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Verizon CEO: 100 Billion AI agents by 2030 – and preparing for Elon Musk | Titans and Disruptors

Nov 11, 2026
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Despite having retired to his sprawling Montana ranch, Verizon CEO Dan Schulman emerged to reverse Verizon’s years of market-share losses. Schulman is taking what he calls a “play to win” approach, which includes significant job cuts, meticulous goal-setting and organizational restructuring designed to optimize the “lumbering giant.” In this episode, Fortune Editor-in-Chief Alyson Shontell sits down with Schulman to discuss why Schulman is finished with handing out free phones, the company's 2,000+ internal initiatives, and how Verizon is preparing for Elon Musk's potential entrance into the industry.