getting large commercial
57:15
customer base called rocket immobile and
57:18
nobody tells me don't do this
57:20
or that and rocket immobile i did too
57:22
distracted by the as disruptive innovation
57:25
the invalidate new products and technologies
57:27
before giving him to anybody else it's
57:29
good to be the ceo of both is you're saying i
57:31
know this is this is one of the reasons i
57:34
yeah honestly i accepted and
57:36
volunteered because thought for the short
57:38
term is important to be able to control
57:40
these two ecosystem because in
57:42
japan it's japan quality sensitive market
57:44
know if know if a high quality network
57:48
nobody will doubt that symphony technology
57:50
stack is not credible business
57:52
skill level is not reliable secure sort
57:55
, to extent i think we
57:57
are uniquely positioned because our ability
57:59
deliver on a robust automation
58:03
platform open and software
58:05
technology architecture and anybody
58:07
h clouds the software
58:11
you know i don't see many in the industry
58:13
that has the technology capability
58:15
today that symphony could offer people
58:18
have bits and pieces of what we have when
58:20
i look at the integrated sack i'm really
58:22
happy to see we have some
58:24
unique intellectual properties an eyepiece
58:27
that that are really remarkably from
58:30
a from the market today
58:31
they're obviously this is a
58:34
quiet will see of in our toes are you talking to
58:36
have a foreigner guns or i then
58:38
and there is so com are they thinking
58:40
about around in this way
58:42
the day in the and the us instances
58:45
public i could talk about it is it's sir as
58:47
mentioned the you for me
58:49
not just about an oil and discussion at so
58:52
it's about almost that the whole story
58:54
is a we've announced the and last mobile
58:56
world congress the partnership
58:58
that we're doing with a cnc today agency
59:01
is serve is working with rocket
59:03
and symphony on a few disruptive
59:05
application around the this the
59:07
war flow and the operation for wireless and
59:09
wireline ah same as
59:12
telefonica you pay the the hanukkah
59:14
and germany and our
59:16
first by the way big breakthrough
59:18
as a integrated sad the
59:21
most exciting thing is also in the
59:23
heart of europe in germany we
59:25
are the supplier for a new
59:27
greenfield operator called one and one
59:30
i told the ceo of one on one my
59:32
dream is to build rockets and to that oh
59:34
and germany the we are building
59:36
the entire fabric of this network
59:38
and it's been really really amazing
59:41
journey to take lessons learned of japan
59:44
be able now to bring him to germany where
59:46
the early stages but i'm very optimistic
59:48
to see what the future with hold for open
59:51
as a whole for symphony but
59:53
will tell you this at least at
59:56
least now rocket and mobile and
59:58
rather than symphony the opened
1:00:00
a healthy debate will need
1:00:02
debate and industry that supplier
1:00:06
radio access supplier alternatives
1:00:08
and diversification that we need my
1:00:10
way into a softer driven network
1:00:12
and i think that's what we feel
1:00:15
a big big accomplishment for us
1:00:18
as you build out the iran
1:00:20
networks one thing that we know very well in
1:00:22
united states is that are handset
1:00:25
vendors apple samsung google
1:00:27
motorola are very picky about qualifying
1:00:30
devices for network oh yes yes yes
1:00:32
is there a difference in the conversation
1:00:35
between a traditional network and
1:00:37
or and network when you go and talk to the apple's and samsung's
1:00:39
of the world
1:00:40
yeah i mean i i you or leave it up to
1:00:42
your imagination of who the
1:00:45
one of the world's largest device
1:00:47
manufacturer you know before we got
1:00:49
approved as immobile company to be
1:00:51
able to sell their devices i
1:00:54
tell you the the pleasure
1:00:56
of the pleasure of working with the likes of
1:00:58
the of apple for me
1:01:01
the an unambiguous be honest about this i really
1:01:03
liked it i mean look their burden to quality
