Keep pulling the thread on Dan Schulman.
Upon becoming CEO, Dan Schulman's assessment was that Verizon had lost market share for five consecutive years.
Upon his arrival, Verizon had fallen from number one in market capitalization among its peers to the last position.
In the three years prior to his tenure, Verizon had implemented approximately 30 price increases without adding incremental value for customers.
Dan Schulman predicts OpenAI will release four new models between now and the end of the year, each representing a step-function improvement.
In experiments over the last three months, Verizon's AI customer service agents achieved a customer satisfaction rate 1,280 basis points higher than human representatives.
Dan Schulman predicts that Artificial General Intelligence (AGI) will be achieved within the next 2 to 4 years.
Dan Schulman predicts quantum computing will be achieved within the next 4 years.
Verizon is actively preparing for "Q-Day" (quantum computing breaking current encryption) and anticipates it could occur as early as two years from now.
Within the next couple of months, 85% of all issues in Verizon's network will be identified in minutes and fixed autonomously.
Dan Schulman assesses Verizon as a large, bureaucratic, and hierarchical company that is very risk-averse.
Dan Schulman rates Verizon's tolerance for risk at a 2 or 3 out of 10, while his personal tolerance for trying new things is an 8 or 9.
Verizon's forward P/E ratio was the lowest in its market segment when Dan Schulman became CEO.