- il y a 3 mois
Telcos at the Heart of a Connected and Responsible Ecosystem
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00:00Au moins sur la frontière, oui.
00:04Bonne chance de voir tous les fans qui sont venus.
00:06Christelle, merci beaucoup pour nous aujourd'hui.
00:09Je suis très heureux d'être ici aujourd'hui.
00:11J'ai vu ici en Paris, j'ai vu l'énergie, l'énergie, l'énergie, l'innovation qui est en
00:19train de se passer ici,
00:20ça fait que vous pensez à la façon dont Europe a été créé,
00:23l'écosystème de l'écosystème depuis des dernières années.
00:27J'ai lu un report qui dit que l'écosystème de l'écosystème est de 2.5 trillion US dollars.
00:34Ainsi, beaucoup de l'écosystème de l'écosystème a été créé juste en fait.
00:38Je voudrais donner votre perspective sur le secteur européen.
00:42Est-ce que nous pouvons être capables ?
00:46C'est une bonne question.
00:50Je suis très optimiste, mais je veux aussi être un homme réaliste.
00:56Et quand nous regardons, quand nous sommes ici en Paris, VivaTech, c'est un événement fantastique.
01:01Et nous avons le monde en Paris pour parler de technologie, de l'innovation.
01:06Nous avons tous ces fantastiques start-ups.
01:08Et c'est vrai qu'en Europe, la size du marché européen, 450 consommateurs, c'est super attractif.
01:16Et il y a beaucoup de fantastiques entreprises.
01:19Maintenant, la réalité est que si nous regardons le système de consommation digitale,
01:25et ce qui a passé dans les dernières années,
01:28nous regardons les valuations des entreprises comme Microsoft, Google, Amazon,
01:36et je pense que juste ces trois, c'est plus grand que la France'-GDP.
01:42Donc, je suis afraid qu'il y a quelque chose, et nous savons qu'il y a quelque chose qui
01:46est missing en Europe,
01:47et ce qui est très true pour le telco industrie, c'est la scale.
01:51Parce qu'il y a 450 consumers en Europe, mais nous avons 27 membres states, 27 régulations, 27 langues,
02:02et c'est quelque chose qui permet nous de tapir ce qui est vraiment le potentiel de l'Europe.
02:09Donc, si je prends l'industrie du telco industrie, c'est even worse,
02:13parce qu'il y a 3 big mobile operators dans le US, 3 big mobile operators dans le pays,
02:21et 90 mobile operators dans l'Europe, et notre telco industrie est sur la scale,
02:27parce qu'il y a un industrie de coste.
02:30Donc, c'est là où nous avons fantastiques talents dans l'Europe,
02:34nous avons un fantastique ecosystem pour l'innovation,
02:37mais si nous pensons, comment on scale ?
02:40Et scale really matters pour devenir global leaders.
02:44Donc, je suis both optimiste sur les talents,
02:47mais si nous faisons quelque chose sur la création de la scale dans l'Europe,
02:52je suis afraid que nous ne sommes pas capable de créer global leaders.
02:56Ça ne signifie que nous ne pouvons pas avoir exceptions,
03:01mais size matters.
03:02Ok, well, c'est intéressant, parce que si vous regardez,
03:08si vous regardez, 3 telco operators dans le US, 3 en China,
03:12je pense que vous avez 19 en Europe, c'est évidemment une grande référence.
03:17Oui, c'est 27 pays, et les compétition authorities dans l'Europe,
03:21ils préfèrent avoir 4 operators dans le pays,
03:23donc si vous faites 27 fois 4, vous avez le nombre.
03:26Et parfois, c'est encore plus que 4.
03:28Ok, donc, c'est un bon moment pour parler d'un deal que vous avez fait en Spain,
03:32avec MassMovil, un operator in Spain,
03:35qui réduit, évidemment, le nombre de operators.
03:40Et pourquoi est-ce que ça signifie pas seulement pour l'Orange,
03:44mais aussi pour l'Europe pour l'Europe ?
