$1 Billion Telco Transformation Fund.
The telco industry is at an inflection point, and the only way forward is through public cloud adoption. We’ve raised significant capital to expedite this transformational shift.

What we do

Build
We build telco software on the public cloud – starting with a $100M investment in Totogi.

Advise
We educate the industry –why move workloads to the public cloud, how to do it the right way, and how to make it awesome.

Invest
We acquire telco enterprise software companies and refactor their products for the public cloud.
Ep 110 – Hyperscaler CapEx is going nuclear
Charles Fitzgerald from Platformonomics discusses the hyperscalers massive 2024 CapEx investments, the role AI is playing in spending, and the hurdles facing telcos that hope to sell AI workload capacity at the edge.


Curated news and insights, straight to your inbox.
Every two weeks, I’ll help you sort through the noise, giving you my unfiltered take on what’s really happening in the telecom industry when it comes to public cloud.
The public cloud is NOW
Beating the drum about the public cloud: watch the most exciting talk from this year’s event to learn how to turn the public cloud into a competitive advantage.
