Intelligence and Noise

GSMA Intelligence
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The mobile and telecoms industry generates a lot of signal. And a lot of noise. The hard part is knowing the difference. Intelligence & Noise is the podcast from GSMA Intelligence — the research and data arm of the GSMA, the organisation that represents the global mobile industry. Every week Peter Jarich and Tim Hatt cut through the hype to bring you honest, evidence-based conversations about what's really happening in mobile, connectivity, and the technology trends shaping our world.

Episodes

  1. 6 hr ago

    Sovereignty, Satellites & AI: The New Infrastructure Race - Episode 3

    AI, space, and telecoms are colliding faster than the industry can price in. In this episode of Intelligence and Noise from GSMA Intelligence, Peter Jarich and Tim unpack the AI infrastructure boom in China and India, the rise of token-based pricing models, and how telcos are trying to monetise the next wave of compute and connectivity. They also dig into digital sovereignty in Europe, the future of satellite networks, and the hype versus physics behind the SpaceX IPO as the race for global-scale infrastructure intensifies. 00:00 – Introduction and connected devices story04:38 – AI security and China/India data center investment07:21 – AI token pricing and monetisation models09:10 – Telco role in AI infrastructure and revenue opportunity14:49 – Sovereign cloud, super apps, and Europe’s digital sovereignty push17:23 – Non-terrestrial networks and satellite compute/control21:03 – SpaceX IPO, valuation, and TAM debate25:24 – Investor hype, Elon premium, and business strategy concerns28:21 – Starlink mobile and addressable market limits29:49 – Satellite scaling limits and orbital capacity constraints31:38 – Orbital competition and geopolitical risks33:08 – MWC Shanghai preview and industry themes34:19 – DTW Ignite Copenhagen preview36:19 – GSMA NOVA Napa event and cross-industry collaboration37:42 – AI grids and future telecom infrastructure models38:42 – Closing remarks and football chat 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.

    40 min

  2. 10 Jun

    SpaceX IPO Reality Check, Network Resilience & the AI Agent Race | Episode 2

    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

    39 min

  3. 3 Jun

    AI Tokens, Sovereign Tech & the Themes Defining 2026 - Episode 1

    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

    39 min
  • 3 Episodes

About

The mobile and telecoms industry generates a lot of signal. And a lot of noise. The hard part is knowing the difference. Intelligence & Noise is the podcast from GSMA Intelligence — the research and data arm of the GSMA, the organisation that represents the global mobile industry. Every week Peter Jarich and Tim Hatt cut through the hype to bring you honest, evidence-based conversations about what's really happening in mobile, connectivity, and the technology trends shaping our world.

Information

  • Creator
    GSMA Intelligence
  • Years Active
    2k
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © GSMA Intelligence
  • Show Website
    Intelligence and Noise

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