The G2 on 5G Podcast by Moor Insights & Strategy

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- 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

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 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

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 hosts a special standalone edition of G2 on 5G- Guests Nathan Howe and Ken Urquhart from Zscaler join the podcastZscaler Cellular Overview- Nathan explains Zscaler Cellular as the next evolution in connecting customers to Zero Trust Exchange- Enables cellular devices to connect directly to Zscaler customer policy- Provides zero trust controls and protection for cellular-connected devices globallyImplementation and Innovation- Ken highlights the straightforward yet innovative implementation using SIM technology- Eliminates need for client software or network modifications- Enables zero trust cybersecurity from the transmitter back to the InternetEnd Device Applications- Nathan discusses diverse applications, from vending machines to prisoner ankle trackers- Three main areas: headless devices, direct to Internet, and secure remote access- Unique position in brokering connections through Zscaler policy engineScalability and Device Support- Ken confirms Zscaler's ability to handle massive numbers of devices- Processes over 600 billion transactions daily with room for growth- Supports high-bandwidth applications like 4K video and remote equipment operationConsumer and Enterprise Applications- Discussion of potential consumer uses, focusing on enterprise user benefits- Multi-carrier roaming capabilities for global connectivity- Customizable data plans and pricing options for various customer needsAvailability and Contact Information- General availability announced for August 1st- Customers can reach out via sim_srm@zscaler.com for inquiries and partnershipsSecurity and Privacy Considerations- Potential for anonymizing connections through Zscaler exchange- Emphasis on proper use and adherence to local lawsClosing Remarks- Zscaler Cellular provides additional layer of protection beyond 5G encryption- Hosts encourage audience engagement and feedback for future topics

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

Welcome and Introduction- Will Townsend hosts episode 229 of GTO and 5G podcast- Anshel Sag joins as fellow analystHPE Aruba Networking's Private 5G Partner Program- HPE's acquisition of Athonet and turnkey private 5G solution- New competency program to train channel partners on cellular technology- Focus on operational technology environments3GPP Release 20 and the Path to 6G- Release 20 as a primer for 6G's first release (Release 21)- Key improvements: wireless AI, coverage, mobility, MIMO evolutions- Setting the stage for 6G technical study itemsT-Mobile's T Satellite Launch- Commercial availability set for July 23rd- Initial support for SMS, MMS, and short audio clips- Data service launch planned for October 1st- Free emergency 911 for all compatible devicesAST Space Mobile's Defense Communications Proof of Concept- Collaboration with Fairwinds Technologies- Field test including tactical assault kit connectivity and secure video calls- Demonstration of military applications for satellite-to-phone technologyEchoStar's Financial Maneuvers- $500 million debt interest payment made- 30-day grace period elected for July 1 payment- Ongoing "high-stakes game of chicken" with regulatorsCloudflare and Spectrum Discussions- Concerns about EchoStar's spectrum usage- Potential influence of political factors on regulatory decisions

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

Welcome and 5th Anniversary Celebration- Will Townsend and Anshel Sag mark the 5th anniversary of their podcast- Discussion on the podcast's evolution alongside 5G and 6G technologiesNokia's Leadership in Drone and Robotics Consortium- Nokia spearheads a new European Union initiative named Proactive- Project aims to redefine emergency management and critical infrastructure- Projected revenue of 90 million euros by 2035- Involvement of 40+ European tech companies from 13 countriesT-Mobile's Partnership with Sail GP- T-Mobile's 5G network enhancing sailing competition broadcasts- Implementation of AI-enabled autonomous buoys and IoT sensors- Significant improvement in broadcast capabilities, from 10-30 Mbps to 16 simultaneous HD streamsAT&T's Fiber Network Milestone- AT&T reaches 30 million locations with fiber connectivity- Company on track to meet 60 million location goal by 2030- Discussion on the impact on bridging the digital divide and mobile network backhaulNvidia's European AI and 6G Initiatives- Partnerships with European operators for AI cloud development- Focus on sovereign AI and privacy-centric solutions- Collaboration with over 200 companies and universities for 6G research- Emphasis on AI-native wireless networks for 6GNew Zealand's First Private 5G Network- Collaboration between Spark and Air New Zealand at Auckland airport- Focus on logistics management using drones and robots- Implementation of digital twin and computer vision applicationsSpectrum Allocation in U.S. Politics- Discussion of the "One Big, Beautiful Bill" and its spectrum allocation provisions- Shift from 600 MHz sub-3 GHz to 800 MHz above 3 GHz- Debate on the merits of bundling spectrum allocation with other political issuesClosing Thoughts- Invitation for listener engagement and topic suggestions- Reminder of hosts' social media handles for further interaction