Explore every episode of the podcast The 6G Podcast by Moor Insights & Strategy

In episode 261 of the 6G Podcast, Anshel Sag and Mike Dano discuss Apple opening iPhone Duo pre-orders amid tight availability and compare carrier promotions, with Verizon framed as the lowest total-cost path under certain switch terms while AT&T and T-Mobile offer different discounts and bundles. They then unpack reports that Starlink bought Grain Management’s 800 MHz spectrum (reported at $8B), debating whether it signals a serious U.S. terrestrial mobile build-out or leverage for MVNO negotiations, and highlighting challenges like limited bandwidth, network density, backhaul costs, and timelines. The hosts also cover Nokia selling and Ericsson dissolving their private 5G efforts as the market fails to reach expected scale, review Ookla data showing notable 4.4–5 GHz 5G usage in Hong Kong as the U.S. considers 4 GHz for 5G/6G, and recap the Qualcomm vs. Arm licensing dispute verdict. They close with reactions to Tesla’s new Roadster “flying car” announcement as a PR spectacle.

00:00 Welcome and Catch Up

00:52 iPhone Duo Preorders

01:33 Carrier Deals Breakdown

03:51 Launch Hype and Market Context

05:28 Starlink Buys 800 MHz

08:21 Can Starlink Build a Network

13:19 What Would Customers Switch For

14:45 Private 5G Pullback

18:36 4 GHz Band for 6G

21:34 Qualcomm vs Arm Verdict

27:03 Tesla Flying Car Talk

31:06 Wrap Up and Sign Off

In episode 260 of the 6G Podcast, Anshel Sag recaps Qualcomm’s Hawaii summit, where the key theme was agentic computing and announcements included Snapdragon 8 Elite Extreme Gen 6 (plus a non-extreme flagship), Snapdragon Sound Elite Gen 2, Microsoft Surface devices with Snapdragon X2 Plus, and an X105 modem described as Release 19 compatible, alongside partnerships supporting on-device AI amid memory constraints. Mike Danil summarizes an Ookla report on U.S. fiber ISPs during a consolidation “land grab,” citing major deals (Verizon–Frontier, AT&T–Lumen fiber, Zayo acquisition) and highlighting smaller providers to watch: Allo Fiber, Gateway Fiber, Live Oak Fiber, Wire3, Ripple Fiber, Intrepid Fiber, and Easy Fiber. They discuss Google’s Project Sun Catcher to test TPUs in space and the growing plausibility of space data centers, then cover 3GPP’s Madrid meeting where decisions on 5G-to-6G migration (MRSS spectrum sharing and other deployment options) were deferred to December in Boston. The episode also touches on a new Apple–Qualcomm licensing agreement and Meta’s Muse consumer AI agent, including early friction when agents interact with service-provider chat systems.

00:00 Welcome and Introductions

00:35 Qualcomm Summit Highlights

03:17 On Device Versus Cloud AI

06:14 US Fiber Land Grab

09:14 Fiber Competition Trends

11:08 Google TPUs in Space

14:28 3GPP 6G Migration Debate

19:37 Qualcomm Apple Licensing Deal

22:18 Meta Muse AI Agents

28:07 Wrap Up and Farewell

In episode 259 of the 6G Podcast, analysts Anshel Sag and Mike Dano discuss Sag’s travel and key takeaways from Apple’s event, including the foldable iPhone Duo, A20 Pro silicon, and Apple’s new C2 modem as its first millimeter-wave modem (US-only), plus Release 18/5G-Advanced features like uplink MIMO and updated modem architecture; Sag also notes new watches using a 5G RedCap modem. Dano covers accelerating US spectrum activity tied to 6G, highlighting CTIA and NextG Alliance focus on the 4 GHz band ahead of WRC27, FCC/NTIA auction developments, Verizon’s request to test 4.8–4.9 GHz in Los Angeles, and debate over spectrum sharing. Sag recaps Snap’s standalone AR Specs, including a Qualcomm cellular modem built into the glasses case, enterprise positioning, open-source Linux platform, and carrier partners. They also address new FCC and HHS (RFK Jr.) RF exposure inquiries, Verizon’s expanded 6G Innovation Forum membership and pre-standard ISAC work, and India joining a US-led 6G alignment initiative.

00:00 Welcome Back and Updates 01:18 Apple Event Foldable iPhone 01:46 C2 Modem and 5G Advanced 05:44 Four Gigahertz Spectrum Push 11:45 Snap Specs AR Glasses 18:46 FCC RF Exposure Study Returns 26:45 Verizon 6G Innovation Forum 29:27 India Joins 6G Alignment 32:16 Wrap Up and Subscribe

In this episode of The 6G Podcast, Anshel Sag and Mike Dano break down the latest shifts across 5G Standalone deployments, spectrum efficiency milestones, non-terrestrial networks, and the intersection of 6G with autonomous vehicles.

Topics Covered:

Vodafone Three’s "SuperMobile" Slicing Launch:

Anshel and Mike discuss Vodafone Three UK’s new network slicing tier offering guaranteed minimum throughput (15 Mbps) and enhanced security. They weigh whether consumer and enterprise demand will finally justify standalone premium tiers, contrast it with BT's current stance, and evaluate whether the rollout arrives years too late.

Nokia & AI-RAN Spectral Efficiency:

A breakdown of Nokia’s recent push into AI-driven Radio Access Networks (leveraging Nvidia hardware) and their target of doubling spectral efficiency by 2028. Mike highlights real-world Ookla/RootMetrics benchmarks measuring current bits-per-hertz performance across carriers, while Anshel compares the targets to Qualcomm’s 6G projections.

Upper 6 GHz Field Testing in Europe & Asia:

MasOrange and Ericsson conduct upper 6 GHz trials in Spain, while KDDI and Samsung demonstrate multi-gigabit speeds using 3.6 GHz and extreme MIMO in Japan. The hosts explore how spectrum scarcity will shape regional 6G allocations, including the divergence between US Wi-Fi allocations and China's cellular focus.

Space RAN & Direct-to-Device Competition:

Canadian player MDA Space announces its "CHORUS" / Aurora LEO satellite constellation aimed at mobile network operators under the Space RAN banner. Mike and Anshel discuss consolidation in the D2D satellite market, Starlink’s momentum, and how satellite integration will define future 3GPP standards.

Elliott Management vs. Deutsche Telekom / T-Mobile US:

Activist investor Elliott Management challenges Deutsche Telekom's path to total control over T-Mobile US, pushing instead for share buybacks. The co-hosts look at the broader implications of T-Mobile’s executive turnover—including the departure of its CFO—and the geopolitical hurdles facing cross-border telecom ownership.

Autonomous Driving Reaches the Streets:

Mike and Anshel reflect on the rapid rollout of commercial robo-taxis across US cities, including Waymo expansions and Tesla Cybercab sightings. Anshel shares insights into the automotive development cycle, predicting the emergence of true 6G-connected autonomous vehicles around 2032 and the role ISAC (Integrated Sensing and Communication) will play.

Anshel Sag and Mike Dano return for episode 257 of the 6G Podcast and recap Sag’s visit to Qualcomm’s 6G event, highlighting Qualcomm’s view that 6G standards will remain global, real ISAC drone/car sensing demos, Giga-MIMO results (up to 16 Gbps downlink), a push for 400 MHz bandwidth, and an “AI-native” 6G approach including a compute card for the RAN while arguing GPUs aren’t required. Dano summarizes Ookla’s fixed wireless access report showing U.S. FWA holding up well with T-Mobile’s median downloads over 200 Mbps and seasonal foliage effects, plus AT&T speed gains tied to EchoStar mid-band spectrum. They discuss MobileX being mostly acquired by Charlie Ergen’s Connex, Starlink’s stated plan to build a U.S. terrestrial network, Lockheed Martin’s Verizon 5G-powered drone detection service Netsense launching next year, and expectations around a possible foldable iPhone at Apple’s September 9 event.

00:00 Welcome Back and Catch Up

01:01 Qualcomm 6G Vision

02:58 ISAC and Giga MIMO Demos

04:41 AI Native 6G and GPU Debate

11:06 Fixed Wireless Performance Report

15:16 MobileX Acquisition and MVNOs

18:44 Starlink Terrestrial Network Plans

25:50 Lockheed Netsense Drone Detection

29:37 Apple Event Foldable iPhone Buzz

31:30 Foldables Demand and Tradeoffs

39:58 Wrap Up and Where to Follow

In episode 256 of the 6G Podcast, Anshel Sag and Mike Dano discuss Samsung Unpacked in London, including the Fold8 and Fold8 Ultra on Snapdragon 8 Elite Gen 5, the Watch9’s first use of a non-Samsung chip, improved Gemini performance, silicon-carbon battery gains, and Samsung’s expanded three-tier foldable lineup. Dano summarizes an Ookla report on Starlink in Brazil, where Starlink is the 13th-largest fixed broadband provider (~1.4% share), has more urban than rural customers, shows improving daily load effects since Q4 2025, and sees over 12% of customers changing locations in H1. They cover Nokia’s NVIDIA-based, O-RAN-compliant AI RAN platform claiming 50% spectral-efficiency gains by 2027 and 100% by 2028 with a 5G-to-6G upgrade path. They review an NTIA-led 6G “call to action” emphasizing open, interoperable, secure standards among allied countries, discuss EU Huawei rip-and-replace cost debates, and recap carrier/cable earnings trends: softer but solid growth, cable MVNO gains, broadband subscriber losses, reduced device subsidies, and limited concern about satellite/D2D. 00:00 Welcome and Travel Banter 01:03 Samsung Unpacked Hands On 04:40 Foldables Versus Cameras 05:59 Starlink Brazil Deep Dive 12:25 Nokia NVIDIA AI RAN 15:38 White House 6G Call 19:11 EU Huawei Rip Replace 23:28 Earnings Season Rundown 28:27 Wrap Up and Next Show

Episode 255 of the 6G Podcast features Anshel Sag and Mike Dano discussing major 5G/6G and satellite developments. They cover Verizon’s standalone 5G winning BMW telematics business via KDDI, highlighting shifting connected-car partnerships and growing connectivity demands for autonomy and V2X. The biggest news is T-Mobile’s leadership reshuffle under incoming CEO Srini Gopalan, expanding John Saw’s responsibilities, hiring former AT&T FirstNet architect Chris Sambar as chief enterprise officer, and signaling Mike Katz’s exit. They examine Telstra’s nationwide outage in Australia tied to network timekeeping software, which disrupted emergency calls and broader services. Research notes include Analysys Mason finding mobile data traffic growth rebounding to 22% by end of 2025, driven by fixed wireless access and adaptive bitrate streaming. The episode also reviews SpaceX’s FCC request for up to 100,000 Gen3 Starlink satellites, plus Ookla analysis suggesting US networks allocate relatively little uplink capacity, a potential issue as AI increases uplink demand.

