TeleGeography Explains the Internet

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Episodes

Explore the global business of connectivity with TeleGeography’s Greg Bryan.

Episodes

Tuesday Mar 14, 2023

419: Confessions of a Telecom Investor

Tuesday Mar 14, 2023

Meet Aaron Chan, Founder and Managing Partner at Recurve Capital. As an investor in the “technology media and telecom” space—or “TMT” as they say in finance circles—Aaron has something of an outside perspective.

In this episode, we discuss how investors view the telecom industry and how Aaron classifies publicly traded telecom companies.

You'll hear Aaron's view of the long-term profitability of network operators and what he looks for in making investment decisions in the telecom space. We also talked about the future of the industry, what might lead to competitive advantage for some companies, and how long that might last.

From This Episode:

Disclaimer: This podcast expresses the views of its participants only as of the date indicated, which are subject to change without update and may not represent the views of Recurve Capital LLC [(“Recurve”)]. Recurve makes no representation that any past securities performance discussed should be an indication of future results.

This podcast does not constitute investment advice, or any offer to sell or buy securities or other investment products. Recurve or its affiliates may from time to time have positions in the securities discussed, which do not represent all of the securities purchased, sold or recommended by Recurve to its advisory clients.

Thursday Mar 09, 2023

418: Behind the Seas—Making Our Famous Submarine Cable Map

Thursday Mar 09, 2023

There's a good chance that you first heard about TeleGeography through one of our maps.

Our own Research Analyst Lane Burdette was introduced to TeleGeography when she came across our Submarine Cable Map a few years ago. Now part of the team that creates this map, Lane is understandably stoked about this week's 2023 Submarine Cable Map launch.

It seems like the perfect time to welcome Lane—along with our incredibly talented Designer and Cartographer Larry Lairson—to TeleGeography Explains the Internet.

In this episode, we first talk to Lane about what data goes into our submarine cable maps, how we collect that information, what's new in this year's edition, and more.

Then we pass the mic to Larry to discuss his design process. How does he translate the data into beautiful visuals? How geographically accurate is the info on our maps? How are the design themes chosen for printed maps?

Hit the play button below to step into the world of TeleGeography map making.

From This Episode:

Tuesday Feb 21, 2023

417: Preparing the Next Generation of Infrastructure Professionals

Tuesday Feb 21, 2023

Rohan Singh knew his future was in networking and communication when he saw his first network diagram at around 12 years old. That's probably why he feels like he's been involved in networking for most of his life.

Now Vice President of Client Services at Marlabs, Rohan joined us at TeleGeography Explains the Internet to talk about all that goes into the modern digital transformation.

While we had a lot to say about WAN optimization and partner ecosystems, it was getting into the future of networking that makes this episode special.

Rohan shared his insight on what the market needs in its future infrastructure professionals, from training considerations to getting young developers and computer science students interested in networking.

Come for the data center migration talk, stay for the thoughtful musings on the future of the industry.

From This Episode:

Tuesday Feb 07, 2023

416: The Death of Voice Has Been Greatly Exaggerated

Tuesday Feb 07, 2023

Why has it taken us this long to welcome Senior Research Manager Paul Brodsky—an A+ podcast guest—to TeleGeography Explains the Internet?

We brought Paul on to discuss our most recent voice report, but we couldn’t help getting into a whole lot more. We talk about the history of telecom and how voice and internet networks compare—and how that is impacting voice traffic and revenue.

The conversation also covers the cash cow that voice once was and what's happening now. Voice enthusiasts will appreciate that we get into the history of OTT and VoIP technologies and how they've disrupted the market. And we couldn't leave out mobile, especially as Paul came to TeleGeography from a mobile provider.

From This Episode:

Tuesday Jan 31, 2023

415: Unpacking Telecom Predictions of the Past

Tuesday Jan 31, 2023

It's one thing to make predictions. It's another to go back and assess how those predictions shook out.

One month into 2023, Mattias Fridström, Chief Evangelist at Arelion, very kindly agreed to scrutinize his 2022 forecast with us.

