With global mobile operators facing a $1.2 trillion capital expenditure cycle alongside flat revenue growth, GSMA Director General Vivek Badrinath joins The Breakfast Grille to examine the changing economics of mobile connectivity.
Vivek addresses who actually captures economic value as telcos fund the digital infrastructure, why regulators should not maximise monetisation on spectrum pricing and whether further market consolidation is inevitable. He also discusses how satellite networks and direct-to-device connectivity are disrupting traditional boundaries.

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