Telecom Intelligence: Week of July 8, 2024
AT&T disclosed one of the largest telecom breaches in history: call and text records of nearly every wireless customer — roughly 110 million people — stolen from a third-party cloud platform. No content was taken, but the metadata map of who contacted whom, when, and for how long is an intelligence asset in its own right, and the disclosure put cloud vendor risk at the top of every carrier's board agenda. The same week, Samsung bet its foldable franchise on Galaxy AI at Unpacked, and Brussels filed its first-ever Digital Services Act charges against X over deceptive blue checkmarks.
Telecom Intelligence: Week of June 10, 2024
Apple finally showed its AI hand: Apple Intelligence, a system-wide layer across iPhone, iPad, and Mac, with ChatGPT integrated into Siri and a hard hardware floor — most of it requires an iPhone 15 Pro or newer. In one keynote, Apple turned AI from a feature race into an upgrade-cycle engine aimed at hundreds of millions of aging handsets. Elon Musk responded by threatening to ban Apple devices from his companies, and Broadcom — the quiet giant whose silicon sits inside iPhones and data centers alike — beat earnings, announced a 10-for-1 split, and rode AI networking revenue to record levels.