The View from Davos with Ericsson’s Niklas Heuveldop and Åsa Tamsons
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From Davos, Daniel Newman joins Ericsson’s Niklas Heuveldop and Åsa Tamsons to break down why enterprise AI and automation depend on trusted connectivity, a complete stack, and execution discipline, not just better models.
The AI chatter in Davos is loud. The hard part is still quiet: getting the physical world connected fast enough for AI to matter.
Ericsson’s Niklas Heuveldop and Åsa Tamsons join Daniel Newman for a grounded look at what enterprise and agentic AI actually require to deliver ROI. In ports, airports, mines, factories, and other industrial environments, 5G and advanced connectivity are no longer optional. They are the control panel for real-time automation.
The discussion moves quickly from ambition to execution. From, why large-scale industry transformation has lagged to what China’s momentum reveals about adoption at scale, and why enterprises keep circling back to the same demand: trusted, reliable connectivity that’s as simple to consume as the cloud. The goals are clear: stop optimizing for tools. Build the stack. Connect the devices. Make the data usable. Then move, fast.
Key Takeaways Include:
🔷 Enterprise AI needs real-time connectivity to leave the demo stage: Sensors, machines, and edge devices create the workload, and networks determine whether that workload can run reliably at business speed.
🔷 5G was built for “many device types,” not just smartphones: Industrial AI depends on connectivity that is smart, secure, and performance-tuned to device requirements.
🔷 Physical AI success is a stack problem, not a single-tool problem: Cloud, connectivity, compute, and model access have to work together, then teams can iterate on what creates value.
🔷 Adoption and culture decide ROI: Faster feedback loops and “learn fast” execution matter more than steering-committee perfection when the transformation window is shrinking.
🔷 Edge + wide-area is the real operating environment: Many use cases start inside factories and then extend beyond them, which raises the bar for consistent networking and applications across contexts.
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Disclaimer: Six Five Media’s The View from Davos is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded, and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors, and we ask that you do not treat us as such.
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