Afleveringen
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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
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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.
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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
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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
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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.
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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.
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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
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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
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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
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Welcome and Introduction
- Will Townsend welcomes listeners to episode 211 of G2 on 5G.
- Introduction of guest analyst Anshel Sag.
Mobile Network Operator Response to Southern California Wildfires
- Discussion of tragic wildfires and estimated damages.
- Verizon's response:
- Waiving charges for affected customers
- Deploying mobile and satellite assets
- Offering free charging and Wi-Fi
- Donating to American Red Cross
- AT&T's response:
- Similar charge waivers
- Providing Wi-Fi and charging stations
- Deploying generators to support cell sites
- Donations to various organizations
- T-Mobile's response:
- Offering unlimited services to customers
- Deploying satellite equipment
- Engaging Starlink service
CES Highlights and AI's Impact on 5G
- Anshel Sag's observations from CES
- AI as a driver for 5G adoption
- Concept of hybrid AI and its reliance on 5G connectivity
- AI's potential to accelerate 5G development and usage
AT&T's New "Guarantee" Program
- Introduction of AT&T's consumer-focused service guarantees
- Details on outage credits and customer service improvements
- Comparison to service level agreements (SLAs) for consumers
- Potential impact on customer retention and acquisition
T-Mobile's Acquisition to Boost Ad Business
- T-Mobile's acquisition of Vystar Media for $600 million
- Expansion into digital out-of-home advertising
- Strategy to increase revenue beyond traditional subscriptions
AST SpaceMobile and Legato Networks Partnership
- Agreement for AST SpaceMobile to use Legato's spectrum
- Discussion of Legato's bankruptcy filing and restructuring
- Potential implications for AST SpaceMobile's satellite service
Launch of Aduna for 5G API Development
- Introduction of Aduna, a joint venture for 5G APIs
- Appointment of Anthony Bartolo as CEO
- Goal to simplify and unify 5G API development across carriers
- Use of Camara APIs as a foundation
Closing Remarks
- Reflection on the first live podcast of the year
- Invitation for listener engagement and feedback
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Welcome and Introduction
- Will Townsend and Anshel Sag host the final episode of G2 and 5G for 2024
- Apology for delay due to travel commitments
- Brief discussion on upcoming CES expectations
Hot Takes on Recent News
- Mavenir's ongoing challenges and executive departure
- Potential Trump administration's plans for 3 GHz spectrum allocation
Mavenir's Struggles
- John Baker's departure and its implications
- Financial difficulties and failed expansion attempts
- Speculation on potential buyers and future prospects
Spectrum Allocation and FCC Changes
- Discussion on lower 3 GHz band allocation for 5G
- Challenges with FCC's ability to allocate spectrum
- Congressional issues affecting spectrum allocation
Rip and Replace Funding
- US Senate's approval of $3 billion for replacing Chinese infrastructure
- Debate on whether the allocated funds are sufficient
MediaTek's Potential Entry into Pixel Phones
- Rumors of MediaTek 5G modems in future Pixel devices
- Comparison with current Samsung modems in Pixel devices
- Speculation on Apple's modem strategy
2024 Retrospective and 2025 Predictions
- 2024 as a setup year for significant 5G developments in 2025
- Predictions for satellite integration in 5G networks
- AI's increasing role in network operations and device interfaces
The Year of LEO (Low Earth Orbit) Satellites
- 2025 projected as the "year of the fifth zodiac" (Leo)
- Anticipated developments in LEO satellite communications
- Potential scaling of direct-to-cell unmodified technology
Closing Thoughts
- Brief mention of upcoming phone reviews
- Expectations for 5G advancements and glimpses of 6G in 2025
- Invitation for audience engagement and feedback
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Welcome and Introduction
- Episode 209 of the G2 on 5G podcast kicks off with hosts Will Townsend and Anshel Sag.
- The duo shares their recent travel experiences, highlighting their busy schedules and upcoming plans.
6G Trials and AI Integration
- Discussion on NTT DoCoMo and SK Telecom's pre-6G trial involving AI, with insights into the role of Nvidia and Nokia.
- Exploration of AI's potential in enhancing network performance and customer experience.
Qualcomm's Strategic Focus
- Insights from Qualcomm's Investor Day, emphasizing IoT and PC growth.
- Qualcomm's ambition to balance its smartphone business with IoT and automotive sectors by 2030.
Aramco Digital's Potential Investment in Mavenir
- Rumors of Aramco Digital considering a $1 billion investment in Mavenir.
