Podcast
Intelligence and Noise
The mobile and telecoms industry generates a lot of signal. And a lot of noise. The hard part is knowing the difference.
Intelligence & Noise is the podcast from GSMA Intelligence — the research and data arm of the GSMA, the organisation that represents the global mobile industry. Every week Peter Jarich and Tim Hatt cut through the hype to bring you honest, evidence-based conversations about what's really happening in mobile, connectivity, and the technology trends shaping our world.
- Tech News chart
- #158
- Episodes
- 22
- Releases
- Weekly
- Typical length
- 40 min
- On air since
- 2026
- Latest episode
- 6 days ago
Episodes
22 episodes, newest first
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41 min
NVIDIA’s Telecom AI Push, Europe’s Satellite Alliance and the 6G Spectrum Race | Episode 22
Season 1, Episode 22
Show notes
NVIDIA’s expanding role in telecom AI, Europe’s push for satellite sovereignty and the race for 6G spectrum are reshaping the telecom landscape, while quantum computing is raising new challenges for network security. Peter Jarich and Tim Hatt explore the key takeaways from NVIDIA’s GTC Berlin, the potential of AI-RAN, European operators’ satellite spectrum alliance, Verizon and Ericsson’s 7 GHz trials for 6G, and the importance of preparing telecom networks for the quantum era.00:00 – Welcome to Intelligence & Noise00:47 – NVIDIA GTC Berlin and key announcements04:43 – European operators unite on satellite spectrum06:22 – Starlink and Europe’s satellite strategy08:10 – Ukraine and satellite network dependency13:02 – AI models and agentic security14:49 – NVIDIA’s expanding AI infrastructure16:38 – AI investment and opportunities for telecom operators19:17 – AI monetisation and token economics19:52 – AI-RAN and real-world operator use cases23:07 – AI: efficiency gains versus new revenue24:37 – AI sovereignty and autonomous networks29:33 – Final takeaways from NVIDIA GTC Berlin32:07 – Verizon and Ericsson test 7 GHz spectrum for 6G35:01 – Toshiba’s post-quantum security platform36:16 – Preparing telecom networks for quantum security39:03 – Closing thoughts and what’s nextHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
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40 min
Networks in Transition: From HAPS to the Race for AI | Episode 21
Season 1, Episode 21
Show notes
High-altitude platforms, public safety networks and satellite connectivity are reshaping the telecom landscape, while AI is creating new opportunities and challenges for operators and technology companies. Peter Jarich and Tim Hatt explore the rise of HAPS, the future of critical communications, Meta’s push into frontier AI, smartphone affordability, satellite spectrum and the challenges of turning AI investment into real-world adoption. 00:00 – Welcome to Intelligence & Noise: This Week’s Headlines01:30 – AI Agents and the Future of Consumer Behaviour03:26 – Meta’s Muse Spark and the Race for Frontier AI07:18 – HAPS Explained: A New Frontier for Connectivity08:34 – Bringing AI to High-Altitude Platforms09:30 – SoftBank’s HAPS Trial from New Mexico to Japan11:10 – HAPS for Disaster Recovery and Emergency Response12:22 – HAPS vs Satellites: Scale, Coverage and Economics16:19 – Sweden’s Next-Generation Public Safety Network19:42 – Spectrum, Resilience and Digital Sovereignty20:52 – The Challenges of Modernising Critical Communications25:17 – Why Public Safety Requires a Different Telecom Approach25:50 – NVIDIA’s European Investment and the Industrial AI Race27:00 – OPPO’s European Push and the Premium Smartphone Market29:56 – Rising Memory Costs and the Smartphone Affordability Challenge32:18 – Refurbished Phones and the Future of Affordable Devices32:38 – European Operators Join Forces on Satellite Spectrum33:53 – Digital Sovereignty vs International Trade35:10 – South Korea’s Underused GPUs and the AI Adoption Gap37:43 – AI Skills, Governance and Turning Investment into Impact39:01 – Peter and Tim’s Upcoming Industry Travels40:12 – Closing ThoughtsHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