00:00 Welcome and Catch Up

01:17 Verizon BMW Connected Cars

04:17 T-Mobile Leadership Shakeup

10:24 Telstra Outage Fallout

16:10 Mobile Traffic Growth Returns

19:32 Starlink Gen3 100K Satellites

25:02 AI Networks Need Uplink

30:47 Wrap Up and Subscribe

In episode 254 of the 6G podcast, Anshel Sag and Mike Danow discuss major telecom and space-industry developments. Sag covers T-Mobile forcing customers off older plans with roughly $4-per-line increases and potential competitive fallout, plus a Verizon–BT 50/50 joint venture combining international enterprise operations serving 3,000 customers in 180 countries with about $4B in revenue, and renewed reporting about a rumored SpaceX/xAI handheld AI device that Elon Musk denies. Danow focuses on spectrum and satellite trends: the FCC’s planned upper C-band auction next summer for 160 MHz nationwide with commercial use delayed until 2030–2031, Rocket Lab’s announced $8B acquisition of Iridium emphasizing L-band spectrum for direct-to-device services, and the FCC approving Grain Management’s plan to lease divested 800 MHz spectrum for D2D, with interest hinted from AST SpaceMobile and results due by November 5.

00:00 Welcome and Catch Up

01:27 T-Mobile Plan Price Hike

04:43 FCC Upper C Band Auction

07:42 Verizon BT Enterprise JV

11:17 Rocket Lab Buys Iridium

17:09 SpaceX AI Device Rumor

19:36 Grain 800 MHz D2D Leasing

26:21 Wrap Up and Holiday

Anshel Sag and Mike Dano open episode 253 of the 6G Podcast and discuss World Cup stadium technology, including Lenovo’s FIFA partnership, referee camera headsets using 5G mmWave, Eagle Eye camera systems for offsides/goal-line decisions, 3D player avatars, digital ticketing, and Ookla findings that Mercedes-Benz Stadium leads in connectivity with no major issues so far. They review updates from the 3GPP meeting in Singapore, confirming a 6G timeline with stage 3 freeze in December 2028 and open API freeze in March 2029, while noting many decisions (Open RAN and satellite integration) were deferred. They cover the new Space Connect LEO satellite alliance (Amazon, Iridium, Telesat, Globalstar) and the close of FCC Auction 113 (AWS-3) raising $3.5B with 17 bidders including SpaceX. They highlight Nokia/T-Mobile pre-commercial MIMO gains of up to 20% throughput and conclude with Carolina West Wireless exiting and transitioning to Verizon by September. 00:00 Welcome Back Episode 253 01:05 World Cup Tech Showcase 03:57 Stadium Connectivity Reality 07:50 3GPP 6G Timeline Update 10:29 Satellites in 6G Debate 15:02 New LEO Lobby Alliance 19:41 AWS-3 Auction Results 27:09 Nokia T-Mobile MIMO Boost 32:12 Small Carriers Consolidate 37:23 Wrap Up And Subscribe

6G Podcast Ep. 252: Huawei 14A Claims, Network X 6G Spectrum Sharing, StarCloud-SpaceX, SpaceX IPO Numbers, AT&T Build a Plan, Amazon LEO Launch

In episode 252 of the 6G podcast, analysts Anshel Sag and Mike Daniel discuss Huawei’s claim it can achieve 14A-class chip density by 2031 via “logic folding,” expressing skepticism and noting China’s stronger recent progress in memory. Mike recaps the Network X trade show, highlighting growing practical focus on 6G deployment and discussion of MRSS, a DSS-like 5G/6G spectrum-sharing approach said to reduce capacity loss versus 5G DSS. Anshel covers StarCloud’s partnership with SpaceX to connect orbital data centers using 25 Gbps optical links and its fundraising plans. Mike reviews SpaceX IPO filing figures, including Starlink producing 61% of 2025 revenue and 7.4 million monthly unique Starlink Mobile devices across 30 countries, while Anshel questions valuation and governance. They also cover AT&T’s modular “Build a Plan” pricing and Amazon LEO’s expected Q3 launch and partner-oriented telecom positioning.

00:00 Welcome and Schedule Notes

00:44 Huawei 14A Chip Claims

05:34 China Chip Progress Memory

06:30 Network X 6G Recap

07:38 MRSS Spectrum Sharing Debate

13:03 StarCloud Space Data Centers

17:06 SpaceX IPO Filing Highlights

20:03 SpaceX Valuation Skepticism

25:03 AT&T Build a Plan

29:43 Amazon LEO Launch Insights

32:59 Wrap Up and Social Links

Episode 251 of the 6G Podcast features Anshel Sag and Mike Dano discussing major U.S. connectivity and infrastructure developments. They unpack AT&T, T-Mobile, and Verizon forming an equal-share joint venture to pool spectrum and IP for direct-to-device satellite connectivity, positioning it as a standards and onboarding interface for satellite partners while potentially hedging against SpaceX’s ambitions and public antitrust critiques; they note Ookla data showing D2D usage under 0.5% of U.S. Speedtest users monthly. The hosts preview Network X, including satellite panels and BEAD program discussion, and cover industry “cold water” on 6G from Orange and Samsung, framing 6G as evolutionary with slower rollout and AI-driven upgrades. They cite RootMetrics vendor rankings emphasizing equipment age and device capabilities, discuss Comcast CEO calling wireless Comcast’s top priority with Xfinity Mobile at 10 million lines, and close with updates on Socorro, New Mexico considering a data-center moratorium amid local opposition and broader power-grid cost concerns. 00:00 Welcome and Catch Up 01:17 Carrier Satellite JV Explained 04:16 SpaceX Pushback and IPO Buzz 10:24 Network X Satellite Scene Setter 12:49 6G Hype Gets Tempered 16:42 RootMetrics RAN Vendor Rankings 19:40 Devices and Network Performance 21:50 Comcast Makes Wireless Priority 25:19 Socorro Data Center Moratorium 29:41 Power Grid and Who Pays 32:41 Wrap Up and Subscribe

Episode 250 of the 6G Podcast features Anshel Sag and Mike Dano discussing key 5G/6G developments. They cover an NVIDIA–Corning partnership to expand U.S. optical manufacturing capacity tenfold with three new facilities in Texas and North Carolina and 3,000 jobs, noting AI data centers are driving fiber demand and affecting ISP buildouts. Mike recaps the WIA ConnectX show, including debate over whether direct-to-device satellite services threaten or complement cell towers and uncertainty that AI traffic will spur new cell sites. The hosts review NTIA’s phased progress studying spectrum bands (including 1.6, 2.7, 4.4, and 7 GHz), plus industry discussion of CBRS and potential upper C-band clearing around 2028–2030. They also highlight Samsung and Qualcomm tests of 5G fixed wireless class-one uplink improvements and provide an update on a proposed 2 GW Socorro, New Mexico data center, now reported as potentially powered by small modular nuclear reactors amid local opposition and a May 19 town hall. 00:00 Welcome and Introductions 00:22 Week Recap and Travel 01:38 Nvidia Corning Optics 05:26 ConnectX Show Highlights 08:07 AI Traffic and Upgrades 10:15 NTIA Spectrum Roadmap 14:05 CBRS and Upper C Band 17:28 Samsung Qualcomm FWA Boost 23:04 Socorro Data Center Update 26:24 Nuclear Power and Local Debate 30:09 Wrap Up and Subscribe

T-Mobile Super Broadband, Fiber Acquisitions, Tech Earnings, and Satellite D2D Trends | 6G Podcast Ep. 249

In episode 249 of the 6G Podcast, analysts Anshel Sag and Mike Dano discuss convergence across 5G, fiber, and satellite. They cover T-Mobile’s “Super Broadband,” which bundles 5G with SpaceX Starlink for primary, backup, or load-balanced connectivity using equipment from Ericsson and Inseego, with a $249/month packaged offering. They also review T-Mobile’s moves to expand its fiber footprint through agreements involving regional providers (GoNetSpeed, GreenLight Networks, and i3 Broadband), related pricing changes, and how bundled wireline/wireless can boost market share, alongside speculation about larger M&A. The hosts recap major tech earnings (Google, Microsoft, Meta, Qualcomm, Apple), AI-driven CapEx and memory constraints, preview WIA Connect X with an Ookla analysis of Miami’s busiest cell tower near the airport, discuss Nokia selling its FWA CPE business to Inseego, and note low direct-to-device satellite usage plus US carriers rejecting a Starlink MVNO.

00:00 Welcome and Catch Up

02:08 T-Mobile Super Broadband

07:51 Fiber Expansion and Convergence

14:11 Big Tech Earnings Roundup

20:41 Connect X Preview Miami Tower

24:56 Nokia Sells FWA to Inseego

28:02 Satellite D2D and Starlink MVNO

33:57 Wrap Up and Next Week

OpenAI Smartphone Rumors, Charter’s Stock Plunge, Intel–Tesla Foundry Boost, Direct-to-Device Satellite Benchmarks, Verizon’s Q1 Net Adds, and a Socorro AI Data Center Debate

The 6G Podcast hosts discuss rumors that OpenAI may build a smartphone with Qualcomm and MediaTek, potentially launching around 2027 and enabling tighter OS-level AI integration than Android or iOS. They review Q1 telecom earnings, highlighting Charter’s nearly 25% stock drop after losing over 100,000 broadband customers and adding fewer mobile lines than expected, sparking M&A speculation including a possible Verizon or T-Mobile bid and a rumored Deutsche Telekom move to fully acquire T-Mobile. They cover Intel’s earnings surge and Tesla naming Intel’s 14A node for “Terra Fab,” framed as a CHIPS Act-aligned U.S. manufacturing milestone relevant to 6G supply chains. The episode also summarizes a new direct-to-device satellite report showing about 0.5%–1% monthly unique usage across tracked countries, and Verizon’s Q1 return to positive postpaid phone net adds, alongside discussion of an AI data center proposal in Socorro, New Mexico and local opposition over power and water concerns.

