Top presentation today, in my view, was:
Werner Vogels, CTO of Amazon, on the AWS platform strategy, which has many lessons for telcos, not least that there is growing interest from telcos in having sevices hosted in the AWS cloud. Also some interesting discussion of the challenges in conveying the AWS vision to the capital markets in the early days, when they were at first hostile, but now seem to "get it". This presentation really seemed to both challenge and inspire the audience, based on my straw poll afterward.
Top marks also to the always interesting Thomas Howe, who touched on many of the same themes I am hoping to address tomorrow, the unwaveringly challenging and thought-provoking Martin Geddes, Andrew Bud of mBlox, and Will Page's heartfelt refutation of the Long Tail - a fairly disconcerting prospect for telcos who think they can differentiate based on content portfolio.
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