Welcome and Introduction

- Will Townsend introduces the episode, featuring Chris Sambar, President of Networks for AT&T, and Abel Avellan, CEO of AST SpaceMobile.

- The discussion kicks off with excitement about a recent rocket launch at Cape Canaveral.

Rocket Launch Impressions

- Chris Sambar shares his awe at witnessing a rocket launch for the first time.

- Highlights the enthusiasm of AST SpaceMobile's investor base present at the event.

Milestone Achievements for AST SpaceMobile

- Abel Avellan discusses the significance of having five BlueBird satellites in orbit.

- Explains the expected coverage and connectivity capabilities from the initial satellite launch.

Design and Innovation in Satellite Technology

- Avellan elaborates on the compact design and technological advancements of the BlueBird satellites.

- Emphasizes the compatibility with existing mobile phones and the broadband capabilities of the satellites.

AT&T's Strategic Partnership with AST SpaceMobile

- Chris Sambar talks about AT&T's investment in AST SpaceMobile and his role on the board.

- Describes the strategic advantage of satellite technology in providing coverage to remote areas.

Job Creation and Economic Impact

- Avellan highlights AST SpaceMobile's contribution to job creation in West Texas.

- Discusses the transition of workers from the oil and gas industry to high-tech manufacturing roles.

Bridging the Digital Divide

- Avellan expresses his passion for providing equal economic opportunities through connectivity.

- Discusses the transformative potential of mobile technology in underserved regions.

AT&T's Commitment to Connectivity

- Sambar outlines AT&T's efforts in expanding fiber networks and supporting digital learning.

- Emphasizes the importance of broadband connectivity for societal advancement.

Closing Remarks

- Townsend wraps up the discussion, expressing gratitude to the guests.

- Encourages listeners to engage with the podcast on social media and subscribe for future episodes.

Episode 205: G2 on 5G - Live from San Francisco

Welcome and Introduction

- Hosts Will Townsend and Anshel Sag kick off episode 205 from San Francisco.

- The episode features an abbreviated format with four topics, following their attendance at T-Mobile Capital Markets Day.

AST Space Mobile Satellite Launch

- Discussion on AST Space Mobile's successful launch of commercial satellites, known as Bluebirds, with SpaceX.

- The satellites serve major carriers like AT&T and Verizon, boosting AST's stock to nearly $30 a share.

- The launch signifies competition for Starlink, which is still in testing phases.

Ericsson's Mobile Network Programmability Initiative

- Ericsson announces a joint venture with mobile network operators to advance mobile network programmability.

- The initiative aims to standardize and monetize 5G networks, benefiting application developers and enterprises.

- Will and Anshel discuss the potential positive impact on Ericsson and the industry.

Verizon's Workforce Reduction

- Verizon announces a layoff of 5,000 employees, aiming to cut costs and improve profitability.

- The layoffs reflect challenges in customer retention and network performance compared to competitors like T-Mobile.

- Discussion on Verizon's efforts to enhance its network and regain market position.

Insights from T-Mobile Capital Markets Day

- Will and Anshel attended T-Mobile's event, featuring discussions with executives and industry analysts.

- T-Mobile's collaboration with OpenAI on an improved customer experience platform, branded as Intent CX, is highlighted.

- Introduction of T-Priority, a dedicated network slice for first responders, aiming to compete with AT&T's FirstNet.

- T-Mobile's partnership with Nvidia to optimize radio access networks using AI, enhancing coverage and performance.

Rapid Fire Topics

- T-Mobile tests emergency notifications via satellite with SpaceX's Starlink.

- NCAA approves AT&T's 5G helmet for deaf football players.

- Huawei releases the Mate X3 Tri-Fold, a bifold smartphone with a ten-inch screen, priced at $3,000.

Conclusion

- Will and Anshel wrap up the episode, inviting listeners to provide insights on future 5G topics.

- Encouragement to rate and subscribe to the podcast for more updates and discussions.

Show Notes for Episode 196 of The G2 on 5G

Welcome and Introduction

- Hosts Will Townsend and Anshel Sag kick off the episode.

- Anshel shares his recent experience at a Padres game and the Augmented World Expo conference.

Microsoft's Shift in Telecom Strategy

- Will discusses Microsoft's decision to exit the 5G application space on Azure for operators.

- The focus shifts to infrastructure, similar to AWS's approach.

- Analysis of the impact on AT&T and the broader telecom ecosystem.

Orange's 5G Network for the Olympics

- Anshel highlights Orange's deployment of a private 5G network for the upcoming Olympics in France.

- Samsung's involvement with 200 Galaxy S24 Ultra smartphones for unique athlete perspectives.

- The network will cover 120 venues, including athlete training grounds.

Global Telco AI Alliance Formation

- Will introduces the new alliance between Singtel, Deutsche Telekom, SK Telecom, and SoftBank.

- The alliance aims to develop generative AI applications tailored for mobile operators.

- Focus on multilingual large language models and potential security challenges.

T-Mobile's Enterprise Expansion

- Anshel discusses T-Mobile's recent wins, including the Spiral Four contract for the Department of Defense.

- T-Mobile's involvement in Sail GP in New York and the Women's PGA Championship.

- The company's growing presence in enterprise and sports venue support.

Telia's 5G-Enabled Remote Forestry Control

- Will shares an innovative use case from Telia in Sweden.

- Drones and portable mobile base stations enable remote control of forestry machinery.

- Highlights the importance of 5G's ultra-low latency for safe and efficient operations.

Samsung and MediaTek's RedCap Testing

- Anshel covers the collaboration between Samsung and MediaTek on RedCap testing over Vran.

