The guy has an article discussing 5G Telco business.
5G: The outsourced elephant in the room - https://berthub.eu/articles/posts/5g-elephant-in-the-room/
And also HN Discussion - https://news.ycombinator.com/item?id=26843068
5G: The outsourced elephant in the room - https://berthub.eu/articles/posts/5g-elephant-in-the-room/
And also HN Discussion - https://news.ycombinator.com/item?id=26843068
The parts about vendors having a great deal of insight into the networks is certainly true from my experience.
For example: I -- an outsourced software developer working for Ericsson here in Europe -- have insight into what software/hardware is deployed in Verizon and AT&T's networks in North America, as well as which of their nodes/radio units are having issues due to software/hardware problems.
Now Ericsson doesn't run and operate Verizon and AT&T's infrastructure, but Ericsson does have a great deal of insight into it via proactive log collection and similar initiatives.
If one of Verizon's radio units in Texas is having a lot of problems, then a software developer in Croatia might end up analyzing some log/crash dumps from it to see what's wrong with it, and then tell someone at Ericsson in Canada to tell Verizon that the unit should probably be replaced.