He didn't hide that, he stated it explicitly a little later: "I used to sell software, and now I sell services". "Telecommunications company" seems more specif

He didn't hide that, he stated it explicitly a little later: "I used to sell software, and now I sell services". "Telecommunications company" seems more specific than "software company" to me. Taking on outsourcing work is how he came to be in the position of understanding the topic of the talk/article the way he presented it, and understanding how little the "actual" telecommunications companies were doing.