03:46Oui, je pense que tout le monde parle de l'AI ici,
03:49et nous voyons que l'AI, c'est vraiment une massive industrie révolutionnaire.
03:54C'est vraiment une révolution de l'humanité, l'AI.
03:57Mais ce que les gens forgetent, je pense que les gens ne forgetent ces jours,
04:01parce que vous parlez à OpenAI, Microsoft, Mistral,
04:04et tous les entreprises de l'AI,
04:08le bottleneck de l'AI n'est pas la capacité de développer software.
04:14C'est la compétition, c'est la power.
04:16Donc, nous sommes back dans l'infrastructure.
04:19L'infrastructure matters.
04:21Et en Spain, le deal avec MassMovil,
04:23on a combine Orange, qui était le numéro 2 en Spain,
04:27MassMovil était le numéro 4.
04:28On a combine, et maintenant, Mass Orange, en Spain,
04:31est le leader dans le marché.
04:33Nous avons 36 millions de customers en Spain.
04:35Donc, nous sommes compétitions avec Telefonica, head-to-head.
04:38Et nous avons l'aventuré de investir significativement
04:42en 5G, en fibre,
04:43beaucoup plus que nous pouvons arranger comme un joueur,
04:48même si nous sommes le numéro 2 en Spain.
04:50Et c'est quelque chose que le gouvernement le gouvernement a compris.
04:53C'est quelque chose que nous avons deux ans,
04:55pour convaincre Brussels,
04:57que l'aventuré de l'infrastructure,
05:01ça va se matter,
05:03si nous voulons que Europe
05:04pour tapons dans la innovation digitale,
05:07que l'AI va donner.
05:09Et c'est un débat qui est live.
05:11Nous avons la élection européenne
05:12qui est en deux semaines,
05:15trois semaines.
05:16Et la réalité est que Europe,
05:18et c'est quelque chose que l'European Commission
05:20a déjà highlight,
05:21si vous regardez la capacité de telcos
05:23pour investir dans l'Europe,
05:25par 2030,
05:27il y a un 1.75 billion euro gap.
05:31Si nous regardons la capacité,
05:33la capacité, la capacité,
05:35la size que nous avons,
05:37un 1.75 billion euro investment gap,
05:40et ce qui est,
05:42assis que le traffic continue à croire,
05:45et c'est déjà mentionné,
05:46le traffic est growing,
05:48année après année,
05:48parce que de vidéo.
05:50Si nous ajouterons
05:51ce que l'AI de l'information pourrait être,
05:54et si vous pensez à avoir
05:56une réelle-tente translation
05:58sur ce dispositif,
06:00je vous garantis que nous
06:02nous sommes travaillant
06:02à travailler
06:03à modéliser,
06:03à ce que ça va être.
06:05C'est ce que ça veut dire,
06:06mais personne,
06:08personne aujourd'hui,
06:09le infrastructures,
06:10ne peut pas sustain ça.
06:11Et je parle de ça
06:12dans un pays comme France,
06:14où nous avons
06:15le meilleur mobile network,
06:16nous avons une excellente coverage,
06:17nous avons fibre
06:18atteint 90% de la maison en France,
06:21donc nous avons une excellente infrastructure.
06:23Mais si nous pensons
06:24d'A.I. à scale,
06:27l'application n'est pas
06:29la commodité que nous pensons qu'il est.
06:32Nous devons investir,
06:33et nous savons qu'il y a un gap.
06:34Donc, c'est pourquoi,
06:35c'est ce qui s'est dit,
06:35nous avons décidé de convaincer
06:37le gouvernement,
06:39le commission,
06:40que l'application
06:41de investir
06:41en infrastructures
06:42matters,
06:43et c'est pourquoi
06:43nous avons l'autorisation
06:45de créer
06:45ce leader
06:46pour le marché.
