5G Guys | Tech Talks 5G Guys: Technology Experts

The Evolution and Impact of Net Neutrality with Nathan Leamer
 
In this episode of The 5G Guys, hosts Wayne Smith and Dan McVaugh discuss net neutrality with guest Nathan Leamer, former policy advisor to FCC Chairman Ajit Pai, and current CEO of Fixed Gear Strategies. They explore net neutrality's origins, implications, and future, including its initial introduction, the political debates surrounding it, and its potential effects on innovation and consumer access. Nathan shares insights from his diverse career in tech policy, from Capitol Hill to founding his consulting firm, and highlights ongoing issues like digital discrimination and the digital divide. Tune in for an in-depth discussion on how regulatory policies shape the internet landscape and what that means for consumers and innovation.
 
 
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     Nathan Leamer on X ➡︎ https://x.com/NathanLeamerDC
     Nathan Leamer on LinkedIn https://www.linkedin.com/in/nathan-leamer-0558b138/
     Fixed Gear Strategies on LinkedIn ➡︎ https://www.linkedin.com/company/fixed-gear-strategies/
 
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⏰Episode Minute-by-Minute⏰
00:00 Preview
01:30 Introduction and Welcome
02:11 Guest Introduction: Nathan Leamer
02:54 Nathan's Background and Career Journey
05:25 Defining Net Neutrality
05:38 Historical Context of Net Neutrality
09:21 Net Neutrality and Consumer Impact
09:53 Technological Advancements and Net Neutrality
10:59 Restoring Internet Freedom Order
11:45 Global Perspectives on Internet Regulation
13:03 Current Debates and Legal Frameworks
17:51 Potential Impacts on Network Management
19:29 AI and Network Management
22:03 Digital Discrimination and DEI
23:39 Future of Net Neutrality
26:43 Conclusion and Final Thoughts

The Future of Technology in Federal Applications: Insights from Intel's CTO
 
In this 5G Guys podcast episode, we talk with guest Steve Orrin, the Chief Technology Officer and Senior Professional Engineer for Intel Federal. Steve shares insights from his ten-year tenure at Intel, focusing on helping the government adopt advanced technologies. The conversation covers a wide range of topics, including the impact of AI, cybersecurity, pervasive connectivity, and the role of data in driving technological innovations. Steve provides examples of AI applications in government sectors, such as using drones for forest health monitoring and the benefits of pervasive connectivity in crisis situations. He also touches upon the cybersecurity challenges new technologies present and the importance of Zero Trust Architecture in managing these issues. Additionally, Orrin discusses regulatory policies and the future of technology adoption at the federal level, with implications for consumer technology. The episode offers a comprehensive look at the intersection of government, technology, and security, highlighting the ongoing innovations and challenges in the field.
 
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     Intel Federal Website ➡︎ https://www.intel.com/content/www/us/en/government/public-sector-solutions-overview.html
     Steve Orrin on LinkedIn ➡︎ https://www.linkedin.com/in/sorrin/
 
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⏰Episode Minute-by-Minute⏰
 
00:00 Episode Preview
00:29 Introducing the 5G Guys Podcast
01:02 Special Guest: Steve Orrin from Intel Federal
01:29 Steve Orrin's Journey to Intel Federal CTO
03:30 The Broad Impact of Federal Technology Initiatives
04:53 Exploring the Evolution of Technology Trends
05:57 The Convergence of AI, Data, and Connectivity
07:51 Revolutionizing Industries with Advanced Technologies
12:12 The Future of Peer-to-Peer Connectivity and Its Uses
16:41 Cybersecurity in the Age of Pervasive Connectivity
16:58 Navigating the Complex Landscape of Cybersecurity
20:38 Embracing Zero Trust Architecture for Enhanced Security
22:33 The Challenge of Securing IoT Devices
25:03 Leveraging Government and Industry Collaboration for Security
25:57 The Role of Regulatory Policies in Technology Adoption
32:59 Anticipating the Future: AI, 5G, and Smart Infrastructure
33:29 The Potential of AI in Streamlining Business Processes
35:35 The Impact of 5G on Future Applications and Connectivity
37:12 Instrumenting Infrastructure for a Smarter Future
38:23 Reflecting on Intel's Evolution and Future Directions
38:48 Closing Thoughts and Looking Ahead