- Focus on power-saving features and the path to commercial viability by the second half of 2024.

- Potential applications in IoT and beyond.

Augmented World Expo Insights

- Anshel provides a brief overview of his experience at the Augmented World Expo.

- Highlights include Haptex's robotic gloves and Siteful's 5G-connected AR PC.

Closing Remarks

- Will and Anshel wrap up the episode, encouraging listeners to provide feedback and subscribe.

- Both hosts express excitement for future 5G developments and applications.

Contact Information

- Will Townsend: @WilltonTech

- Anshel Sag: @anshelsag

Call to Action

- Don't forget to rate and subscribe to the podcast for more insights on the latest in 5G technology.

The G2 on 5G Podcast – Episode 105 – June 24, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Airbus to build a multi-market 5G network

2. The dish on Dish meeting its 5G coverage goal and avoiding the big FCC fine

3. Have T-Mobile and Dish patched things up with new master agreement terms?

4. Nokia launches the 5G Innov Lab in Paris - can it accelerate use case deployments?

5. Transport network evolution--opex/sustainability

6. SpaceX’s opposition to using 5G in 12GHz appears to be strong, claiming that deploying 12GHz for cellular would cause harmful interference to Starlink satellites and base stations

The G2 on 5G Podcast – Episode 104 – June 17, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Qualcomm acquires Cellwize - is it a smart move?

2. Dish Launches 5G service in 120 Cities

3. Google Cloud finally announces its private 5G offering - is it competitive with AWS and Azure?

4. T-Mobile Uncarrier: Coverage Beyond, Hits 3 Gbps with 3x CA on Galaxy S22 Snapdragon 8 Gen1, and partnership with Oceus to launch 5G services for the Department of Defense (DoD)

5. Verizon tests CBRS use for 5G - can it help accelerate its much-needed mid-band deployment?

6. 5G C-Band: FAA Chief Warns Airlines of Summer Deadline

The G2 on 5G Podcast – Episode 103 – June 11, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. NTT Docomo and Nokia team up on 6G trials - is it too soon?

2. Cellular Operators Association of India Pushes Back on Private 5G

3. SKT launches second 5G edge zone in Seoul - what does it mean for future 5G service delivery?

4. T-Mobile VoNR launch, limited but first to market again also launches 5G hotspot, free with a new line of service

5. Nokia and Cellnex collaborate on private networking in Europe - can it accelerate LTE & 5G deployments?

6. NTIA preliminary testing of 5G C-Band finds no harmful interference for aviation

The G2 on 5G Podcast – Episode 102 – June 4, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Dish tees up RAN sharing - is it a realistic consideration for speeding 5G deployments in the U.S.?

2. Next G Alliance releases a 6G Use Cases Whitepaper

3. Verizon reports big gains for 5G data usage in the first half of 2022 - is it closing the gap?

4. XCOM Labs @ AWE2022

5. Is Nokia back peddling on Open RAN and its role in 5G network deployments?

6. T-Mobile and Deutsche Telekom 5G T-Challenge

The G2 on 5G Podcast – Episode 101 – May 27, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Orange and Ericsson pilot a 5G drone surveillance system in the Port of Vigo, Spain - what could be the longer-term impact?

2. US Cellular 5G Midband Buildout - Nokia & Ericsson, no Samsung? $2 billion in spectrum is being rolled out.

3. Nokia introduces several industrial 5G devices - is it straying outside of its infrastructure core competencies?

4. AT&T 5G Standalone - Waiting for Devices? Says battery life is an issue.

5. T-Mobile’s recent private and hybrid 5G services (T-Mobile 5G Advanced Network Solutions) announcement recap and news that Nokia is a key partner - is it a smart match?

6. CISA and DoD Release 5G Security Evaluation Process Investigation Study

The G2 on 5G Podcast – Episode 100 – May 20, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Big 5G Event recap

2. India’s 5G spectrum auction is finally set to happen next month after many delays, operators expect rollouts to begin in October with limited coverage in 30-50 metros by March 2023

3. BT Group tests quantum radio technology- what’s the impact for future 5G deployments?

4. Rakuten Mobile expects to rollout 5G FWA services by the end of the year

5. Ericsson officially forms a new private 5G business group with Cradlepoint launching in June to go direct to enterprise - can it compete with a more established Nokia Enterprise?

6. Canada officially gives Huawei and ZTE the boot, telling operators they need to remove equipment by mid-2024 and stop buying products from this later this year

The G2 on 5G Podcast – Episode 99 – May 13, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Vodafone and 3 UK talk merger - what could it mean for 5G in the UK?

2. Qualcomm 5G Summit – New RB5 Robotics and Drone Platform, X70 Modem Features and mmWave SA trial hitting 8.3 Gbps (8x CA)

3. Meta Platforms teams up with AMD for Open RAN - will it help or hinder 5G deployment with another solution path?

4. MediaTek Analyst Summit – AioT launch and More to Come

5. Is ZTE on a slippery slope with respect to cellular infrastructure sales to Russia?

6. OpenSignal Report says 5G beats public Wi-Fi for gaming as well as speed

Qualcomm is undeniably at the center of the 5G ecosystem. In our latest Standalone G2 on 5G podcast - we discuss the company's transformative impact in vRAN & OpenRAN with Qualcomm, HPE, AT&T & Vodafone ahead of Qualcomm's 5G Summit on May 9-11.

The G2 on 5G Podcast – Episode 97 – May 5, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Dish Launches the first market in Las Vegas and strikes $1B deal with Samsung for 5G vRAN, O-RAN, and handsets - can it quickly replicate to meet its coverage deadline?