06:47Et comment,
06:48vous pensez que
06:48nous pouvons
06:49l'investissement gap ?
06:50C'est la vraie
06:51challenge là ?
06:52Le gap,
06:54c'est que quand vous avez
06:5590 operators,
06:57l'application
06:58d'investir
06:59vient de la marginale
06:59que vous avez
07:01une meilleure
07:02price pointe
07:03en Europe.
07:03You take France,
07:06France,
07:06France,
07:07we can talk
07:07about the revenue
07:08per user,
07:09the price
07:09of the mobile package
07:10or broadband package.
07:12France is a cheap country,
07:14much cheaper
07:14than Germany.
07:15You go to Romania,
07:17you get a mobile,
07:17I mean,
07:18it's cheaper
07:18to get a mobile package
07:20with a gigabit
07:22data capability
07:23than to buy
07:24a hamburger.
07:25So I think
07:26there's a price
07:27issue somewhere.
07:28Now,
07:28competition is good,
07:29and purchasing power
07:32is a debate.
07:34We operate in Africa
07:35where the price point
07:36is below 3 euros
07:38per month
07:38per customers.
07:40So we know
07:40how to drive efficiency
07:41and that's thanks
07:42to technology,
07:43but we need to generate
07:44enough margin
07:45to invest
07:46and I think
07:46it comes from scale.
07:48I mean,
07:49it's pretty mechanical.
07:50If you're the number one
07:51telco in a country,
07:52you make more money
07:53than if you're
07:54the number four.
07:55Now,
07:55what we see happening
07:56in Europe,
07:57and that's a bit scary,
07:58and I think
07:58this is where
07:59our decision makers,
08:01I mean,
08:01we have to realize
08:02when you see
08:03Telecom Italia
08:04selling its fixed network
08:06to KKR,
08:08when you see
08:09Vodafone exiting
08:10Spain or Italy,
08:12this is scary.
08:14So at least,
08:15I mean,
08:15I'm optimistic,
08:16so that's why
08:17we're driving consolidation
08:18in Spain,
08:19we're driving consolidation
08:19in Belgium,
08:20we're driving consolidation
08:21in Romania,
08:22we've rolled out fiber,
08:24but this is something
08:24that we have to realize
08:25that either the consumers
08:27will have to pay more
08:29or,
08:30and that's a big discussion,
08:32we will have to assume
08:33that traffic
08:35on our networks
08:35needs to be compensated
08:37and today,
08:39we know that traffic
08:40is generated
08:40by big platforms,
08:42but Netflix
08:43is not paying
08:43for the traffic
08:44that's generated
08:45on our networks,
08:45YouTube is not paying
08:46for it,
08:48we should find
08:49a business model
08:50where at least
08:51they have an incentive
08:52to reduce the traffic.
08:54Today,
08:54their business model
08:55is only based on
08:56the more traffic
08:57they generate,
08:58the more money
08:58they make,
08:59but the more
09:00we have to invest
09:00to just transport
09:02this traffic.
09:03So it's really something
09:04that we're working on
09:05together with them,
09:07but it's a real
09:08economic discussion
09:10and in the end,
09:11it's really a decision
09:12that we have to make.
09:13this is not just
09:14a debate for Europe
09:15because I don't want
09:17this debate to be,
09:17it's not about
09:18taxing US players
09:20against Europe
09:21because this debate
09:22exists in the US,
09:23this debate exists in Asia,
09:25it's a debate around
09:27how do we continue
09:29to invest
09:29in the proper
09:30digital infrastructure.
09:31So you mentioned
09:32some of those
09:33large technology companies
09:34that have these
09:35enormous valuations.
09:37There's a huge
09:38gold rush going on
09:39at the moment
09:39obviously for AI,
09:41particularly generative AI
09:43based on large
09:44language models.
09:46Every estimate suggests
09:47that we're going
09:48to be using
09:48a lot more energy
09:50in order to power
09:51those AI solutions
09:52or those AI products.