Telecom and Technology Earnings Insights: A Deep Dive with Industry Veterans
In this episode of 'The 5G Guys', hosts Wayne Smith and Dan McVaugh invite telecom industry veteran Jim Patterson to discuss the latest earnings reports from major telecom and technology companies. Jim Patterson, with a 30-year career including 15 years at Sprint and experience as an entrepreneur, now offers analysis through Patterson Advisory Group. The episode explores key themes in the earnings reports, such as reactions to pricing, C band deployments, and company strategies for managing debt. Patterson shares insights on Verizon's performance, AT&T's focus on fiber broadband and debt reduction, and T-Mobile's successful Sprint acquisition. The conversation also addresses the struggles and strategies of prepaid services, the impact of the Affordable Connectivity Program (ACP) winding down, net neutrality, and telecom companies' approaches to the evolving market. The episode concludes with discussions on Comcast and Charter Spectrum's recent performance, emphasizing Charter's successful mobile strategy.
 
 
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     Sunday Brief Website ➡︎ https://sundaybrief.com/
     Interim Earnings Report ➡︎ https://sundaybrief.com/value-creation-long-term-charts-fab-five-vs-telco-top-five-april-26/
     Full Earnings Report ➡︎
     Jim Patterson on LinkedIn ➡︎ https://www.linkedin.com/in/jipatterson/
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⏰Episode Minute-by-Minute⏰
00:00 Trailer
00:30 Introduction to the 5G Guys Podcast Episode
01:06 Earnings Season Insights with Guest Jim Patterson
01:30 Jim Patterson's Background and Expertise
02:06 Diving into Telecom Earnings: Key Themes and Takeaways
06:07 Verizon's Earnings Analysis: Postpaid, Prepaid, and FWA
18:21 AT&T's Earnings Overview: Broadband Deployment and Business Wireline
24:54 The Shift in Business Connectivity and Office Environments
26:56 Upcoming Focus: Verizon and AT&T's Strategy and Upgrades
28:51  T-Mobile's Earnings and Strategies
28:56 T-Mobile's Lumos Announcement and Strategic Moves
29:05 The German Ownership of T-Mobile and Strategic Implications
29:14 Unpacking T-Mobile's Strategic Moves
29:41 T-Mobile's Investment in Lumos: A Closer Look
30:26 Exploring the Wholesale Business Model
30:44 T-Mobile's Impact on Rural America
32:03 The Benefits of T-Mobile's Acquisition Strategy
32:34 Retail Prepaid Challenges and Strategic Shifts
36:50 The Affordable Connectivity Program (ACP) Explained
39:16 Net Neutrality and FCC Changes: What's Next?
41:49 The Evolution of Broadband and Its Future
47:24 Comcast's Earnings and Strategic Challenges
54:16 Spectrum's Position and Future Prospects
59:41 Charter vs. Comcast: A Mobile Strategy Comparison
01:01:47 Closing Thoughts and Future Outlook

Navigating the Waves of Telecom: From CapEx Booms to Strategic Spending
 
The 5G Guys podcast hosts, Dan McVaugh and Wayne Smith, introduce a new series titled 'Storytelling and Predictions,' aimed at sharing their extensive experience and insights into the telecommunications industry without overshadowing their guests. They dive into the impact of 5G on capital expenditure, noting a significant increase in spending to roll out 5G networks, which is now adjusting back to normal levels. The discussion transitions into the differences between CapEx and OpEx spending, emphasizing the shift towards maintenance and optimization of networks post-major rollouts. The hosts reflect on past downturns in the telecom industry, comparing them to the current market dynamics and predicting future trends, such as vendor consolidation and the strategic deployment of mid-band spectrum for 5G. The episode highlights the unique position of the telecom industry amidst economic fluctuations and the evolving landscape of network development.
 
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⏰Episode Minute-by-Minute⏰
 
00:00 Preview
00:59 Introducing the 5G Guys Podcast
01:30 Launching the Storytelling and Predictions Series
01:45 Why Storytelling Matters in Tech
02:21 Drawing from Decades of Telecom Experience
03:17 The Unique Format of the New Series
03:44 A Timely Tale: Navigating Downturns in Telecom
04:19 Firsthand Experiences with Industry Downturns
05:15 The Impact of Economic Events on Telecom
07:39 Understanding CapEx vs. OpEx in Telecom
11:29 Predicting the Future of Telecom and Vendor Dynamics
14:22 Government Funding and Its Impact on Telecom
15:12 Dan's Predictions for the Telecom Industry
17:35 Closing Remarks and Invitation to Connect