1:01:05
was really high than their
1:01:07
ability to accept them certify equality
1:01:10
of i thought you
1:01:12
know if we get the certification the we
1:01:14
need of from them a dozen other
1:01:16
you know connie audit if
1:01:19
well that have missed a
1:01:21
a big quality vernal so the
1:01:24
early days you know i will tell
1:01:26
you i mean apple engineering team
1:01:28
is really really strong i mean they they really
1:01:31
that technology or but their concern was
1:01:33
okay the technologies really great that
1:01:35
there's a lot of facets the with that is fascinating
1:01:37
but no matter how great it is
1:01:40
they have to pass a set of tv
1:01:42
ice and metics pretty nice if is a geisha
1:01:44
now this , not
1:01:46
reveal a really really was not trivial
1:01:49
and for me personally i went by the way through the
1:01:51
same journey into your wife's i can have
1:01:53
some ideas about the burden so acceptance
1:01:56
largely by sir manufacturing companies
1:01:59
but i also knew that the is a process of identifying
1:02:02
a few solving them coming back to the device
1:02:04
wonders whether they're just apple samsung and others
1:02:06
and continue to reiterate and
1:02:08
, the quality so i
1:02:10
went the same journey that i didn't deal
1:02:12
didn't went through the same journey and
1:02:16
we got finally you know just slightly
1:02:18
after our commercial launch when we got our
1:02:20
commercial certification on
1:02:22
being able to sell apple devices
1:02:25
those a big relief for all us
1:02:27
a big relief because it means that we have
1:02:30
reached a quality
1:02:34
need is minimal acceptable
1:02:37
to carry the device and and of course we monitor
1:02:39
the quality everyday so i'm really really happy
1:02:41
that we've done now we
1:02:43
have proven that opened and network
1:02:46
especially the software that we have building in japan
1:02:49
running at an amazing reliability
1:02:51
and also and everybody i mean it
1:02:53
really would encourage anybody listening
1:02:55
to the i mean it's just sometimes
1:02:57
amazes me amazes me rather
1:03:00
than celebrating maybe
1:03:02
our the wages attempt
1:03:04
to do something good for everybody
1:03:07
the early days of our journey was all about
1:03:09
skepticism you know like this will not work
1:03:12
as will not work for isn't like when i that's skeptical
1:03:15
of your network going into tests and other networks
1:03:17
because the technology is different
1:03:18
no i think apple what
1:03:20
the definitely the device vendors
1:03:23
were very supportive the skepticism
1:03:25
came from my opinion
1:03:28
fear uncertainty and doubt that
1:03:30
i believe
1:03:31
additional only ems and traditional
1:03:33
vendors wanted to tell everybody that this acknowledges horrible
1:03:36
no and just
1:03:39
as such it's such an extent i ignored everything
1:03:41
on everything still feel today i mean i argue
1:03:43
with with anybody you cannot argue
1:03:46
the benefit of cloud abroad to
1:03:48
i see an enterprise now that is undisputable
1:03:51
benefits of this the when it comes to telco
1:03:54
why would you argue the advantage and benefit
1:03:57
of moving all talk overflows the cloud so
1:04:00
the this this debate is is ending
1:04:02
and they're sending much quicker and in a better
1:04:04
place for everybody but i would
1:04:06
tell ya mean i have i have
1:04:08
admiration to what apple has done is
1:04:10
really impressive and and for me
1:04:12
the more that we continue to engage
1:04:14
with or you could tell that the symphonies obsessed
1:04:17
about quality i mean this is i like on
1:04:20
i thought if if we clear the hurdle of getting
1:04:22
their acceptance then it showed
1:04:24
validation for us that we're running a high quality
1:04:27
network and the their a
1:04:29
a strategic part of
1:04:31
our supplier ecosystem for the in in japan
1:04:34
the for discussion around real quick
1:04:36
want favorite things about the indian central
1:04:39
market is how wide open
1:04:41
it is on the device side this
1:04:43
side this happened after geo ruled out but i
