One Leg in Europe, One Leg in Asia

The Two Towers

As some of you may have heard on the grapevine already, I am moving to Asia over the summer. More specifically, Shanghai. I am moving for family-related reasons, but I am very excited about the opportunities this move represents for me professionally.

First of all, I should reassure the friends, colleagues and customers in Europe that have been kind enough to trust my company Diffraction Analysis to assist them with their various needs for insight in the last years: we will continue to do so.

I’m not turning my back on Europe, far from it: there are many valuable projects, companies and initiatives here that are examples for the rest of the world and we will keep looking for them, analyzing them and meeting with their representatives. I will personally be traveling back to Europe on a regular basis to connect with customers, prospects, policy makers and more generally anyone in the broadband and telecom ecosystem worth talking to.

I see moving to Asia as an opportunity to broaden our understanding of best in class companies and policies. I think that the Asian NGA story has yet to be told ; I keep hearing partial analysis or misplaced examples that simply aren’t enough to understand how countries that are 10 years ahead of Europe in infrastructure deployment have evolved and what that means for Europe and the US.

So part of the opportunity for me will be in being really close to two key markets, Japan and South Korea that I will strive to understand more thoroughly. Of course, proximity to Hong-Kong, Singapore and Malaysia will also be opportunities for better insight as well. Here are some of the questions that are already on my curiosity list:

  • why is NTT changing its corporate structure now (and only now) and how does it affected the growth of Japanese next-generation broadband (or lack thereof)?
  • how much profit (if any) have the Korean broadband operators made with fiber, and assuming (as its often told in the West) that they didn’t make profit, how much has the rest of the Korean IT economy benefited from highly adopted ultra-fast broadband?
  • is Singapore turning into the footprint for a Smart City built from the ground up, with infrastructure as an enabler as opposed to a constraint? Also, what are the impacts of a three-tier market model (infra, wholesale, retail) on Smart City initiatives?
  • is Malaysia paving the way for emerging market connectivity, demonstrating the value of mass deployed fiber for economic development?

There are many more fascinating stories to be told, around what’s happening in Indonesia, the turmoils of the Australian NBN, and of course the Chinese fiber story itself, and I hope to have the opportunity to tell all of these stories once I’m there.

So if you’ve been following me from Europe or the US, rest assured that it’s not the end of the story by a long stretch: it’s a new chapter, richer in meaningful examples and useful insight. And I’ve you’ve been following me from Asia, please ping me: I’ll be there full-time from August and expect to be fully operational by September.