- il y a 6 heures
No Timeout: Leadership in Motion
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00:00Bonjour tout le monde, un petit peu de friday fun pour vous
00:03Nous parlons sport, tech, où nous allons, disruption
00:06Nous avons juste la question de commenter
00:09Comment vous avez regardé la handballe match
00:11Je dois reconnaître que je pensais que c'était une très petite balle
00:13Que vous mettez contre une walle avec un ami
00:15C'est pas ça, c'est très high énergie, c'est intense
00:19Vous voulez juste expliquer ça de votre perspective
00:21Comment vous voyez la handballe ?
00:23Alors, bien sûr, nous n'avons pas de la balle contre une walle
00:27Nous essayons de faire des goals
00:29Et aussi, vous avez mentionné que Hans était un très bon joueur de handball
00:33Et c'est là où notre connexion vient, et je suis très heureux de voir ça
00:37C'est une très bonne parole, c'est très bien
00:39Mais handball, c'est le sport où France dominante
00:43Et nous sommes très heureux que 20 ans
00:47Nous n'avons pas le meilleur équipe du monde
00:51Et maintenant, nous sommes le meilleur
00:52Nous sommes l'Olympique champ, World champ, Euro champ
00:56Donc, c'est un très bon sport
00:57Oui, vous avez mis le lien, c'est un peu random
01:00Le boss de la technologie compagnie
01:03On stage with a handball champion
01:05Mais vous jouez à jouer
01:06Oui, mais je ne suis pas particulièrement
01:09Je ne suis pas particulièrement bien, donc j'ai commencé à travailler
01:11Il a joué sa carrière, il a joué à l'Olympique
01:15Il a joué à l'Olympique en Paris
01:15Donc, nous avons un petit peu différent de l'arrière
01:18Mais nous avons commencé très similaires
01:20Parce que Nicolas'a père était son coach
01:23J'avais mon père comme mon coach
01:25J'avais 6 ans
01:26J'étais 21
01:28J'étais semi-pro
01:31Mais là, tout va différent
01:34Il a joué professionnel, le meilleur joueur de la ville
01:36C'est probablement le meilleur joueur de la team
01:53Il a joué à l'Olympique de l'Olympique
01:55Oui
01:56Quand on a joué à l'Olympique, on a joué à l'Olympique
01:58Donc, la première fois qu'on a joué à l'Olympique
02:01Il a joué à l'Olympique
02:03Il a joué un photo où je lui ai donné le prix
02:05Quand il a joué à France, il a joué
02:08Il a joué un peu de flair
02:09Maintenant, on a joué un peu de flair
02:10Vous avez gagné 3 olympique gold medals
02:12Pour l'Olympique national handball team
02:15Ce que je vois, c'est un sport
02:17High-intensity, top fitness
02:19Very quick responses
02:21How do the lessons from your sport
02:23Apply to those in business and technology?
02:27Well, I found out
02:29And that was all of my purpose
02:32After my career stopped
02:33After the Olympics in Paris
02:34I wanted to find out
02:37How sport and business and companies
02:39What do they have in common?
02:41What do they share?
02:43And I found out that it's basically the same
02:45We are a group of people
02:47Trying to work together
02:48Trying to put their quality
02:50Individual quality to reach a supreme goal
02:53And so you have this team spirit
02:56This leadership
02:58This team working together
02:59And you have also the individual side
03:01How do you as an individual
03:04Try to make your team better?
03:06How can you improve every day?
03:08How can you improve every day?
