The G2 on 5G Podcast by Moor Insights & Strategy

Anshel Sag and Will Townsend
  • 5.0 (3)
  • TECH NEWS
  • UPDATED WEEKLY

A 5G podcast about the latest inside info on what's going on in the 5G industry by two of the 5G industry's leading analysts, Anshel Sag and Will Townsend.

  1. OCT 10

    The G2 on 5G: AT&T's 5G SA Milestone, Intel's 18A Advancements, Vodafone's LEO Hub, Verizon's Starry Acquisition and CEO Shakeup, and AI's 5G Impact

    Welcome and Introduction - Will Townsend and Anshel Sag discuss the latest insights on 5G and 6G technologies. - Episode 239 of G2 on 5G, covering six topics in about 20 minutes. AT&T's 5G Standalone Deployment - AT&T declares nationwide 5G standalone deployment on October 8th. - Milestone achievement matching RAN and 5G core infrastructure. - Predictions of innovative services, especially in network slicing. Intel's Node Advancements - Discussion on Panther Lake and Clearwater Forest CPU developments. - Panther Lake running on Intel's new 18A Foundry Fab 52 in Arizona. - Clearwater Forest's 288-core CPU targeting telecom applications. Vodafone's Low Earth Orbit Satellite Research Hub - Launch of the first low earth orbit satellite mobile broadband research hub. - Partnership with AST Space Mobile for non-terrestrial network solutions. - Streamlining testing and validation of hardware and software. Verizon's Acquisition of Starry - Verizon acquires fixed wireless provider Starry. - Potential to grow fixed wireless base to 8-9 million customers. - Leveraging Starry's architecture for cheaper and quicker deployment in urban settings. Verizon CEO Transition - Hans Vestberg's sudden exit as Verizon CEO. - Discussion on the timing and potential reasons for the leadership change. - Comparison with previous CEO transitions and industry performance. AI Deals and Impact on 5G/6G - Analysis of major AI deals, including OpenAI and AMD partnership. - Potential effects on 5G and 6G network architectures and edge computing. - T-Mobile's strategic partnership with OpenAI and implications for the industry. Closing Remarks - Invitation for listeners to provide topics for future podcasts. - Contact information for hosts Will Townsend and Anshel Sag on social media. - Request for listeners to rate and subscribe to the podcast.

    28 min

  2. OCT 4

    The G2 on 5G Podcast: AST SpaceMobile's 4G Call, Qualcomm's New SoCs, T-Mobile's Satellite Apps, MediaTek's Dimensity 9500, China's Infrastructure Blocks, and Arm vs. Qualcomm Legal Battle

    Welcome and Introduction - Will Townsend hosts episode 238 of G2 on 5G with analyst Anshel Sag - Podcast covers six 5G and 6G topics in about 20 minutes AST SpaceMobile's Breakthrough - Conducted first space-based 4G VoLTE call with Bell Canada - Includes voice, broadband data, and video streaming capabilities - Paves way for production and monetization Qualcomm Snapdragon Summit Highlights - Launch of two new SoCs for smartphones and PCs - Third-generation Orion custom processor outperforms competitors - Introduction of Guardian feature for remote PC management T-Mobile's T-Satellite Service Expansion - Announcement of app support for T-Satellite service with Starlink - Integration with T-Life app and other solutions like AllTrails and AccuWeather - Enhances usability for SOS and emergency situations MediaTek's Dimensity 9500 SoC - New flagship part using latest ARM IP - Improvements in performance, power efficiency, and ray tracing - Competitive positioning against Qualcomm in the Android market China's Infrastructure Security Measures - Implementation of rigorous certifications for foreign infrastructure providers - Slowing progress for companies like Ericsson and Nokia in the Chinese market - Reduction in market share for Western companies in China Ongoing Legal Dispute: Qualcomm vs. ARM - Recent settlement of one lawsuit, but continuation of legal battles - ARM's appeal of the verdict and Qualcomm's separate lawsuit - Discussion on the broader implications and potential outcomes Closing Remarks - Invitation for listeners to provide insights on specific 5G topics - Social media handles shared for Will Townsend and Anshel Sag - Request for listeners to rate and subscribe to the podcast

    20 min

  3. SEP 20

    The G2 on 5G: Mavenir's AI Pivot, Intel-Nvidia Alliance, Meta's Smart Glasses, VoNR in Spain, NATO's 5G Military Push, and EchoStar's Spectrum Selloff

    Welcome and Introduction - Will Townsend and Anshel Sag host episode 237 of G2 on 5G - Brief baseball discussion about the Astros and Padres Mavenir's AI Strategy - Mavenir CEO's focus on agentic AI to revitalize the company - Discussion on potential replacement of OSS with AI - Skepticism about the extent of AI's role in network operations Intel and Nvidia Partnership - Announcement of Intel and Nvidia's $5 billion partnership - Implications for 5G and 6G radio and AI at the edge - Potential impact on competitive dynamics in the semiconductor industry Voice over New Radio (VoNR) Launch in Spain - Mass Orange's commercial launch of 5G VoNR service - Benefits of VoNR including HD audio, lower latency, and improved capacity - Significance for the Spanish telecom market Meta's New AI Smart Glasses - Introduction of second-generation Meta Ray-Bans and Meta Oakley Vanguards - Features including improved battery life, image quality, and AI capabilities - Potential applications in sports and everyday use NATO's 5G Initiative for Military Communications - NATO's Multinational 5G (MN5G) initiative for defense purposes - Dual-use paradigm adapting civilian technologies for military applications - Potential civilian applications in critical infrastructure protection EchoStar's Spectrum Sell-off - EchoStar CEO Charlie Ergen's comments on becoming an "asset-light growth company" - Discussion on the forced pivot and its impact on the company's future - Implications for the telecom industry and spectrum availability Closing Remarks - Invitation for listener engagement and topic suggestions - Contact information for the hosts on social media