09:54I read one report
09:55yesterday,
09:55we're saying something
09:56like three times
09:57as much energy
09:58as we're currently
09:59able to produce.
10:00So I'm interested
10:01to hear your perspective
10:03just from an Orange
10:05perspective in terms
10:06of how you're going
10:07to reduce your
10:08carbon footprints
10:08in order to
10:11promote environmental
10:12sustainability
10:13across your operations
10:14but also how you think
10:16that AI can be used
10:18and technology
10:19such as the Internet
10:20of Things
10:20in order to address
10:22these urgent challenges
10:23that we face.
10:24Yeah, so at Orange
10:26we're committed
10:27to becoming
10:28net carbon neutral
10:29by 2040
10:30which is a challenge
10:31because of course
10:32I mentioned
10:33the traffic
10:34is growing
10:34on our network
10:35and we continue
10:37to deploy mobile sites
10:38to increase coverage
10:39in a country
10:41like France
10:41but also in Africa
10:42and all the countries
10:43where we operate.
10:44So we are working hard
10:46and this is where
10:46technology helps
10:47because through software
10:49we have smarter networks.
10:52We also decommissioned
10:54legacy technologies.
10:55If you think about it,
10:56today in France
10:57we are running
10:57four mobile networks,
10:59two fixed networks,
11:00copper, fiber,
11:012G, 3G, 4G, 5G.
11:03That's not efficient.
11:05When we decommission
11:06copper
11:07and this is something
11:08this is a huge project
11:11and this is something
11:12we're committed
11:12to doing by 2030
11:14but fiber
11:15is three times
11:16more efficient
11:17than copper
11:18from an energy consumption
11:19standpoint.
11:205G is a lot
11:22more efficient.
11:22I'm not even talking
11:23about 2G
11:24because 2G
11:25or 3G
11:25there are many things
11:26many applications
11:28you can't run
11:28on those networks
11:29but today
11:30they still consume energy.
11:32So we are decommissioning
11:33the old
11:33and the good news
11:34is fiber
11:35and 5G
11:36is helping us
11:38become more efficient.
11:40We are also
11:41obviously like
11:41any company
11:42moving to
11:43renewable energy.
11:44I mean in France
11:45we have decarbonized energy
11:46but we deploy
11:48solar sites
11:49in Africa
11:51to make sure
11:51that every mobile site
11:52is autonomous
11:53and we use AI
11:55to make sure
11:56that we are
11:57more efficient
11:57that we
11:58avoid
12:00issues on our network
12:01to avoid
12:02sending technicians
12:03driving on the networks
12:04everywhere.
12:05So this is where
12:06AI is helping us
12:07already
12:08in our networks
12:09and so we know
12:10what we have to do
12:11but you're right
12:12that today
12:13we talk a lot
12:14about AI
12:14the bottleneck
12:16is compute power
12:17I mean
12:18Nvidia published
12:19its results
12:20this morning
12:20you've seen them
12:21I think
12:24companies like
12:25Microsoft
12:26and Google
12:28will become
12:29power companies
12:30if we just
12:31continue running
12:32like it is today
12:33so infrastructure
12:35matters
12:36and power
12:37matters
12:38but this is also
12:39where
12:39if you think
12:40about it
12:41today
12:41our network
12:42between all
12:43the home gateways
12:44that you have
12:44for broadband
12:45at home
12:45and those devices
12:47this is fantastic
12:49distributed
12:50compute power
12:51that exists
12:52and so we will
12:53have to rethink
12:54the model
12:55of the
12:56I mean
12:56the internet
12:57is already
12:57highly decentralized
12:58but we will
12:59have to move
13:00the AI
13:01to the edge