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39 min
The Business of AI: From Revenue Growth to the Race for Connectivity | Episode 20
Season 1, Episode 20
Show notes
AI is opening up new revenue opportunities for telecom operators, but turning the hype into real business value remains a challenge. From AI monetisation and sovereign AI to satellite connectivity and the future of telecoms, Peter Jarich and Tim Hatt explore the technologies, strategies and market shifts reshaping the industry.00:00 – Welcome to Intelligence and Noise 00:41 – India Mobile Congress reflections 02:05 – Consumer AI agents and telco monetisation 04:00 – AI momentum and key industry stories 05:27 – Singtel, BT and Deutsche Telekom’s AI strategies 06:58 – Sovereign AI and telco revenue opportunities 08:22 – Token-as-a-service and AI monetisation 10:09 – Deutsche Telekom’s AI strategy and revenue targets 11:54 – AI revenue growth versus efficiency savings 13:51 – Sovereign AI, data and Europe’s opportunity 15:00 – Data centres, energy and satellite trends 17:40 – Satellite connectivity and operator strategies 21:33 – Starlink, spectrum and the changing satellite landscape 23:01 – India Mobile Congress: key takeaways 26:18 – Drone delivery in Taiwan and cellular networks 28:31 – India’s enterprise digital transformation opportunity 30:00 – NVIDIA’s State of AI in Telecom report 31:55 – AI deployment challenges and skills shortages 33:29 – Measuring AI’s impact on telco revenue and costs 35:58 – Key takeaways, recommended reading and closing thoughtsHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
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38 min
Signals, Satellites & the Next Big Leap | Episode 19
Season 1, Episode 19
Show notes
5G monetisation, network slicing and satellite connectivity are reshaping the telecom industry, while AI and emerging technologies are opening up new opportunities and challenges. Peter Jarich and Tim Hatt explore differentiated connectivity, the economics of millimetre wave, AI agents, compute in space, the growing satellite opportunity and the role of 6G in the future of telecom. Intelligence & Noise goes beyond the headlines to uncover the trends, opportunities and risks shaping the tech industry.00:00 – Welcome to Intelligence Noise02:40 – Why reliable connectivity matters04:37 – Telecom Italia’s Priority tariff06:29 – Is 5G slicing finally becoming commercial?08:31 – Can differentiated connectivity drive revenue growth?10:32 – Regulation and the future of network slicing12:00 – Millimetre wave: The next opportunity for 5G?15:00 – The millimetre wave device challenge17:41 – When competitors collaborate20:40 – The economics of millimetre wave23:11 – AI agents, regulation and legal liability25:00 – Google’s vision for AI compute in space29:39 – The emerging space economy31:03 – Key takeaways from Delhi33:27 – Satellite: Competitors, partners and the future of connectivity34:29 – Can telcos actually monetise AI?35:24 – Why 6G can’t just be another G36:34 – India Mobile Congress and the future of telecom36:56 – Final thoughts and sign-offHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters
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40 min
The New Frontiers of Telecoms: AI Traffic, Drone Detection, eSIMs & Mobile Money | Episode 18
Season 1, Episode 18
Show notes
What happens when mobile networks start sensing the physical world, AI traffic accelerates, travel eSIMs go global, and mobile money attracts major investment? This week on Intelligence and Noise, Peter Jarich and Tim Hatt unpack the developments shaping the telecoms and technology landscape, from drone detection and network sensing to Deutsche Telekom’s travel eSIM, the rise of AI-powered devices and Airtel Money’s planned IPO.00:00 – Welcome to Intelligence and Noise
03:50 – The “telco for AI” and “AI for telco” opportunity
05:40 – Standalone 5G roaming between the United States and India
09:00 – 5G sensing and drone detection
13:00 – Why operators are testing sensing before 6G
16:00 – Can telecom operators monetise network sensing?
