Presentation: New control points, new telco value in an AI world#

Amy Cameron, MD, Research - STL Partners

• Why: Not about the PM's core domains, but it names a thesis worth stress-testing: that AI agents — not APIs — are the real catalysts that will make NaaS work, and that new control points (observability data, voice records, network sensing) become monetisable assets. That is a direct early signal for anyone tracking how automation and agentic systems reshape network service interfaces.
• What: Analysis of how AI agents change customer relationships, what the true catalysts of NaaS adoption are, and which new network control points (observability, voice records, sensing) can be captured (from abstract only).
• How: Analyst framework discussion, not a technical mechanism.
• Where applicable: Telco/wholesale product strategy broadly; the "AI agents as the NaaS demand signal" claim is the transferable idea.