13:02and obviously
13:03that's where
13:04we are
13:04actively working
13:05with AI giants
13:07many innovation
13:09companies
13:09and startups
13:10to redesign
13:11how networks
13:12should be
13:13so that we can
13:14tap into
13:15the promise
13:17of AI for all
13:18okay
13:18so we make
13:19infrastructure
13:19more sustainable
13:21I have to ask
13:22the question
13:22simply because
13:24it is part
13:25of the debate
13:26about AI now
13:27obviously there's
13:28huge opportunities
13:29you know
13:29you and I
13:30were talking
13:30earlier about
13:30education
13:31and the way
13:32in which
13:32it can be
13:32deployed
13:33but obviously
13:34there are
13:34challenges
13:35you know
13:36working in
13:36the publishing
13:37industry
13:37I see
13:38you know
13:39if we want
13:39our information
13:40sphere to be
13:41still you know
13:42as strong
13:42as it can be
13:43media companies
13:45are going to
13:45have to figure out
13:45how they work
13:46with large
13:46technology companies
13:47in the AI space
13:49in order for our
13:50content to be
13:51you know
13:53sustainable
13:54so how do we
13:56mitigate some
13:57of the risks
13:57that we're seeing
13:59around economic
14:00models that could
14:01be challenged
14:02well there's no
14:03doubt that many
14:04economic models
14:05will be challenged
14:05as it's been
14:07for any
14:07technology revolution
14:09I mean
14:09but
14:10so we have to
14:12reinvent
14:13we have to
14:14I mean
14:15ask ourselves
14:15the question
14:16I think
14:16it's
14:17it's not
14:18easy
14:18because you
14:19take it
14:19I mean
14:19AI is both
14:20helping us
14:21big time
14:22to protect
14:23our networks
14:24to bring
14:24I mean
14:25for cyber
14:25security
14:26to prevent
14:27fraud
14:27I mean
14:28but still
14:29we know
14:30AI is also
14:31helping
14:32the bad ones
14:33who are trying
14:34to attack
14:34to attack
14:35and make money
14:36from
14:37others
14:38so this
14:39is where
14:39there's always
14:40two sides
14:41to it
14:41so it's
14:42definitely
14:43a society
14:44debate
14:44I think
14:46you see
14:47all the legal
14:48fights
14:48happening
14:49in the US
14:50around
14:50rights
14:51patents
14:51I think
14:53this is
14:53just the
14:53beginning
14:54so in
14:55Europe
14:55at least
14:55we have
14:56the
14:56data
14:57and AI
14:57act
14:58that's
14:58providing
14:59at least
15:00a legal
15:00framework
15:01for us
15:02to work
15:02but no
15:03doubt
15:04that we
15:04will have
15:05to build
15:05things
15:06as we
15:07move
15:07forward
15:08for me
15:09the most
15:09exciting
15:10thing
15:11if we
15:11think about
15:12again
15:12Europe
15:13and scale
15:14what's
15:14today
15:15preventing
15:15us
15:15to scale
15:16in Europe
15:17I mentioned
15:18the language
15:18barrier
15:19I mentioned
15:20regulation
15:20barrier
15:21but if you
15:22think about
15:22it
15:23AI
15:23can help
15:24us
15:24reduce
15:25these
15:25barriers
15:25because
15:26we'll be
15:27able
15:27to work
15:28in our
15:29local
15:29language
15:30but to
15:30exchange
15:30all
15:31together
15:31so it
15:31will
15:32make
15:32it
15:32easier
15:33to
15:33overcome
15:34those
15:34barriers
15:34in
15:35Europe
15:35regulation
15:35I
15:36think
15:36any
15:37lawyer
15:37at least
15:38our
15:38legal
15:38teams
15:39are
15:39already
15:39using
15:40AI
15:40to
15:41make
15:41sure
15:41that
15:41we
15:42can
15:42process
15:43things
15:43much
15:43faster
15:44so
15:44there's
15:45always
15:45one
15:46good
15:46side
15:46to it
15:47and one
15:47bad
15:47side
15:48to it
15:48but there's