2. T-Mobile Earnings and Uncarrier Event – Consumer and Business Broadband Unleashed

3. US Cellular launches 5G mmWave internet service in 10 cities - is it a smart move?

4. Google Cloud Acquires MobiledgeX and what it could mean for Google’s 5G edge and XR play

5. AST SpaceMobile to test satellite-based services on AT&T's spectrum - what are the implications

6. C-Band fight continues, FAA says that airlines will need to pay for upgrades to altimeters after Dept of Transportation Sec. Buttigieg says the issue won’t be completely resolved by summer

In this standalone episode of the G2 on 5G, Anshel and Will speak with Marc Rouanne, Dish Wireless’ Executive Vice President and Chief Network Officer. We had an in-depth conversation with him about a multitude of 5G infrastructure topics.

We cover the following questions:

1. How is DISH differentiating itself relative to the more established incumbents, like AT&T, T-Mobile, and Verizon? How will the company compete for enterprise business – which is arguably the lion's share of 5G use cases?

2. One of the aspects that I find interesting about DISH is the nearly 1M pre-paid subscribers that have materialized out of the Sprint/ T-Mobile Boost divestiture as well as your more recent MVNO acquisitions. How will that factor into your development of discrete 5G services?

3. My coverage as an analyst includes XR (AR/VR) and the Metaverse. Beyond what we have seen from AT&T and Verizon in proofs-of-concept, do you envision any compelling applications on the enterprise side that can be brought to market soon?

4. This is a broad question, but do you envision any competitive advantage in deploying such a highly virtualized, cloud-native 5G network from the ground up? Will your competitors be at an agility disadvantage given their transition from traditional network architectures to new, highly disaggregated ones such as Open RAN?

In episode 195 of The G2 on 5G, hosts Will Townsend and Anshel Sag delve into six key topics shaping the 5G landscape:

1. AST SpaceMobile and Verizon Collaboration: Highlighting the extensive coverage and potential future partnerships, validating AST SpaceMobile's efforts.

2. Apple's Worldwide Developer Conference: Discussing updates on RCS, satellite messaging, iPhone mirroring, and Apple's new AI branding, Apple Intelligence.

3. T-Mobile's Acquisition of US Cellular's Assets: Debating the potential regulatory scrutiny and the implications for rural connectivity.

4. Nvidia's Involvement in 5G: Examining Nvidia's testing of Open RAN in private 5G networks, showcasing their ambition to influence the telecom sector.

5. China's 5G Deployment Claims: Questioning the reported $800 billion economic impact and the feasibility of their adoption rates.

6. Link5G's Tower Infrastructure in New York City: Addressing the controversy surrounding the aesthetic concerns and the necessity of such infrastructure for improved connectivity.

Tune in for an insightful discussion on these pivotal 5G topics, offering expert perspectives and in-depth analysis.

The G2 on 5G Podcast – Episode 95 – April 22, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Verizon’s $40M bet on Casa Systems (9.9% stake)

2. T-Mobile continues to dominate on speeds thanks to its midband deployments

3. GM Deploys Cisco wireless backhaul tech for vehicle testing

4. OpenRF Association plans to have devices this year?

5. Huawei is winning 5G and cloud deals in UAE and Middle East markets - where are the deployments?

6. Samsung 5G speeds beat Apple’s Ookla’s Speedtest finds

The G2 on 5G Podcast – Episode 94 – April 15, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Deutsche Telekom increases its stake in T-Mobile US to nearly 50% - what could it mean for the new 5G service delivery, especially in the enterprise?

2. Dish testing 5G Carrier Aggregation at 600 MHz

3. Intel buys open-source startup Ananki for its 5G SaaS portfolio - can it bolster the semiconductor giant’s networking portfolio and push into telco infrastructure?

4. AT&T asks FCC for two experimental 6G licenses

5. Australian utility deploys 5G drones to service its power grid - what are the benefits and can it serve as a model for the rest of the world?

6. Linux Foundation and Google Cloud launch Nephio to automate 5G Edge

The G2 on 5G Podcast – Episode 93 – April 8, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. NTIA and DoD launch the 5G Challenge - can it accelerate a more open 5G ecosystem?

2. Northrop Grumman inks 5G IoT deal with AT&T and Lockheed announces long-term partnership with Intel on 5G.MIL initiative for edge to cloud 5G

3. Is fiber backhaul foundational to mobile 5G network deployments - are Vodafone UK, TMobile, Dish, other operators exposed?

4. Deutsche Telekom continues to roll out 5G SA across Germany, Rogers and Ericsson launch Canada’s first commercial 5G SA network (overflow from last week)

5. Who is Omnispace and can their plans for a 5G hybrid terrestrial/ LEO satellite network and collaboration with Microsoft Azure address connectivity needs in underserved regions?

6. T-Mobile diversifies FWA supply chain with MediaTek-based Arcadyan 5G FWA gateway in addition to Nokia it originally launched with (talk about FCC teardown)

The G2 on 5G Podcast – Episode 92 – April 1, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Nokia is blocked from providing 5G infrastructure in Romania - what’s the conspiracy theory?

2. OnePlus 10 Pro 5G launches in the US, exclusively on T-Mobile and working on certification on Verizon, but has no plans to work on AT&T

3. GSMA report reveals $1T in mobile money platform transactions in 2021 - can 5G drive added value in the Fintech space?

4. Qualcomm claims first for NR-DC at 2.6 GHz and 26 GHz in Thailand on AIS with ZTE

5. Vodafone launches V2X road safety system in the UK - is it laying the foundation for 5G’s ushering of autonomous driving support?