00:00 Welcome to Six G

00:21 OpenAI Phone Rumors

03:21 AI OS and Ecosystem

05:35 Smartphone Market Shakeups

06:00 Telecom Earnings Shock

07:05 Charter Selloff Fallout

08:01 M&A Rumors Heat Up

09:48 Cable vs Fiber Reality

13:25 Intel and Tesla Surge

19:00 Direct to Device Satellites

21:27 Satellite Use vs Density

23:28 UK Scan Rate Insights

24:08 Hajj Network Challenges

26:01 Verizon Q1 Turnaround

30:19 Fixed Wireless Limits

32:31 Socorro Data Center Debate

36:47 Data Centers Case by Case

40:16 Wrap Up and Subscribe

Anshel Sag and Mike Dano open with discussion of watching a recent capsule splashdown and related footage, plus a personal connection to rocket-engine work. They then cover Amazon’s roughly $11B agreement to acquire Globalstar, maintaining Apple’s iPhone satellite emergency texting while planning an Amazon LEO direct-to-device service for mobile operators in 2028, with open questions around Apple’s planned constellation expansion, integration with other Amazon services, and pricing. Next, they discuss Ericsson’s Q1 sales decline and weaker North America outlook amid a broader 5G equipment spending trough before 6G. They review ULA Research findings showing Verizon’s continued millimeter wave expansion and relate it to US spectrum moves including NTIA’s 2.7 GHz release and longer-term 7 GHz interest. They preview AST SpaceMobile’s BlueBird 7 launch and debate edge/AI data-center hype, including a proposed Socorro, New Mexico project and backyard micro data centers, before closing on Verizon’s FIFA World Cup 5G partnership featuring private 5G, slicing, small cells, and stadium upgrades.

00:00 Podcast kickoff and intro 00:12 SpaceX splashdown stories 02:33 Rocket engineer bragging rights 03:25 Amazon buys Globalstar 07:37 What it means for Apple 11:28 Ericsson earnings warning 15:11 Verizon mmWave reality check 17:43 NTIA 2.7 GHz spectrum news 19:04 Real World mmWave Limits 20:27 Stadiums and Indoor Coverage 20:59 Why mmWave Still Matters 22:53 Will Verizon Bet Pay Off 23:37 AST SpaceMobile Launch Preview 25:47 Constellation Timelines Reality Check 28:48 Edge Computing Jumped Shark 33:09 Socorro Data Center Motives 34:48 Verizon FIFA World Cup Network 38:40 Wrap Up and Subscribe

Artemis Optical Links, 3GPP Release 21 Timeline, Bundled Fiber+Wireless Plans, and the Satellite D2D Spectrum Scramble Anshel Sag and Mike Dano discuss Artemis mission connectivity and imagery, including NASA’s Orion optical laser link (O2O) enabling 4K streams, iPhone selfies, and radiation damage to sensors, alongside brand visibility like Omega watches. They then review outcomes from a recent 3GPP meeting in Japan: 6G will begin with Release 21, with a Stage 1 freeze targeted for March 2027, and 5G standalone selected as the architectural baseline, with continued work on non-terrestrial networks. The hosts cover new U.S. convergence bundles, including AT&T’s One Connect (fiber plus wireless with BYOD and deprioritization caveats) and T-Mobile’s Mint-branded 5G Home Internet bundle. They debate AI RAN and base-station GPUs, citing skepticism from AT&T leadership and Nvidia’s push into inference, then note Tesla/SpaceX’s announced chip-fab partnership with Intel. Finally, they examine Grain Management’s plan to potentially lease 800 MHz spectrum for direct-to-device satellite services and question the true scale of the D2D consumer market.

00:00 Podcast Welcome and Weekend Catchup 00:53 Artemis Mission Highlights 01:20 Laser Link 4K Streaming 03:06 Space Selfies and Radiation 05:06 Brands Watches and Hype 06:13 6G Standards Update from Japan 11:39 SA Only Path to 6G 14:02 AT&T One Connect Bundle 16:45 Cable vs Telco Bundle Wars 19:24 AI RAN GPUs at the Edge 23:23 Inference Takes Over 23:49 GPUs in Base Stations 26:00 Carrier Reality Check 27:19 Where Compute Belongs 29:56 Timing the Edge Bet 30:40 Terra Fab Reality 31:46 Fab Timeline and Costs 33:47 Austin Supply Chain Logic 36:01 Space Data Center Skepticism 38:29 D2D Spectrum Leasing 42:19 Airlines and Spectrum Swaps 43:32 D2D Market Limits 45:32 Consolidation and 2030 Outlook 46:06 Wrap Up and Thanks

HP Go Expands, Comcast Edge AI Demos, MLB ABS Challenges, FCC Router Crackdown, Turkey 5G Launch, and Artemis II Moon Mission Anshel Sag and Mike Dano discuss six developments: HP’s Imagine 2026 updates expand HP Go cellular service beyond one Qualcomm EliteBook to multiple notebook tiers and add EU activation across 23 countries, alongside a more efficient Wolf Connect modem for out-of-band security/traceability. Mike recaps the shrinking Cable Next Gen event, highlighting Comcast’s Nvidia-enabled edge computing demos (real-time clothing overlays and lip-synced translation) and growing broadband competition from fixed wireless, fiber overbuilders like IQ Fiber, and Starlink. Anshel covers MLB’s commercial rollout of automated balls-and-strikes challenges using Sony Hawk-Eye with T-Mobile 5G. They react to an FCC move requiring waivers for foreign-made consumer Wi-Fi routers, framed as a security response, and debate consequences. Anshel notes Ubiquiti’s new tri-carrier 5G router and Turkey’s planned April 1 nationwide 5G launch with Turkcell. They close on satellite news and NASA’s accelerated lunar base timeline, with Artemis II’s crewed moon flyby mission next week. 00:00 Podcast Kickoff 00:21 HP Go Expands 02:25 Wolf Connect Update 03:41 Do 5G Laptops Matter 06:24 Cable Next Gen Takeaways 08:36 Cable Threats and Fiber 12:49 MLB Robo Ump Challenges 16:31 Fairness Versus Tradition 19:33 FCC Router Ban Shock 21:03 FCC Ruling Backlash 22:42 Router Vendors Impacted 23:32 Payola and Politics 24:26 Security Over Manufacturing 27:51 Ubiquiti 5G Router 28:18 Turkey Finally Gets 5G 30:25 Early Turkey Speed Data 31:59 Satellite Show and Moon Base 34:00 Artemis II Hype 36:24 Starlink Competition Outlook 39:20 Wrap Up and Subscribe

Anshel Sag and Mike Dano discuss highlights from Nvidia GTC 2026, focusing on Nvidia’s “AI Grid” concept for distributed GPU compute across telecom and cloud-edge partners including AT&T, T-Mobile, Comcast, Spectrum, Cisco, and Akamai, positioned as a broader revival of edge computing beyond AI RAN. They cover Bell’s plan to invest $1.7B in a Saskatchewan AI factory/data center emphasizing Canadian data sovereignty, with hardware funding from partners and expectations of improved EBITDA after buildout. Sag reviews OPPO’s Find N6 foldable with a crease-free display, flagship specs, and fast charging, while noting Samsung discontinued its $3,000 Galaxy Z trifold due to economics. Dano analyzes the Google Fiber–Astound Broadband merger as part of a U.S. fiber land grab, and they close on U.S. government interest in 6G for the 2028 LA Olympics, WRC 2027 spectrum politics in Shanghai, and 3GPP work around 7 GHz reuse of C-band cell grids.

Post-MWC 2026: Qualcomm’s AI Wearables, Satellite Momentum, Nvidia’s RAN Push, and 6G Signals for LA 2028

In a post–MWC 2026 episode of the 6G Podcast, Anshel Sag and Mike Dano recap show takeaways, including heavy Qualcomm news: Snapdragon Wear Elite for AI wearables (including a future Galaxy Watch), FastConnect 8800 Wi‑Fi 8 with quad radios and 4x4 client throughput, an AI 200 rack-scale data center solution, and the Snapdragon X105 5G-Advanced modem with 6G testing potential. They discuss a turning point for AI wearables and privacy concerns, especially smart glasses. Dano’s main takeaway is accelerating satellite momentum, citing Starlink’s second-gen direct-to-device plans and activity from SES, Viasat/Space42, Eutelsat/OneWeb, AST SpaceMobile/Telus, Amazon Kuiper/Vodafone, Samsung, and Qualcomm satellite demos. Sag outlines Nvidia’s telecom strategy with Nokia and others to improve RAN efficiency, add AI features like ISAC, and later enable edge compute, then flags LA Olympics 2028 as a likely 6G milestone, and closes with MWC device highlights and questions about edge security and sovereign AI.

