The G2 on 5G Podcast by Moor Insights & Strategy Anshel Sag and Will Townsend

Introduction:
Welcome to episode 193 of the G Two on 5G podcast, where we provide the latest insights on everything 5G. In this episode, hosts Will Townsend and Anshel Sag discuss a range of topics from AT&T's new partnership to the impact of AI on 5G PCs. Let's dive in!
Timestamps:
00:00:02: Introduction and Welcome
Will Townsend and Anshel Sag kick off the episode, discussing their current travels and plans to record another episode at Dell Tech World.
00:00:49: AT&T and AST Space Mobile Agreement
Will Townsend discusses the formalization of the commercial agreement between AT&T and AST Space Mobile, highlighting the potential impact on gap coverage and the integration of production satellites.
00:03:43: Dish Network's DoD Deal
Anshel Sag delves into Dish Network's new ten-year deal with the Department of Defense, exploring its potential to save the company from bankruptcy and the implications for the 5G landscape.
00:07:36: T-Mobile's Private 5G Network for PGA Championship
Will Townsend talks about T-Mobile's deployment of a private 5G network for the PGA Championship, emphasizing its use in broadcasting, fan activations, and critical business operations.
00:11:15: Germany's Potential Ban on Chinese Equipment
Anshel Sag discusses Germany's move towards banning Huawei and ZTE equipment from public networks by 2026, examining the broader implications for the telecom industry.
00:15:37: China Mobile's Investment in AI Compute Infrastructure
Will Townsend highlights China Mobile's significant investment in AI compute infrastructure, questioning the lack of detailed plans for its utilization.
00:17:03: Microsoft Build and AI's Impact on 5G PCs
Anshel Sag previews the upcoming announcements at Microsoft Build, focusing on the potential for AI to drive the adoption of 5G PCs and the improvements in activation experiences.
00:22:30: Conclusion and Wrap-Up
We hope our viewers and listeners found this week's topics interesting. If anyone out there would like to provide insights for a specific 5G topic for a future podcast, please reach out to us on social media—Will is @WillTownTech and Anshel is @AnshelSag. We hope you have a great week, and please tune in again for the next episode later this week. Don't forget to rate and subscribe!
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Podcast Show Notes: Episode 192 of G2 on 5G
Welcome and Introduction
- Host Will Townsend introduces the episode and fellow analyst Anshel Sag.
- Discussion on the latest insights in the 5G realm, covering six topics in approximately 20 minutes.
AWS and Telefonica Germany's 5G Cloud Core Initiative
- AWS secures a significant win with Telefonica Germany moving over a million 5G subscribers to its cloud.
- This marks a pioneering brownfield network migration to a cloud core, setting a precedent in the industry.
Net Neutrality and Network Slicing
- Examination of the FCC's final order on net neutrality affecting network slicing.
- Potential implications for consumer and enterprise applications with a focus on how 5G standalone and network slicing might evolve.
Verizon's Approach to Neutral Host 5G Networks
- Discussion on Verizon's strategy in deploying neutral host 5G networks, particularly with Cummins.
- Insights into how neutral host networks can replace expensive DAS systems and improve performance in venues.
Apple's New iPad Launch
- Overview of Apple's launch of four new iPads and two versions of new silicon.
- Focus on the iPad Pro's features, including the new tandem OLED technology and the M4 chip.
- Discussion on the potential of these devices in the context of AI and competition with AI PCs.
Tesla's Private 5G Network Video
- Analysis of Tesla's recent video showcasing its private 5G network deployment in Giga Berlin.
- Consideration of whether this is a genuine step forward or a promotional move amidst various challenges faced by Tesla.
Potential Sale of US Cellular
- Rumors about US Cellular possibly selling itself to T-Mobile and Verizon.
- Discussion on the strategic implications for the carriers involved and the broader telecom industry.
Closing Remarks
- Anshel Sag wraps up the episode, inviting listeners to provide feedback and subscribe for future episodes.
- Reminder for listeners to engage via social media for any specific 5G topics they want covered in future podcasts.
Contact Information
- Listeners are encouraged to reach out via social media platforms linked in the podcast description.
This episode provides a comprehensive look into current developments in the 5G industry, from significant corporate strategies and regulatory changes to new technological advancements in consumer electronics.

In this 191st episode of The G2 on 5G, we cover:
1. Samsung and O2 Telefonica vRAN and ORAN deployment
2. Qualcomm posts stellar Q1 2024 Earnings, showing significant strength in China
3. AT&T Turbo launch promises to boost 5G data connectivity
4. The FCC fines the big three (plus Sprint) $200 million for violating customers’s privacy
5. Insights from MediaTek’s Analyst Day
6. Nokia is finally sending a 4G network to the moon with NASA, SpaceX and Intuitive Machines

In this 190th episode of The G2 on 5G, we cover:
1. T-Mobile invests in fiber services with ambitions to broaden its broadband services beyond 5G FWA
2. AT&T and T-Mobile Earnings - T-Mobile completes Mint Mobile Acquisition
3. Will the FCC’s reinstatement of net neutrality impact the monetization of 5G network slicing?
4. Intel Earnings - 5G affecting networking business?
5. Verizon supports the New Orleans Jazz Fest with additional 4G and 5G capacity (nfl draft?)
6. DISH wins in court against Crown Castle over 5G site dispute

In this 189th episode of The G2 on 5G, we cover:
1. T-Mobile partners with Delta Airlines to reimagine network operations with 5G
2. Google promotes Rick Osterloh to head Android and Hardware teams to merge AI efforts
3. 5G DSS rides off into the sunset in the U.S.
4. Samsung Networks and Qualcomm hit 1024 QAM milestone with FDD and TDD spectrum
5. Industry veteran Mo Katibeh joins T-Mobile for Business as CMO
6. Moto’s new Edge 50 Ultra and Samsung’s A35 launch in the US, adding more choices to the market

In this 188th episode of The G2 on 5G, we cover:
1. AT&T may be testing some tweaks to its mid-band 5G network
2. The CHIPS Act direct funding is picking up steam: Intel ($8.5B), TSMC ($6.6B), and Samsung ($6.4B) all get funding to expand leading-node US chip manufacturing. Intel is expected to invest $100 Billion, TSMC $65 billion, and Samsung $40 billion in US facilities.
3. AST SpaceMobile hits another milestone, streaming an AT&T commercial from space to a smartphone
4. Ookla test results show major differences between Samsung’s S24 line and Apple’s iPhone 15 family in network performance, including latency and download/upload speeds
5. ViaSat jumps into the low earth orbit satellite direct to device game
6. Verizon brings 5G to NAB Show 2024 in a big way with Private 5G, Field Area Network, 5G Broadcasting and Remote Production