6. T-Mobile marks 2 years of acquisition of Sprint

The G2 on 5G Podcast – Episode 91 – March 25, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. T-Mobile and BMW announce partnership for 5G connectivity - what’s compelling? (reference Pat’s article); DevEdge announcement

2. T-Mobile 5G Forward, Innovation Hub and AR 5G Towers, Digital Twins, etc.

3. Verizon awarded $1B in U.S. Dept of Defense contracts - what could be the impact of 5G?

4. The iPhone SE (2022) features a new Qualcomm Snapdragon X57 5G modem

5. Qualcomm and Movandi team up for mmWave and why it could be a game changer for 5G

6. AT&T enables 5G global roaming in 35+ countries

The G2 on 5G Podcast - Ep 90 – MWC 2022 Wrap Up – Private 5G As a Service, vRAN, Open RAN, New 5G SoCs, New 5G Phones, Laptops and iPhone SE 5G

The G2 on 5G Podcast – Episode 90 – March 12, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Private 5G networking as a Service - Cisco and HPE announcements

2. vRAN/ Open RAN - Samsung vRAN ecosystem, Marvell/ Dell Open RAN accelerator card, Qualcomm X100 5G RAN accelerator card (HPE and Mavenir), Rakuten Symphony

3. Carrier services and enablement - AT&T Private 5G Edge and TMobile T IoT

4. Pat’s High-level MWC 22 takeaways

5. Apple iPhone SE no mmWave?

6. Where’s the Apple modem?

7. Qualcomm still winning in 5G

8. Device and Chipset Announcements (MediaTek, Qualcomm, Oppo, Honor, RealMe, Xiaomi, Lenovo, and Samsung)

9. XR announcements (HP Extend XR, Holoride, WooorldXR, Qualcomm & Bytedance, etc.)

In this standalone episode of the G2 on 5G, Anshel and Will speak with Dan Rodriguez, Intel's Corporate VP and GM of Intel’s Network Platform Group. We had an in-depth conversation with him about a multitude of 5G infrastructure topics.

We cover the following questions:

1. There is no doubt that the convergence of edge, cloud, AI, and 5G are going to be disruptive elements in the transformation of next generation networks. What should we expect to materialize over the next few years? A: Are there any significant projects looking at improvements in performance expected?

2. The hype cycle for vRAN and Open RAN has reached critical mass. It’s compelling from a capex, opex, and operator agility perspective, but integration will be key. What’s Intel’s take?

3. Intel recently made several announcements supporting vRAN that included hardware that is a first for Intel (SPR) – can you dive into those details?

4. What is Intel doing to differentiate itself, and what exciting developments do you see down the road?

5. Where do you see deployments happening in the network and at the edge?

6. Intel is a semiconductor giant and leader, but what is the company doing to support the software-defined networking developer community?

The G2 on 5G Podcast - Episode 88 – Feb 24, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. AT&T announces its Private 5G Edge and why it’s compelling

2. T-Mobile US and Deutsche Telekom Partner on T-IoT

3. Dish, Lockheed, and Intel partner to build a 5G network for the U.S. Marine Corps and why it’s a great strategy for Dish Wireless

4. Rakuten and Qualcomm partner on Massive MIMO in Open RAN

5. HPE Telco launches Private 5GaaS and what to expect from others at MWC22

6. Verizon inks 5G automotive deal with Audi

The G2 on 5G Podcast - Ep 87 – MWC 22 Preview, Ericsson’s Payments to ISIS and Motorola’s 5G XR neckband with Verizon

The G2 on 5G Podcast - Episode 87– Feb 18, 2022

In this episode of The G2 on 5G, Anshel, Mike, and Will Cover:

1. Will MWC22 be the big coming-out party for private 5G? Who are the front runners?

2. Cloud rules everything

3. Ericsson did what with ISIS?!

4. Infrastructure provider announcement expectations - Ericsson, Nokia, Samsung, others

5. Open RAN stumbles. I expect a ton of discussion around open RAN at this year’s MWC, but I doubt we’re going to see any major operator deployment plans. This technology remains a vendor sales story and not an operator deployment story.

6. Motorola creates a 5G XR neckband with Verizon and XR at MWC

The G2 on 5G Podcast - Episode 86– Feb 11, 2022

In this episode of The G2 on 5G, Anshel, Diana and Will Cover:

1. Oracle and Telefonica expand partnership for cloud service delivery - is OCI the best kept telco cloud secret relative to AWS and Azure for Operators?

2. ATIS Next G Alliance 6G roadmap

3. Samsung Announces Galaxy S22 Line and Tab S8 - Carrier Deal Parity

4. U.S. rural carriers ask the FCC for nearly 3x the approved budget for “rip and replace” of Chinese infrastructure - what’s the impact for 5G deployments and bridging the digital divide?

5. EXFO Red Hat 5G service assurance in the cloud.

6. Nvidia acquisition of Arm is officially not happening, new CEO in place

Show Notes for Episode 194 of G2 on 5G

Welcome and Introduction

- Hosts Will Townsend and Anshel Sag welcome listeners to episode 194 of GT on 5G.

- Brief discussion about their recent attendance at Dell Tech World and Microsoft Build.

Ericsson's Investment in 5G Factory

- Will discusses Ericsson's additional $50 million investment in its open RAN-ready 5G factory in Lewisville, Dallas.

- Highlights the factory's role in manufacturing MIMO antenna infrastructure and the use of private cellular networking.

- Efficiency improvements: 25% reduction in energy consumption and 75% reduction in water usage.

- Benefits of domestic production and open RAN capabilities.

- Collaboration with AT&T and the advantages of an open network for programmability and agility.

T-Mobile's Price Increase

- Anshel talks about T-Mobile's recent price increase for customers on older plans.

