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Dan Schulman Verizon · CEO
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Schulman预测将有至少1000亿个AI智能体,引发数据流量爆发,使Verizon网络成为可溢价定价的稀缺资产。

展望未来几年,世界上大约有85亿人,但我认为可能至少有1000亿个智能体。数据流量将会爆发,我们的网络将成为稀缺而关键的资产,我们也会据此定价。
原文 (en) I think as I look out over the next couple of years, there'll be something like 8.5 billion people in the world, but I think there could be at least 100 billion agents. There is going to be an explosion in data traffic, and our network will become a scarce and crucial asset, and we will price it as such.

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Dan Schulman 近期的其他言论

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Schulman承诺,除非确认背后是真实客户,否则不会让智能体访问Verizon平台。

除非我们百分之百确定对方确实是客户而不是恶意智能体,否则我们不会允许智能体访问我们的平台。
原文 (en) We'll be sure that we won't allow agents to access our platforms unless we're 100% certain that it's truly a customer and not a rogue agent,
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Schulman称智能体将带来数据流量激增,使网络成为稀缺资产,Verizon将据此推出不同定价方案。

数据流量将会爆发,使Verizon网络成为稀缺而有价值的资产。我们会据此定价,你会看到不同的资费方案。
原文 (en) an explosion in data traffic," making the Verizon network "a scarce and valuable asset," he told analysts. "And we will price it as such. You'll see different pricing plans.
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舒尔曼淡化了 SpaceX 进入核心移动业务的威胁,认为在频谱、回传、客服和后台系统方面建网没有捷径。

“没有魔杖,没有秘方,也没有捷径。”舒尔曼在被问及 SpaceX 进入核心移动业务可能带来的影响时表示。
原文 (en) "There's no magic wand. There's no secret sauce. There's no shortcut," Schulman said when asked to address the potential impacts of SpaceX's moving into the core mobile business.
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Schulman称Verizon的1,700MHz毫米波频谱已成为差异化竞争优势,并称其为具有重大积极意义的技术突破。

我们的1,700MHz毫米波频谱突然变成了差异化的竞争优势,与Verizon现有的C波段频谱形成互补。这对我们是一项技术突破,具有重大的积极影响。
原文 (en) Our 1,700MHz of millimeter wave spectrum has suddenly become a differentiated and competitive advantage" that complements Verizon's existing C-band spectrum, Schulman said on Monday's earnings call. "This is a technological breakthrough for us with significant positive implications.
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Schulman表示,Verizon不应向需要千兆速度却无法满足的客户销售FWA,并需要大幅扩大千兆覆盖范围。

如果客户需要千兆速度而我们只能提供300兆,就不应该销售这项服务,那只会让客户失望。第二层含义是,我们需要更广泛的覆盖范围来提供千兆或更高的速度。
原文 (en) If a customer needs a gig of speed and we can only offer them 300-Meg, we shouldn't sell the service. It's just going to be something that disappoints a customer," Schulman said. "And then the second implication was like we need a much wider footprint in which we can provide 1-Gig or more of speed.