21:00 – Deutsche Telekom enters the travel eSIM market
26:30 – How operators can differentiate travel eSIM services
30:15 – AI glasses and personal AI agents
35:00 – The rapid growth of AI traffic
36:15 – Rethinking networks for AI
38:00 – Airtel Money’s planned IPO
39:00 – Final thoughts and sign-off
Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
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40 min
Four Trends to Watch: AI Voice, EU Social Media Rules, Drones & Satellite Sovereignty | Episode 17
Season 1, Episode 17
Show notes
What happens when Europe tightens the rules for social media, voice technology makes a comeback, drones move beyond line of sight, and countries take greater control of satellite connectivity? This week on Intelligence and Noise, Peter Jarich and Tim Hatt unpack four major developments shaping the telecoms and technology landscape, from the EU’s proposed social media limits for children and the return of voice, to BT’s drone deployments and the growing push for satellite sovereignty.00:00 Introduction & the Dolly Parton connection to telecoms04:00 EU Kids Act: New rules for children on social media07:16 Age limits, platform responsibility & the US-EU relationship10:52 The scale of the EU social media market11:42 Age verification, digital ID & the mobile opportunity14:30 Why voice technology is making a comeback17:14 The return of voice: AI, translation & the role of telcos19:05 Voice in the network vs apps: Different routes to market21:18 Can operators scale the next generation of voice services?24:06 BT’s drones: 5G, beyond visual line of sight & B2B monetisation25:35 Regulation as an enabler for the drone economy28:22 Critical industries driving 5G adoption30:30 Satellite sovereignty: Senegal, Europe & Saudi Arabia33:19 Why satellite connectivity is becoming part of the sovereignty debate35:08 Same rules, same service? The regulatory challenge36:18 GSMA Intelligence’s sovereignty tracker37:00 Looking ahead to GSMA Nova39:32 Final thoughts and Sign-offHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
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40 min
The Shifts Shaping Tech: Satellite Spectrum, Foldable Devices & the Race to Manage AI | Episode 16
Season 1, Episode 16
Show notes
What do Europe’s satellite spectrum plans, Apple’s foldable iPhone and Nokia’s edge AI push tell us about where tech is heading? This week on Intelligence and Noise, Peter Jarich and Tim Hatt unpack these developments and explore what they mean for telcos, satellite providers, device makers and the wider technology ecosystem. They also examine the growing risks around AI development and regulation and whether productivity gains are moving faster than our ability to manage them00:00 — Welcome to Intelligence and Noise 03:38 — European operators and the future of satellite spectrum07:48 — What a European MSS spectrum partnership could mean10:56 — Sovereignty, competition and satellite partnerships12:50 — AI as an ecosystem play14:30 — Apple’s foldable iPhone enters the market18:05 — Why Apple can afford to be late to foldables19:39 — Could Apple make foldables mainstream?22:39 — The impact on developers and the wider smartphone market24:45 — Foldables, telco retail and the customer experience26:00 — Nokia’s Edge AI for critical industries29:31 — Edge AI, resilience and enterprise use cases31:40 — Anthropic’s warning about the risks of AI33:32 — AI development, productivity and responsible AI35:14 — AI governance, democratic coordination and regulation37:09 — Global AI risks and the challenge of regulation39:16 — Final thoughts and Sign-off
Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
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43 min
The Big Questions Shaping Telecom: Satellite, Private 5G & Connectivity | Episode 15
Season 1, Episode 15
Show notes
