G2 on 5G Episode 205: AST SpaceMobile Launch, Ericsson's Network Programmability, Verizon Layoffs, and T-Mobile's Capital Markets Day
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Episode 205: G2 on 5G - Live from San Francisco

Welcome and Introduction

• Hosts Will Townsend and Anshel Sag kick off episode 205 from San Francisco.

• The episode features an abbreviated format with four topics, following their attendance at T-Mobile Capital Markets Day.

AST Space Mobile Satellite Launch

• Discussion on AST Space Mobile's successful launch of commercial satellites, known as Bluebirds, with SpaceX.

• The satellites serve major carriers like AT&T and Verizon, boosting AST's stock to nearly $30 a share.

• The launch signifies competition for Starlink, which is still in testing phases.

Ericsson's Mobile Network Programmability Initiative

• Ericsson announces a joint venture with mobile network operators to advance mobile network programmability.

• The initiative aims to standardize and monetize 5G networks, benefiting application developers and enterprises.

• Will and Anshel discuss the potential positive impact on Ericsson and the industry.

Verizon's Workforce Reduction

• Verizon announces a layoff of 5,000 employees, aiming to cut costs and improve profitability.

• The layoffs reflect challenges in customer retention and network performance compared to competitors like T-Mobile.

• Discussion on Verizon's efforts to enhance its network and regain market position.

Insights from T-Mobile Capital Markets Day

• Will and Anshel attended T-Mobile's event, featuring discussions with executives and industry analysts.

• T-Mobile's collaboration with OpenAI on an improved customer experience platform, branded as Intent CX, is highlighted.

• Introduction of T-Priority, a dedicated network slice for first responders, aiming to compete with AT&T's FirstNet.

• T-Mobile's partnership with Nvidia to optimize radio access networks using AI, enhancing coverage and performance.

Rapid Fire Topics

• T-Mobile tests emergency notifications via satellite with SpaceX's Starlink.

• NCAA approves AT&T's 5G helmet for deaf football players.

• Huawei releases the Mate X3 Tri-Fold, a bifold smartphone with a ten-inch screen, priced at $3,000.

Conclusion

• Will and Anshel wrap up the episode, inviting listeners to provide insights on future 5G topics.

• Encouragement to rate and subscribe to the podcast for more updates and discussions.