Episodios

  • The G2 on 5G - T-Mobile's Edge Control Launch, Nvidia-Nokia $1B Partnership, All-American AI RAN Stack, Samsung-SoftBank 6G MOU, 5G Defense in Europe, and Verizon's Fiber Expansion
    Oct 30 2025

    Welcome and Introduction

    - Will Townsend welcomes Anshel Sag to episode 240 of G2 on 5G.

    - Coverage of six topics spanning 5G and 6G developments.

    T-Mobile's Edge Control Solution

    - Launch of Edge Control at fourth annual Innovate Awards.

    - Combines 5G advanced network with local breakout for private-like cellular experience.

    - Zero on-premise infrastructure requirement distinguishes this solution.

    - Strategic positioning against Verizon and AT&T in enterprise cellular offerings.

    Nvidia and Nokia Partnership

    - Extension of aerial RAN computer announcements for 6G.

    - Nvidia's billion-dollar investment in Nokia signals strategic alignment.

    - Partnership includes T-Mobile and Dell Technologies for server infrastructure.

    - Nokia stock surged 25% following the announcement.

    All-American AI RAN Stack

    - Announcement of domesticated supply chain for 6G development.

    - Nvidia's aerial platform moving to open source to accelerate adoption.

    - Full-stack solution involving Cisco, Mitre, and Booz Allen.

    - Focus on spectrum sensing and computer vision applications.

    Nvidia DGX Spark Developer Experience

    - Anshel Sag shares hands-on experience with DGX Spark device.

    - 200 gigabit connectivity and scalable memory capacity.

    - Simplified software stack enables AI deployment without extensive coding knowledge.

    Samsung Networks and SoftBank MOU

    - Joint research agreement for 6G and AI-based RAN technologies.

    - Four focus areas: 6G, AI for RAN, AI in RAN, and large telecom models.

    - Cultural significance of Korean-Japanese partnership in telecommunications.

    5G Techratory Event Insights

    - Will Townsend's experience hosting panels in the Baltic region.

    - "Defense of 5G" panel discussion with European experts and skeptics.

    - Challenges in European 5G deployment due to fragmented regulation.

    - Delayed standalone 5G rollout creating similar frustrations as experienced in U.S.

    Fixed Wireless Access as Killer Use Case

    - FWA success in U.S. market with T-Mobile leading adoption.

    - AT&T's Internet Air product serving consumers and enterprises.

    Verizon's Fiber Expansion Strategy

    - New CEO driving aggressive fiber buildout through wholesale partnerships.

    - Deal with Eaton Fiber for network expansion without direct capital investment.

    - Following AT&T's successful fiber strategy after years of market leadership.

    Competitive Fiber Market Dynamics

    - AT&T's overinvestment in fiber driving strong ARPU and earnings performance.

    - T-Mobile's strategic shift toward fiber for backhaul and FWA support.

    - Verizon's Pac-Man approach with Frontier acquisition correcting previous divestiture.

    - Competition driving price improvements and better consumer options.

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    27 m
  • 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
    Oct 10 2025

    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.

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    28 m
  • 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
    Oct 4 2025

    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

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    20 m
  • 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
    Sep 20 2025

    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

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    27 m
  • 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
    Sep 13 2025

    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

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    25 m
  • The G2 on 5G: T-Mobile Innovations, AT&T Spectrum Deal, Swedish AI, Apple Event, Nokia's IP Battle, and Pixel 10 Features
    Aug 31 2025

    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

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    28 m
  • 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
    Aug 10 2025

    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

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    23 m
  • 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
    Aug 1 2025

    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

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    28 m