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

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

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