    27 min

  4. SEP 13

    The G2 on 5G Podcast: Reliance IPO, Apple's iPhone Lineup, Ericsson's AI Framework, SpaceX Spectrum Buy, T-Mobile's CBRS Shift, and Olympic Connectivity

    Welcome and Introduction - Will Townsend welcomes Anshel Sag to episode 236 of G2 on 5G - Overview of the podcast format: six topics covered in about 20 minutes Reliance's Upcoming IPO - Reliance preparing for a massive IPO in early 2026 - Aiming to raise $6 billion, potentially valuing the company at $112 billion - Discussion on Reliance's network infrastructure and subscriber base - Analysis of the IPO's purpose and potential impact on investors Apple's Latest Product Announcements - Overview of new iPhone 17 series, including the iPhone Air - Introduction of 5G capabilities in all new Apple Watch versions - AirPods Pro 3 features, including improved noise cancellation and heart rate sensor - Discussion on Apple's new chips: A19 SoC, C1X modem, and N1 wireless chip Ericsson's AI Framework for Enterprise Networks - Ericsson's Enterprise Wireless Group claims first 5G agentic AI framework - Framework designed to streamline enterprise network operations - Comparison with competitors like HPE and Cisco in the private wireless space SpaceX's Spectrum Acquisition from EchoStar - SpaceX's $17 billion transaction for EchoStar's spectrum licenses - Implications for Dish Network and the US mobile carrier landscape - Discussion on potential Starlink direct-to-cell service for Boost Mobile subscribers T-Mobile's Shift Away from CBRS Spectrum - T-Mobile moving past CBRS spectrum for neutral host applications - Analysis of the impact on the CBRS ecosystem and companies like Solana - Discussion on T-Mobile's Advanced Network Solutions (ANS) and private network deployment T-Mobile's Role in LA 2028 Olympics - T-Mobile for Business to provide 5G connectivity for LA 2028 Olympics - Coverage agreement for over 110 locations across Southern California - Deployment of advanced network solutions, including network slicing and secure connectivity Closing Thoughts - Reflection on the power of 5G for large-scale events like the Olympics - Invitation for listeners to provide insights on specific 5G topics - Request for podcast ratings and subscriptions

    25 min

  5. AUG 31

    The G2 on 5G: T-Mobile Innovations, AT&T Spectrum Deal, Swedish AI, Apple Event, Nokia's IP Battle, and Pixel 10 Features

    Welcome and Introduction - Will Townsend and Anshel Sag host episode 235 of G2 on 5G - Coverage of six topics in about 20 minutes T-Mobile Innovation Summit and Executive Changes - T-Mobile's Innovation Summit and analyst forum in Bellevue - Executive changes: Ulf Ewoldson replacing Neville Ray, Callie Field departing - Introduction of Super Mobile for enterprises AT&T's Spectrum Acquisition from Dish - AT&T acquires low and mid-band spectrum from Dish for $23 billion - Impact on AT&T's competitive position against T-Mobile and Verizon Ericsson Joins Swedish AI Consortium - Ericsson participates in Swedish AI company formation - Potential applications in AI RAN and network programmability Apple Event Invitations and Rumors - Apple event scheduled for September - Speculation about Apple Watch potentially getting 5G capabilities Nokia's Lawsuit Against Paramount Skydance - Nokia files lawsuit alleging infringement on video streaming technology patents - Discussion on Nokia's diverse technological portfolio Google Pixel 8 Launch - Introduction of Tensor G5 chip and new camera features - T-Mobile network capabilities for satellite messaging and data Balancing Work and Personal Life - Will's plans to watch college football over the long weekend - Anshel's preparation for UK trip and ARM visit

    28 min

  6. AUG 10

    The G2 on 5G Podcast: Deutsche Telekom's AI Gigafactory, Reliance's 5G Slices, T-Mobile's Water IoT, AST's Global Spectrum, Celona's Airflux, and Wi-Fi 7 Travel Routers

    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

    23 min

  7. AUG 1

    The G2 on 5G: Telefonica's Huawei Shift, Dish's Default Dance, Nokia's Subsea Surge, Wi-Fi 8's Enterprise Edge, AT&T's Open RAN Milestone, and Samsung's Foldable Frenzy

    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

    28 min

  8. JUL 28

    The G2 on 5G Podcast: AT&T/T-Mobile Earnings, Satellite Race Updates, Microsoft's 5G Laptop, Florida Keys Connectivity, T-Mobile's L4S Tech, and Charter/Comcast MVNO Deal

    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

    24 min
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About

A 5G podcast about the latest inside info on what's going on in the 5G industry by two of the 5G industry's leading analysts, Anshel Sag and Will Townsend.

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