Welcome and Introduction

- Will Townsend welcomes listeners to episode 204 of the G2 on 5G podcast.

- Co-host Anshel Sag joins the discussion, and they wish everyone a happy Labor Day weekend.

Labor Day Plans and Personal Updates

- Anshel Sag shares his plans to attend IFA in Berlin before the upcoming Apple event.

- Will Townsend talks about watching the Longhorns' home opener in Austin and his connection to Fort Collins.

AT&T's Generative AI Strategy

- Will Townsend discusses an article about AT&T's head of AI and their broad strategy for generative AI.

- The conversation covers AT&T's use of AI for network lifecycle management, retiring copper infrastructure, and the potential for an autonomous network.

- Anshel Sag highlights the cost optimization benefits of AI for large companies like AT&T.

Apple's Upcoming Event

- Anshel Sag previews Apple's September 9 event, focusing on the expected launch of the iPhone 16 and AI advancements.

- Discussion on potential updates to the Apple Watch and AirPods, with less emphasis on new MacBooks.

Deutsche Telekom's 5G Standalone Strategy

- Will Townsend talks about Deutsche Telekom's plans to roll out 5G standalone with a focus on bespoke service offerings like cloud gaming and network slicing.

- Anshel Sag questions the infrastructure readiness and the monetization strategy for these new services.

Inseego's New FWA Router

- Anshel Sag introduces Inseego's new FWA router, which supports all three major U.S. carriers and offers dual SIM functionality.

- The router is designed for small and medium businesses, providing flexibility and advanced security features.

U.S. Rural 5G Fund

- Will Townsend revisits the U.S. Rural 5G Fund, a $9 billion initiative to improve rural broadband access that has been on pause since 2020.

- Anshel Sag expresses skepticism about the fund's potential impact and the lack of satellite technology in the discussion.

Huawei's Revenue Rebound

- Anshel Sag discusses Huawei's 34% year-on-year revenue growth and 17% increase in net profit.

- The conversation covers Huawei's diversification into automotive and cloud services, and their continued competitiveness despite challenges.

Closing Remarks

- Will Townsend and Anshel Sag wrap up the episode, wishing listeners a great Labor Day weekend.

- They invite audience engagement and feedback on future 5G topics via social media.

Episode 204: AT&T's Generative AI Strategy, Apple's Upcoming iPhone 16, Deutsche Telekom's 5G Standalone Plans, Inseego's Multi-Carrier FWA Router, US Rural 5G Fund Revival, and Huawei's Revenue Rebound 25:36 Share

The G2 on 5G Podcast by Moor Insights & Strategy

Shownotes Transcript

Episode 204: AT&T's Generative AI Strategy, Apple's Upcoming iPhone 16, Deutsche Telekom's 5G Standalone Plans, Inseego's Multi-Carrier FWA Router, US Rural 5G Fund Revival, and Huawei's Revenue Rebound