03:09So this is what I understood all of this year
03:11And I try to bring it during conferences
03:14Or when I'm talking with huge personalities like Hans
03:20And I'm trying to learn from them
03:22And trying to get out of my comfort zone
03:24Hans, your career incredibly successful
03:26In the world of technology, telecoms, business
03:30Multiple companies you've led
03:32But I gather Handball actually helped shape your leadership strategy
03:36I usually say when I talk about leadership to anyone
03:41That all my leadership sort of competences come from team sport
03:46And of course it comes from handball
03:48Because ultimately I learned I wasn't the best in the team
03:51But everyone has a role to play
03:53And you need to see that you use the strengths and weaknesses of every team member
03:57It's exactly the same you do in the leadership team running a company
04:00You need to have people being good at certain things
04:03Others and other things
04:04You as a leader need to understand what you're really bad at
04:07And you have people around you that can actually fulfill that
04:10And in my case I try to double down on what I'm good at
04:13And that's very few things
04:14But that's how you do it
04:15And the same is in handball
04:16There are people really good shooting or from the corners or whatever
04:21So you try to actually get the best of a team
04:23The same is
04:24So a lot of the thinking that came from my early years as a team handball
04:30As a role player is actually what I apply today
04:32When I recruit, when I put a team together
04:36So yeah
04:38Let's take this one leg further
04:39Because at this point in technology we are facing enormous AI disruption
04:43And it feels like even very successful companies
04:46Could be facing a crisis point if they get disrupted
04:50If they don't get the technology right
04:51Yeah
04:52How do you think about that in this vein?
04:54So our company I'm not sure how many there's
04:58Who knows Verizon but it's one of the largest telcos in the world
05:03We turn over 140 billion dollars
05:05And if we do our financial guidance this year
05:07We do 50 billion dollars in profit
05:10So it's an enormous company
05:11And of course enormous lot of data
05:13So the use case for generative AI for us is enormous
05:17And we have been very early on it
05:18I can take one example
05:20We have 170 million calls a year to our call center
05:24170 million
05:27Roughly 80 million of them are already taken away by a bot
05:31Then you have 90 million that actually go to a colleague of mine
05:36A customer care employee
05:39When a phone number comes in
05:41We have 800 data points on that phone number
05:44Okay?
05:44So we can determine to 91% secure probability
05:48Exactly why that phone number is calling
05:50Then the 50,000 people working in my call centers
05:54I have the CV on them
05:55Some are good at broadband
05:57Others good at billing
05:58The others on mobility
06:01And then we match them in a millisecond
06:03The CV with why they are calling in order
06:06So we have reduced several minutes per call
06:09And the call resolution on the first call has also gone down
06:13And the most astonishing is that my employee satisfaction has gone up
06:17Because my employees are super happy
06:19They get the call that they can solve
06:21Because we all want to be successful
06:22So we apply that in many areas
06:26The capital allocation
06:27We allocate roughly 20 billion dollars a year to our network
06:30We use AI to see that we put it in the right time at the right place
06:34So I think generative AI have an enormous opportunity
06:37When it comes to processes
06:39And where you have an enormous lot of data
06:42Nicola, I want to ask you about AI in sport
06:44Recently I had the opportunity to play ping pong
06:47With AI generated in the backdrop
06:51And it was telling me about the speed
06:53The swing star
06:54What was working for me, what wasn't
06:56And no doubt AI is going to disrupt sport
06:58How big a disruptive force do you see it being for handball for instance?
07:03Yeah, I think that AI and data
07:05As we've seen in the last years
07:07In the last couple of years
07:08Will be a big disruption
07:10But the main question is
07:12How the coaches, the CEO will use it
07:15Because I saw, I experienced the data
07:18The first data phase
07:19And these tools, this technology
07:23Is there for one point to save time
07:26And time is money for you
07:28And time in teams is very valuable
07:31Because when you have time, you can rest
07:33You can do other things
07:34And I've seen the positive effect
07:36When data and AI is used very well
07:39And it can save a lot of time
07:41It can predict, it can compare
07:44For example, I hurt my knee when I was 37 years old
07:47I have an ACL with thrombosis and embolia
07:51And data and AI helped me to realize how I was training before
07:57My velocity, my speed, my jumping abilities, my shoots and everything
08:02And it helped me compare with what I did afterwards when I came back
08:05So to see if I was fit again
08:08If I could enter and play and play the Olympics
08:11So this was very positive
08:12But I saw the negative effect also of AI and tech
08:16With coaches who were leaving all the decisions to the AI and tech
08:21And also the players realizing that the coaches weren't able to use that very well
08:27And that they made all of their decisions based on that
08:30And not based on their human decision
08:33And I saw teams lose face in their coaches because of AI and data
08:38Fascinating
08:39A question to both of you
08:40Because I know you work with a lot of data hands
08:42And you've worked with a lot of sports stars
08:44Yeah
08:45Do you think in future as we talk about AI in sport
08:48That it's going to come down to the best athlete?
08:51Or is it going to come down to the best AI strategy?
08:54I think it's going to be a combination
08:56It's just that, but it's always if you have a good
08:58I mean, 10 years, 15 years ago
09:01I mean, the coaches had pen and paper
09:03And the ones that are the best with the pen and paper
09:05They can educate the teams
09:06Or if it's NFL, NBA, whatever
09:08Today they get so much data
09:10So it's going to be a lot about the data
09:12How they educate the players
09:13But still you need the skills
09:14You know, he is way better than me
09:16So with AI I wouldn't be better than him
09:18Anyhow, so I think that's important
09:22And we see in the US
09:24Of course, we have built basically
09:26In all NFL stadiums
09:27We have a private 5G network
09:29Where we capture all the data for the teams
09:31For the league
09:32So they can process that
09:34Both to do better rules
09:36To be more accurate in refereeing
09:38But also that they can communicate differently
09:40So the usage of wireless 5G technology
09:46With AI in sport
09:48Has just transformed dramatically
09:50I mean, I take one example
09:52I mean, if you go into a stadium today
09:54I mean, the last year
09:55The growth on data usage in NFL
09:58Was 40% of all the fans
09:5940% is enormously much more data
10:02They are one phone here looking at one game here
10:04Looking down there
10:05And the last one
10:07If you go to a concert today
10:09If you go to Taylor Swift today
10:11Historically, you know
10:11In a mobile network
10:12You have 80% downlink
10:14You look at things
10:15And you send up 20%
10:16If you go to a Taylor Swift concert today
10:19It's 50-50
10:1950% down and 50 up
10:21Because the youngsters
10:23They are actually doing FaceTime live
10:25To all their friends
10:26Then send it upwards
10:27So the change of how you need to dimension
10:30For data
10:31And how people are using it
10:32Has dramatically changed the last 10 years
10:35And I think that
10:36AI will be a huge tool
10:38For the coaches
10:39For the strategy
10:40And AI will be
10:42But what wins?
10:42Is it going to be the athlete
10:43That's going to be the key
10:44Or is it going to be the data usage?
10:47I think
10:48I'm not sure that AI
10:49Will be able to improve the athletes
10:51I mean, the athletic point as you said
10:54But I'm pretty sure
10:55They will be able to predict
10:56How a player
10:57How will he play
10:59How your opponent
11:01Which strategy they will use
11:04Against that type of defence
11:05How this player will react
11:07Based on all of his career moves
11:09So it will be a huge help
11:11On the tactical way
11:12Can I dive into sponsorship?
11:15Because you have a ton of sports sponsorship
11:17Over at Verizon
11:17And what jumps out to me
11:19Is that we are seeing content disrupted
11:22Even a big deal this week
11:24About to split over at
11:25Time Warner Discovery
11:27That is changing
11:29My own company Comcast
11:30That's also seeing some changes
11:32What does this mean
11:33In terms of who you're going to be working with
11:36In future with those sponsorships?
11:37Will it be more technology platforms?
11:39Or will it be traditional broadcasters
11:41Like the one I work for?