- Context provided on the competitive landscape with AT&T and Verizon also raising prices.

- Discussion on T-Mobile's value proposition and network reliability.

- Insights on T-Mobile's strategic shift from being a value player to offering a robust 5G network.

Deutsche Telekom's Private 5G Network

- Will covers Deutsche Telekom's deployment of a private 5G campus network for a large paper mill in Germany.

- The network spans the equivalent of 50 football fields and aims to optimize logistics and production processes.

- Potential efficiency gains in water usage for the paper mill.

- Comparison with Ericsson's 5G factory and the broader implications for manufacturing automation.

5G Drones for Search and Rescue in Scotland

- Anshel discusses the innovative use of 5G-enabled drones for search and rescue operations in Scotland.

- Drones equipped with 5G base stations to transmit video footage and improve communication during rescue missions.

- Collaboration between Jet Connectivity, the Scottish government, and other partners.

- Potential applications for natural disaster response and other emergency scenarios.

Nokia's Acquisition of Phoenix Group

- Will talks about Nokia's acquisition of Phoenix Group to strengthen its federal solutions business unit.

- Phoenix Group's expertise in portable communication solutions for the Department of Defense.

- Strategic importance of the acquisition for Nokia's federal and defense market presence.

- Benefits of acquiring established DoD suppliers to navigate federal procurement processes.

Microsoft Build and AI PCs

- Anshel shares insights from Microsoft Build, focusing on the new Copilot Plus AI PCs.

- Introduction of Snapdragon X Elite-based PCs with integrated AI capabilities.

- Dell's significant commitment to the new platform and the potential for 5G connectivity in future models.

- Discussion on the competitive landscape with Apple and the future of AI in PCs.

- Battery life improvements and performance upgrades with the new platform.

Nvidia's Earnings and AI Revolution

- Brief mention of Nvidia's impressive earnings and its role in leading the AI revolution.

- Impact of AI on the PC industry and the broader tech ecosystem.

- Nvidia's stock performance and the announcement of a ten-for-one stock split.

Conclusion

- Hosts encourage listeners to provide feedback and suggest topics for future episodes.

- Reminder to rate and subscribe to the podcast.

Contact Information

- Will Townsend: @WillTownTech

- Anshel Sag: @AnshelSag

Call to Action

- Tune in next week for more insights on 5G.

- Engage with the podcast by sharing and reviewing.

The G2 on 5G Podcast - Episode 85 – Feb 4, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Samsung Networks and Amdocs announcement - what’s the impact for 5G private networking?

2. FAA 5G Congressional Hearing

3. T-Mobile Q4 22 earnings recap

4. Auction 110 Results & Rollout

5. Nokia Q4 21 earnings recap

6. Qualcomm FY22 Q1 earnings recap

The G2 on 5G Podcast - Episode 82 – Jan 29, 2022

In this episode of The G2 on 5G, Anshel and Will Cover:

1. AT&T 4Q earnings performance insights

2. Apple’s iPhone 13 leads the company to record earnings, Tim cook’s comments on 5G readiness globally saying US and China lead the world in 5G

3. Sigfox falls into receivership - does this herald the opportunity for 5G to pick up the IoT slack?

4. NVIDIA’s merger with ARM may finally be dead.

5. Ericsson 4Q earnings performance insights - is enterprise the next big 5G push for the infrastructure giant?

6. FAA to speak to congress about C-Band deployment issues, FAA also states now that 90% of aircraft have compliant filters

In this standalone episode of the G2 on 5G, Anshel and Will speak with Juan Montojo, Qualcomm's VP of Technical Standards about the upcoming 3GPP Release 18 specification which will follow Release 17, expected to be finalized later this year. 3GPP Rel. 18 is the beginning of the second phase of the 5G global standard with the designation of 5G Advanced which is expected to begin the transition to 6G. We cover the following questions:

1. W: Can you talk about the major enhancements that 3GPP Rel. 18 could bring to 5G over what we’ve seen in 15, 16, and 17?

1. A: Are there any significant projects looking at improvements in performance expected?

1. A: Rel. 17 brings satellite into the fray, how does 18 enhance the possibility of satellite in handsets?

1. W: Does R18 drive incremental infrastructure requirements?

1. W: What R18 enhancements are positioned to help operators monetize their multi-billion-dollar 5G deployments?

1. A: How does Qualcomm’s role in infrastructure influence your view on 3GPP Rel. 18 (eg - small cell for densification, OpenRAN, IoT)

1. A: Are there any other Rel. 18 items that we should know about that haven’t been covered yet?

The G2 on 5G Podcast - Episode 82 – January 22nd, 2021

In this episode of The G2 on 5G, Anshel and Will Cover:

1. The FAA and FCC 5G clown show continues - why aren’t they front and center addressing the misinformation?

2. C-Band Launch First Impressions (Verizon & AT&T) and Carrier Reactions

3. Telefonica launches 5G industrial offering - is it a blueprint for other operators?

4. T-Mobile crushes Ookla Speedtest rankings with best 5G speeds, lowest latency, and most coverage

5. FCC’s DoD “Andromeda” spectrum 110 auction winners and why it is a better value relative to C-BAND

6. Ericsson sues Apple, alleges 5G patent infringement

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Cradlepoint reaches one million routers deployed at Verizon’s edge - what does it mean for 5G service delivery?

2. 5G Advanced is coming soon with 3GPP Release 18 and beyond

3. Do T-Mobile and Verizon’s 5G FWA deployments threaten an already hammered cable industry?

4. Signals Research Group Tests T-Mobile’s 2.5 GHz TDD + 600 MHz FDD CA

5. Rakuten Japan losses continue to mount - is there light at the end of their 5G tunnel?

6. FAA has a list of 50 airports that will require buffer zones for C-BAND and has been issuing NOTAMs to pilots warning them about C-BAND while also not having a complete understanding of how many aircraft are actually affected.

