The Uberization of telcos

For the past decade, telecommunications companies around the globe have been grappling with falling average revenues per user equaling stagnant growth rates. While particularly mobile operators have enabled increasing prosperity in third-world countries, new ways of working and fueled entirely new markets, much of the wealth created has landed on the books of companies that we look upon with increasing discomfort: Google, Amazon, Alibaba, Tencent and others.

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