11:41I'll give you a couple of stats
11:43From the US market
11:45Of all new customers
11:47That we add on on broadband every quarter
11:49We add 350,000 to 400,000
11:51New broadband customers every quarter
11:5390% of them are only taking broadband
11:56They are not taking the linear TV package anymore
11:59So the change is dramatic
12:02That people want choices
12:04They take streaming services instead
12:06And many of the streaming formats in the US
12:09Like Hulu, YouTube TV
12:11They have TV channels
12:13So we see a big shift
12:15And for us we work with streamers today
12:18I mean that's part of our offering
12:20That we are exclusive
12:21That you can get Netflix from Verizon for 10 bucks
12:25And if you do it yourself it's 15
12:27So we use our distribution as a service
12:30For all the streamers
12:32That has been our strategy
12:33Instead of owning it
12:34Once upon a time we own Yahoo, AOL, Tumblr, Huffington Post
12:40But we realized that we didn't have the scale to do with
12:42Nor the competence
12:43So we are instead distributing
12:45And taking the cost of acquisition away from them
12:49That we have seen a big shift in the market
12:52And the other is awesome
12:53And we probably are one of the biggest media spenders
12:57Not only in the US, in the world
13:00When I started seven years ago
13:0280% of all the media spend we did was on linear TV
13:04And 20% on digital
13:06It's totally reversed
13:0780% of all the media spend we're doing is on digital
13:10And 20% on linear
13:12Only around sports
13:14Live sports basically
13:16Because that's the only time you get the big viewership on linear TV in the US right now
13:20And out of the 50 largest linear TV programs last year
13:2549 was an NFL game
13:26How do you think AI is going to change the user experience?
13:30The user experience will be changed because you're going to be much more personalized
13:34And I think that we're all looking for having a much more personalized experience
13:39That is catered to you as a person
13:41So both
13:43I'm going to do more personalized for my customers
13:46Basically
13:47Even though we have 140 million consumers
13:50We try to do them as a person
13:52Each of them
13:54I think the consumer themselves
13:55Will also be much more knowledgeable about what they want
13:58And AI will learn over time
14:00What you really want to see and what you do
14:02Instead of your searching
14:02So I think it will change
14:04It will be more personalized
14:05Hopefully
14:06It doesn't
14:07Close it down
14:08Because the risk is always
14:09When you have too much
14:11Data generation
14:12Ultimately
14:13You only look at
14:14What you really like
14:15And you miss a lot of things outside
14:18And that's not good for our society
14:20Nicola, let me turn to you
14:21And talk about what you're up to
14:23Life after sport
14:24You're investing
14:25You're dragging some of the other sports stars
14:28Sports athletes
14:28Off the sidelines into VC world
14:31Just explain that to us
14:33Yeah
14:33My main question after my career was
14:36What will I do?
14:38And what will I do with all I learned as an athlete?
14:41Will I stay in my sport?
14:42Be a coach?
14:43Be a manager?
14:44Be a president?
14:45Or will I go out of my comfort zone
14:47And try to see what I learned as an athlete can help other people?
14:52So I first started, of course, with the youngster
14:55I have an academy
14:56I started writing a book, a comic with my brother
14:59And yeah, a few years ago I met Benjamin Kaiser
15:02Who is a former rugby player
15:04A French national player
15:05Who founded TeamPact
15:07Which is a structure where we
15:09We do VC, venture capital
15:10And he explained to me what is venture capital
15:13And he explained to me that in the US, in the UK
15:17The former athletes, the experience they have
15:19Are much more valorized in the company world
15:23And in the startups
15:23And that we can bring a lot to the people working there
15:27To the founders
15:27Because they are doing the same as us
15:30They are under a lot of stress
15:33They have to perform very quick
15:34They grabbed a lot of money and they have to deliver
15:38So that the sport world has a lot to offer to the startups
15:42So we started talking like this
15:44And I was at the point where I had children
15:47I was asking myself what can I do for the next generation
15:51For the world
15:52And it just clicked, we connected
15:55And since then I'm investing in French tech environment
16:00And health
16:02And with TeamPact
16:04Yeah, with the founders
16:07We are trying to help them
16:08On all the leadership issues
16:10Mental issues
16:11Performance
16:13Every day
16:13And it's
16:14Yeah
16:15And a bit of ESG I gather
16:16In terms of some of the small companies you invest in
16:19Although someone told me the other day
16:20ESG is no longer what we know it to be
16:22It's energy security and geopolitics
16:25But just explain what you're doing
16:27In terms of some of the small companies
16:28Well, we basically
16:30Yeah, we are an investment firm right now
16:34So we invest in them
16:35We also try to explain what is venture capital to the French top athletes
16:41And to, yeah, help them invest in that kind of startups
16:46Because until now, French athletes invested in stone, in life insurances
16:53And that was all
16:54So we try to democratize this type of invest
16:56And we try in every startup we found
17:01We try to, yeah, start boards
17:04And put each of our athletes we have in our fund
17:07With the founders
17:08So we help them
17:08We have every month, every second month
17:11A board
17:12We call this a board of champions
17:13So we sit with them
17:15And we talk about their leadership issues
17:17Their team issues
17:18And also their personal issues
17:20As athletes
17:21So
17:22I want to come back to you on the investor landscape
17:25Because it is changing around AI
17:27There's been a big discussion here
17:28And I think it really was Jensen Huang
17:30Who put the ball on the tee
17:32He was talking about sovereign AI
17:34And saying why would you outsource it?
