In principle I am all for Telco 2.0 and Over The Top (OTT) products and services and 2-sided business model principle discussed.
What I do question is the constant focus from Telco 2.0 blog on the humongous $-value opportunities and the 2-sided business model. To be blunt it bores me.
I feel there are a 1999-2000 .COM approach to it all. And in all honesty that has hit gravity long time ago. The new economy was a bit like Flower Power in the 60ies. It didn’t work.
In an executive brainstorm session some years ago Feargal Sharkey CEO of British music suggested in a key note presentation that CSPs had 2-choices:
1. Implement OTT as a service, or
2. Implement as a business
He suggested as a business like Amazone, Apple and not as a service like Twitter and Facebook.
I will just suggest to have a look at Vodafone 360 and point Telco 2.0 to the fact that in order to cash in on these phenomenal opportunities they need to do a significantly better job at addressing financial models in general and pricing, margin and revenue models in particular.
I rest my case.