The G2 on 5G Podcast - Episode 80 – January 7th, 2021

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Verizon and AT&T start the new year challenging the FAA 5G C-BAND spectrum delay then acquiesce - what should be done to end the drama?

2. 5G at CES, smartphones take a bigger role at CES 2022 (AT&T, OnePlus, Samsung, TCL)

3. Will Dish miss its 2022 5G deployment deadline to meet its 20% coverage requirements?

4. Samsung and Qualcomm hit new heights with 5G NR DC with 8.08 Gbps using standalone equipment in Samsung’s Plano test labs

5. Nokia and Ligado Networks announce a partnership for LTE and 5G private networking - what’s unique about the tie-up?

6. New 5G conspiracy theory says people will combust when vaccinated people encounter 5G networks

The G2 on 5G Podcast - Episode 79 – December 17th, 2021

In this episode of The G2 on 5G, Anshel and Will Cover:

1. FCC considers satellite deregulation for LEO deployments - what’s the impact for service providers?

2. Verizon adds Google Cloud to 5G MEC lineup, bringing compute and storage to the edge

3. Ericsson, Telstra, and Qualcomm team up to set a new 5G uplink record of 986 Mbps using NR-DC, using Ericsson’s four-component contiguous aggregation of four 100 MHz mmWave channels and one 100 MHz channel of 3.6 GHz mid-band, X65 Modem

4. Ciena takes share from Huawei in Europe & India for optical transport solutions- what’s the market impact for 5G backhaul?

5. T-Mobile speeds 5G site upgrades

6. Ookla’s acquisition of RootMetrics, what does it mean for 5G test data?

7. Anti-5G Devices are a thing again/still, some were found to be radioactive in the Netherlands

The G2 on 5G Podcast - Episode 78 – December 10th, 2021

In this episode of The G2 on 5G, Anshel and Will Cover:

1. T-Mobile surpasses its initial 5G FWA goal - can it lead to other subscriber revenue pools?

2. FAA sets flight restrictions in poor weather conditions around 5G C-Band deployment areas - is this the near-nuclear option the FAA had to deploy?

3. Verizon’s CEO makes bold 5G leadership claims - fact or fiction?

4. AT&T begins 5G rollout in Mexico, TIM Brazil begins in Brazil, Germany has 53% 5G coverage already

5. NTT enterprise survey indicates big private 5G deployment plans - does its partnership with Celona color its vision?

6. Verizon exceeds 5G rollout expectations in 2021, will focus on C-Band in 2022 expects to cover 100M by Q1 of 2022 and 250M by end of 2024

In this episode of The G2 on 5G, Anshel and Will Cover:

1. AWS announces its Private 5G as a Service at re:Invent 2021 - is it a game-changer?

2. Qualcomm Snapdragon Tech Summit - Snapdragon 8 Gen 1, 8cx Gen 3, and Snapdragon G3x Chip and Handheld Developer Platform with Razer

3. Japan readies Open RAN trials for 5G deployment in 2022 - are they late to the party?

4. Implications of Verizon and AT&T agreement to limit C-Band power for 6 months

5. China Mobile mulls Open RAN - does it threaten Huawei’s 5G last stand presence in the region?

6. FTC Sues to Block NVIDIA & Arm merger

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Ericsson announces its intention to acquire Vonage - what does it mean for their push into enterprise?

2. MediaTek Launches Dimensity 9000 5G Flagship SoC, New Pentonic SoC & Commits to mmWave for mid-range by 2022.

3. CTIA speaks to the power of 5G FWA in Accenture study - is it a foregone conclusion?

4. Canada establishes mid-band 5G exclusion zones around 26 airports

5. Softbank and Honda deploy 5G SA and V2X to reduce collisions in a POC - could it be a game changer?

6. Nreal Light AR glasses finally come to the US on Verizon with Samsung or OnePlus 5G phones

Introduction:

Welcome to episode 193 of the G Two on 5G podcast, where we provide the latest insights on everything 5G. In this episode, hosts Will Townsend and Anshel Sag discuss a range of topics from AT&T's new partnership to the impact of AI on 5G PCs. Let's dive in!

Timestamps:

00:00:02: Introduction and Welcome

Will Townsend and Anshel Sag kick off the episode, discussing their current travels and plans to record another episode at Dell Tech World.

00:00:49: AT&T and AST Space Mobile Agreement

Will Townsend discusses the formalization of the commercial agreement between AT&T and AST Space Mobile, highlighting the potential impact on gap coverage and the integration of production satellites.

00:03:43: Dish Network's DoD Deal

Anshel Sag delves into Dish Network's new ten-year deal with the Department of Defense, exploring its potential to save the company from bankruptcy and the implications for the 5G landscape.

00:07:36: T-Mobile's Private 5G Network for PGA Championship

Will Townsend talks about T-Mobile's deployment of a private 5G network for the PGA Championship, emphasizing its use in broadcasting, fan activations, and critical business operations.

00:11:15: Germany's Potential Ban on Chinese Equipment

Anshel Sag discusses Germany's move towards banning Huawei and ZTE equipment from public networks by 2026, examining the broader implications for the telecom industry.

00:15:37: China Mobile's Investment in AI Compute Infrastructure

Will Townsend highlights China Mobile's significant investment in AI compute infrastructure, questioning the lack of detailed plans for its utilization.

00:17:03: Microsoft Build and AI's Impact on 5G PCs

Anshel Sag previews the upcoming announcements at Microsoft Build, focusing on the potential for AI to drive the adoption of 5G PCs and the improvements in activation experiences.

