The 6G Podcast by Moor Insights & Strategy

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

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

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

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

Welcome and Introduction- Will Townsend and Anshel Sag host episode 230 of G2 on 5G- Podcast covers six topics in about 20 minutesAT&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 automationThe "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 technologiesOrange 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 deploymentsAT&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 discussedLG'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 manufacturingT-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 2021Closing Remarks- Upcoming travel plans for hosts- 4th of July wishes to listeners- Invitation for audience engagement and podcast ratings

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 issuesSatellite 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 connectivityAST 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 infrastructureT-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 integrationNokia'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 20266G 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 technologyPodcast Evolution and Audience Engagement- Consideration of transitioning the podcast focus from 5G to 6G- Invitation for listener feedback on potential rebranding