00:00 MWC Recap Kickoff

00:23 Travel Chaos and Jet Lag

01:55 Qualcomm MWC Blitz

03:59 AI Wearables and Smart Glasses

06:40 Satellite Internet Surge

10:46 Nvidia Enters the RAN

16:07 6G Countdown LA 2028

18:39 MWC Device Roundup

23:52 Edge Compute Security Questions

29:16 Sovereign AI and Operator Clouds

31:06 ISAC and Public Safety Shift

31:39 Wrap Up and Subscribe

Anshel Sag hosts episode 242 of the rebranded 6G Podcast and introduces new co-host Mike Dano (Ookla), noting the industry’s “5G lull” and a shift toward 6G discussions. They discuss 5G Americas shutting down operations after years as a spectrum- and standards-focused trade association, framing the closure as a sign of cooling 5G interest and flat-to-negative RAN sales. Anshel covers Samsung and KT achieving a 3 Gbps downlink in 7 GHz using Keysight 6G test equipment and X-MIMO, noting the unclear bandwidth used and emphasizing that 6G progress is still largely experimental with mixed commercialization timelines (2028–2030). They debate 7 GHz as a key 6G band, propagation challenges (referencing Wi‑Fi 6E/7), the fading focus on terahertz bands, China’s earlier stance on 6 GHz, and potential limited initial 6G deployments. Mike highlights an Ookla report on 5G standalone showing improved battery life versus NSA (EE +22%, O2 +11%) and argues operators under-market SA benefits. Anshel explains T-Mobile’s John Saw concept of “kinetic tokens” for low-latency AI in motion (physical AI) across device/edge/cloud, tying it to use cases like real-time translation (5G Advanced, 50 languages) and ISAC for tracking and supporting drones, plus discussion of NVIDIA-based AI-RAN strategies and skepticism about cost and monetization of GPUs in base stations. Mike raises broader concerns about the AI data center boom, citing a projected $710B hyperscaler investment in 2026, power constraints (natural gas, gas turbines/jet engines), private high-bandwidth inter-data-center traffic, and questions about whether telecoms can capture AI value versus hyperscalers, while noting sovereign AI opportunities in countries with fewer data centers. They close with Microsoft and Ericsson integrating Ericsson Advanced Enterprise Mobility into Windows 11 (piloted on Surface 5G) to simplify secure enterprise 5G laptop management with Intune and eSIM provisioning, and discuss why cellular laptops haven’t broadly taken off (cost, plans, coverage) and how Apple’s modems and multi-carrier services might change adoption.

00:00 Welcome & New Co-Host Mike Dano Joins the 6G Podcast

01:10 Why the Rebrand Now: 5G Lull, MWC & Samsung Unpacked Tease

02:03 5G Americas Shuts Down: What It Says About the Market Cycle

05:41 Samsung + KT Hit 3 Gbps in 7 GHz: Early 6G Trial Reality Check

07:32 Where 6G Spectrum Lands: 7 GHz, Propagation, and Terahertz Hype Fades

12:58 Ookla Report Spotlight: 5G Standalone Boosts Battery Life (and Why It Matters)

17:54 Kinetic Tokens & Physical AI: T-Mobile’s Vision for Low-Latency 6G

22:51 Is T-Mobile’s “GPU in Every Base Station” Plan Actually Viable?

24:16 The Edge Compute Case: Double-Dipping GPUs for AI + XR Graphics

26:29 AI Wearables, AR Glasses, and Why 6G Timing Could Favor T-Mobile

28:27 The $710B Data Center Boom: What Hyperscaler Spend Means for Telecom

30:36 Powering AI: Natural Gas, Turbines, and the Nuclear Buildout Debate

31:25 Neo-Clouds & AI Transport: Private Backbone Links, Akamai GPU Rentals, and Wall Street Doubts

37:40 Microsoft + Ericsson Bring Enterprise 5G Management Natively to Windows 11

40:00 Why 5G Laptops Still Haven’t Taken Off (Cost, Plans, Battery, Coverage)

41:41 What Changes in 6G: Apple Modems, Multi-Carrier Service, and the Road Ahead (Wrap-Up)

Final Episode: Analyzing 5G, Verizon's Moves, and the Future of Telecom In episode 241 of the G2 on 5G podcast by More Insights and Strategy, hosts Will Townsend and Anshel Sag cover six pressing topics in the telecom industry. Will shares his news of leaving More Insights to start a new venture, marking the end of the podcast. The episode starts with a discussion on Verizon's aggressive price cuts on their plans, raising questions about potential price wars. They move on to discuss a report by Okla comparing cellular and WiFi performance at major US airports, with cellular often outperforming WiFi due to outdated infrastructure. The hosts then delve into NTT Docomo's advancements in 6G radio sensing technology and its applications, followed by Anshel's experiences with T-Mobile's expanded partnership with Formula One and their new 'un-carrier' moves to streamline carrier switching. Lastly, they review Nokia's puzzling decision to focus less on private cellular networking despite previous successes and Verizon's enhanced enterprise-class FWA solutions. The episode reflects on the journey of the podcast and hints at future individual projects in the telecom field.

Welcome and Introduction

- Will Townsend welcomes Anshel Sag to episode 240 of G2 on 5G.

- Coverage of six topics spanning 5G and 6G developments.

T-Mobile's Edge Control Solution

- Launch of Edge Control at fourth annual Innovate Awards.

- Combines 5G advanced network with local breakout for private-like cellular experience.

- Zero on-premise infrastructure requirement distinguishes this solution.

- Strategic positioning against Verizon and AT&T in enterprise cellular offerings.

Nvidia and Nokia Partnership

- Extension of aerial RAN computer announcements for 6G.

- Nvidia's billion-dollar investment in Nokia signals strategic alignment.

- Partnership includes T-Mobile and Dell Technologies for server infrastructure.

- Nokia stock surged 25% following the announcement.

All-American AI RAN Stack

- Announcement of domesticated supply chain for 6G development.

- Nvidia's aerial platform moving to open source to accelerate adoption.

- Full-stack solution involving Cisco, Mitre, and Booz Allen.

- Focus on spectrum sensing and computer vision applications.

Nvidia DGX Spark Developer Experience

- Anshel Sag shares hands-on experience with DGX Spark device.

- 200 gigabit connectivity and scalable memory capacity.

- Simplified software stack enables AI deployment without extensive coding knowledge.

Samsung Networks and SoftBank MOU

- Joint research agreement for 6G and AI-based RAN technologies.

- Four focus areas: 6G, AI for RAN, AI in RAN, and large telecom models.

- Cultural significance of Korean-Japanese partnership in telecommunications.

5G Techratory Event Insights

- Will Townsend's experience hosting panels in the Baltic region.

- "Defense of 5G" panel discussion with European experts and skeptics.

- Challenges in European 5G deployment due to fragmented regulation.

- Delayed standalone 5G rollout creating similar frustrations as experienced in U.S.

Fixed Wireless Access as Killer Use Case

- FWA success in U.S. market with T-Mobile leading adoption.

- AT&T's Internet Air product serving consumers and enterprises.

Verizon's Fiber Expansion Strategy

- New CEO driving aggressive fiber buildout through wholesale partnerships.

- Deal with Eaton Fiber for network expansion without direct capital investment.

- Following AT&T's successful fiber strategy after years of market leadership.

Competitive Fiber Market Dynamics

- AT&T's overinvestment in fiber driving strong ARPU and earnings performance.

- T-Mobile's strategic shift toward fiber for backhaul and FWA support.

- Verizon's Pac-Man approach with Frontier acquisition correcting previous divestiture.

- Competition driving price improvements and better consumer options.

Welcome and Introduction

- Will Townsend and Anshel Sag discuss the latest insights on 5G and 6G technologies.

- Episode 239 of G2 on 5G, covering six topics in about 20 minutes.

AT&T's 5G Standalone Deployment

- AT&T declares nationwide 5G standalone deployment on October 8th.

- Milestone achievement matching RAN and 5G core infrastructure.

- Predictions of innovative services, especially in network slicing.

Intel's Node Advancements

- Discussion on Panther Lake and Clearwater Forest CPU developments.

- Panther Lake running on Intel's new 18A Foundry Fab 52 in Arizona.

- Clearwater Forest's 288-core CPU targeting telecom applications.

Vodafone's Low Earth Orbit Satellite Research Hub

- Launch of the first low earth orbit satellite mobile broadband research hub.

- Partnership with AST Space Mobile for non-terrestrial network solutions.

- Streamlining testing and validation of hardware and software.

Verizon's Acquisition of Starry

- Verizon acquires fixed wireless provider Starry.

- Potential to grow fixed wireless base to 8-9 million customers.

- Leveraging Starry's architecture for cheaper and quicker deployment in urban settings.

Verizon CEO Transition

- Hans Vestberg's sudden exit as Verizon CEO.

- Discussion on the timing and potential reasons for the leadership change.

- Comparison with previous CEO transitions and industry performance.

AI Deals and Impact on 5G/6G

- Analysis of major AI deals, including OpenAI and AMD partnership.

- Potential effects on 5G and 6G network architectures and edge computing.

- T-Mobile's strategic partnership with OpenAI and implications for the industry.

Closing Remarks

- Invitation for listeners to provide topics for future podcasts.

- Contact information for hosts Will Townsend and Anshel Sag on social media.

- Request for listeners to rate and subscribe to the podcast.

Welcome and Introduction

- Will Townsend hosts episode 238 of G2 on 5G with analyst Anshel Sag

- Podcast covers six 5G and 6G topics in about 20 minutes

AST SpaceMobile's Breakthrough

- Conducted first space-based 4G VoLTE call with Bell Canada

- Includes voice, broadband data, and video streaming capabilities

- Paves way for production and monetization

Qualcomm Snapdragon Summit Highlights

- Launch of two new SoCs for smartphones and PCs

- Third-generation Orion custom processor outperforms competitors

- Introduction of Guardian feature for remote PC management

T-Mobile's T-Satellite Service Expansion

- Announcement of app support for T-Satellite service with Starlink

- Integration with T-Life app and other solutions like AllTrails and AccuWeather

- Enhances usability for SOS and emergency situations

MediaTek's Dimensity 9500 SoC

- New flagship part using latest ARM IP

- Improvements in performance, power efficiency, and ray tracing

- Competitive positioning against Qualcomm in the Android market

China's Infrastructure Security Measures

- Implementation of rigorous certifications for foreign infrastructure providers

- Slowing progress for companies like Ericsson and Nokia in the Chinese market

- Reduction in market share for Western companies in China

Ongoing Legal Dispute: Qualcomm vs. ARM

- Recent settlement of one lawsuit, but continuation of legal battles

- ARM's appeal of the verdict and Qualcomm's separate lawsuit

- Discussion on the broader implications and potential outcomes

Closing Remarks

- Invitation for listeners to provide insights on specific 5G topics

- Social media handles shared for Will Townsend and Anshel Sag

- Request for listeners to rate and subscribe to the podcast

Welcome and Introduction

- Will Townsend and Anshel Sag host episode 237 of G2 on 5G

- Brief baseball discussion about the Astros and Padres

Mavenir's AI Strategy

- Mavenir CEO's focus on agentic AI to revitalize the company

- Discussion on potential replacement of OSS with AI

- Skepticism about the extent of AI's role in network operations

Intel and Nvidia Partnership

- Announcement of Intel and Nvidia's $5 billion partnership

- Implications for 5G and 6G radio and AI at the edge

- Potential impact on competitive dynamics in the semiconductor industry

Voice over New Radio (VoNR) Launch in Spain

- Mass Orange's commercial launch of 5G VoNR service

- Benefits of VoNR including HD audio, lower latency, and improved capacity

- Significance for the Spanish telecom market

Meta's New AI Smart Glasses

- Introduction of second-generation Meta Ray-Bans and Meta Oakley Vanguards

- Features including improved battery life, image quality, and AI capabilities

- Potential applications in sports and everyday use

NATO's 5G Initiative for Military Communications

- NATO's Multinational 5G (MN5G) initiative for defense purposes

- Dual-use paradigm adapting civilian technologies for military applications

- Potential civilian applications in critical infrastructure protection

EchoStar's Spectrum Sell-off

- EchoStar CEO Charlie Ergen's comments on becoming an "asset-light growth company"

