Sign up to save your podcasts
Or
Share The G2 on 5G Podcast: AT&T's Fiber Expansion, Trump's Spectrum Push, Apple's 6G Plans, AWS Exits Private 5G, Upper 12 GHz for Satellites, and Xiaomi's New SoC
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The G2 on 5G Podcast: AT&T's Fiber Expansion, Trump's Spectrum Push, Apple's 6G Plans, AWS Exits Private 5G, Upper 12 GHz for Satellites, and Xiaomi's New SoC
Welcome and Milestone
- Will Townsend and Anshel Sag discuss the upcoming 5-year anniversary of their podcast.
- Reflection on the longevity of their roles as analysts.
AT&T's Fiber Expansion
- AT&T acquires Lumen's fiber portion for nearly $6 billion.
- Expansion adds over 4 million consumer locations, primarily on the West Coast.
- AT&T's goal to reach 60 million locations by 2030.
Spectrum Auctions and Political Involvement
- Discussion of President Trump's tweet about auctioning 600 MHz spectrum.
- Analysis of the potential for spectrum auctions in the 1.5 to 10 GHz band.
- Consideration of revenue generation through government spectrum monetization.
Upper 12 GHz Spectrum for Satellite Connectivity
- FCC chairperson's comments on freeing up spectrum for low Earth orbit satellite providers.
- Potential impact on companies like AST Space Mobile and Starlink.
- Importance of fair allocation in potential auctions.
Apple's 6G Preparations
- Indications of Apple's focus on 6G development and hiring.
- Analysis of Apple's potential strategies for 6G involvement and IP portfolio building.
- Discussion on the importance of Apple's participation in 6G standard-setting.
AWS Ends Private 5G Solution
- AWS announces the end of its private 5G solution launched in 2021.
- Analysis of challenges faced, including competition and complexity.
- Reflection on the difficulties of entering the telco space for hyperscalers.
Xiaomi's New SoC Launch
- Introduction of Xiaomi's Xring 01 SoC using ARM technology.
- Analysis of the SoC's positioning and potential market impact.
- Discussion of Xiaomi's simultaneous agreement with Qualcomm for flagship chips.
Closing Thoughts
- Invitation for listener engagement and topic suggestions.
- Memorial Day wishes for veterans.
View all episodes
By Anshel Sag and Will Townsend
5
33 ratings
Welcome and Milestone
- Will Townsend and Anshel Sag discuss the upcoming 5-year anniversary of their podcast.
- Reflection on the longevity of their roles as analysts.
AT&T's Fiber Expansion
- AT&T acquires Lumen's fiber portion for nearly $6 billion.
- Expansion adds over 4 million consumer locations, primarily on the West Coast.
- AT&T's goal to reach 60 million locations by 2030.
Spectrum Auctions and Political Involvement
- Discussion of President Trump's tweet about auctioning 600 MHz spectrum.
- Analysis of the potential for spectrum auctions in the 1.5 to 10 GHz band.
- Consideration of revenue generation through government spectrum monetization.
Upper 12 GHz Spectrum for Satellite Connectivity
- FCC chairperson's comments on freeing up spectrum for low Earth orbit satellite providers.
- Potential impact on companies like AST Space Mobile and Starlink.
- Importance of fair allocation in potential auctions.
Apple's 6G Preparations
- Indications of Apple's focus on 6G development and hiring.
- Analysis of Apple's potential strategies for 6G involvement and IP portfolio building.
- Discussion on the importance of Apple's participation in 6G standard-setting.
AWS Ends Private 5G Solution
- AWS announces the end of its private 5G solution launched in 2021.
- Analysis of challenges faced, including competition and complexity.
- Reflection on the difficulties of entering the telco space for hyperscalers.
Xiaomi's New SoC Launch
- Introduction of Xiaomi's Xring 01 SoC using ARM technology.
- Analysis of the SoC's positioning and potential market impact.
- Discussion of Xiaomi's simultaneous agreement with Qualcomm for flagship chips.
Closing Thoughts
- Invitation for listener engagement and topic suggestions.
- Memorial Day wishes for veterans.
More shows like The G2 on 5G Podcast by Moor Insights & Strategy
View all
WSJ Tech News Briefing
1,644 Listeners
a16z Podcast
1,019 Listeners
Telecoms.com Podcast
12 Listeners
Constellations - Explore Space Network Technologies with Industry Leaders
68 Listeners
Fiction - Comedy Fiction
6,444 Listeners
Gooaye 股癌
731 Listeners
The Week with Roger
11 Listeners
The Weekly Show with Jon Stewart
10,305 Listeners
Fly on the Wall with Dana Carvey and David Spade
12,677 Listeners
The Rest Is Politics
3,085 Listeners
Sharp Tech with Ben Thompson
94 Listeners
No Priors: Artificial Intelligence | Technology | Startups
122 Listeners
BG2Pod with Brad Gerstner and Bill Gurley
452 Listeners
Prof G Markets
987 Listeners
AST Space Odyssey Podcast
16 Listeners