I had a great chat today with SAP's Stephan Gatien. Stephan is General Manager of the Telecoms Business at SAP and I met him World Congress in Barcelona earlier this year where we talked about IoT and where telcos fit into the complex ecosystem that is the IoT. I invited him to come on the show to expand on that conversation, and we discussed how telcos are hoping to move up the value stack, what that means for their partners, competitors, and customers, and how the future looks for all parties in this complex ecosystem