Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  21  22  23  24  25  26  27  28  29  30  31  32  33  34  35  36  37  38  39  40 
 Introduction 
 00:00 • 2min 
 The Cold and the Wintery Day 
 01:45 • 5min 
 The Problem With Delivery Orders 
 07:01 • 4min 
 The Importance of Branding 
 11:12 • 2min 
 The Role of a Neutral Host in Providing Mobile Coverage 
 12:58 • 2min 
 The Importance of Competition in the Mobile Industry 
 15:10 • 2min 
 Silenlex: A Case in Point 
 17:28 • 2min 
 How GQDOS Characterise Their Growth, Borrowing When Money Was Cheap 
 19:46 • 2min 
 The Importance of Private Networks 
 21:18 • 2min 
 The Demand for Mobile Broadband in the Urban Areas 
 22:52 • 3min 
 The Importance of Commercial Relationships With the Operators 
 26:21 • 3min 
 The Importance of Private Networks 
 29:22 • 2min 
 The Growth of Private Networks 
 31:40 • 3min 
 How to Build a Private Network 
 34:35 • 4min 
 The Structure of the Market With Neutral Hosts 
 39:03 • 2min 
 The Politics of Telecoms 
 40:54 • 4min 
 The Politics of UKPLC 
 44:50 • 3min 
 The Risks of China's Exit 
 47:44 • 2min 
 The New Law on AI Development in China 
 49:16 • 3min 
 The Risk in Supply Chain 
 52:07 • 5min 
 The Importance of Supply Chain Security 
 56:41 • 3min 
 The Hard Position Toward Huawei 
 59:59 • 3min 
 The Challenge to the O-Rad Industry 
 01:02:55 • 2min 
 The Future of Radio 
 01:04:35 • 3min 
 Virgin Media O2's Open Virtualized Radio Access Network 
 01:07:50 • 4min 
 The Open-Run Architecture 
 01:12:03 • 3min 
 Vodafone's Wide Scale Rollout Is a Good Idea 
 01:14:57 • 5min 
 EdgeQ: The Future of Telecoms 
 01:20:18 • 6min 
 The Cost Competitiveness of v-Ran 
 01:26:14 • 2min 
 The Importance of Virtualization in a Computing Setting 
 01:28:00 • 2min 
 Arm and the Future of Computing 
 01:30:01 • 3min 
 The Risk and Arm of X86 in Data Centers 
 01:33:21 • 3min 
 Ericsson and Nokia's Quarterlies 
 01:36:07 • 6min 
 How to Offer a Guaranteed Service to Operators 
 01:41:43 • 4min 
 Erickson's Plan to Address the Potential Market 
 01:45:26 • 3min 
 Nokia and Erickson's Outlooks 
 01:48:04 • 2min 
 Meta's Telecospolitical Rants 
 01:50:16 • 2min 
 The UK Friendly Fire Over Huawei Ramps Up 
 01:52:22 • 4min 
 The Countering Untrusted Telecommunications Abroad Act 
 01:56:08 • 4min 
 The High Barrier to Entry 
 02:00:25 • 4min 

