Intelligence and Noise – Details, episodes & analysis

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Intelligence and Noise

GSMA Intelligence

News

Frequency: 1 episode/7d. Total Eps: 19

The mobile and telecoms industry generates a lot of signal. And a lot of noise. The hard part is knowing the difference. Intelligence & Noise is the podcast from GSMA Intelligence — the research and data arm of the GSMA, the organisation that represents the global mobile industry. Every week Peter Jarich and Tim Hatt cut through the hype to bring you honest, evidence-based conversations about what's really happening in mobile, connectivity, and the technology trends shaping our world.

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Signals, Satellites & the Next Big Leap | Episode 19

Season 1 · Episode 19

Wednesday, October 7, 2026 • Duration 37:53

5G monetisation, network slicing and satellite connectivity are reshaping the telecom industry, while AI and emerging technologies are opening up new opportunities and challenges. Peter Jarich and Tim Hatt explore differentiated connectivity, the economics of millimetre wave, AI agents, compute in space, the growing satellite opportunity and the role of 6G in the future of telecom. Intelligence & Noise goes beyond the headlines to uncover the trends, opportunities and risks shaping the tech industry.00:00 – Welcome to Intelligence Noise02:40 – Why reliable connectivity matters04:37 – Telecom Italia’s Priority tariff06:29 – Is 5G slicing finally becoming commercial?08:31 – Can differentiated connectivity drive revenue growth?10:32 – Regulation and the future of network slicing12:00 – Millimetre wave: The next opportunity for 5G?15:00 – The millimetre wave device challenge17:41 – When competitors collaborate20:40 – The economics of millimetre wave23:11 – AI agents, regulation and legal liability25:00 – Google’s vision for AI compute in space29:39 – The emerging space economy31:03 – Key takeaways from Delhi33:27 – Satellite: Competitors, partners and the future of connectivity34:29 – Can telcos actually monetise AI?35:24 – Why 6G can’t just be another G36:34 – India Mobile Congress and the future of telecom36:56 – Final thoughts and sign-offHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters

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The New Frontiers of Telecoms: AI Traffic, Drone Detection, eSIMs & Mobile Money | Episode 18

Season 1 · Episode 18

Wednesday, September 30, 2026 • Duration 39:56

What happens when mobile networks start sensing the physical world, AI traffic accelerates, travel eSIMs go global, and mobile money attracts major investment? This week on Intelligence and Noise, Peter Jarich and Tim Hatt unpack the developments shaping the telecoms and technology landscape, from drone detection and network sensing to Deutsche Telekom’s travel eSIM, the rise of AI-powered devices and Airtel Money’s planned IPO.00:00 – Welcome to Intelligence and Noise

03:50 – The “telco for AI” and “AI for telco” opportunity

05:40 – Standalone 5G roaming between the United States and India

09:00 – 5G sensing and drone detection

13:00 – Why operators are testing sensing before 6G

16:00 – Can telecom operators monetise network sensing?

21:00 – Deutsche Telekom enters the travel eSIM market

26:30 – How operators can differentiate travel eSIM services

30:15 – AI glasses and personal AI agents

35:00 – The rapid growth of AI traffic

36:15 – Rethinking networks for AI

38:00 – Airtel Money’s planned IPO

39:00 – Final thoughts and sign-off

Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

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Four Trends to Watch: AI Voice, EU Social Media Rules, Drones & Satellite Sovereignty | Episode 17

Season 1 · Episode 17

Wednesday, September 23, 2026 • Duration 39:49

What happens when Europe tightens the rules for social media, voice technology makes a comeback, drones move beyond line of sight, and countries take greater control of satellite connectivity? This week on Intelligence and Noise, Peter Jarich and Tim Hatt unpack four major developments shaping the telecoms and technology landscape, from the EU’s proposed social media limits for children and the return of voice, to BT’s drone deployments and the growing push for satellite sovereignty.00:00 Introduction & the Dolly Parton connection to telecoms04:00 EU Kids Act: New rules for children on social media07:16 Age limits, platform responsibility & the US-EU relationship10:52 The scale of the EU social media market11:42 Age verification, digital ID & the mobile opportunity14:30 Why voice technology is making a comeback17:14 The return of voice: AI, translation & the role of telcos19:05 Voice in the network vs apps: Different routes to market21:18 Can operators scale the next generation of voice services?24:06 BT’s drones: 5G, beyond visual line of sight & B2B monetisation25:35 Regulation as an enabler for the drone economy28:22 Critical industries driving 5G adoption30:30 Satellite sovereignty: Senegal, Europe & Saudi Arabia33:19 Why satellite connectivity is becoming part of the sovereignty debate35:08 Same rules, same service? The regulatory challenge36:18 GSMA Intelligence’s sovereignty tracker37:00 Looking ahead to GSMA Nova39:32 Final thoughts and Sign-offHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