17:36Why would you give that away?
17:37And in that vein, we've seen a lot of American companies
17:41For the last 10 years or so
17:43Be very dominant in the build-out of infrastructure
17:46AI is the greatest infrastructure build-out of our generation
17:50Do you think Europe should hold on to its destiny
17:53And do more homegrown tech?
17:55Oh, wow
17:56Remember, I'm European
17:57But I work in the US
17:58Exactly
17:59That's a hard question
18:01Historically, of course
18:02We have seen the capital market of the US
18:06It's extremely strong and very big
18:08So, of course
18:09The amount of money that is needed
18:12To especially invest in the large language models
18:15Are so big, you know
18:16So there's very few companies that can do it, actually
18:19And that probably tells me
18:21That it's probably going to be more dominated by North America
18:24Than anything else
18:24Then we all need to understand
18:26Because now it's different phases of generative AI
18:30We're in the first phase
18:32When you develop big large language models
18:36That you're training
18:36Ultimately, it's going to be some sort of an enterprise solution
18:40And then anybody can play on that
18:42When you take it down to the edge of the network
18:45And you have something that's a business case for you
18:47So I think everyone can play in it
18:50But clearly with the enormous investments needed
18:53We see a lot of the large companies in the US
18:58Being taking the lead there
18:59The big topic of discussion here is agentic AI and physical AI
19:05What does that mean for Verizon?
19:08More demand on the network?
19:10More need for fiber?
19:11How do you see it playing up?
19:13So what I see is that when it goes from large language models
19:19First of all, you need a lot of fiber
19:21So that's a business case for us
19:23We build fiber all over the world
19:25And especially in the US
19:27So you need fiber to transport the large language models
19:30Wherever they're going
19:31So that's a business model for us
19:32The second is that we are pretty certain
19:36When these are going to be applications
19:39That you're actually having in production
19:40They're going to move out to the edge of the network
19:43And you're going to have edge compute in the generative AI
19:47A company like us
19:49We have already power, cooling, space and processing power
19:54At the edge of the network in the whole country
19:56And in countries outside the US
19:58So what we see right now is that
20:00We see a flood of that opportunity
20:03But we are not in the big data centers
20:05But we are in the, I call them the small data centers
20:08Which are doing edge computing
20:11Nikola, come in on this
20:12It's agentic AI, I'm sure you've had some discussions about it this week
20:16And also physical AI
20:18How are you seeing the opportunities here?
20:22No, I'm not as much in AI as Hans right here
20:27So yeah, I'm just trying to discover
20:30How can it help the sport world
20:33And how can AI, as we talked about, impact the sport
20:37And how can it help
20:38My brother is still playing
20:39And I want him to, I want to help him
20:42I'm still an ambassador at PSG
20:44But you've invested in a company that has a skeleton
20:46And that's physical AI, isn't it?