What happens when telecom meets hurricanes, sovereign AI, private 5G and the rapidly evolving AI ecosystem? In this episode of Intelligence and Noise, Peter Jarich and Tim Hatt explore Verizon’s use of satellite technology for disaster resilience, why private 5G is becoming more focused, NVIDIA’s expanding AI strategy, Apple’s next move in AI and hardware, and why LTE still has a role in the next generation of connected devices.00:00 – Welcome to Intelligence and Noise 00:23 – Why autonomous technology takes time04:16 – Verizon, satellite technology and hurricane preparedness09:51 – Satellite connectivity and disaster response11:35 – HAPS and the future of NTN15:54 – Orange and the changing private 5G opportunity21:08 – What private 5G can teach us about 6G22:20 – Sovereign AI, defence and critical infrastructure25:35 – NVIDIA, Hugging Face and the AI ecosystem32:02 – Apple’s next chapter: AI, hardware and what comes next34:04 – Why LTE still matters for connected devices37:14 – The debate over responsible data centre development40:11 – On the road: Paris, Malaysia, Canada and India42:51 – Final thoughts and Sign-off
Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
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41 min
Episode 14: The next AI wave: Social media regulation,AI data centres & the rise of humanoid robots
Season 1, Episode 14
Show notes
Meta’s $18 billion settlement over child safety raises bigger questions about how social media should be regulated, from age verification to algorithmic feeds. Tim Hatt and Radhika Gupta explore what the settlement means for Meta, regulators and the future of online safety. The episode also covers AI data centres, satellite connectivity in India and the rapid rise of humanoid robots and what these trends mean for the telecom industry. 00:00 – Introduction01:08 – What’s making headlines this week04:30 – Meta’s $18B social media settlement07:37 – What the settlement really means09:51 – The rules Meta must implement13:08 – Age verification and social media regulation15:51 – What comes next for regulators17:20 – SK Telecom’s AI data centre strategy19:12 – Why AI infrastructure needs new investment models21:56 – Will other telcos follow?24:41 – Telcos moving up the AI value chain26:41 – Korea’s national AI strategy29:39 – Singtel’s satellite opportunity in India32:12 – Satellite connectivity for enterprises34:20 – The rise of humanoid robots35:29 – Physical AI and future network demand37:22 – What humanoids mean for telecom39:00 – Looking ahead to SeptemberHosted by Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters. .
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24 min
AI's $500B Financing Boom, Satellite Competition & Sunlight From Space | Episode 13
Season 1, Episode 13
Show notes
AI is transforming telecom, from voice services and autonomous networks to cybersecurity and sustainability challenges. Peter Jarich and Tim Hatt explore AI-powered voice, Vodafone’s AI RAN trial, the rise of physical AI, AI agent risks and how operators are adapting to a rapidly changing technology landscape. This episode of Intelligence and Noise looks beyond the headlines to separate the intelligence from the noise.00:00 Welcome to Intelligence and Noise03:31 NVIDIA's $500B AI financing push07:33 Is AI heading for a bubble or reset?12:39 China's role in AI infrastructure14:24 AST SpaceMobile & satellite competition16:23 Why scale matters in direct-to-device18:36 Servicing satellites in space20:19 Reflect Orbital & sunlight from space23:18 Final Thoughts and Sign-OffHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
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22 min
The Telecom Pulse: Smartphone Prices, Memory Shortages & Market Shifts | Episode 12
Season 1, Episode 12
Show notes
Smartphones are getting more expensive, memory shortages are putting pressure on the market, and AI is reshaping both devices and telecom networks. Peter Jarich and Tim Hatt explore the latest smartphone launches, rising device costs and what they mean for adoption in emerging markets, alongside the growing challenges of AI security and the use of AI across telecom networks. This episode of Intelligence and Noise asks whether AI can drive the next smartphone upgrade cycle and whether it is becoming less of a differentiator and more of a baseline expectation across telecoms.00:00 – Welcome to Intelligence and Noise03:20 – The Latest Smartphone Market Developments05:30 – Why Smartphone Prices Are Rising08:45 – The Memory Chip Shortage12:45 – Impact on Emerging Markets15:10 – The Growing AI Security Challenge18:00 – AI Inside Telecom Networks20:30 – AI for Networks vs. Networks for AI22:00 – Final Thoughts and Sign-Off
Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
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39 min
Telecom’s next frontier: SpaceX, AI data centres & 6G | Episode 11
Season 1, Episode 11
Show notes