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The Shifts Shaping Tech: Satellite Spectrum, Foldable Devices & the Race to Manage AI | Episode 16

Season 1 · Episode 16

Wednesday, September 16, 2026 • Duration 40:21

What do Europe’s satellite spectrum plans, Apple’s foldable iPhone and Nokia’s edge AI push tell us about where tech is heading? This week on Intelligence and Noise, Peter Jarich and Tim Hatt unpack these developments and explore what they mean for telcos, satellite providers, device makers and the wider technology ecosystem. They also examine the growing risks around AI development and regulation and whether productivity gains are moving faster than our ability to manage them00:00 — Welcome to Intelligence and Noise 03:38 — European operators and the future of satellite spectrum07:48 — What a European MSS spectrum partnership could mean10:56 — Sovereignty, competition and satellite partnerships12:50 — AI as an ecosystem play14:30 — Apple’s foldable iPhone enters the market18:05 — Why Apple can afford to be late to foldables19:39 — Could Apple make foldables mainstream?22:39 — The impact on developers and the wider smartphone market24:45 — Foldables, telco retail and the customer experience26:00 — Nokia’s Edge AI for critical industries29:31 — Edge AI, resilience and enterprise use cases31:40 — Anthropic’s warning about the risks of AI33:32 — AI development, productivity and responsible AI35:14 — AI governance, democratic coordination and regulation37:09 — Global AI risks and the challenge of regulation39:16 — Final thoughts and Sign-off

Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

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The Big Questions Shaping Telecom: Satellite, Private 5G & Connectivity | Episode 15

Season 1 · Episode 15

Thursday, September 10, 2026 • Duration 42:53

What happens when telecom meets hurricanes, sovereign AI, private 5G and the rapidly evolving AI ecosystem? In this episode of Intelligence and Noise, Peter Jarich and Tim Hatt explore Verizon’s use of satellite technology for disaster resilience, why private 5G is becoming more focused, NVIDIA’s expanding AI strategy, Apple’s next move in AI and hardware, and why LTE still has a role in the next generation of connected devices.00:00 – Welcome to Intelligence and Noise 00:23 – Why autonomous technology takes time04:16 – Verizon, satellite technology and hurricane preparedness09:51 – Satellite connectivity and disaster response11:35 – HAPS and the future of NTN15:54 – Orange and the changing private 5G opportunity21:08 – What private 5G can teach us about 6G22:20 – Sovereign AI, defence and critical infrastructure25:35 – NVIDIA, Hugging Face and the AI ecosystem32:02 – Apple’s next chapter: AI, hardware and what comes next34:04 – Why LTE still matters for connected devices37:14 – The debate over responsible data centre development40:11 – On the road: Paris, Malaysia, Canada and India42:51 – Final thoughts and Sign-off

Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

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Episode 14: The next AI wave: Social media regulation,AI data centres & the rise of humanoid robots

Season 1 · Episode 14

Wednesday, September 2, 2026 • Duration 40:35

Meta’s $18 billion settlement over child safety raises bigger questions about how social media should be regulated, from age verification to algorithmic feeds. Tim Hatt and Radhika Gupta explore what the settlement means for Meta, regulators and the future of online safety. The episode also covers AI data centres, satellite connectivity in India and the rapid rise of humanoid robots and what these trends mean for the telecom industry. 00:00 – Introduction01:08 – What’s making headlines this week04:30 – Meta’s $18B social media settlement07:37 – What the settlement really means09:51 – The rules Meta must implement13:08 – Age verification and social media regulation15:51 – What comes next for regulators17:20 – SK Telecom’s AI data centre strategy19:12 – Why AI infrastructure needs new investment models21:56 – Will other telcos follow?24:41 – Telcos moving up the AI value chain26:41 – Korea’s national AI strategy29:39 – Singtel’s satellite opportunity in India32:12 – Satellite connectivity for enterprises34:20 – The rise of humanoid robots35:29 – Physical AI and future network demand37:22 – What humanoids mean for telecom39:00 – Looking ahead to SeptemberHosted by Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters. .

