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Andy Mukherjee

Ambani's Triple Play Disrupts Cozy Club

Combining carriage with content and commerce is a winning strategy.
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Photographer: Dhiraj Singh/Getty Images

India's telecom industry is in turmoil, and depending on whom you ask, one man deserves all the credit or all the blame.

It's been 18 months since Mukesh Ambani, India's richest man, entered with Reliance Jio Infocomm Ltd. The 4G wireless network is basically a $31 billion bet on data. Ambani made voice calls -- the core offering until then of a dozen mobile operators -- absolutely free.