SpaceX is pushing deeper into mobile, while South Korea is betting big on AI data-centre infrastructure and telecom operators continue to rethink their role in the wider technology ecosystem. Peter Jarich and Tim Hatt explore Starlink’s femtocell strategy, satellite spectrum and rural connectivity, the power and cooling demands of AI, MTN’s approach to tower infrastructure, Intel’s involvement in latest 6G research, including a robot dog mapping the radio environment. This episode of Intelligence and Noise looks beyond the headlines to separate the intelligence from the noise.00:00 — Welcome to Intelligence and Noise02:21 — SpaceX’s ambitions for small cells and mobile09:00 — Satellite spectrum, coverage and capacity15:14 — Starlink and the potential for greater satellite efficiency17:00 — Rural connectivity and the mobile opportunity20:20 — South Korea’s push for AI data-centre infrastructure23:17 — Power, cooling and the wider AI ecosystem25:27 — AI RAN vs. the bigger AI infrastructure opportunity29:53 — MTN and the changing role of tower infrastructure33:00 — Intel joins the Linux Foundation’s initiative36:12 — Optus, upper 6 GHz and the future of 6G38:35 — A robot dog maps the radio environment39:00 — Wrapping up
Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters. -
41 min
6G, Quantum Computing & AI Agents: The Next Wave of Telecom Innovation | Episode 10
Season 1, Episode 10
Show notes
The future of telecom is taking shape. In this episode of Intelligence and Noise, Peter Jarich and Tim Hatt discuss the new US-led 6G alliance, quantum computing's growing role in telecom, Amazon's expanding satellite ambitions, AT&T's telecom-specific AI model, and why AI agents are raising new questions about security, competition and governance. Join us as we separate the intelligence from the noise.00:00 – Welcome & What's Coming Up01:02 – What Gen Z drinking habits can teach us about network planning05:46 – The new US-led 6G Alliance explained09:09 – Why who's missing from the 6G Alliance matters13:10 – Open, interoperable and secure: The future of 6G18:04 – Amazon expands its satellite ambitions19:30 – Quantum computing moves beyond cybersecurity23:50 – Can telecom operators monetise quantum computing?27:17 – AT&T's telecom-specific AI model (OTEL 2.0)34:02 – When AI agents start behaving like businesses40:18 – Closing thoughts
Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
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41 min
The New Telecom AI Era: Voice AI, Autonomous Networks & Sustainability Challenges | Episode 9
Season 1, Episode 9
Show notes
AI is transforming telecom, from voice services and autonomous networks to cybersecurity and sustainability challenges. Peter Jarich and Tim Hatt explore AI-powered voice, Vodafone’s AI RAN trial, the rise of physical AI, AI agent risks and how operators are adapting to a rapidly changing technology landscape. This episode of Intelligence and Noise looks beyond the headlines to separate the intelligence from the noise.00:00 – Introduction: Intelligence and Noise returns01:03 – Climate change, resilience and telecom networks05:27 – AI-powered voice services and the return of voice06:23 – AI voice assistants, customer experience and churn reduction09:18 – The future of immersive voice experiences11:02 – Standardising AI voice across telecom networks13:15 – Making AI more accessible through voice services16:25 – Vodafone’s AI-powered smart tower trial18:04 – AI RAN, physical AI and network automation21:22 – The future of autonomous network optimisation26:07 – AI agents, security risks and unexpected behaviour30:02 – AI regulation, transparency and guardrails34:24 – Meta, AI infrastructure and sustainability challenges37:18 – Why sustainability remains telecom’s opportunity40:44 – Closing thoughts: Seek intelligence, embrace the noiseHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
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36 min
AI RAN, 5G Sensing and Smartphone Costs: The Next Shift in Telecom Innovation I Episode 8
Season 1, Episode 8
Show notes