As you will hear, Mattias has been at Arelion (formerly Telia) for a long time. From his perspective within a tier 1 provider, he has an outstanding view of the industry. He uses that vantage point to write a forward-looking article every year, reviewing trends he expects to see in the days ahead.

We were thrilled that Mattias visited us at TeleGeography Explains the Internet to wade through those predictions from days past.

We start with the top three global carrier trends. Listen in for a closer examination of network security, utilization of the public internet, and disaggregated networks.

We also consider issues that arose in 2022—both anticipated and unanticipated—like skills gaps, cost increases/shortages like “chipmaggedon," and global issues outside the telecom industry.

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Tuesday Jan 24, 2023

414: SASE and Secure

Tuesday Jan 24, 2023

This week on TeleGeography Explains the Internet we welcome Jeremiah Ginn, Software Defined Cybersecurity Evangelist at AT&T and author of Diving into SASE.

In this episode you'll learn how to define SASE based on your audience and identify the key elements that belong in the SASE framework.

We then dig into the fast-paced update cycle for security software. Why is it necessary for the modern network? And what are the implications for upskilling and managed security services?

Next, Jeremiah and host Greg Bryan focus on zero trust and why enterprises need this security posture to be a part of any SASE framework. And we can’t talk about SASE without hitting on SD-WAN and the role of access in the SASE acronym.

From This Episode:

Tuesday Jan 17, 2023

413: A Brief History of Networking as a Service

Tuesday Jan 17, 2023

This week's guest on TeleGeography Explains the Internet has a deep history in networking.

Khalid Raza was involved in some of the earliest large-scale MPLS deployments. Then, after seeing the limitations of MPLS, he co-founded Viptela–diving head-first into the SD-WAN revolution.

Khalid is now the Founder and CEO of Graphiant, a Silicon Valley-based startup. In this interview, he describes how enterprise networks have changed and why we need an approach beyond MPLS and SD-WAN.

We also discuss the origin of Graphiant, its approach to solving modern network problems, and how it differentiates itself from other NaaS and WAN services in the current market.

Of course, you can’t talk about networking without talking about security, so that comes up as well. We also look at how Khalid sees enterprise networks developing in the years to come.

From This Episode:

Sunday Jan 01, 2023

Bonus Episode: The WAN in 2022

Sunday Jan 01, 2023

You thought we were going to do a major end-of-year review of telecom trends and leave out all things WAN? No, no. Not on our watch.

Host and Senior Manager of Enterprise Research Greg Bryan broke out the data for this bonus New Years episode of TeleGeography Explains the Internet.

Fans of our annual WAN Manager Survey will enjoy getting a peek at our 2022 results. We've also got intel on NaaS, SASE, MPLS, and all the other acronyms that mattered to the WAN world in 2022.

Happy 2023, listeners. We're looking forward to exploring the global business of connectivity with you in the year ahead. Cheers to that.

From This Episode:

Tuesday Dec 27, 2022

411: 2022 in Review (Part 2)

Tuesday Dec 27, 2022

We're looking back at all things telecom in 2022. And we're doing it the best way we know how: rounding up our analysts and inviting them to discuss major findings in their areas of research on TeleGeography Explains the Internet.

If you want to dive in from the very beginning, you can listen to part one over here. And if you're ready for more, keep scrolling.

Part two takes us on a journey through the last 12 months of submarine cable news, SD-WAN, security, and major world events that intersected with telecom infrastructure.

We we thrilled to have TeleGeography's own Alan Mauldin, Brianna Boudreau, and Tim Stronge in the hot seat.

Not only did they bring data on the year that was, but they brought a wealth of insight on what we might expect to see across the industry in 2023. The perfect way to toast the New Year, if we do say so.

From This Episode:

Tuesday Dec 20, 2022

410: 2022 in Review (Part 1)

Tuesday Dec 20, 2022

Greg Bryan kicks off the first of a two-part telecom year in review, welcoming experts Patrick Christian, Rob Schult, and Jon Hjembo to highlight the major trends they saw in their principal research areas.

Part one takes us through the year in wholesale internet, cloud services, transport pricing, data centers, and lots more.

We talk inflation, we talk energy, we talk geography. And we're only just getting started.

From This Episode: