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 insights

Deutsche 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 applications

Reliance 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 subscribers

T-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 management

AST 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 globally

Celona'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 processing

Wi-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 routers

Closing 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 minutes

Telefonica'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 operations

EchoStar, 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 X

Nokia'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 replacement

Wi-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 availability

AT&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 implementation

Samsung'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 market

Apple's Potential Foldable Phone Entry

- Speculation on Apple's future foldable device

- Comparison with Samsung's current offerings

- Market anticipation and potential release timeline

Closing 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-host

Earnings 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 growth

Low 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 connectivity

Microsoft'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 pounds

Connectivity 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 improvements

T-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 latency

Closing 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 podcast

Zscaler 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 globally

Implementation 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 Internet

End 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 engine

Scalability 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 operation

Consumer 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 needs

Availability and Contact Information

- General availability announced for August 1st

- Customers can reach out via [email protected] for inquiries and partnerships

Security and Privacy Considerations

- Potential for anonymizing connections through Zscaler exchange

- Emphasis on proper use and adherence to local laws

Closing 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 minutes

AT&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 automation

The "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 technologies

Orange 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 deployments

AT&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 discussed

LG'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 manufacturing

T-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 2021

Closing 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 analyst

HPE 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 environments

3GPP 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 items

T-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 devices

AST 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 technology

EchoStar'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 regulators

Cloudflare 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 issues

Satellite 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 connectivity

AST 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 infrastructure

T-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 integration

Nokia'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 2026

6G 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 technology

Podcast 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 technologies

Nokia'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 countries

T-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 streams

AT&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 backhaul

Nvidia'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 6G

New 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 applications

Spectrum 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 issues

Closing Thoughts

- Invitation for listener engagement and topic suggestions

- Reminder of hosts' social media handles for further interaction

Welcome and Introduction

- Will Townsend welcomes Shahid Ahmed, who leads NTT DATA's private 5G initiatives

- Discussion of Shahid's role in New Ventures and Innovation at NTT DATA

Private 5G Momentum in 2025

- Identification of 2025 as a pivotal year for private cellular and 5G adoption

- Three major forces driving demand: device availability, spectrum allocation, and improved economics

Device Ecosystem Development

- Progress in natively supported 5G devices for enterprises

- Impact on deployment timelines and customer readiness

Spectrum Availability Challenges

- Regulatory hurdles in spectrum allocation across different geographies

- Recent improvements in spectrum accessibility for enterprises

Economics of Private 5G

- Shift towards "Wi-Fi economics" for private 5G deployments

- Cost comparisons between Wi-Fi and 5G implementations in large-scale environments

Edge AI and Agentic AI in 5G Networks

- Distinction between Edge AI and large language models

- Applications of Edge AI in manufacturing and autonomous systems

- Role of Agentic AI in business process workflows

Factory of the Future Concept

- NTT DATA's focus on enabling advanced manufacturing environments

- Integration of robotics, automation, and connectivity in dark factories

Convergence of Wireless Technologies

- Emerging integration of 5G and Wi-Fi on single radio platforms

- Implications for seamless connectivity in various settings

Security Challenges in Network Transformation

- Increased security concerns with automation and IP network integration

- Ongoing nature of security challenges in modernized infrastructures

NTT DATA's Comprehensive Service Offerings

- NTT DATA's position as a major data center service provider

- Private 5G as an entry point for broader network architecture transformation

Partnership Highlights

- Collaboration with Cisco, including ESIM integration in Meraki and Catalyst products

- Simplification of device provisioning and configuration processes

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.