The Price is Right – Or is It?

G. Willsky

Summary Bullets:

• While rivals are aligned in stuffing their platforms full of GenAI features, they diverge when it comes to pricing those features.

• There is no easy answer as to whether GenAI features should cost extra — and not necessarily a right or wrong one.

When GenAI first arrived on team collaboration platforms, widespread fear was generated that hard-earned skills – and the employees that cultivated them – would be displaced. Those fears are softening as GenAI increasingly earns recognition as a tool that makes workers more productive. Mundane and time-absorbing tasks (such as generating meeting recaps, composing emails, and scheduling meetings) are outsourced to GenAI, allowing workers to focus on high-priority activities and increase their value to their organizations. Productivity enhancements have been delivered largely through a proliferation of virtual assistants involving every major competitor (e.g., Microsoft Copilot, Cisco AI Assistant in Webex Suite, and Zoom AI Companion).

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Is Lunchtime Over? Is it Time for Telcos to Give Content Providers the Bill?

B. Swan

Summary Bullets:

  • Telecommunications companies want webscale providers to contribute toward their data-intensive services delivered via their network for further infrastructure investment. Content providers argue about net neutrality.
  • While there is no silver bullet to fix this global issue, content providers could look to store their content locally and strategically partner with a telco.

The time has come for telecommunications companies and webscale providers like Amazon, Netflix, YouTube, and Meta to settle the bill, but are they going to split the bill, or will telcos be made to pay the bill yet again? Telcos have been dissatisfied that they are paying for big techs’ lunch. Should big tech get their hands out of their pockets and look to contribute toward their data-hungry internet services? As the data traffic continues to surge and telco revenues continue to slide, telecom executives are applying pressure on the regulators to force these big techs to pay for their share of the network infrastructure.

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