20:49That's physical AI, of course
20:50But I'm not an AI expert
20:51I'm a mental expert
20:53So as I said, AI is technology
20:55He's a mental expert, yeah
20:57I just advise the guys who are behind the AI
21:01And who have all the pressure to make the start-up work
21:05And I try to help them
21:06I try to talk with them, sit with them
21:09And explain what was my path as an athlete
21:11To live with the huge pressure I put on myself
21:15Since I was 10 years old
21:1610 years old
21:17I told in the newspaper
21:18I wanted to be the best in the world
21:20So that huge pressure on me
21:22And I lived with this until 40
21:25And so I try to explain to all of the guys
21:27Who has huge pressure on them, upon them
21:30How can you live with this?
21:31How can you live with this?
21:32How can you reach your goal at 22 years old?
21:36And how can you go on and keep on and never back down?
21:39So that's my job in the AI business
21:41So what is the message around managing stress?
21:44For those in the room that are very determined to grow their business model
21:47And they see, they feel the stress
21:49What advice do you have to them for managing some of that stress?
21:52Well, there are a lot of advices
21:55My first advice is always to learn how to dissociate a goal and a result
22:02A result is what Hans will have to do this year
22:05I don't know how many billion do you have to make
22:08This is a result
22:09And this will happen only if you reach your everyday goal
22:14And to learn how to dissociate
22:16It was the same for me
22:1740 years old
22:18I wanted to play the Olympics, my sixth Olympics
22:20This was a result
22:21And I had no ability to change that
22:25Or to reach that on day one of my season
22:28But my goal was how to train
22:30What do I do today that will help me reach my results?
22:34So a lot of athletes, a lot of people make the mistake
22:37Of pretending the result is the goal
22:40So the result is over there, you know, you have it in mind
22:43And it's cool and it gives you energy
22:45But it's what is your goal today that will bring you to your results
22:49So that's one of the main things that helped me
22:51Like before the final, Olympic final
22:53I don't think about winning
22:56I think about what do I do right now that will make me win
22:59So this, yeah, takes a lot of stress down for me
23:03We appreciate the advice
23:04Now just finally before we wrap up
23:06Let me put some stress on hands
23:07The most relaxed chair and CEO on the planet
23:10The trade war
23:12There's a big trade war that's been playing out across the globe
23:15U.S. and China seem to have a breakthrough
23:17Europe is yet to negotiate still
23:19There's a ton of geopolitics
23:21There was just a strike from Israel on Iran overnight
23:24How is this changing the business environment
23:27And hampering decision making?
23:29It's a very good question
23:30You learn after a while that you focus on what you can control
23:35And as a leader of a large organization
23:37There's billions of things that happen in my company every day
23:40I tell my team
23:42We focus on what we can control
23:44If the tariffs goes up or down
23:46It's going to be the same for everyone in my industry
23:48So it's just a beat competition with the same circumstances
23:52And I actually had my top 300 just a couple of days ago
23:56And I told them guys
23:56We don't should focus on that
23:59It's going to be what it's going to be
24:00And the only thing we need to think about
24:02We're going to be better than anybody else in our industry
24:05With those circumstances
24:06So don't spend time on that
24:08Of course we need to spend time
24:09Do we need to change the supply chain etc?
24:12But getting worried over that
24:14Oh my god
24:14That doesn't help anyone in my company
24:17And it's a little bit
24:17This is the result
24:18This we're going to do
24:19I focus on what I can control
24:21And I think that's what we try to do every day
24:23When you run a company
24:24You play handball
24:25If you have four people injured in the team
24:27You don't focus on those four
24:28You focus on the team you have on the ground
24:30And they can do it
24:31So I think it comes from sports
24:34But it comes also from common sense
24:36Fantastic free advice for everyone here in the audience
24:39Thank you so much for sharing both of you
24:41Hans and Nicola
24:42Thank you for joining us at VivaTech
24:43Thank you
24:44Thank you
24:47Love it
24:48Great
24:48Thank you
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