Telecommunications firms Verizon and SBC Communications, which are preparing to launch Internet-based video services, argued for looser regulations for such expanded services at a hearing Wednesday before the House Subcommittee on Telecommunications -- "The FCC and Congress have so far employed a light-touch approach to regulating the Internet and IP-based services," testified SBC senior executive vice president Lee Ann Champion. "We are not building a cable network, nor do we have any interest in being a cable company offering traditional cable service. Instead, we intend to offer customers a new total communications experience." Later this year, Verizon plans to launch an Internet-based TV service called FiOS TV, which it hopes to offer to 3 million homes by the end of the year. It has already signed up NBC Universal and Starz to provide content for the service. SBC has invested $4 billion in its Project Lightspeed, which aims to deploy services including IPTV to 18 million households in 13 states within three years. The hearing on new technologies was scheduled as Congress examines new legislation that would update the Telecommunications Act of 1996 to account for new technologies.
Every product roadmap conversation with a technology vendor now runs through one filter that has nothing to do with the roadmap itself: does the company have an AI story that a buyer's finance team would actually underwrite. Forrester Research just gave that gut check a formal structure. Its newly introduced AI Disruption Model evaluates 17 technology and service categories, spanning more than 200 individual markets, against nine factors including AI substitutability, labor intensity, and switching costs. The finding that should reorder tech vendor strategy conversations this quarter is not which markets grow. It is how few of them do, and what that scarcity means for everyone else. Only Three Categories Get an Unambiguous Green Light According to the research, infrastructure providers such as cloud platforms, data centers, and storage; data and AI providers spanning models, platforms, and governance tooling; and cybersecurity and identity providers covering zero trust and AI agent...