# Dan Schulman

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The AI/Labor Report — Friday, 12 June 2026

Customer service is the largest single employment category in the American economy. It is also the one AI is targeting most directly, most publicly, and soonest. Forrester’s 2026 CX Outsourcing Report projects that 49% of current customer service jobs will be gone by 2030. High-volume consumer cont…

This Week: Verizon’s Simplicity Plan and Another Attempt to Eliminate Device Subsidies

Analysts Don Kellogg and Roger Entner evaluate the benefits of Verizon's new Simplicity Plan, discuss the evolving device upgrade landscape, and examine AT&T's announcement of its new CFO. 00:00 Episode intro 00:24 Overview of Verizon's new plan 02:09 The rewards structure of the plan 03:27 Add…

SpaceX Starlink Mobile, AWS-3 Spectrum Auctions, & $5\text{G}$ Standalone Core

In this episode of Next TMT Networks, Daniel Frankel and Dan Jones break down the massive structural earthquakes shaking up the telecom and media landscape—from SpaceX's bold plan to construct a retail terrestrial wireless carrier to Comcast’s historic decision to split its technology and entertain…

This Week: Carrier Repositioning Through Leadership Changes

Analysts Brett Clark and Roger Entner discuss leadership changes at T-Mobile and AT&T, cable's growing role in mobile, and Verizon's retail cost-cutting. 00:00 Episode intro 00:30 Leadership changes at T-Mobile 03:06 Chris Sambar's new role 03:51 T-Mobile for Business positioning 05:27 Mike Ka…

Peacock’s Profit Miracle + The $400 Apple TV

In this flagship edition of Next TMT Talks, David Bloom and Daniel Frankel dive into the latest tectonic shifts across technology, media, and telecom. From streaming market share reality checks to pricing surges and legal battles, here is what’s driving the conversation this week: Walmart’s O…

AI buildout squeezes grids, fiber routes, and town halls — July 28, 2026

NextEra Energy’s Dominion bid and Iowa nuclear restart put utility scale at the center of AI load growth, while Verizon’s $1 billion Google fiber deal and new local siting fights show the buildout straining networks, grids, and permitting. In this episode NextEra aims to cash in on surging power d…

This Week: Verizon Promotes Alfonso Villanueva and the FirstNet Race Heats Up

Analysts Don Kellogg and Roger Entner discuss the leadership changes at Verizon, changes in metric transparency and the shift to ARPA, and what AT&T's 5G standalone core means for the increasingly competitive first responder market. 00:00 Episode intro 00:25 Leadership changes at Verizon 02:00 E…

Why Great Turnarounds Start with Culture, Not Strategy

In an era of constant disruption, successful turnarounds require more than a new strategy—they demand a new culture. Dan Schulman, former CEO of PayPal, came out of retirement to tackle the challenge of taking over the helm of Verizon as it entered the AI age. He explains how they needed to put cus…

This Week: AT&T/T-Mobile/Verizon Satellite JV, Panasonic, and T-Mobile/Sprint Merger Lawsuit

Analysts Don Kellogg and Roger Entner cover the top telecom news stories of the week, including key updates on satellite tech, recent lawsuit disclosures, industry affordability, and emerging device trends heading into 2027. 00:00 Episode intro 00:25 Joint satellite protocol venture appoints a le…