About this episode

The episode discusses major U.S. connectivity developments, including a joint venture for satellite connectivity among major carriers and the tempered hype around 6G technology.

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…

People in this episode

Hosts: Anshel Sag, Mike Dano

Topics covered

• satellite connectivity
• 6G developments
• U.S. infrastructure
• wireless priorities
• data center moratorium

Keywords

• D2D satellite
• 6G hype
• Comcast wireless
• carrier joint venture
• data center moratorium

Mentioned in this episode

Organizations: AT&T, T-Mobile, Verizon, SpaceX, Ookla, Orange, Samsung, RootMetrics, Comcast

Places: Socorro, New Mexico

More episodes of The 6G Podcast by Moor Insights & Strategy

• 6G Podcast Episode 250: Nvidia–Corning Optics Expansion, NTIA Spectrum Progress, 5G FWA Uplink Gains, and Socorro Data Center Update · May 11, 2026 · 31 min

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