00:22:30: Conclusion and Wrap-Up

We hope our viewers and listeners found this week's topics interesting. If anyone out there would like to provide insights for a specific 5G topic for a future podcast, please reach out to us on social media—Will is @WillTownTech and Anshel is @AnshelSag. We hope you have a great week, and please tune in again for the next episode later this week. Don't forget to rate and subscribe!

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In this episode of The G2 on 5G, Anshel and Will Cover:

1. Vodafone expands fiber partnerships - how will it position them in the United Kingdom for broadband opportunities and will 5G play a role?

2. RootMetrics analysis of T-Mobile 5G speeds - what’s the inside scoop?

3. Germany announces ~$350M fund for Open RAN projects - is it enough to move the needle?

4. Aviation Industry wants longer delays to CBAND deployment

5. Orange and Samsung Networks Open RAN tie up - has the Korean infrastructure provider leveled the 5G playing field with its European competitors?

6. Qualcomm’s Snapdragon Spaces XR platform brings in Deutsche Telekom, NTT DoCoMo and T-Mobile to help deploy XR at scale over 5G at AWE2021

In this episode of The G2 on 5G, Anshel and Will Cover:

1. T-Mobile is growing its 5G FWA footprint - how is its business services portfolio coming together?

2. FAA Notice Causes AT&T and Verizon to Delay 5G CBAND Mid Band rollout

3. Verizon points to IoT as a multi-billion dollar opportunity - but is their strategy optimized to monetize?

4. T-Mobile hits almost 5 Gbps in a world-first Standalone NR DC call on a commercial network combining mid-band with mmWave spectrum

5. FCC approves Boeing’s ability to launch a satellite network to deliver broadband communications - is the space race getting too crowded?

6. Qualcomm delivers monster earnings, heavily influenced by 5G growth and diversification, sees chip shortage in the rearview mirror

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Movandi makes 5G mmWaves at MWCLA 2021 with a handful of announcements

2. Samsung announces two new Massive MIMO Dual Band radios at MWCLA2021

3. IBM speaks to 5G industrial applications at MWCLA 2021

4. 3.45 GHz Auction is now at $21 billion

5. Nokia Q3 earnings - have they turned the 5G ship around?

6. AT&T Partners with Ford to bring 5G and MEC to Ford’s New EV Factory

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Deutsche Telekom and Ericsson claim the first end-to-end 5G network slicing with on-demand QoS control- what’s the impact on enterprise use cases?

2. Google Pixel 6 Event, Band Support and Carrier Promos, T-Mobile out of the gate with the most aggressive.

3. ZTE is ringing the 5G profitability bell - what’s fueling their success?

4. New Qualcomm UltraBAW RF Filter for Wi-Fi and 5G, can it fix some of CBAND’s interference issues?

5. AT&T Q3 earnings insights

6. 3.45 GHz 5G Auction Passes $14.77 Billion reserve price threshold

The G2 on 5G Podcast - Episode 70 - October 8th, 2021

In this episode of The G2 on 5G, Anshel, Diana and Will Cover:

1. Dell Technologies Summit telecom announcements and recent Open RAN wins - is Dell finally moving the needle on 5G?

2. Softbank and KDDI tap Nokia for shared 5G network build

3. Qualcomm, Verizon, and Samsung achieve 711 Mbps upload speed on 5G mmWave

4. AT&T and Ericsson team up to deploy 5G SA on C-band spectrum assets - how quickly will it happen?

5. Orange and Nokia team on refurbished network gear.

6. Open Signal Reports T-Mobile is extending its lead in 5G with speeds and coverage

The G2 on 5G Podcast - Episode 70 - October 8th, 2021

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Ericsson and Nokia miss out on China Mobile 5G tender - is it surprising?

2. Movandi 5G mmWave Repeaters Hit 2.7 Gbps in a moving vehicle demonstration while also successfully streaming HD video over Blue Jeans, Zoom and Webex.

3. Ericsson announces POC use of lasers with PowerLight to wireless power 5G base stations - gimmick or game changer?

4. Dish details 5G network, calls Ericsson and Nokia Scandinavian Mafia

5. Google to invest $1B in Africa over the next five years - can it help bridge the continent’s digital divide and will 5G play a role?

6. 3.45 GHz Auction Kicks Off, already to a big start.

The G2 on 5G Podcast - Episode 69 - October 3rd, 2021

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Will’s insights into the Qualcomm Smart Cities Accelerate Event

2. New Dish 5G Phone - Celero5G for Boost and comes with a year of free service up to 35GB a month

3. BT seems bullish on drone trials and use cases with Project XCelerate - how will 5G play a role?

4. Samsung mmWave subway trial shows huge benefits to Wi-Fi performance, up to 1.8 Gbps in Seoul

5. AT&T and Corning fiber deal - what is the impact on AT&T's broadband business and 5G deployments?

6. New York State opens a 5G drone testing range/corridor to improve 5G UAS technologies in a 100-square-mile testing zone

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Ericsson looks to more M&A beyond Cradlepoint to penetrate the enterprise market - can it be a successful plan?

2. OpenSignal 5G Report - Average 5G Downloads hit 447 Mbps, T-Mobile US wins most 5G availability

3. IBM and Airspan Networks partner to form a private 5G Open RAN testbed for EU operators - what are the potential benefits?

4. Samsung Partners with t3 with a focus on CBRS and FWA for rural

5. T-Mobile expands its 5G FWA service footprint - is it winning the FWA battle against Verizon?

6. Ericsson introduces a smaller AIR 3268 Massive MIMO radio which weighs 40% less than its predecessor weighing only 26 pounds and packing 200W of output, designed specifically for mid-band deployments

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Dell Technologies is posting multiple Open RAN deals in the EU - can they materially impact 5G deployments?