1:04:45
was friends with the former editor of or
1:04:47
sixteen india come onto us and
1:04:49
he told me my seem covers twelve the sistine
1:04:52
android so much as a week the
1:04:55
device market is wide open he can
1:04:57
collect anything amiss duel sams and the
1:04:59
actual consumer experience of picking a phone
1:05:02
is have unlimited choice and as
1:05:04
application and status application his other countries
1:05:07
what even the benefits of that version of things
1:05:09
are because i'm
1:05:10
i don't be jealous of it there's not much choice
1:05:12
my market
1:05:13
the i mean i think i think a couple season and india
1:05:16
that really benefit the country quite
1:05:18
bit of course we have volume the
1:05:20
a massive billion people are intrigued
1:05:22
to enter you know that this economies
1:05:25
that exists i , in there
1:05:27
in the us and and certain
1:05:29
things have changed also by the way in now
1:05:32
the government policies especially in japan
1:05:35
is mandating it's
1:05:37
a worked for open device
1:05:40
ecosystem in our
1:05:42
we even them that a hundred
1:05:45
percent of our device for for you will support isa
1:05:47
nothing about this isn't gives you the ability
1:05:49
inflexibility within one second
1:05:52
to switch carriers by the way he just i
1:05:55
don't like this like like this so it gives you
1:05:57
choices the freedom of choice is just an
1:05:59
part and then we started we as rock
1:06:01
and the move on which is a business model we should look will enable
1:06:03
isa there's no peace determination of contrasts
1:06:06
there's no space for anything if
1:06:08
you don't like us you could leave if you like
1:06:11
this you are part of our family so it's really
1:06:13
simple because he , a
1:06:15
certain extent is a dream for us
1:06:18
us build an open ecosystems
1:06:20
a one thing we done that we're trying to see
1:06:23
it's relative success because
1:06:25
we want success because very large ecommerce
1:06:27
website we opened up a storefront
1:06:30
the open device marcus com and
1:06:33
purchase on acquire now the
1:06:35
difference between india and the us india
1:06:38
does not subsidize the device
1:06:40
while u s neither consumer you
1:06:42
have been trained that you could buy
1:06:44
an i phone my ex the
1:06:47
signing a contract on the i phone be subsidized
1:06:50
by the so
1:06:52
i think
1:06:53
consumer could benefit from this open the
1:06:55
by ecosystem but also you know
1:06:57
the liberal the mentality change would have
1:06:59
to exist to say we'll
1:07:01
we'll we'll a consumer accept the idea he have
1:07:03
to buy a device from
1:07:06
a carrier point of view mean i still argue
1:07:08
if they don't subsidize maybe
1:07:11
they could lower the cost of their terrorists
1:07:14
you know soldier think it's
1:07:16
just still an evolution for us and mobile
1:07:18
we pretty much adopted what india's not we
1:07:21
should bring your device on
1:07:24
we promote it all these device that you're
1:07:26
talking about in india
1:07:29
brought him now into ecommerce site
1:07:31
and japanese it's called each of us so we brought him
1:07:33
into about website imma
1:07:36
let him advertise that a market are
1:07:38
you tube our website has massive amount
1:07:40
of daily active users have come to
1:07:42
it and we don't benefit the study from selling
1:07:44
their devices but we want we
1:07:47
want us to subsidize any
1:07:49
device that subject
1:07:53
we're going to figure out a quick break but when you come back when you talk
1:07:55
with the biggest challenges turret is sad
1:07:57
and building and around network
1:08:02
lot of spend or what is
1:08:05
anxiously watching the clock notifications time
1:08:07
emails pile up and the week flies by
1:08:09
we don't do or to dues and we scrambled to stay
1:08:11
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1:10:08
u s
1:10:18
that's the biggest challenge of or
1:10:20
and right you have a long history in this industry
1:10:23
i'm sure many challenges are
1:10:25
familiar to you until international network what's
1:10:27
the biggest surprising sounds of building
1:10:29
in this way
1:10:31
well let me let me tell you the parts that
1:10:33
was surprised about not
1:10:35
to underestimate it but this the parts
1:10:37
that are
1:10:39
simpler i thought first before i
1:10:41
was is more challenging
1:10:42
if i take you to a traditional base
1:10:44
station the new and i examined
1:10:47
what is really there at the site
1:10:49
you know that the said your side of a section
1:10:52
you will find that the you know almost
1:10:54
ninety five percent of every deployments
1:10:57
the same basically basically big refrigerator
1:10:59
cabinets the scientists
1:11:01
cabinet there is something called that
1:11:04
face fans this is a plane of the base
1:11:06
station and the
1:11:08
space than it was build on
1:11:10
custom basis that
1:11:13
large , needed to constantly invest
1:11:16
into this hardware development for answer
1:11:18
for me the things that
1:11:20
we have done it's to remove
1:11:23
the software and moved into a
1:11:25
what is called cuts appliances off the show
1:11:28
appliance letter the additional
1:11:30
data center server so the software
1:11:32
peace not to say that it was not difficult
1:11:35
but difficult recognize that the software
1:11:37
only gets better only get better
1:11:39
is no issues or software the
1:11:41
, difficult part was mean
1:11:44
all the hardware components of what
1:11:46
you need for am the bases
1:11:49
him really really
1:11:51
complex and what i mean by the hardware as
1:11:53
every site there's this and antenna
1:11:56
antenna a a transmitting unit
1:11:58
cold either and motor you read or vijay
1:12:00
it's called massive mammal now
1:12:03
these father's need to support
1:12:05
a huge diversity spectrum
1:12:09
bass
1:12:10
that in every country there's different spectrum dance
1:12:13
there is different band one
1:12:15
now if you're a traditional
1:12:17
supplier say nokia
1:12:19
erickson while a city these
1:12:22
companies have invested and put
1:12:25
large organization sense and thousands
1:12:27
of people their entire job is to create this
1:12:30
hardware the mass of hardware
1:12:32
that could support all these diversified
1:12:35
set didn't answer my number one challenge
1:12:37
and rocket immobile is
1:12:39
to find these hardware suppliers because there's
1:12:41
not a whole lot of them for open run on
1:12:44
the harbor suppliers or could support
1:12:46
diversified spectrum requirements
1:12:49
because country to country will be difference in
1:12:52
alternate to be a really really big so
1:12:55
they approach that we have taken in japan is
1:12:57
so again go middle
1:13:00
sized companies daughter the
1:13:02
hundred them encourage
1:13:04
them to build the the hardware that need
1:13:07
but i tell you that is still remains my
1:13:09
biggest challenge and my biggest headache is spending
1:13:11
time to try to find
1:13:14
a has kept ability
1:13:16
and scale the become
1:13:18
the hardware supply of rope and run if
1:13:20
we solve this lot
1:13:22
of the pieces now are are addressed
1:13:25
in open ran if we solve this complexity
1:13:28
of where you finds you know someone
1:13:31
that has the capability the
1:13:33
scale
1:13:34
the build up the right ah
1:13:36
the hardware you need for both forty and vast
1:13:39
i think i get not to underestimate
1:13:42
the software important i think
1:13:44
it's easier to solve the issues compared
1:13:46
to solving this problem around
1:13:48
some of the oddest units that
1:13:51
one would need for the space station i know that
1:13:53
today of my personal challenge and i know
1:13:55
that industry a whole need to sell for this
1:13:58
i know these are complicated products
1:14:00
what are these companies worry that it's kind
1:14:02
of a race to the bottom nearby analogy
1:14:04
that the pc market right mercy
1:14:07
see vendors sip the same intel
1:14:09
processor the same basic parts
1:14:11
that to differentiate around the edges or than dude
1:14:13
services recurring revenue
1:14:16
which i once in a girl time the
1:14:18
big for that mention they say the whole stack
1:14:21
and then a harsher service and support like that's a very
1:14:23
first my moron you
1:14:25
can monetize the examiner i'm my own software
1:14:28
did us companies worried sister race to the bottom
1:14:31
i think the first of all the differentiate
1:14:34
the that large companies
1:14:36
today versus the new entrants
1:14:39
try the new entrants on the hardware
1:14:41
i think they are comfortable
1:14:43
contents
1:14:45
that you're comfortable and content being
1:14:47
on understood the value of they provide by
1:14:50
being commodity supplier with
1:14:52
me give you an analogy let's
1:14:54
say today apple uses foxman
1:14:56
to manufacture as devices i'm
1:14:59
sure hopson will tell you that they're
1:15:01
not happy about this business model fox
1:15:04
com has built this entire strategy
1:15:06
about maybe high value engineering
1:15:08
high yield the high capacity
1:15:11
manufactured because that's how they make revenue
1:15:13
for their to get on bundle you
1:15:15
know after services etc so
1:15:18
what found in the new
1:15:20
age manufacturing companies
1:15:22
that i was looking for i was looking for companies
1:15:25
like what's not the company
1:15:27
that understand the business model the new business
1:15:29
model they want to create though
1:15:31
the approach i taken first of all did
1:15:34
you know the most amazing thing
1:15:36
the probably the us army some companies
1:15:39
and aware of the elegance
1:15:41
that we haven't the united states around silicon
1:15:43
companies is just call
1:15:45
it is amazing how genuinely
1:15:48
they are one of the most innovative
1:15:51
in the world in terms of the capability it's still
1:15:53
exists in the us by the way we still control
1:15:55
this today qualcomm
1:15:57
until nvidia broadcom
1:15:59
and many other companies provide a lot
1:16:02
of technology by the way that is needed for
1:16:04
products right so we go
1:16:06
and build reference design directly with a silicon companies
1:16:09
then i picked that up on i got a contract
1:16:11
manufacturer then i said bill
1:16:14
that pentagon so this new way of working
1:16:17
for me it seems like lisa my
1:16:19
opinion thus the future world what i wanna
1:16:21
see hopefully one
1:16:23
day for the hardware supplies
1:16:26
and ecosystem many
1:16:28
companies like foxman with start to exist
1:16:30
that they will start to appreciate
1:16:33
that the value they need to do is to build
1:16:35
harbor they're all suppliers
1:16:37
by the way maybe the large for me be edison
1:16:39
nokia also or a son akio
1:16:42
will will one day have
1:16:44
to look and evaluate pivoting opportunity
1:16:46
of everything to go into a software world
1:16:48
a soccer world that maybe have much
1:16:51
better valuation burmese look at the stock
1:16:54
price today the additional telecom
1:16:56
companies and let me give
1:16:58
an analogy look at the stock price of service
1:17:00
now a digital were floating look
1:17:03
at a difference one is a complete sas
1:17:05
model one lives on a traditional
1:17:07
business model the i
1:17:09
don't think the market appreciate recognize
1:17:12
that this is maybe the right thing to do so think
1:17:15
for me it seems like it's inevitable is
1:17:17
just a matter of time for everything that
1:17:19
needs happen by traditional hunger for me
1:17:22
i want this harder to be commoditize it's
1:17:24
very important if has to get commodifies
1:17:27
and value what you could keep it on
1:17:29
it has to be software and it's and i'll be hardware
1:17:32
the last question in a somewhat you go thank
1:17:34
you for the extra time i can i was only couple
1:17:36
years old it's third fourth carry on japan
1:17:38
yes side on subscribers and big country
1:17:41
katie the eyes texas subscribers ambition
1:17:45
to go be the no more carrier like he overcame
1:17:47
the number and carrier and how to get there
1:17:49
what i'm really really proud about what have
1:17:51
done in japan i think for many people that
1:17:53
have been through this journey of
1:17:55
building networks they will it's
1:17:58
not a process suffer
1:17:59
for as
1:18:01