What happens when the AI boom starts changing the phones in our pockets, the networks that connect us, and the future of telecom innovation? In this episode of Intelligence & Noise, Peter Jarich and Pau Castells unpack the hidden impact of AI on the connectivity ecosystem , ,from rising smartphone costs and digital inclusion challenges to the race for AI-powered networks and 5G sensing breakthroughs. They explore whether AI RAN can transform network efficiency, how 6G ambitions are taking shape, and whether the telecom industry is chasing the latest AI advances or focusing on the solutions that truly matter.00:00 – Introduction and this week’s telecom industry themes01:30 – Peter’s broken phone story: what smartphone trade-offs reveal about rising costs04:00 – How AI is driving up memory prices and making smartphones more expensive07:15 – The digital inclusion challenge: when device affordability becomes a connectivity barrier09:00 – Could AI also increase the cost of telecom networks and services?11:30 – Why consumers want better phones, not necessarily more AI features13:00 – AI RAN arrives: what operators and vendors are trying to achieve14:00 – Can AI double network efficiency? Examining the promise of smarter networks16:00 – Why “AI RAN” means different things across the telecom industry17:30 – China’s position in the AI RAN race and the impact of chip restrictions20:30 – Ericsson and AT&T’s 5G sensing trial: bringing ISAC into the real world22:15 – Beyond drone detection: finding commercial value for sensing networks24:30 – Why 5G-based ISAC could shape the future of 6G26:00 – World Cup, technology and the changing global sports landscape28:00 – New Chinese AI models and what they mean for the telecom sector30:00 – Do operators need the latest AI models, or just practical solutions?32:15 – The “good enough” AI debate: balancing innovation and business value33:40 – Closing thoughts: AI, connectivity costs and the future of telecom
Hosted by Peter Jarich, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
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44 min
Inside Europe's Telecom Future: Investment, Policy and Competition | Episode 7
Season 1, Episode 7
Show notes
What do Europe's AI strategy, telecom competitiveness, market consolidation, and SpaceX have in common? In this episode of Intelligence & Noise, Peter Jarich and GSMA Intelligence Chief Economist Pau Castells explore the biggest developments shaping the future of connectivity: from AI infrastructure and digital sovereignty to 5G, 6G, and the policy decisions that will define the next era of telecoms. Join us as we connect the dots between policy, infrastructure, and the future of connectivity.00:00 – Introduction and this week's themes01:15 – Meta's new AI data centre and the sovereignty debate04:00 – European Commission's AI and cybersecurity action plan: what's actually new?11:15 – Why digital sovereignty matters for Europe's telecom future12:20 – South Korea's AI infrastructure investments: a different approach18:30 – AI, 5G Advanced and 6G: connecting network investment to business value20:00 – Why operators need clearer monetisation strategies for new technologies27:10 – GSMA Intelligence's new research on European telecom competitiveness32:20 – Understanding the link between market scale, competition and investment35:50 – Inside the Brussels launch event and policy discussion40:30 – Why robust research matters in the consolidation debate41:30 – SpaceX's 'Starmind' AI infrastructure ambitions and vertical integration43:40 – Closing thoughtsHosted by Peter Jarich, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters
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38 min
The Future of Satellite Connectivity, 6G & Network Sharing: What's Changing? | Episode 6
Season 1, Episode 6
Show notes
What do the Tour de France, satellite megadeals, AI infrastructure, and 6G have in common? In this episode of Intelligence and Noise, Peter Jarich and Tim break down the biggest stories shaping the future of connectivity, from Rocket Lab's acquisition of Iridium and sovereign satellite networks to network sharing, AI investments, and the next wave of wireless innovation. Tune in for expert insights that separate the signal from the noise.Timestamps:00:00 – Welcome & Tour de France connectivity06:25 – Rocket Lab acquires Iridium: Why it matters14:40 – Rakuten, AST SpaceMobile & Japan's satellite strategy19:00 – South Korea's AI infrastructure investment21:40 – Network sharing in New Zealand26:20 – Comcast's media spin-off & telco strategy30:30 – 6G, ISAC & the U.S. Department of Defense36:00 – Eurovision, Canada & closing thoughtsHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.