- Discussion on the forced pivot and its impact on the company's future

- Implications for the telecom industry and spectrum availability

Closing Remarks

- Invitation for listener engagement and topic suggestions

- Contact information for the hosts on social media

Welcome and Introduction

- Will Townsend welcomes Anshel Sag to episode 236 of G2 on 5G

- Overview of the podcast format: six topics covered in about 20 minutes

Reliance's Upcoming IPO

- Reliance preparing for a massive IPO in early 2026

- Aiming to raise $6 billion, potentially valuing the company at $112 billion

- Discussion on Reliance's network infrastructure and subscriber base

- Analysis of the IPO's purpose and potential impact on investors

Apple's Latest Product Announcements

- Overview of new iPhone 17 series, including the iPhone Air

- Introduction of 5G capabilities in all new Apple Watch versions

- AirPods Pro 3 features, including improved noise cancellation and heart rate sensor

- Discussion on Apple's new chips: A19 SoC, C1X modem, and N1 wireless chip

Ericsson's AI Framework for Enterprise Networks

- Ericsson's Enterprise Wireless Group claims first 5G agentic AI framework

- Framework designed to streamline enterprise network operations

- Comparison with competitors like HPE and Cisco in the private wireless space

SpaceX's Spectrum Acquisition from EchoStar

- SpaceX's $17 billion transaction for EchoStar's spectrum licenses

- Implications for Dish Network and the US mobile carrier landscape

- Discussion on potential Starlink direct-to-cell service for Boost Mobile subscribers

T-Mobile's Shift Away from CBRS Spectrum

- T-Mobile moving past CBRS spectrum for neutral host applications

- Analysis of the impact on the CBRS ecosystem and companies like Solana

- Discussion on T-Mobile's Advanced Network Solutions (ANS) and private network deployment

T-Mobile's Role in LA 2028 Olympics

- T-Mobile for Business to provide 5G connectivity for LA 2028 Olympics

- Coverage agreement for over 110 locations across Southern California

- Deployment of advanced network solutions, including network slicing and secure connectivity

Closing Thoughts

- Reflection on the power of 5G for large-scale events like the Olympics

- Invitation for listeners to provide insights on specific 5G topics

- Request for podcast ratings and subscriptions

Welcome and Introduction

- Will Townsend and Anshel Sag host episode 235 of G2 on 5G

- Coverage of six topics in about 20 minutes

T-Mobile Innovation Summit and Executive Changes

- T-Mobile's Innovation Summit and analyst forum in Bellevue

- Executive changes: Ulf Ewoldson replacing Neville Ray, Callie Field departing

- Introduction of Super Mobile for enterprises

AT&T's Spectrum Acquisition from Dish

- AT&T acquires low and mid-band spectrum from Dish for $23 billion

- Impact on AT&T's competitive position against T-Mobile and Verizon

Ericsson Joins Swedish AI Consortium

- Ericsson participates in Swedish AI company formation

- Potential applications in AI RAN and network programmability

Apple Event Invitations and Rumors

- Apple event scheduled for September

- Speculation about Apple Watch potentially getting 5G capabilities

Nokia's Lawsuit Against Paramount Skydance

- Nokia files lawsuit alleging infringement on video streaming technology patents

- Discussion on Nokia's diverse technological portfolio

Google Pixel 8 Launch

- Introduction of Tensor G5 chip and new camera features

- T-Mobile network capabilities for satellite messaging and data

Balancing Work and Personal Life

- Will's plans to watch college football over the long weekend

- Anshel's preparation for UK trip and ARM visit

Welcome and Introduction

- Anshel Sag and Will Townsend host episode 234 of G2 on 5G

- Podcast covers six topics in about 20 minutes, focusing on 5G and 6G insights

Deutsche Telekom's AI Gigafactory Plans

- Plans to build an AI Gigafactory by 2026

- Partnership with Nvidia and Brookfield

- Discussion on potential success and edge AI applications

Reliance Jio's 5G Network Slices in India

- Launch of 10 new nationwide 5G network slices

- Includes IoT, gaming, FWA, and mission-critical services

- Reliance Jio becomes world's leading FWA provider with 7.4 million subscribers

T-Mobile's Water Utility Transformation

- Collaboration with Fluid Conservation Systems for IoT and leak detection

- Acoustic water leak solution using sensors

- Environmental impact and efficiency improvements in water management

AST SpaceMobile's Global S-band Spectrum Deal

- Agreement to acquire S-band priority rights under ITU

- $64.5 million deal expected to close in second half of 2023

- Potential for AST SpaceMobile to deploy its own service globally

Celona's New Airflux Architecture

- Launch of Airflux, moving core processing to the cloud

- Simplifies private 5G deployment, making it as easy as Wi-Fi

- Uses NXP SoCs and Qualcomm modems for processing

Wi-Fi 7 Travel Routers from D-Link and TP-Link

- TP-Link BE3600: Compact, USB-C powered Wi-Fi 7 travel router

- D-Link G572: 5G NR BE7200 Wi-Fi 7 router with built-in 5G modem

- Discussion on use cases and benefits of portable Wi-Fi 7 routers

Closing Remarks

- Invitation for listeners to provide topic suggestions

- Contact information for hosts: Will at @WhaleTownTech and Anshel at @AnchosAg

- Reminder to rate and subscribe to the podcast

Welcome and Introduction

- Will Townsend and Anshel Sag host Episode 233 of the G2 on 5G podcast

- Overview of six topics covered in about 20 minutes

Telefonica's Strategic Infrastructure Decisions

- Phasing out Huawei in Spain and Germany, but not in Brazil

- Discussion on regulatory environments and cost considerations

- Implications for mobile network security and operations

EchoStar, Dish, and Boost Mobile Financial Maneuvers

- Avoiding default through last-minute interest payment

- Ongoing negotiations with FCC and spectrum concerns

- Potential merger considerations with Mobile X

Nokia's Subsea Cable Deals

- Recent contracts for connections between Jakarta-Singapore and North Africa-Europe

- Strategic importance for Nokia's revenue expansion

- Potential implications for Chinese infrastructure replacement

Wi-Fi 8 Specification Release

- Known as 802.11bn, focusing on reliability and real-world performance

- Improvements in throughput, latency, and packet delivery

- Timeline for certification and potential hardware availability

AT&T and Ericsson's Open RAN Milestone

- Deployment of third-party RAN application (rApp) in live production network

- Significance for multi-vendor programmability in networks

- Discussion on the current state of Open RAN implementation

Samsung's Foldable Phone Success

- Impressive pre-order numbers for Galaxy Z Fold 7 and Flip 7

- Notable improvements in design, particularly thinness

- User experience insights and potential impact on the market

Apple's Potential Foldable Phone Entry

- Speculation on Apple's future foldable device

- Comparison with Samsung's current offerings

- Market anticipation and potential release timeline

Closing Remarks

- Invitation for listener engagement and topic suggestions

- Social media contact information for hosts

- Request for podcast ratings and subscriptions

Welcome and Introduction

- Will Townsend hosts episode 232 of G2 on 5G, covering six topics in about 20 minutes

- Analyst Anshel Sag joins as co-host

Earnings Season Updates

- AT&T and T-Mobile post strong quarterly results

- AT&T reaches 1 million fixed wireless access subscribers

- T-Mobile reports impressive postpaid net adds and revenue growth

Low Earth Orbit Satellite Race

- T-Mobile's T-Satellite service now generally available

- AT&T and AST Space Mobile achieve first voiceover LTE call using satellite

- Competition driving innovation in satellite connectivity

Microsoft's New Surface 5G Laptop

- Surface Laptop 5G designed for portable business use

- Features dynamic antenna system with six strategically placed antennas

- Supports both eSIM and Nano SIM, weighs under 3 pounds

Connectivity Challenges in the Florida Keys

- Will Townsend shares personal experience with patchy coverage

- Highlights potential impact on tourism, commercial fishing, and emergency alerts

- Calls for mobile network operators to invest in infrastructure improvements

T-Mobile's L4S Technology

- First carrier to deploy L4S (Low Latency, Low Loss, Scalable Throughput)

- Part of 5G Advanced Release 18 standard

- Aims to improve streaming experience and lower latency

Closing Remarks

- Hosts invite listener feedback on specific 5G topics

- Encourage audience to rate, subscribe, and tune in next week

Welcome and Introduction

- Will Townsend hosts a special standalone edition of G2 on 5G

- Guests Nathan Howe and Ken Urquhart from Zscaler join the podcast

Zscaler Cellular Overview

- Nathan explains Zscaler Cellular as the next evolution in connecting customers to Zero Trust Exchange

- Enables cellular devices to connect directly to Zscaler customer policy

- Provides zero trust controls and protection for cellular-connected devices globally

Implementation and Innovation

- Ken highlights the straightforward yet innovative implementation using SIM technology

- Eliminates need for client software or network modifications

- Enables zero trust cybersecurity from the transmitter back to the Internet

End Device Applications

- Nathan discusses diverse applications, from vending machines to prisoner ankle trackers

- Three main areas: headless devices, direct to Internet, and secure remote access

- Unique position in brokering connections through Zscaler policy engine

Scalability and Device Support

- Ken confirms Zscaler's ability to handle massive numbers of devices

- Processes over 600 billion transactions daily with room for growth

- Supports high-bandwidth applications like 4K video and remote equipment operation

Consumer and Enterprise Applications

- Discussion of potential consumer uses, focusing on enterprise user benefits

- Multi-carrier roaming capabilities for global connectivity

- Customizable data plans and pricing options for various customer needs

Availability and Contact Information

- General availability announced for August 1st

- Customers can reach out via sim_srm@zscaler.com for inquiries and partnerships

Security and Privacy Considerations

- Potential for anonymizing connections through Zscaler exchange

- Emphasis on proper use and adherence to local laws

Closing Remarks

- Zscaler Cellular provides additional layer of protection beyond 5G encryption

- Hosts encourage audience engagement and feedback for future topics

Welcome and Introduction

- Will Townsend and Anshel Sag host episode 230 of G2 on 5G

- Podcast covers six topics in about 20 minutes

AT&T's Autonomous Networks

- Will discusses fireside chat with AT&T's network CTO Igal Abez

- Focus on AT&T's contributions to TM Forum's autonomous networks initiative

- Exploration of generative and agentic AI for network automation

The "Big Beautiful Bill" and 5G/6G Implications

- FCC regains spectrum auction authority

- 800 MHz of spectrum to be allocated over next four years

- Rescinding of $850 million for semiconductor supply chains in 5G/6G technologies

Orange and Samsung's vRAN Deployment in France

- Completion of first 4G and 5G calls on pilot Orange network

- Use of Samsung's CRAN technology and triple band radios

- Discussion on the efficiency of virtualized RAN deployments

AT&T's Response to Presidential Criticism

- POTUS criticism of AT&T for a problematic conference call

- AT&T's response denying network issues

- Challenges of large-scale conference calls discussed

LG's Private 5G Network in Tennessee

- LG implementing private 5G for home appliance manufacturing

- Facility capable of producing a washing machine every 13 seconds

- Transition from Wi-Fi to 5G for deterministic connectivity in manufacturing

T-Mobile's Florida Expansion

- $2 billion investment to improve coverage for 22 million Floridians

- Upgrades to support emergency response and smart city initiatives

- Significant increase in average 5G download speeds since 2021

Closing Remarks

- Upcoming travel plans for hosts

- 4th of July wishes to listeners

- Invitation for audience engagement and podcast ratings

Welcome and Introduction

- Will Townsend hosts episode 229 of GTO and 5G podcast

- Anshel Sag joins as fellow analyst

HPE Aruba Networking's Private 5G Partner Program

- HPE's acquisition of Athonet and turnkey private 5G solution

- New competency program to train channel partners on cellular technology

- Focus on operational technology environments

3GPP Release 20 and the Path to 6G

- Release 20 as a primer for 6G's first release (Release 21)

- Key improvements: wireless AI, coverage, mobility, MIMO evolutions

- Setting the stage for 6G technical study items

T-Mobile's T Satellite Launch

- Commercial availability set for July 23rd

- Initial support for SMS, MMS, and short audio clips

- Data service launch planned for October 1st

- Free emergency 911 for all compatible devices

AST Space Mobile's Defense Communications Proof of Concept

- Collaboration with Fairwinds Technologies

- Field test including tactical assault kit connectivity and secure video calls

- Demonstration of military applications for satellite-to-phone technology

EchoStar's Financial Maneuvers

- $500 million debt interest payment made

- 30-day grace period elected for July 1 payment

- Ongoing "high-stakes game of chicken" with regulators

Cloudflare and Spectrum Discussions

- Concerns about EchoStar's spectrum usage

- Potential influence of political factors on regulatory decisions

Trump Mobile's Gold 5G Service Launch

- Discussion of Trump Mobile's new 5G service offering

- Pricing strategy and planned device offerings

- Analysis of the service as an MVNO using major carrier networks

- Skepticism about the value proposition and potential legal issues

Satellite Connectivity Testing

- Anshel Sag's experience testing satellite services during a camping trip

- Comparison of T-Mobile, Verizon, and AT&T satellite offerings

- Observations on indoor/outdoor functionality and ease of use

- Potential applications for emergency situations and rural connectivity

AST SpaceMobile and Vodafone Partnership in India

- Collaboration to provide direct-to-device connectivity in rural India

- Focus on bridging the digital divide in underserved areas

- Integration of satellite and terrestrial infrastructure

T-Mobile's WPGA Championship Technology Showcase

- T-Mobile's partnership with WPGA for golf technology innovations

- Autonomous driving range ball picker and real-time swing analysis

- Mixed reality putting simulator and AI-powered video highlights

- Enhanced broadcast capabilities with real-time stats integration

Nokia's Autonomous Network Fabric Launch

- Introduction of Nokia's new network automation platform

- Integration of security into the networking layer

- Use of agentic AI for network management and automation

- Projected adoption curve and industry impact by 2026

6G Development and Future Implications

- Recent 3GPP discussions on 6G specifications and timelines

- MIT's photonics processor advancements for 6G signal processing

- NIST's focus areas for 6G development

- Potential military applications and security concerns for 6G technology

Podcast Evolution and Audience Engagement

- Consideration of transitioning the podcast focus from 5G to 6G

- Invitation for listener feedback on potential rebranding

Welcome and 5th Anniversary Celebration

- Will Townsend and Anshel Sag mark the 5th anniversary of their podcast

- Discussion on the podcast's evolution alongside 5G and 6G technologies

Nokia's Leadership in Drone and Robotics Consortium

- Nokia spearheads a new European Union initiative named Proactive

- Project aims to redefine emergency management and critical infrastructure

- Projected revenue of 90 million euros by 2035

- Involvement of 40+ European tech companies from 13 countries

T-Mobile's Partnership with Sail GP

- T-Mobile's 5G network enhancing sailing competition broadcasts

- Implementation of AI-enabled autonomous buoys and IoT sensors

- Significant improvement in broadcast capabilities, from 10-30 Mbps to 16 simultaneous HD streams

AT&T's Fiber Network Milestone

- AT&T reaches 30 million locations with fiber connectivity

- Company on track to meet 60 million location goal by 2030

- Discussion on the impact on bridging the digital divide and mobile network backhaul

Nvidia's European AI and 6G Initiatives

- Partnerships with European operators for AI cloud development

- Focus on sovereign AI and privacy-centric solutions

- Collaboration with over 200 companies and universities for 6G research

- Emphasis on AI-native wireless networks for 6G

New Zealand's First Private 5G Network

- Collaboration between Spark and Air New Zealand at Auckland airport

- Focus on logistics management using drones and robots

- Implementation of digital twin and computer vision applications

Spectrum Allocation in U.S. Politics

- Discussion of the "One Big, Beautiful Bill" and its spectrum allocation provisions

- Shift from 600 MHz sub-3 GHz to 800 MHz above 3 GHz

- Debate on the merits of bundling spectrum allocation with other political issues

Closing Thoughts

- Invitation for listener engagement and topic suggestions

- Reminder of hosts' social media handles for further interaction

Welcome and Introduction

- Will Townsend welcomes Shahid Ahmed, who leads NTT DATA's private 5G initiatives

- Discussion of Shahid's role in New Ventures and Innovation at NTT DATA

Private 5G Momentum in 2025

- Identification of 2025 as a pivotal year for private cellular and 5G adoption

- Three major forces driving demand: device availability, spectrum allocation, and improved economics

Device Ecosystem Development

- Progress in natively supported 5G devices for enterprises

- Impact on deployment timelines and customer readiness

Spectrum Availability Challenges

- Regulatory hurdles in spectrum allocation across different geographies

- Recent improvements in spectrum accessibility for enterprises

Economics of Private 5G

- Shift towards "Wi-Fi economics" for private 5G deployments

- Cost comparisons between Wi-Fi and 5G implementations in large-scale environments

Edge AI and Agentic AI in 5G Networks

- Distinction between Edge AI and large language models

- Applications of Edge AI in manufacturing and autonomous systems

- Role of Agentic AI in business process workflows

Factory of the Future Concept

- NTT DATA's focus on enabling advanced manufacturing environments

- Integration of robotics, automation, and connectivity in dark factories

Convergence of Wireless Technologies

- Emerging integration of 5G and Wi-Fi on single radio platforms

- Implications for seamless connectivity in various settings

Security Challenges in Network Transformation

- Increased security concerns with automation and IP network integration

- Ongoing nature of security challenges in modernized infrastructures

NTT DATA's Comprehensive Service Offerings

- NTT DATA's position as a major data center service provider

- Private 5G as an entry point for broader network architecture transformation

Partnership Highlights

- Collaboration with Cisco, including ESIM integration in Meraki and Catalyst products

- Simplification of device provisioning and configuration processes

Welcome and Milestone

- Will Townsend and Anshel Sag discuss the upcoming 5-year anniversary of their podcast.

- Reflection on the longevity of their roles as analysts.

AT&T's Fiber Expansion

- AT&T acquires Lumen's fiber portion for nearly $6 billion.

- Expansion adds over 4 million consumer locations, primarily on the West Coast.

- AT&T's goal to reach 60 million locations by 2030.

Spectrum Auctions and Political Involvement

- Discussion of President Trump's tweet about auctioning 600 MHz spectrum.

- Analysis of the potential for spectrum auctions in the 1.5 to 10 GHz band.

- Consideration of revenue generation through government spectrum monetization.

Upper 12 GHz Spectrum for Satellite Connectivity

- FCC chairperson's comments on freeing up spectrum for low Earth orbit satellite providers.

- Potential impact on companies like AST Space Mobile and Starlink.

- Importance of fair allocation in potential auctions.

Apple's 6G Preparations

- Indications of Apple's focus on 6G development and hiring.

- Analysis of Apple's potential strategies for 6G involvement and IP portfolio building.

- Discussion on the importance of Apple's participation in 6G standard-setting.