we had to pragmatic challenges
1:18:03
summer one go prove to the world that
1:18:05
a new technology actually work and delivers
1:18:07
on cause resiliency does
1:18:10
checkmark done and , not
1:18:12
just by the telling you today but audited
1:18:14
by third party look at the performance quality
1:18:16
and reliability we do the second
1:18:18
aspect of your and of your business i think
1:18:20
you have one area
1:18:23
that new technology cannot easily sell
1:18:25
for you which you need to have you picked who
1:18:27
was coverage everywhere
1:18:29
, anywhere you go whether you know
1:18:31
mean if you come to japan and tokyo much or
1:18:33
have you ever visited this area but you know this is a
1:18:35
concrete jungle it's amazing amazing
1:18:38
density exists in an area like tokyo
1:18:40
the subways and the coppers you have to provide
1:18:42
for them on the amount of capacity you have
1:18:44
to cater for is the is save yourself
1:18:47
in two years we've been able
1:18:49
to build a network to cater
1:18:52
for ninety six
1:18:54
percent of japan coverage in two years
1:18:56
this is just to me i never seen
1:18:58
the speed
1:18:59
network could be build up
1:19:01
this scale so our
1:19:03
ambition is not to be
1:19:06
for mobile operator in japan is is by
1:19:08
far by far the be
1:19:11
the highly disruptive the
1:19:13
ecosystem provider in which we
1:19:15
wanna take the number one position in this country
1:19:18
the approach we here very
1:19:20
simple number one we need
1:19:22
to ensure your picture high
1:19:25
quality coverage is delivered anywhere
1:19:27
you go in japan were almost almost there
1:19:30
i'm about not outdoor
1:19:32
high rises indoor deep indoor
1:19:35
basements some ways anything
1:19:37
and everywhere you go amazing
1:19:40
network must be delivered and
1:19:42
, second is that the point
1:19:44
membership loyalty that i talking about the earlier we
1:19:46
think that's a huge differentiate of the competitors
1:19:49
just to bring much bigger value you
1:19:51
know i'm being about the customer
1:19:53
experience under customer experience that we have
1:19:55
offered so from being an instance
1:19:58
where we are today i'm really really happy
1:20:00
about what the team has accomplished but
1:20:02
we have a lot of work that we need to focus on
1:20:05
to finish the last
1:20:07
remaining three percent the last
1:20:09
remaining three percent of our built is extremely
1:20:11
important to achieve
1:20:14
the quality of coverage that
1:20:16
we need the really be
1:20:18
a par and better now i would tell you
1:20:20
this i know my costs
1:20:23
today this forty percent
1:20:25
cheaper running my network
1:20:27
than any competitor in japan i
1:20:30
have an advantage that is virtually
1:20:32
impossible for anybody in japan to compete
1:20:34
against today around network cost
1:20:36
structure so that
1:20:39
gives me a leg up on what we could do what
1:20:41
business models we could experiment with and
1:20:45
the actions that we will take you will see
1:20:47
us very decisive and our approach
1:20:50
we don't want just to be another carrier
1:20:52
in japan we do wants to be a leading
1:20:54
mobile operators in this country
1:20:57
derek that was amazing a a toss
1:20:59
you for an hour so our about the suspicious
1:21:01
ninety of ideals
1:21:05
thanks again to turn them in for taking the
1:21:08
time to be on decoder today thank you for listening
1:21:10
i hope you enjoyed it i noticed one was dense but i think it
1:21:12
was really good has always i'd love to hear what
1:21:14
you think of decoder you can email us at decoder
1:21:16
at the verge dot com you can hit me up directly
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is a of the virgin part of the boston podcast
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network today's episode was produced by crichton dismounting
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jacket mcdermott was edited by kelly music
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is i break master cylinder a senior auditor actors
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