$250bn? You've got to be kidding...
In preparation for the big Telco 2.0 event in April, we've been spending a lot of time socialising the 'two-sided telecoms business model' concept and our market sizing analysis with senior execs from different parts of the value chain and in different geographies. We'll be releasing more supporting analysis on this blog over the next week (to follow up the supremely popular posts on the effect of the BBC iPlayer on ISP costs and price discrimination in voice). We had a good 3 hour grilling last night from Andrew Bud, Founder of mBlox and the Vice Chairman of the Mobile Entertainment Forum. Extremely useful, thank you Andrew.
Here is a more gentle probing of our CEO by Telecom TV at the Mobile World Congress:
[Ed. - The 4th Telco 2.0 Executive Brainstorm on 16-17 April in London will debate how to realize this opportunity. Free Telco 2.0 research for all participants. Details of offer here. (Supported by GSMA, Yankee Group, mBlox, Intel, Telecom TV and others.)]