Musings
Ideas and observations on brand, marketing, technology and leadership, shaped by experience across telecoms, infrastructure, sustainable energy technology and other growth businesses.
Capacity Europe 2026: New technology, familiar challenges
Telecoms has spent decades building the infrastructure that enables others to create enormous economic value, without necessarily capturing a proportionate share of the returns.
Now, with hyperscalers increasingly influencing both demand and infrastructure investment, it feels like we're at another inflection point.