AWS Ends Private 5G Solution

- AWS announces the end of its private 5G solution launched in 2021.

- Analysis of challenges faced, including competition and complexity.

- Reflection on the difficulties of entering the telco space for hyperscalers.

Xiaomi's New SoC Launch

- Introduction of Xiaomi's Xring 01 SoC using ARM technology.

- Analysis of the SoC's positioning and potential market impact.

- Discussion of Xiaomi's simultaneous agreement with Qualcomm for flagship chips.

Closing Thoughts

- Invitation for listener engagement and topic suggestions.

- Memorial Day wishes for veterans.

Welcome and Introduction

- Will Townsend and Anshel Sag return for Episode 224 of "The G2 on 5G"

- Overview of six topics covered in about 20 minutes

AST Space Mobile's New Consumer Satellite Service

- Announcement of beta service by end of year, commercial service in 2026

- Potential offerings: text, internet data, video conferencing

- Shift from middleware approach to direct consumer service

EchoStar FCC Investigation

- FCC investigating EchoStar's 5G network and spectrum usage

- SpaceX's complaints about EchoStar's power levels and spectrum utilization

- Concerns about impartiality and potential political influences

MWC Las Vegas Evolution

- Rebranding as enterprise-focused event

- Challenges in attracting attendees and finding its footing

- Discussion on the event's future viability

T-Mobile Network Performance

- OOKLA data showing impressive network speeds

- Demonstration of 550Mbps uplink on sub-6 connection

- Comparison of network performance across Samsung Galaxy Ultra models

Mobile Operator Security Partnerships

- AT&T and T-Mobile partnerships with Palo Alto Networks

- Focus on enhancing cybersecurity posture for owned and unowned networks

- T-Mobile's 5G SASE solution and security slice offerings

Xiaomi's Smartphone SoC Announcement

- Xring 01: Xiaomi's first in-house smartphone SoC

- Expected to be built on TSMC's 4nm process

- Implications for Chinese smartphone manufacturers and government efforts

Closing Remarks

- Invitation for listener engagement and topic suggestions

- Contact information for Will Townsend and Anshel Sag

Welcome and Introduction

- Will Townsend and Anshel Sag host episode 223 of G2 on 5G

- Anshel joins from New York after attending Motorola launch event

Q1 Earnings for Major U.S. Mobile Network Operators

- AT&T reports strong performance in fiber and mobility investments

- T-Mobile experiences subscriber growth miss despite solid revenue

- Verizon records strong earnings but faces subscriber loss

T-Mobile's 5G Advanced Network

- First commercial nationwide 5G advanced network in the U.S.

- Potential for new use cases in XR, gaming, and safety applications

- T-Mobile maintains lead in 5G network capabilities

AT&T's 5G Fixed Wireless Access Performance

- CEO John Stankey credits Ericsson for boosting FWA performance

- AT&T adds 181,000 Internet Air subscribers in Q1

- Positioning FWA as complementary to fiber expansion

Motorola's New Razr Lineup

- Introduction of high-end flagship tier for Moto Razr brand

- New features include titanium hinge, improved cameras, and AI capabilities

- Variety of models with different processors and specifications

Ericsson's Private 5G Deployment in Mining

- Partnership with Newmont for private 5G across 14 mines on four continents

- Single Ericsson radio controlling bulldozer fleet in South Wales, Australia

- Demonstration of 5G capabilities in enhancing mining operations and safety

Verizon's 5G Network Slice for First Responders

- Launch of dedicated 5G ultra wideband virtual network slice

- Deployment in 29 cities, offering enhanced reliability and performance

- Competitive move to match AT&T's FirstNet and T-Mobile's T Priority

Importance of Use Cases and Competition in 5G

- Discussion on the need for compelling use cases to drive 5G adoption

- Emphasis on competition breeding innovation in the telecom industry

Welcome and Introduction

- Will Townsend introduces episode 222 of G2 on 5G

- Anshel Sag joins as fellow analyst

- Recording from Florida location

T-Mobile's 6G Equipment Testing

- FCC grants T-Mobile request to test experimental prototype wireless equipment

- Testing near Bellevue, Washington headquarters

- Spectrum band in 7 GHz to 8.4 GHz range

- Potential for 10-20 times more capacity and higher data rates

Spectrum Considerations for 6G

- Discussion of 7 GHz and 12 GHz spectrum for 6G

- Challenges with propagation characteristics above 6 GHz

- Potential tricks to improve propagation for higher frequencies

Google Pixel 9a Launch

- Mid-range device priced at $499

- Same processor as flagship series with some compromises

- Larger battery than flagship models

- Downgraded modem compared to higher-end versions

Vodafone's IoT Milestone

- Vodafone connects 200 millionth IoT device

- 50% year-over-year sales growth over last five years

- Discussion of IoT monetization and network infrastructure

GSA Forms 5G RedCap Special Group

- Collaboration on RedCap networks, features, and product rollouts

- Founding members include Ericsson, Huawei, Qualcomm, and MediaTek

- Importance of standalone 5G networks for RedCap applications

AT&T and AST Space Mobile FirstNet Trials

- Testing direct-to-cell satellite connectivity over Band 14

- Extension of FirstNet's mission-critical capabilities

- Importance for emergency services and disaster response

MediaTek's New Chipset Announcements

- Dimensity 9400 Plus for flagship phones

- Companion Ultra for Chromebooks

- Focus on AI performance and capabilities

- Comparisons to Intel's offerings in the Chromebook market

NTT Data Center Services

- Brief mention of NTT's position as third in the world for data center service delivery

Welcome and Introduction

- Will Townsend and Anshel Sag discuss the latest insights on 5G technology.

- Episode 221 of G2 on 5G, covering six topics in about 20 minutes.

AT&T and Celona Partnership for Neutral Host

- Announcement of AT&T and Celona collaboration for neutral host solutions.

- Discussion on the viability and monetization of neutral host technology.

- Stanford Healthcare highlighted as a use case for private networking and neutral host solution.

HP Go's New Connected PC 5G Experience

- Introduction of HP Go's connected PC 5G experience announced at HP Amplify.

- Multi-carrier solution integrating AT&T, Verizon, and T-Mobile services.

- Simplified activation process and management for IT departments.

Dallas Cowboys and AT&T's Dynamic Defense

- Exploration of the Dallas Cowboys' implementation of AT&T's Dynamic Defense.

- Discussion on the importance of security for high-profile sports franchises.

- Emphasis on the layered approach to security and complementary controls.

Disney and T-Mobile 5G Collaboration

- T-Mobile 5G used in the production of Disney's new Lilo and Stitch live-action film.

- Benefits of 5G in film production, including improved speed and cost-efficiency.

- Discussion on the long-standing relationship between Disney and T-Mobile.

T-Mobile and Zscaler Partnership for Mobile Network Security

- T-Mobile partners with Zscaler to enhance overall mobile network security.

- Importance of layered security approach in mobile networks.

- Discussion on the significance of digital experience monitoring for subscribers.

Hyundai's Smart Factory in Georgia

- Hyundai opens a massive smart factory in Georgia, leveraging 5G and AI technologies.

- Overview of the factory's capabilities, including production capacity and automation features.

- Discussion on the future of manufacturing and the role of automation in the automotive industry.

Closing Remarks

- Invitation for viewers and listeners to reach out about specific 5G topics for future podcasts.

- Contact information provided for Will Townsend and Anshel Sag on social media.

Welcome and Episode Overview

- Will Townsend hosts episode 220 of G2 on 5G

- Anshel Sag joins as fellow analyst

- Discussion of latest 5G and 6G developments

Verizon's AI Assistant for Small Businesses

- Launch of Verizon Business Assistant for customer interactions

- Text-based chatbot to automate and improve engagement

- Potential for retention and customer stickiness

Sateliot's Funding and Satellite Technology

- €15 million grant from Spanish government

- Compact "briefcase satellites" for IoT applications

- Comparison with other satellite communication companies

Nvidia's AI RAN and 6G Ambitions

- Partnership with T-Mobile and Cisco for AI-native approach

- Nvidia's influence on potential 6G standards

- Aggressive positioning in telecom AI development

T-Mobile's Spectrum Deal

- Agreement with Grain Management LLC

- Swap of 800 MHz for 600 MHz spectrum and cash

- Strategic move to bolster T-Mobile's coverage

SoftBank's AI and Telecom Initiatives

- Development of Large Telecom Model (LTM)

- Acquisition of Ampere Computing

- Positioning for AI and telecom infrastructure growth

Closing Thoughts and Contact Information

- Invitation for listener feedback on 5G topics

In this 219th episode of The G2 on 5G, we cover:

1. T-Mobile's plans for 5G Advanced in the United States

2. Intel appoints Lip-Bu Tan as permanent CEO

3. Broadcom's Velosky converged 5G fiber and satellite appliance

4. Vodafone UK and Ericsson use AI to reduce 5G network energy consumption

5. Qualcomm acquires Edge Impulse to boost IoT capabilities

6. Viasat and Space42 partner on direct-to-device satellite connectivity

The hosts discuss T-Mobile's 5G Advanced strategy, Intel's leadership change, Broadcom's new network solution, AI-driven energy efficiency in 5G networks, Qualcomm's IoT expansion, and developments in satellite connectivity. They provide insights on industry trends, technological advancements, and the competitive landscape in the 5G ecosystem.

