Show Notes for Episode 196 of The G2 on 5G

Welcome and Introduction

- Hosts Will Townsend and Anshel Sag kick off the episode.

- Anshel shares his recent experience at a Padres game and the Augmented World Expo conference.

Microsoft's Shift in Telecom Strategy

- Will discusses Microsoft's decision to exit the 5G application space on Azure for operators.

- The focus shifts to infrastructure, similar to AWS's approach.

- Analysis of the impact on AT&T and the broader telecom ecosystem.

Orange's 5G Network for the Olympics

- Anshel highlights Orange's deployment of a private 5G network for the upcoming Olympics in France.

- Samsung's involvement with 200 Galaxy S24 Ultra smartphones for unique athlete perspectives.

- The network will cover 120 venues, including athlete training grounds.

Global Telco AI Alliance Formation

- Will introduces the new alliance between Singtel, Deutsche Telekom, SK Telecom, and SoftBank.

- The alliance aims to develop generative AI applications tailored for mobile operators.

- Focus on multilingual large language models and potential security challenges.

T-Mobile's Enterprise Expansion

- Anshel discusses T-Mobile's recent wins, including the Spiral Four contract for the Department of Defense.

- T-Mobile's involvement in Sail GP in New York and the Women's PGA Championship.

- The company's growing presence in enterprise and sports venue support.

Telia's 5G-Enabled Remote Forestry Control

- Will shares an innovative use case from Telia in Sweden.

- Drones and portable mobile base stations enable remote control of forestry machinery.

- Highlights the importance of 5G's ultra-low latency for safe and efficient operations.

Samsung and MediaTek's RedCap Testing

- Anshel covers the collaboration between Samsung and MediaTek on RedCap testing over Vran.

- Focus on power-saving features and the path to commercial viability by the second half of 2024.

- Potential applications in IoT and beyond.

Augmented World Expo Insights

- Anshel provides a brief overview of his experience at the Augmented World Expo.

- Highlights include Haptex's robotic gloves and Siteful's 5G-connected AR PC.

Closing Remarks

- Will and Anshel wrap up the episode, encouraging listeners to provide feedback and subscribe.

- Both hosts express excitement for future 5G developments and applications.

Contact Information

- Will Townsend: @WilltonTech

- Anshel Sag: @anshelsag

Call to Action

- Don't forget to rate and subscribe to the podcast for more insights on the latest in 5G technology.

In episode 195 of The G2 on 5G, hosts Will Townsend and Anshel Sag delve into six key topics shaping the 5G landscape:

1. AST SpaceMobile and Verizon Collaboration: Highlighting the extensive coverage and potential future partnerships, validating AST SpaceMobile's efforts.

2. Apple's Worldwide Developer Conference: Discussing updates on RCS, satellite messaging, iPhone mirroring, and Apple's new AI branding, Apple Intelligence.

3. T-Mobile's Acquisition of US Cellular's Assets: Debating the potential regulatory scrutiny and the implications for rural connectivity.

4. Nvidia's Involvement in 5G: Examining Nvidia's testing of Open RAN in private 5G networks, showcasing their ambition to influence the telecom sector.

5. China's 5G Deployment Claims: Questioning the reported $800 billion economic impact and the feasibility of their adoption rates.

6. Link5G's Tower Infrastructure in New York City: Addressing the controversy surrounding the aesthetic concerns and the necessity of such infrastructure for improved connectivity.

Tune in for an insightful discussion on these pivotal 5G topics, offering expert perspectives and in-depth analysis.

Show Notes for Episode 194 of G2 on 5G

Welcome and Introduction

- Hosts Will Townsend and Anshel Sag welcome listeners to episode 194 of GT on 5G.

- Brief discussion about their recent attendance at Dell Tech World and Microsoft Build.

Ericsson's Investment in 5G Factory

- Will discusses Ericsson's additional $50 million investment in its open RAN-ready 5G factory in Lewisville, Dallas.

- Highlights the factory's role in manufacturing MIMO antenna infrastructure and the use of private cellular networking.

- Efficiency improvements: 25% reduction in energy consumption and 75% reduction in water usage.

- Benefits of domestic production and open RAN capabilities.

- Collaboration with AT&T and the advantages of an open network for programmability and agility.

T-Mobile's Price Increase

- Anshel talks about T-Mobile's recent price increase for customers on older plans.

- Context provided on the competitive landscape with AT&T and Verizon also raising prices.

- Discussion on T-Mobile's value proposition and network reliability.

- Insights on T-Mobile's strategic shift from being a value player to offering a robust 5G network.

Deutsche Telekom's Private 5G Network

- Will covers Deutsche Telekom's deployment of a private 5G campus network for a large paper mill in Germany.

- The network spans the equivalent of 50 football fields and aims to optimize logistics and production processes.

- Potential efficiency gains in water usage for the paper mill.

- Comparison with Ericsson's 5G factory and the broader implications for manufacturing automation.

5G Drones for Search and Rescue in Scotland

- Anshel discusses the innovative use of 5G-enabled drones for search and rescue operations in Scotland.

- Drones equipped with 5G base stations to transmit video footage and improve communication during rescue missions.

- Collaboration between Jet Connectivity, the Scottish government, and other partners.

- Potential applications for natural disaster response and other emergency scenarios.

Nokia's Acquisition of Phoenix Group

- Will talks about Nokia's acquisition of Phoenix Group to strengthen its federal solutions business unit.

- Phoenix Group's expertise in portable communication solutions for the Department of Defense.

- Strategic importance of the acquisition for Nokia's federal and defense market presence.

- Benefits of acquiring established DoD suppliers to navigate federal procurement processes.

Microsoft Build and AI PCs

- Anshel shares insights from Microsoft Build, focusing on the new Copilot Plus AI PCs.

- Introduction of Snapdragon X Elite-based PCs with integrated AI capabilities.

- Dell's significant commitment to the new platform and the potential for 5G connectivity in future models.

- Discussion on the competitive landscape with Apple and the future of AI in PCs.

- Battery life improvements and performance upgrades with the new platform.

Nvidia's Earnings and AI Revolution

- Brief mention of Nvidia's impressive earnings and its role in leading the AI revolution.

- Impact of AI on the PC industry and the broader tech ecosystem.

- Nvidia's stock performance and the announcement of a ten-for-one stock split.

Conclusion

- Hosts encourage listeners to provide feedback and suggest topics for future episodes.

- Reminder to rate and subscribe to the podcast.

Contact Information

- Will Townsend: @WillTownTech

- Anshel Sag: @AnshelSag

Call to Action

- Tune in next week for more insights on 5G.

- Engage with the podcast by sharing and reviewing.