15:49no doubt
15:50I mean
15:50you take
15:51for me
15:52the biggest
15:53risk
15:54that I
15:54see
15:54is to
15:55increase
15:56the digital
15:57gap
15:57around the
15:58globe
15:58and when
15:59I see
16:00and we
16:01operate in
16:01Europe
16:01we operate
16:02in Africa
16:02we are
16:04working
16:04hard
16:04on
16:05building
16:05on
16:06bringing
16:06mobile
16:06coverage
16:07to
16:07every
16:08citizen
16:08in
16:09Africa
16:09but how
16:10do we
16:10make
16:11sure
16:11we
16:11don't
16:11build
16:12again
16:12power
16:13plants
16:14compute
16:14power
16:15for the
16:17west
16:17world
16:18and leave
16:19aside
16:20people
16:21this is
16:21true in
16:21any
16:22country
16:22but I
16:23think
16:23this is
16:23a big
16:24question
16:24that the
16:24global
16:25south
16:25will not
16:26let
16:26this
16:27happen
16:27and we
16:28have
16:28I mean
16:28all global
16:29companies
16:30have to
16:30make sure
16:31that we
16:31drive this
16:32as well
16:32okay one
16:33final question
16:34then
16:35we've got
16:35a lot
16:36of start-ups
16:37out there
16:37they're very
16:38keen to
16:38work with
16:39large
16:39organizations
16:41how do you
16:41think about
16:42if you're
16:43a start-up
16:44how best
16:45to come
16:45and work
16:45with a
16:46company
16:46like Orange
16:47how do
16:48you build
16:49those kind
16:49of companies
16:50into your
16:50ecosystem
16:51well
16:52I was just
16:53before
16:53on an
16:55event
16:55with the
16:55French
16:55tech
16:56and talking
16:57about the
16:58things we
16:58are doing
16:58and obviously
16:59we work
16:59with many
17:00start-ups
17:00and some
17:01of them
17:01we bring
17:01them with
17:03us in
17:03Africa
17:04and start-ups
17:05of course
17:06it can be
17:06tricky to
17:07work with
17:07global
17:08companies
17:08like us
17:09and we
17:09can bring
17:10them from
17:10meetings
17:11to meetings
17:11and the
17:12best thing
17:13we bring
17:13to start-ups
17:14is of course
17:14access to
17:15scale
17:16access to
17:16our 300
17:17million
17:18customers
17:19so we
17:19do work
17:20with many
17:20of them
17:21we've
17:21simplified
17:21the entry
17:22point
17:22for start-ups
17:23so that
17:24we can
17:25help them
17:25identify
17:26where to
17:26go
17:27we've
17:28also
17:28created
17:29a fast
17:29track
17:30program
17:30internally
17:31between
17:32procurement
17:32and paying
17:34the bill
17:35now the
17:35real question
17:36is why
17:36can't we
17:37apply the
17:37fast track
17:38for any
17:39partner
17:39because that's
17:40so start-ups
17:42are also
17:42helping us
17:45transform
17:46and there's
17:48like any
17:49big companies
17:49we have
17:51an open
17:51innovation
17:53philosophy
17:54so many
17:55of the
17:55innovation
17:55we drive
17:56today
17:56are based
17:57on working
17:58with global
17:59tech companies
17:59but also
18:00start-ups
18:01we get the
18:01agility
18:02we get
18:02the ideas
18:03we get
18:03the speed
18:04that obviously
18:05a big company
18:06like Orange
18:06cannot
18:07sometime do
18:08even though
18:09I'd like to be
18:10the biggest
18:11start-up on the
18:11planet
18:12from a culture
18:13standpoint
18:15sadly we're
18:15out of time
18:16Christelle
18:17thank you
18:17so much
18:18for being
18:18with us
18:19today
18:19and also
18:19thank you
18:20so much
18:20for making
18:21the case
18:21for optimism
18:22which I think
18:23you've done
18:23really well
18:23so thank you
18:24for being
18:24with us
18:24today
18:24thank you
18:25thank you
18:25thank you
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