Mobile World Congress Barcelona 2025 Wrap-Up

- Will Townsend and Anshel Sag discuss key highlights from MWC Barcelona 2025

- Overview of AST Space Mobile's joint venture with Vodafone Group called Satco

- Insights on Qualcomm and MediaTek's new 5G modem announcements

AST Space Mobile and Vodafone Partnership

- Joint venture Satco aims to support fragmented mobile network operators in Europe

- Provides turnkey solution with managed networking stack and operations

- Focus on digital sovereignty within the European Union

- Broadband capabilities beyond text messaging, including video calls

Advancements in 5G Modems

- Qualcomm introduces X85 modem with 12.5 Gbps throughput

- MediaTek announces M90 modem with 12 Gbps capability

- Both modems feature improved power efficiency and AI enhancements

- Inclusion of NTN satellite connectivity capabilities for IoT and NR

Open Telecom AI Platform Launch

- AMD, Cisco, Nokia, and Reliance Jio collaborate on new AI initiative

- Aims to democratize access to modern AI through disaggregated networking infrastructure

- Reliance Jio's role as a catalyst with 500 million subscribers

5G XR Trials

- Ericsson partners with T-Mobile and Qualcomm for 5G XR trials

- Demonstration of AR streaming on T-Mobile's commercial network

- Focus on thin, light AR glasses and distributed compute solutions

Security in Telecom

- Palo Alto Networks introduces Prisma SASE 5G solution

- Addresses security challenges in vast device ecosystems

- Provides monetization opportunities for mobile network operators

MWC Device Announcements

- Xiaomi Buds Pro 5 with Wi-Fi for lossless audio

- Concept phones with attachable camera lenses from Xiaomi and Realme

- Lenovo's foldable and solar-powered laptop concepts

- Various ultra-slim phone designs and foldable prototypes

Welcome and Introduction

- Will Townsend introduces episode 217 of G2 on 5G

- Anshel Sag joins as fellow analyst

Telecom AI Developments

- Will's Forbes article on global mobile network operators using AI

- Focus on AT&T, NTT Docomo, T-Mobile, Verizon, and Vodafone

- AI improving customer support and operational efficiency

- Potential to reduce subscriber churn

AT&T and AST SpaceMobile Milestone

- Successful video call using Bluebird satellites

- Call initiated from Midland, Texas to AT&T in Dallas

- Demonstrates stability, throughput, and latency of satellite connection

- Potential applications for first responders and rural areas

NTT and Palo Alto Networks Partnership

- Collaboration to enhance security of NTT's private 5G platform

- Integration of Palo Alto's next-generation firewall solution

- Addressing security needs in operational technology environments

Qualcomm's New Brand: Dragon Wing

- Launch of Dragon Wing brand for enterprise and infrastructure products

- Separation from consumer-focused Snapdragon brand

- Covers cellular infrastructure, networking, and industrial IoT

- Qualcomm modem and other chipsets retain Qualcomm branding

Mobile World Congress Barcelona 2024 Expectations

- Increased focus on low Earth orbit satellite discussions

- AI RAN (Radio Access Network) developments

- Nvidia's evolving role in AI for telecommunications

- Potential for AI to drive 5G demand

AI in Enterprise and Network Applications

- Shift from consumer-focused AI to enterprise use cases

- AI's potential in improving network operations and security

- Examples of AI applications in various industries

Closing Thoughts

- Invitation for listener feedback on future 5G topics

- Contact information for Will Townsend and Anshel Sag

Welcome and Introduction

- Will Townsend welcomes Anshel Sag to episode 216 of G2 on 5G.

- Overview of the podcast format: six topics covered in about 20 minutes.

T-Mobile's T Priority 5G Slice for First Responders

- Announcement of four new enhancements to T-Mobile's network for first responders.

- New York City's exclusive use of T-Mobile's network for first responder applications.

- Partnerships with Samsung, GTAC, and Skydio.

- Benefits for individual first responders, including free network access.

- $2 million donation to the Tunnel to Towers foundation.

Apple's First 5G Modem Launch

- Introduction of Apple's C1 5G modem in the iPhone 16e.

- Discussion of the modem's development history and capabilities.

- Analysis of the iPhone 16e's features and pricing strategy.

Airspan's Resurgence and Strategic Moves

- Airspan's acquisition of Corning Wireless's business.

- Company's focus on Open RAN and private networks.

- Recent $42 million grant for RAN development.

Vodafone's 5G Coverage Plans for Spain

- Vodafone's goal to cover 90% of Spain's population with 5G by year-end.

- Deployment strategy focusing on 700 MHz spectrum.

- Expansion to rural and small town areas.

Red Hat, Druid, and NAP Attack Partnership

- Collaboration for private 5G network edge deployments.

- Druid's re-architected 5G core for distributed private deployments.

- Nappatech's role in user plane function offload.

Oppo and Huawei's Foldable Phone Launches

- Oppo's Find N5 introduction as the world's thinnest foldable phone.

- Huawei's Mate XT trifold expansion to markets outside China.

- Discussion of specifications and pricing for both devices.

Closing Remarks and Future Plans

- Anshel's upcoming trip to New York for Amazon's device launch.

- Will's plans for Mobile World Congress.

- Invitation for listeners to provide insights on 5G topics for future podcasts.

In this 215th episode of The G2 on 5G, we cover:

1. Nokia's appointment of former Intel executive Justin Hotard as new CEO

2. T-Mobile and SpaceX's satellite connectivity partnership announcement

3. O2 Telefonica's 5G REDCAP trial with Germany's energy sector

4. CTIA and 5G Americas coalition to challenge cable industry dominance

5. Ericsson's deployment of a private cellular network across 68 Texas counties

6. Orange's partnership with Mistral AI for AI use cases in Europe

The hosts discuss these developments, offering insights on leadership changes, innovative connectivity solutions, industry competition, and AI advancements in the telecom sector.

Welcome and Introduction

- Will Townsend and Anshel Sag host episode 214 of G2 and 5G podcast

- Overview of six 5G topics covered in 20 minutes

Nokia and AT&T Partnership

- Announcement of Nokia-AT&T collaboration for network automation and voice core functionality

- Utilization of Nokia Cloud Platform (NCP) for streamlining network activities

- Implications for AT&T's network programmability and monetization

State of 5G Report

- Anshel Sag's comprehensive analysis of 5G developments in 2023

- Predictions for 5G trends in 2024, including AI integration and enterprise applications

- Discussion of TCL's Redcap-enabled device and its significance

RAN Market Trends

- Shift in focus from vRAN to AI-powered RAN solutions

- Impact on traditional vRAN providers and market dynamics

- Debate on the relationship between AI RAN and vRAN technologies

5G at the Super Bowl

- Network upgrades by major carriers for the Super Bowl at Caesars Superdome

- Verizon's enhanced antenna deployment and coverage improvements

- AT&T's extensive infrastructure additions, including DAS zones and FirstNet support

Boldyn Networks' Expansion

- Boldyn secures $1.2 billion credit facility for North American growth

- Focus on private cellular networking for enterprises and venues

- Predictions for accelerated adoption of private cellular networks in 2025

Spectrum Battle for Upper C-Band

- Ongoing dispute between mobile carriers and Elon Musk's Starlink over 200 MHz of C-band spectrum

- Potential implications for satellite communications and 5G expansion

- Discussion of regulatory challenges and potential conflicts of interest

Closing Remarks

- Invitation for listener engagement and topic suggestions

- Contact information for hosts Will Townsend and Anshel Sag

AT&T Earnings and Fiber Growth

- AT&T reported over a million fiber adds for 2024

- Conversation with Jennifer Robertson, leader of AT&T's mass markets consumer group

- Discussion of AT&T guarantee, AST Space Mobile partnership, and convergence strategy

- Convergence driving simplification, with 40% of customers taking advantage by end of 2024

Verizon's AI Connect Platform

- Announcement of Verizon's AI Connect platform

- Collaboration with Nvidia, Vultr, Google Cloud, and Meta

- Focus on edge compute and AI deployments for business customers

- Potential applications for XR technologies

Ericsson's North American Growth

- Ericsson reported 54% market growth in North America

- Execution in the region, including creation of federal sales teams

- Potential impact of open RAN initiatives

- Sustainability of growth and global expansion challenges

Vodafone and AST Space Mobile Breakthrough

- World's first space video call using standard mobile phone and commercial satellites

- Test conducted on 4G and 5G smartphones

- Plans for commercial direct-to-smartphone broadband satellite service in Europe by 2025-2026

Telefónica's Gen AI Platform

- Telefónica's tech unit launching its own Gen AI platform

- Aimed at helping companies create customizable systems for complex problem-solving

- Unconventional approach compared to other mobile network operators

Apple and T-Mobile Earnings

- Apple reported better than expected earnings despite reduced iPhone shipments

- T-Mobile added 900,000 monthly subscribers, mostly for premium 5G plans

- T-Mobile's record growth year, with significant increases in revenue and net income

- T-Mobile's expansion in business services and network reliability

Industry Trends and Future Outlook

- Discussion of agentic AI and its growing importance in the tech industry

- Expectations for improved AI features from Apple in the coming quarter

- T-Mobile's plans for 6G development with Nvidia

- Continued focus on network infrastructure and customer satisfaction across the industry

Trump Administration and Open RAN

- Discussion of potential boost for Open RAN deployment under a second Trump administration

- Review of previous $1.5 billion earmarked for Open RAN and infrastructure investment

- Emphasis on eliminating Chinese infrastructure in telecommunications

Samsung Unpacked Event Highlights

- Introduction of Samsung Galaxy S25 series with custom Snapdragon 8 Elite processor

- Focus on AI capabilities, including on-device agent and enhanced features

- Camera upgrades, including 50-megapixel ultra-wide lens on S25 Ultra

- Snapdragon satellite integration for messaging capabilities

Stargate Project and AI Infrastructure

- Announcement of $100 billion initial investment in AI-enabled data centers

- Long-term goal of $500 billion investment and creation of 100,000 new jobs

- Potential role of 5G in AI infrastructure development

- Discussion of AI RAN acceleration in 5G and 6G networks

T-Mobile's T Priority for First Responders

- Activation of T Priority network slice for LA firefighters

- Comparison to AT&T's FirstNet and benefits of supplementary connectivity

- Demonstration of 5G standalone network capabilities and network slicing

Nokia's Autonomous Networks and AI Infrastructure

- Nokia's vision for higher levels of automation in network infrastructure

- Potential for Nokia to participate in AI infrastructure spending

- Discussion of Nokia's optical and networking strengths

Nokia's 5G 360 Camera Launch

- Introduction of Nokia's 5G360 camera for industrial and commercial applications

- 8K resolution at 30fps with IP67 hardening

- Integration with Nokia's real-time extended reality multimedia software

- Potential applications in work site monitoring and AI-powered identification

Podcast Production and Future Topics

- Invitation for listeners to suggest future podcast topics

- Appreciation for audience engagement and listenership