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Telecom Turmoil: Valuations and Accountability
This chapter explores recent financial setbacks in the telecom industry, focusing on major players like Nvidia and Ericsson. It discusses accountability issues within Ericsson's leadership following significant write-downs from their acquisition of Vonage, emphasizing the impact of these strategic decisions on corporate performance and market valuation. The conversation also highlights the challenges of monetizing 5G technology amidst competition and shifting consumer expectations.