- Speculation on Tarek Amin's disruptive strategies and the potential impact on Mavenir's future.
CV2X Standardization Progress
- Update on CV2X technology's journey to becoming a standard in the U.S.
- Discussion on the implications for automotive connectivity and Qualcomm's role in the sector.
Nokia's Recent Wins
- Nokia secures significant deals with Bharti Airtel and Microsoft Azure, boosting its financial outlook.
- Analysis of Nokia's position in the RAN and data center markets.
Controversial Views on Wireless Technology
- RFK Jr.'s controversial statements on 5G and wireless technology.
- Concerns about misinformation and the importance of informed discussions on technology.
Thanksgiving Plans and Closing Remarks
- Hosts share their Thanksgiving travel plans and express gratitude to listeners.
- Encouragement for audience engagement and feedback on future podcast topics.
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Welcome and Introduction
- Episode 208 of the G2 on 5G podcast kicks off with hosts Will Townsend and Anshel Sag.
- Apologies for the recent absence due to extensive travel schedules.
Snapdragon Summit Insights
- Will Townsend shares his experience attending the Snapdragon Summit in Maui.
- Focus on AI-first experiences and Qualcomm's advancements in mobility and automotive sectors.
- Discussion on the Snapdragon 8 Elite, likened to a mini data center tech stack.
Qualcomm and ARM Dispute
- Anshel Sag delves into the ongoing IP dispute between Qualcomm and ARM.
- Exploration of the implications for both companies and the potential impact on the industry.
- Discussion on the role of Nuvia's acquisition by Qualcomm in the dispute.
AST Space Mobile Developments
- Will Townsend highlights AST Space Mobile's recent achievements, including a Department of Defense contract.
- Discussion on the company's role in the HALO program and future satellite launches.
iPhone 16 Reception
- Anshel Sag discusses the mixed reception of the iPhone 16 in the U.S. market.
- Analysis of generous carrier offers and their impact on sales figures.
- Insights into Apple's strategic moves and the introduction of Apple Intelligence.
Earnings Season Overview
- Will Townsend reviews recent earnings reports from AT&T, T-Mobile, and Verizon.
- Highlights include T-Mobile's strong FWA 5G growth and AT&T's steady performance.
- Discussion on Verizon's challenges and the innovative converged gateway product from AT&T.
FirstNet Spectrum Expansion
- Anshel Sag covers the FCC's decision to grant FirstNet additional spectrum.
- Examination of the potential benefits for first responders and the broader implications for AT&T.
Conclusion and Audience Engagement
- Encouragement for listeners to provide feedback and suggest future topics.
- Contact information for Will Townsend and Anshel Sag shared for audience interaction.
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Episode 207: G2 on 5G - Insights and Updates
Welcome and Introduction
- Hosts Will Townsend and Anshel Sag kick off the episode with a light-hearted discussion about recent baseball games, highlighting the Padres' performance and the Astros' unexpected exit.
AT&T Leadership Change
- Will Townsend discusses the surprising departure of Chris Sambar, AT&T's network president, after over 20 years with the company.
- Speculation around the reasons for his departure, with insights into potential management disagreements.
- Discussion on Chris Sambar's future prospects and his potential move to AST Space Mobile.
SpaceX and T-Mobile's Emergency Authorization
- Anshel Sag covers the emergency authorization granted to SpaceX and T-Mobile for direct-to-cell technology in North Carolina.
- The focus is on enabling basic SMS communication in areas lacking cell coverage, particularly for disaster recovery efforts.
- Discussion on the temporary nature of this authorization and its potential future implications.
Nokia and NTT Partnership on Private 5G
- Will Townsend highlights the formal partnership between Nokia and NTT Data on private 5G networks.
- Insights into the partnership's impact on smart city deployments, particularly in Brownsville, Texas.
- Discussion on the flexibility and benefits of having multiple partners like Celona and Cisco for diverse use cases.
KT and KTSAT's NTN Technology Milestone
- Anshel Sag explains KT and KTSAT's claim of being the first to integrate a commercial 5G network with a geostationary satellite using NTN technology.
- Discussion on the significance of this development and its potential impact on future satellite communications.
Verizon's Restructuring and New CTO
- Will Townsend discusses Verizon's recent restructuring, including the appointment of a new CTO from Vodafone and a reduction in workforce.
- Insights into the strategic shifts at Verizon, particularly in relation to standalone 5G and millimeter wave technology.
Apple's Upcoming 5G Modem
- Anshel Sag shares insights on Apple's expected launch of its first 5G modem in the iPhone SE next year.
- Discussion on the strategic reasons for launching the modem in the SE model and the potential implications for Apple's product lineup.
Conclusion
- The hosts wrap up the episode, inviting listeners to provide feedback and suggest topics for future episodes.
- Encouragement to rate, subscribe, and tune in for the next episode.
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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.
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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.
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Welcome and Introduction
- Will Townsend welcomes listeners to episode 204 of the G2 on 5G podcast.
- Co-host Anshel Sag joins the discussion, and they wish everyone a happy Labor Day weekend.
Labor Day Plans and Personal Updates
- Anshel Sag shares his plans to attend IFA in Berlin before the upcoming Apple event.
- Will Townsend talks about watching the Longhorns' home opener in Austin and his connection to Fort Collins.
AT&T's Generative AI Strategy
- Will Townsend discusses an article about AT&T's head of AI and their broad strategy for generative AI.
- The conversation covers AT&T's use of AI for network lifecycle management, retiring copper infrastructure, and the potential for an autonomous network.
- Anshel Sag highlights the cost optimization benefits of AI for large companies like AT&T.
Apple's Upcoming Event
- Anshel Sag previews Apple's September 9 event, focusing on the expected launch of the iPhone 16 and AI advancements.
- Discussion on potential updates to the Apple Watch and AirPods, with less emphasis on new MacBooks.
Deutsche Telekom's 5G Standalone Strategy
- Will Townsend talks about Deutsche Telekom's plans to roll out 5G standalone with a focus on bespoke service offerings like cloud gaming and network slicing.
- Anshel Sag questions the infrastructure readiness and the monetization strategy for these new services.
Inseego's New FWA Router
- Anshel Sag introduces Inseego's new FWA router, which supports all three major U.S. carriers and offers dual SIM functionality.
- The router is designed for small and medium businesses, providing flexibility and advanced security features.
U.S. Rural 5G Fund
- Will Townsend revisits the U.S. Rural 5G Fund, a $9 billion initiative to improve rural broadband access that has been on pause since 2020.
- Anshel Sag expresses skepticism about the fund's potential impact and the lack of satellite technology in the discussion.
Huawei's Revenue Rebound
- Anshel Sag discusses Huawei's 34% year-on-year revenue growth and 17% increase in net profit.
- The conversation covers Huawei's diversification into automotive and cloud services, and their continued competitiveness despite challenges.
Closing Remarks
- Will Townsend and Anshel Sag wrap up the episode, wishing listeners a great Labor Day weekend.
- They invite audience engagement and feedback on future 5G topics via social media.
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Welcome and Introduction
- Will Townsend welcomes listeners to episode 203 of the G2 on 5G podcast.
- Introduction of fellow analyst Anshel Sag.
Nokia's 4G Connectivity on the Moon
- Discussion on Nokia outfitting Artemis 3 lunar mission spacesuits with 4G connectivity.
- Benefits of LTE network capability for astronauts, including helmet-mounted video cameras.
Air Five's Converged Gateway Product
- Introduction of Air Five, a new company combining 5G and cable infrastructure.
- Discussion on the potential applications and deployment of this hybrid technology.
Ericsson's Private Networking Opportunities
- Analysis of Ericsson's position in the private networking market.
- Insights into the integration of Cradlepoint with Ericsson and the potential for joint development.
Google Pixel 9 Review
- Anshel Sag shares his experience with the new Google Pixel 9.
- Highlights include build quality, AI features, and camera capabilities.
SK Telecom's AI Cloud Services
- Announcement of SK Telecom's partnership with Lambda to offer GPU as a service.
- Discussion on the potential impact and innovation in AI cloud services.
China Mobile's Milestone
- China Mobile surpasses 1 billion subscribers, with over 527 million on 5G.
- Insights into the growth and future of 5G adoption in China.
Closing Remarks
- Will Townsend and Anshel Sag invite listeners to provide insights on future 5G topics.
- Encouragement to rate, subscribe, and tune in next week.
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Episode 202: The G2 on 5G Podcast
Welcome and Introduction
- Will Townsend welcomes listeners to episode 202 of the G2 on 5G podcast.
- Introduction of fellow analyst Anshel Sag.
- Overview of the episode's structure: six topics covered in about 20 minutes.
FTC Rulings on Fake Reviews and Testimonials
- Discussion on recent FTC rulings prohibiting fake reviews and testimonials.
- Anshel Sag provides insights on the implications of these rulings.
- Exploration of how mobile networks might contribute to the problem of fake reviews.
Impact of Mobile Networks on Fake Reviews
- Will Townsend and Anshel Sag discuss the role of mobile networks in the proliferation of fake reviews.
- Examination of how mobile technology can be used to amplify fake reviews.
- Consideration of the enforcement challenges the FTC might face.
Google Pixel 9 Launch
- Anshel Sag introduces the new Google Pixel 9 and its features.
- Overview of the AI capabilities integrated into the Pixel 9 and other devices.
- Discussion on the broader ecosystem of Google products, including the Pixel Watch 3 and Pixel Buds Pro 2.
SK Telecom's AI Strategy
- Will Townsend discusses SK Telecom's focus on AI and their pyramid strategy.
- Analysis of SK Telecom's investments in AI companies like OpenAI and Anthropic.
- Exploration of the potential for SK Telecom to lead in AI applications within the telecom industry.
Department of Defense and 5G
- Anshel Sag talks about the Department of Defense's plans for integrating 5G.
- Discussion on the potential use of integrated sensing and communications in military applications.
- Examination of the financial and logistical challenges faced by the DoD in deploying 5G networks.
Mobile Network Programmability
- Will Townsend previews an upcoming analyst insight on mobile network programmability.
- Discussion on the slow adoption of network programmability and recent advancements.
- Mention of key players like Ericsson, Nokia, and the GSMA in driving this technology forward.
Oracle and AT&T Partnership
- Anshel Sag discusses the renewed partnership between Oracle and AT&T.
- Overview of how Oracle's cloud applications will integrate with AT&T's network for IoT connectivity.
- Analysis of the benefits for enterprise customers and the potential for future innovations.
Closing Remarks
- Will Townsend and Anshel Sag wrap up the episode.
- Invitation for listeners to provide feedback and suggest future topics.
- Reminder to rate and subscribe to the podcast.
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Welcome and Introduction
- Will Townsend welcomes listeners to episode 201 of the G2 on 5G podcast.
- Introduction of fellow analyst Anshel Sag.
T-Mobile's Initiative with Channel Partners
- Discussion on T-Mobile's collaboration with Ingram Micro and Tech Data Synnex.
- Introduction of the Partner Plus program to subsidize 5G connected PCs and fixed wireless access solutions.
- Subsidies include up to $400 off PCs and up to $700 off Cradlepoint's fixed wireless access CPE products.
- Potential savings for businesses up to $1,600 per router adapter and over $400 per connected PC.
- Challenges around provisioning devices and the need for a marketing campaign to raise awareness.
5G Baseband Vulnerability at Black Hat
- Anshel Sag discusses a 5G baseband vulnerability revealed at the Black Hat security conference.
- Vulnerability allows devices to be tricked into connecting to fake cell towers, enabling phishing attacks.
- Researchers created a tool called 5G Base Checker to identify vulnerabilities in various phones.
- Companies like Samsung and Google have patched these flaws, while MediaTek and Qualcomm have yet to respond.
Nokia and Swisscom's Drone Partnership
- Will Townsend talks about Nokia's partnership with Swisscom for drone emergency response and industrial use cases.
- Nokia has prepared 300 "drone in a box" units for public safety and infrastructure inspections.
- Discussion on the broader applications of drones in industries like window washing.
Vodafone UK's 5G Standalone Service
- Anshel Sag highlights Vodafone UK's launch of 5G standalone service for enterprises.
- Research indicates 39% of UK companies are ready to invest in 5G standalone.
- Vodafone's 5G Ultra service promises lower latency, more reliability, and better battery life.
- Examples of network slicing applications include ITN, UK Power Networks, and gaming.
China's Entry into the LEO Satellite Space Race
- Will Townsend discusses China's recent entry into the low Earth orbit (LEO) satellite space race.
- China aims to launch 108 satellites this year and 15,000 by 2030 for global network coverage.
- Discussion on the potential impact and competitiveness of China's LEO satellite initiative.
Pentagon's 5G Applications for Defense
- Anshel Sag talks about the Pentagon's use of 5G for enhancing warfighting capabilities.
- Deployment of Anduril-made towers using tactical radios for high-resolution video security in Africa.
- Future G's role in advancing 5G and transitioning to 6G for the US Department of Defense.
Conclusion
- Will Townsend and Anshel Sag wrap up the episode.
- Invitation for listeners to provide insights on future 5G topics.
- Contact information: Will Townsend (@willtowntech) and Anshel Sag (@anshelsag).
- Encouragement to tune in next week.
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