The 6G Podcast by Moor Insights & Strategy – Details, episodes & analysis

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