Dan Schulman details his turnaround strategy for Verizon, focusing on reinvesting in customers, aggressive cost-cutting, and a cultural shift from a network-centric to a customer-centric mindset, which led to adding over a million net new subscribers in Q1 2026.
Schulman makes bold predictions about the near future of technology, forecasting the arrival of Artificial General Intelligence (AGI) within 2-4 years, quantum computing by 2028, and widespread humanoid robotics shortly thereafter.
He emphasizes the profound societal impact of AI, particularly on the workforce, and calls for corporate responsibility, highlighting Verizon's $20 million reskilling fund and his goal to create a larger, pooled fund with other Fortune 100 companies.
The discussion touches on the dual nature of advanced AI, referencing the Mythos model's ability to expose network vulnerabilities, framing it as a critical tool for proactive defense rather than just a threat.
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Concerns Raised
Inevitable job displacement and rotation caused by AI adoption.
The rapid pace of AI advancement making current technologies quickly obsolete.
The existence of powerful AI models that can expose critical infrastructure vulnerabilities.
The societal challenge of reskilling the workforce at a massive scale.
Opportunities Identified
Leveraging AI to achieve significant operational efficiencies.
Reclaiming market leadership through a renewed focus on customer experience.
Using advanced AI tools like Mythos to proactively identify and patch security vulnerabilities.
Forming cross-industry coalitions to address large-scale societal challenges like workforce reskilling.