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AI's $500B Financing Boom, Satellite Competition & Sunlight From Space | Episode 13

Season 1 · Episode 13

Wednesday, August 26, 2026 • Duration 23:34

AI is transforming telecom, from voice services and autonomous networks to cybersecurity and sustainability challenges. Peter Jarich and Tim Hatt explore AI-powered voice, Vodafone’s AI RAN trial, the rise of physical AI, AI agent risks and how operators are adapting to a rapidly changing technology landscape. This episode of Intelligence and Noise looks beyond the headlines to separate the intelligence from the noise.00:00 Welcome to Intelligence and Noise03:31 NVIDIA's $500B AI financing push07:33 Is AI heading for a bubble or reset?12:39 China's role in AI infrastructure14:24 AST SpaceMobile & satellite competition16:23 Why scale matters in direct-to-device18:36 Servicing satellites in space20:19 Reflect Orbital & sunlight from space23:18 Final Thoughts and Sign-OffHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

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The Telecom Pulse: Smartphone Prices, Memory Shortages & Market Shifts | Episode 12

Season 1 · Episode 12

Wednesday, August 19, 2026 • Duration 22:27

Smartphones are getting more expensive, memory shortages are putting pressure on the market, and AI is reshaping both devices and telecom networks. Peter Jarich and Tim Hatt explore the latest smartphone launches, rising device costs and what they mean for adoption in emerging markets, alongside the growing challenges of AI security and the use of AI across telecom networks. This episode of Intelligence and Noise asks whether AI can drive the next smartphone upgrade cycle and whether it is becoming less of a differentiator and more of a baseline expectation across telecoms.00:00 – Welcome to Intelligence and Noise03:20 – The Latest Smartphone Market Developments05:30 – Why Smartphone Prices Are Rising08:45 – The Memory Chip Shortage12:45 – Impact on Emerging Markets15:10 – The Growing AI Security Challenge18:00 – AI Inside Telecom Networks20:30 – AI for Networks vs. Networks for AI22:00 – Final Thoughts and Sign-Off

Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

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Telecom’s next frontier: SpaceX, AI data centres & 6G | Episode 11

Season 1 · Episode 11

Wednesday, August 12, 2026 • Duration 39:28

SpaceX is pushing deeper into mobile, while South Korea is betting big on AI data-centre infrastructure and telecom operators continue to rethink their role in the wider technology ecosystem. Peter Jarich and Tim Hatt explore Starlink’s femtocell strategy, satellite spectrum and rural connectivity, the power and cooling demands of AI, MTN’s approach to tower infrastructure, Intel’s involvement in latest 6G research, including a robot dog mapping the radio environment. This episode of Intelligence and Noise looks beyond the headlines to separate the intelligence from the noise.00:00 — Welcome to Intelligence and Noise02:21 — SpaceX’s ambitions for small cells and mobile09:00 — Satellite spectrum, coverage and capacity15:14 — Starlink and the potential for greater satellite efficiency17:00 — Rural connectivity and the mobile opportunity20:20 — South Korea’s push for AI data-centre infrastructure23:17 — Power, cooling and the wider AI ecosystem25:27 — AI RAN vs. the bigger AI infrastructure opportunity29:53 — MTN and the changing role of tower infrastructure33:00 — Intel joins the Linux Foundation’s initiative36:12 — Optus, upper 6 GHz and the future of 6G38:35 — A robot dog maps the radio environment39:00 — Wrapping up
Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

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6G, Quantum Computing & AI Agents: The Next Wave of Telecom Innovation | Episode 10

Season 1 · Episode 10

Wednesday, August 5, 2026 • Duration 41:03

The future of telecom is taking shape. In this episode of Intelligence and Noise, Peter Jarich and Tim Hatt discuss the new US-led 6G alliance, quantum computing's growing role in telecom, Amazon's expanding satellite ambitions, AT&T's telecom-specific AI model, and why AI agents are raising new questions about security, competition and governance. Join us as we separate the intelligence from the noise.00:00 – Welcome & What's Coming Up01:02 – What Gen Z drinking habits can teach us about network planning05:46 – The new US-led 6G Alliance explained09:09 – Why who's missing from the 6G Alliance matters13:10 – Open, interoperable and secure: The future of 6G18:04 – Amazon expands its satellite ambitions19:30 – Quantum computing moves beyond cybersecurity23:50 – Can telecom operators monetise quantum computing?27:17 – AT&T's telecom-specific AI model (OTEL 2.0)34:02 – When AI agents start behaving like businesses40:18 – Closing thoughts

Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

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Intelligence and Noise – Details, episodes & analysis

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Intelligence and Noise – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify