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The 6G Podcast by Moor Insights & Strategy

The 6G Podcast by Moor Insights & Strategy

Anshel Sag and Mike Dano

251 episodesEN

Show overview

The 6G Podcast by Moor Insights & Strategy has been publishing since 2020, and across the 6 years since has built a catalogue of 251 episodes. That works out to roughly 100 hours of audio in total. Releases follow a weekly cadence, with the show now in its 6th season.

Episodes typically run twenty to thirty-five minutes — most land between 21 min and 26 min — and the run-time is fairly consistent across the catalogue. It is catalogued as a EN-language News show.

The show is actively publishing — the most recent episode landed earlier today, with 10 episodes already out so far this year. Published by Anshel Sag and Mike Dano.

Episodes
251
Running
2020–2026 · 6y
Median length
24 min
Cadence
Weekly

From the publisher

A 6G podcast about the latest inside info on what's going on in the 6G industry by two of the industry's leading analysts, Anshel Sag and Mike Dano

Latest Episodes

View all 251 episodes

AT&T, T-Mobile, and Verizon Form D2D Satellite JV; 6G Hype Cools; Comcast Makes Wireless Top Priority

May 16, 202633 min

6G Podcast Episode 250: Nvidia–Corning Optics Expansion, NTIA Spectrum Progress, 5G FWA Uplink Gains, and Socorro Data Center Update

May 11, 202630 min

The 6G Podcast - T-Mobile's Super Broadband Launch, Fiber Expansion Moves, Nokia's FWA Sale, Satellite MVNO Talks, Tech Earnings Spotlight, and AI Infrastructure Trends

May 2, 202634 min

The 6G Podcast - OpenAI Smartphone Rumors, Charter’s Stock Shock & Telecom M&A, Intel–Tesla 14A, D2D Satellite Benchmarks, Verizon’s Q1 Rebound, and a New Mexico AI Data Center Fight

Apr 28, 202640 min

6G Podcast - Amazon's $11B Acquisition, Verizon & FIFA, AST SpaceMobile Launch, Ericsson's Struggles

Apr 18, 202638 min

S6 Ep 5The 6G Podcast - NASA's Laser Links, Family Plan Fight, Starlink’s Spectrum Hunt, AI's Network Future, In-Depth on 3GPP's 6G Vision, and Space Fab Ventures

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

Apr 8, 202646 min

S6 Ep 4The 6G Podcast - HP Go's European Rollout, Cable Industry Challenges, T-Mobile's 5G Baseball Breakthrough, FCC's Router Ban, Turkey's 5G Launch with Shaq, and Artemis Mission Update

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

Mar 28, 202639 min

S6 Ep 3The 6G Podcast - Nvidia's AI Grid, Bell's AI Factory, OPPO Find N6, Spider-Man's Foldable, Fiber Land Rush, and 6G at the Olympics

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.

Mar 21, 202642 min

S6 Ep 2The 6G Podcast - Post-MWC 2026 Analysis, Qualcomm's AI Chip Launch, Nvidia-Nokia Collaboration, LA 2028 6G Predictions, and Lenovo's Innovative Devices

Post-MWC 2026: Qualcomm’s AI Wearables, Satellite Momentum, Nvidia’s RAN Push, and 6G Signals for LA 2028In 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 Kickoff00:23 Travel Chaos and Jet Lag01:55 Qualcomm MWC Blitz03:59 AI Wearables and Smart Glasses06:40 Satellite Internet Surge10:46 Nvidia Enters the RAN16:07 6G Countdown LA 202818:39 MWC Device Roundup23:52 Edge Compute Security Questions29:16 Sovereign AI and Operator Clouds31:06 ISAC and Public Safety Shift31:39 Wrap Up and Subscribe

Mar 10, 202632 min

S6 Ep 1The 6G Podcast - Microsoft-Ericsson Windows Integration, Kinetic Tokens Explained, 5G SA Battery Improvements, T-Mobile's Nvidia Partnership, Samsung's 6G Trials, and Data Center Revolution

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 Podcast01:10 Why the Rebrand Now: 5G Lull, MWC & Samsung Unpacked Tease02:03 5G Americas Shuts Down: What It Says About the Market Cycle05:41 Samsung + KT Hit 3 Gbps in 7 GHz: Early 6G Trial Reality Check07:32 Where 6G Spectrum Lands: 7 GHz, Propagation, and Terahertz Hype Fades12:58 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 6G22:51 Is T-Mobile’s “GPU in Every Base Station” Plan Actually Viable?24:16 The Edge Compute Case: Double-Dipping GPUs for AI + XR Graphics26:29 AI Wearables, AR Glasses, and Why 6G Timing Could Favor T-Mobile28:27 The $710B Data Center Boom: What Hyperscaler Spend Means for Telecom30:36 Powering AI: Natural Gas, Turbines, and the Nuclear Buildout Debate31:25 Neo-Clouds & AI Transport: Private Backbone Links, Akamai GPU Rentals, and Wall Street Doubts37:40 Microsoft + Ericsson Bring Enterprise 5G Management Natively to Windows 1140:00 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)

Feb 21, 202638 min

S5 Ep 41The G2 on 5G - Verizon's Aggressive Pricing Strategy, T-Mobile's Formula 1 Collaboration, Nokia's Strategic Business Shift, 6G Sensing by NT Doomo, Okla's Wifi Report, and Enterprise FWA Advancements

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.

Dec 23, 202524 min

S5 Ep 40The G2 on 5G - T-Mobile's Edge Control Launch, Nvidia-Nokia $1B Partnership, All-American AI RAN Stack, Samsung-SoftBank 6G MOU, 5G Defense in Europe, and Verizon's Fiber Expansion

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.

Oct 30, 202527 min

S5 Ep 39The G2 on 5G: AT&T's 5G SA Milestone, Intel's 18A Advancements, Vodafone's LEO Hub, Verizon's Starry Acquisition and CEO Shakeup, and AI's 5G Impact

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.

Oct 10, 202528 min

S5 Ep 38The G2 on 5G Podcast: AST SpaceMobile's 4G Call, Qualcomm's New SoCs, T-Mobile's Satellite Apps, MediaTek's Dimensity 9500, China's Infrastructure Blocks, and Arm vs. Qualcomm Legal Battle

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 minutesAST 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 monetizationQualcomm 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 managementT-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 situationsMediaTek'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 marketChina'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 ChinaOngoing 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 outcomesClosing 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

Oct 4, 202520 min

S5 Ep 37The G2 on 5G: Mavenir's AI Pivot, Intel-Nvidia Alliance, Meta's Smart Glasses, VoNR in Spain, NATO's 5G Military Push, and EchoStar's Spectrum Selloff

Welcome and Introduction- Will Townsend and Anshel Sag host episode 237 of G2 on 5G- Brief baseball discussion about the Astros and PadresMavenir'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 operationsIntel 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 industryVoice 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 marketMeta'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 useNATO'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 protectionEchoStar'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 availabilityClosing Remarks- Invitation for listener engagement and topic suggestions- Contact information for the hosts on social media

Sep 20, 202526 min

S5 Ep 36The G2 on 5G Podcast: Reliance IPO, Apple's iPhone Lineup, Ericsson's AI Framework, SpaceX Spectrum Buy, T-Mobile's CBRS Shift, and Olympic Connectivity

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 minutesReliance'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 investorsApple'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 chipEricsson'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 spaceSpaceX'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 subscribersT-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 deploymentT-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 connectivityClosing 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

Sep 13, 202525 min

S5 Ep 35The G2 on 5G: T-Mobile Innovations, AT&T Spectrum Deal, Swedish AI, Apple Event, Nokia's IP Battle, and Pixel 10 Features

Welcome and Introduction- Will Townsend and Anshel Sag host episode 235 of G2 on 5G- Coverage of six topics in about 20 minutesT-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 enterprisesAT&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 VerizonEricsson Joins Swedish AI Consortium- Ericsson participates in Swedish AI company formation- Potential applications in AI RAN and network programmabilityApple Event Invitations and Rumors- Apple event scheduled for September- Speculation about Apple Watch potentially getting 5G capabilitiesNokia's Lawsuit Against Paramount Skydance- Nokia files lawsuit alleging infringement on video streaming technology patents- Discussion on Nokia's diverse technological portfolioGoogle Pixel 8 Launch- Introduction of Tensor G5 chip and new camera features- T-Mobile network capabilities for satellite messaging and dataBalancing Work and Personal Life- Will's plans to watch college football over the long weekend- Anshel's preparation for UK trip and ARM visit

Aug 31, 202527 min

S5 Ep 34 The G2 on 5G Podcast: Deutsche Telekom's AI Gigafactory, Reliance's 5G Slices, T-Mobile's Water IoT, AST's Global Spectrum, Celona's Airflux, and Wi-Fi 7 Travel Routers

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 insightsDeutsche 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 applicationsReliance 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 subscribersT-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 managementAST 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 globallyCelona'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 processingWi-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 routersClosing 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

Aug 10, 202523 min

S5 Ep 33The G2 on 5G: Telefonica's Huawei Shift, Dish's Default Dance, Nokia's Subsea Surge, Wi-Fi 8's Enterprise Edge, AT&T's Open RAN Milestone, and Samsung's Foldable Frenzy

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 minutesTelefonica'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 operationsEchoStar, 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 XNokia'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 replacementWi-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 availabilityAT&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 implementationSamsung'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 marketApple's Potential Foldable Phone Entry- Speculation on Apple's future foldable device- Comparison with Samsung's current offerings- Market anticipation and potential release timelineClosing Remarks- Invitation for listener engagement and topic suggestions- Social media contact information for hosts- Request for podcast ratings and subscriptions

Aug 1, 202528 min

S5 Ep 32The G2 on 5G Podcast: AT&T/T-Mobile Earnings, Satellite Race Updates, Microsoft's 5G Laptop, Florida Keys Connectivity, T-Mobile's L4S Tech, and Charter/Comcast MVNO Deal

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-hostEarnings 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 growthLow 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 connectivityMicrosoft'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 poundsConnectivity 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 improvementsT-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 latencyClosing Remarks- Hosts invite listener feedback on specific 5G topics- Encourage audience to rate, subscribe, and tune in next week

Jul 28, 202523 min
Anshel Sag 2026