SpaceX says their total addressable market is $28.5 trillion. We ran the numbers — and Starlink Mobile's realistic market may be just 5% of that. This week we break it down, plus everything else worth paying attention to in mobile and connectivity.

00:00 Welcome & intro 

01:00 Tour de France & connectivity at major events 

02:44 Network resilience: Somalia & Japan 

09:50 6G & integrated sensing (ISAC) explained 

15:52 SpaceX IPO — breaking down the $28.5T TAM claim 

25:25 World Cup connectivity & what to watch 

31:12 OpenAI's pivot to agentic AI 

36:44 ESG & biodiversity monitoring on telecom towers 

38:16 What's coming next week

Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

Got a topic you want us to cover? Drop it in the comments. And if you're enjoying the show, a rating on your platform of choice goes a long way

In the inaugural episode of Intelligence & Noise from GSMA Intelligence's Peter Jarich and Tim Hatt cut through the noise on the biggest stories shaping the telecoms and tech industry in the first half of 2026.

From AI monetisation and the rise of tokens as a service, to sovereign cloud becoming a genuine competitive edge for mobile operators  plus why quantum computing deserves more attention than it's getting.

Topics covered: 

00:00 – Welcome to Intelligence & Noise 

04:30 – The 5 big themes of 2026 so far 

14:37 – How AI deployments are shifting from cost-cutting to monetisation 

18:50 – Chinese operators bundling AI tokens and what it means globally 

22:00 – Sovereignty as a competitive differentiator for telcos 

28:30 – The hyperscaler CapEx boom and what it signals 

29:33 – Why only 7% of IoT devices are quantum safe