2. Apple iPhone 13 Launch 5G Support, iPad Mini 5G no mmWave, Aggressive Carrier Deals

3. US Cellular chooses Nokia for 5G SA core that builds upon prior 5G RAN mmWave trials - what’s the potential impact on US rural connectivity

4. 3.45 to 3.55 GHz 5G spectrum auction being dubbed the Andromeda Auction, how much are carriers willing to spend, and who will be bidding?

5. Telefonica partners with a Spanish VC to fund disruptive tech tied to 5G, IoT, and AI - can it facilitate meaningful new use cases and services?

6. Dish is seeking permits from the FCC to test 5G using its 600 MHz Spectrum

In this episode of The G2 on 5G, Anshel, Diana and Will Cover:

1. AT&T and Oneweb partner up to extend reach into remote areas - could it be successful?

2. Dish’s 5G delays

3. NFL and Verizon Ink rumored $1B 10-Year Partnership Deal Extension with 5G as focus

4. Cisco partners with a handful of companies in Austria for a remote piloted racing car POC- could it represent a future 5G powered service?

5. Ericsson 5G energy saving trial with Vodafone UK using 32t32R radio

6. IAA 2021 - Qualcomm’s 5G Vision for Automotive and ADAS

Podcast Show Notes: Episode 192 of G2 on 5G

Welcome and Introduction

- Host Will Townsend introduces the episode and fellow analyst Anshel Sag.

- Discussion on the latest insights in the 5G realm, covering six topics in approximately 20 minutes.

AWS and Telefonica Germany's 5G Cloud Core Initiative

- AWS secures a significant win with Telefonica Germany moving over a million 5G subscribers to its cloud.

- This marks a pioneering brownfield network migration to a cloud core, setting a precedent in the industry.

Net Neutrality and Network Slicing

- Examination of the FCC's final order on net neutrality affecting network slicing.

- Potential implications for consumer and enterprise applications with a focus on how 5G standalone and network slicing might evolve.

Verizon's Approach to Neutral Host 5G Networks

- Discussion on Verizon's strategy in deploying neutral host 5G networks, particularly with Cummins.

- Insights into how neutral host networks can replace expensive DAS systems and improve performance in venues.

Apple's New iPad Launch

- Overview of Apple's launch of four new iPads and two versions of new silicon.

- Focus on the iPad Pro's features, including the new tandem OLED technology and the M4 chip.

- Discussion on the potential of these devices in the context of AI and competition with AI PCs.

Tesla's Private 5G Network Video

- Analysis of Tesla's recent video showcasing its private 5G network deployment in Giga Berlin.

- Consideration of whether this is a genuine step forward or a promotional move amidst various challenges faced by Tesla.

Potential Sale of US Cellular

- Rumors about US Cellular possibly selling itself to T-Mobile and Verizon.

- Discussion on the strategic implications for the carriers involved and the broader telecom industry.

Closing Remarks

- Anshel Sag wraps up the episode, inviting listeners to provide feedback and subscribe for future episodes.

- Reminder for listeners to engage via social media for any specific 5G topics they want covered in future podcasts.

Contact Information

- Listeners are encouraged to reach out via social media platforms linked in the podcast description.

This episode provides a comprehensive look into current developments in the 5G industry, from significant corporate strategies and regulatory changes to new technological advancements in consumer electronics.

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Will’s observations and insights from the live Big 5G Event 2021

2. Midband battles continue, AT&T pushes FCC to limit T-Mobile’s holdings

3. Nokia and Ericsson pump the Open RAN brakes - what does it all mean?

4. AT&T 3G Sunset still going forward, necessary for making more of its low-band 850 MHz available.

5. Bharti Airtel plans to raise ~$3B through an equity transaction to prepare for upcoming 5G spectrum auctions - what are the longer-term ramifications?

6. Deutsche Telekom and Vodafone partner with BMW to bring 5G to cars with eSIM

In this episode of The G2 on 5G, Anshel and Will Cover:

1. AT&T and Cisco announce a partnership supporting 5G IoT - what are the implications and use cases?

2. GSA Report - 176 Mobile Carriers have deployed 5G in 72 countries

3. China’s 5G rollout slows in the first half of 2021 - what’s to blame?

4. Is India’s DoT Slowing 5G with too much regulation with its 5Gi push? Is LMLC worth possibly increasing the cost of equipment? Wouldn’t freeing up more low-band spectrum make more sense?

5. The South Korean government plans to incubate nearly 2,000 5G service-oriented companies over the next 5 years - could this extend the region’s 5G leadership?

6. LG 6G Terahertz Trial & Samsung announces investment of $200B over 3 years into chips, biotech and 6G. 155 to 175 GHz Band across 100M/300 Feet trial.

In this episode of The G2 on 5G, Anshel and Will Cover:

1. Dish casts out bold timelines for its 5G network deployment - will it deliver?

2. AT&T 5G News: Automotive GM Deal in 2023, University of Tennessee mmWave Test Bed for AR & VR and FirstNet 5G expands to 10 more cities

3. Rakuten losses soar as it blames 4G and 5G base station investments - is this reality given the operator’s embracement of Open RAN?

4. Renewed concerns regarding CBAND spectrum interference with airplane altimeters, how does this impact Verizon and AT&T’s rollout?

5. KT points to growing 5G adoption for its recent Q2 double digit growth - are discrete services fueling its momentum?

6. Qualcomm RB5 5G Drone Platform