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41 min
Satellite Strategy, Smart Glasses and Data Trends What Is Hype and What Is Real? | Episode 5
Season 1, Episode 5
Show notes
What is actually driving the next wave of tech and telecom innovation, and what is just noise? In this episode, Peter Jarich and Tim Hatt cut through the hype as they unpack the biggest trends shaping the industry right now, from agentic AI and data sovereignty to the real future of smart glasses.00:00 – Intro & podcast overview02:00 – AI, data, and privacy: real-world implications05:30 – Top stories: Agentic AI & India’s satellite strategy13:00 – Satellite economics, scale & sovereignty18:20 – Smart glasses & the future of AR25:30 – Adoption challenges & “killer use cases”30:15 – MWC Shanghai highlights & AI trends33:40 – DTW Ignite: AI, automation & telecom networks37:00 – Tokenisation, monetisation & future outlookHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters. Got a topic you want us to cover?Drop it in the comments. And if you're enjoying the show, a rating on your platform of choice goes a long way.
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40 min
Social Media Bans, Sovereign AI & China's AI Token Economy: What's Next for Telecoms? | Episode 4
Season 1, Episode 4
Show notes
What do social media bans, sovereign AI, and China's AI token economy have in common? They could all reshape the future of telecoms—and that's exactly what Peter Jarich and Tim Hatt discuss in this week's Intelligence & Noise. They unpack the UK's proposed social media ban for under-16s, the growing role of age-verification APIs, Europe's push for sovereign AI, and why China's emerging AI token economy could redefine telecom business models. 00:00 Introduction & connectivity at major events05:20 UK social media ban for under-16s10:00 Device ownership & social media usage trends12:50 Age verification APIs and Open Gateway opportunities16:00 AI regulation, liability & platform responsibility17:30 Orange, VivaTech & Europe's sovereign AI ambitions24:30 What does digital sovereignty really mean?30:50 China's AI token economy explained38:50 DTW Ignite, MWC Shanghai & closing thoughtsHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters. Got a topic you want us to cover?Drop it in the comments. And if you're enjoying the show, a rating on your platform of choice goes a long way.
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40 min
Sovereignty, Satellites & AI: The New Infrastructure Race - Episode 3
Season 1, Episode 3
Show notes
AI, space, and telecoms are colliding faster than the industry can price in. In this episode of Intelligence and Noise from GSMA Intelligence, Peter Jarich and Tim unpack the AI infrastructure boom in China and India, the rise of token-based pricing models, and how telcos are trying to monetise the next wave of compute and connectivity. They also dig into digital sovereignty in Europe, the future of satellite networks, and the hype versus physics behind the SpaceX IPO as the race for global-scale infrastructure intensifies.
00:00 – Introduction and connected devices story
04:38 – AI security and China/India data center investment
07:21 – AI token pricing and monetisation models
09:10 – Telco role in AI infrastructure and revenue opportunity
14:49 – Sovereign cloud, super apps, and Europe’s digital sovereignty push
17:23 – Non-terrestrial networks and satellite compute/control
21:03 – SpaceX IPO, valuation, and TAM debate
25:24 – Investor hype, Elon premium, and business strategy concerns
28:21 – Starlink mobile and addressable market limits
29:49 – Satellite scaling limits and orbital capacity constraints
31:38 – Orbital competition and geopolitical risks
33:08 – MWC Shanghai preview and industry themes
34:19 – DTW Ignite Copenhagen preview
36:19 – GSMA NOVA Napa event and cross-industry collaboration
37:42 – AI grids and future telecom infrastructure models
38:42 – Closing remarks and football chatHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters. Got a topic you want us to cover?
Drop it in the comments. And if you're enjoying the show, a rating on your platform of choice goes a long way.
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