This episode of the 5G Guys podcast tackles the existential challenges facing the telecommunications industry, emphasizing how sometimes, telcos are their own biggest adversaries due to their inherently conservative nature. Hosts Dan McVaugh and Wayne Smith welcome repeat guest Pete Bernard to discuss his new venture, Edgecelsior, and explore how the telco industry can evolve amidst the rapid technological changes spurred by new technologies like AI, 5G, and edge computing. Bernard shares insights from his career, the strategic pivot towards Edge and IoT technologies at Microsoft, and his decision to start Edgecelsior, focusing on industry analytics, content publishing, and strategic work for other companies. The talk delves into the series 'Saving Telco from Itself,' identifying key areas for the industry to address: adopting a solutions mindset, investing in software, embracing edge computing, following the gravity of open architectures, and dialing down the 'Futurama'. The conversation also touches upon challenges such as regulatory environments, talent migration to technology sectors, and the need for telcos to innovate within a regulatory framework to avoid becoming 'dumb pipes.' Bernard argues for telcos to find their lane either as smart pipe providers or solution providers, underscoring the necessity for strategic reorientation to remain competitive.
 
 
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     Edgecelsior Website ➡︎ https://www.edgecelsior.com/
     Pete Bernard LinkedIn ➡︎ https://www.linkedin.com/in/bernardpete/
     Saving Telco from Itself Blogpost ➡︎ https://www.edgecelsior.com/_files/ugd/77feae_c8c119e0e343427ab9d9ea9323e08953.pdf
 
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⏰Episode Minute-by-Minute⏰
 
00:00 Trailer
00:28 Introducing the 5G Guys Podcast
01:25 Catching Up with Pete Bernard: From Microsoft to Edgecelsior
02:21 Pete Bernard's Journey and the Birth of Edgecelsior
04:55 The Hot Topic: Saving Telco From Itself
05:30 Exploring the Existential Crisis in Telco
07:52 Five Ways to Save Telco From Itself
11:49 The Challenge of Legacy Infrastructure in Telco
14:48 Open Architecture and Regulatory Challenges
17:11 Innovation Within a Regulatory Framework
18:09 AI Revolution in Customer Support
18:36 The Regulatory Landscape: US vs Europe
18:54 Telcos' Strategic Crossroads: Smart Pipe vs Solution Provider
20:21 The Challenge of Becoming a Cloud Provider
21:35 The Importance of Sales Alignment and Market Strategy
25:46 The Shift Towards AI and Job Reductions
27:50 The Edge Computing Opportunity
30:01 Talent Migration and the Future of Telcos
32:51 Innovating with Edge Data Centers and AI Workloads
34:54 Final Thoughts and Predictions

In this episode of 'The 5G Guys' podcast, hosts Dan McVaugh and Wayne Smith discuss the rapidly changing landscape of telecommunications infrastructure and 5G technology with guest Hugh Odom, the founder of Vertical Consultants. The discussion plunges into the transformation of carrier models for property owners, the influence of municipalities and private networks, and the necessity of regulation. Important subjects touched upon include the carriers versus tower companies' different business models, the introduction of small cells in the public right of way, and the realization of telecommunication services as the fourth utility. In the backdrop, Hugh Odom offers educated insights on the future of how business gets done between cellular carriers and tower companies and the building and landowners they do business with to procure leases for building their infrastructure.  Hugh shares his perspective on the need to shift the cell site leasing model to be more considerate of the needs and rights of the property owners who are leasing to the cellular carriers.  Join us in a great point-counterpoint discussion with Hugh about how business relationships can evolve and offer scenarios where all parties win.
 
 
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     Vertical Consultants Website ➡︎ https://www.celltowerleaseexperts.com/
     Hugh Odom LinkedIn ➡︎ https://www.linkedin.com/in/hugh-d-odom-a13b7025/
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⏰Episode Minute-by-Minute⏰
 
00:00 Trailer
00:28 Welcome to the 5G Guys Podcast
00:49 Introducing the Hosts and the Show
01:25 Guest Introduction: Hugh Odom
02:23 Hugh's Work with Vertical Consultants
03:30 History of Infrastructure Development
03:49 Changes in the Telecom Industry
04:31 The Evolution of Wireless Deals
05:00 The Impact of Infrastructure Build Out
05:19 The Challenges of Municipalities
07:13 The Changing Economics of Property Ownership
07:34 The Role of Vertical Consultants
08:44 The Shift in Lease Agreements
15:55 The Future of Municipal Networks
21:54 The Impact of Public-Private Partnerships
23:48 The Digital Divide and the Fourth Utility
25:04 The Potential for Regulation in the Telecom Industry
28:09 The Future of Network Deployment
29:58 Closing Thoughts and Reflections