The 6G Podcast by Moor Insights & Strategy

Anshel Sag and Mike Dano review U.S. carrier earnings, noting generally solid results (AT&T postpaid ARPU up 4% and wireless service revenue up ~5%, plus the sale of its Mexico business; strong T-Mobile EPS; FWA and fiber net adds across carriers) while discussing SpaceX/Starlink as a persistent “boogeyman” topic with uncertain timelines, costs, spectrum needs, and core-network requirements. Dano summarizes Ookla findings on Starlink direct-to-device activity in Latin America, showing growth with Entel in Chile and Peru, usage concentrated in rural mining regions, and about half of samples occurring outside reported cellular coverage or at the cell edge; Entel also cited D2D as a driver of net adds. They cover accelerating 6G momentum with Nokia/T-Mobile/NVIDIA AI-RAN work, Verizon/Ericsson’s outdoor pre-standard 6G call at 7 GHz, and ongoing 5G voice-quality maturation. The episode also highlights Verizon’s renewed focus on millimeter wave (Starry acquisition) and edge/AI transport and inference deals, Apple hiring for 6G modem roles, and speculation about satellite broadband bundles that could include streaming plus edge caching.

00:00 Welcome and Setup

00:35 Carrier Earnings and Starlink

05:37 D2D Data in Latin America

08:50 Mining Demand for Starlink

10:35 6G Calls and AI RAN

13:44 Verizon Edge and mmWave

16:30 Apple Eyes 6G Modems

18:25 Satellite Bundles and Streaming

20:37 Smart Caching and Wrap Up

22:42 Closing and Next Week

In episode 261 of the 6G Podcast, Anshel Sag and Mike Dano discuss Apple opening iPhone Duo pre-orders amid tight availability and compare carrier promotions, with Verizon framed as the lowest total-cost path under certain switch terms while AT&T and T-Mobile offer different discounts and bundles. They then unpack reports that Starlink bought Grain Management’s 800 MHz spectrum (reported at $8B), debating whether it signals a serious U.S. terrestrial mobile build-out or leverage for MVNO negotiations, and highlighting challenges like limited bandwidth, network density, backhaul costs, and timelines. The hosts also cover Nokia selling and Ericsson dissolving their private 5G efforts as the market fails to reach expected scale, review Ookla data showing notable 4.4–5 GHz 5G usage in Hong Kong as the U.S. considers 4 GHz for 5G/6G, and recap the Qualcomm vs. Arm licensing dispute verdict. They close with reactions to Tesla’s new Roadster “flying car” announcement as a PR spectacle.

00:00 Welcome and Catch Up

00:52 iPhone Duo Preorders

01:33 Carrier Deals Breakdown

03:51 Launch Hype and Market Context

05:28 Starlink Buys 800 MHz

08:21 Can Starlink Build a Network

13:19 What Would Customers Switch For

14:45 Private 5G Pullback

18:36 4 GHz Band for 6G

21:34 Qualcomm vs Arm Verdict

27:03 Tesla Flying Car Talk

31:06 Wrap Up and Sign Off

In episode 260 of the 6G Podcast, Anshel Sag recaps Qualcomm’s Hawaii summit, where the key theme was agentic computing and announcements included Snapdragon 8 Elite Extreme Gen 6 (plus a non-extreme flagship), Snapdragon Sound Elite Gen 2, Microsoft Surface devices with Snapdragon X2 Plus, and an X105 modem described as Release 19 compatible, alongside partnerships supporting on-device AI amid memory constraints. Mike Danil summarizes an Ookla report on U.S. fiber ISPs during a consolidation “land grab,” citing major deals (Verizon–Frontier, AT&T–Lumen fiber, Zayo acquisition) and highlighting smaller providers to watch: Allo Fiber, Gateway Fiber, Live Oak Fiber, Wire3, Ripple Fiber, Intrepid Fiber, and Easy Fiber. They discuss Google’s Project Sun Catcher to test TPUs in space and the growing plausibility of space data centers, then cover 3GPP’s Madrid meeting where decisions on 5G-to-6G migration (MRSS spectrum sharing and other deployment options) were deferred to December in Boston. The episode also touches on a new Apple–Qualcomm licensing agreement and Meta’s Muse consumer AI agent, including early friction when agents interact with service-provider chat systems.

00:00 Welcome and Introductions

00:35 Qualcomm Summit Highlights

03:17 On Device Versus Cloud AI

06:14 US Fiber Land Grab

09:14 Fiber Competition Trends

11:08 Google TPUs in Space

14:28 3GPP 6G Migration Debate

19:37 Qualcomm Apple Licensing Deal

22:18 Meta Muse AI Agents

28:07 Wrap Up and Farewell

In episode 259 of the 6G Podcast, analysts Anshel Sag and Mike Dano discuss Sag’s travel and key takeaways from Apple’s event, including the foldable iPhone Duo, A20 Pro silicon, and Apple’s new C2 modem as its first millimeter-wave modem (US-only), plus Release 18/5G-Advanced features like uplink MIMO and updated modem architecture; Sag also notes new watches using a 5G RedCap modem. Dano covers accelerating US spectrum activity tied to 6G, highlighting CTIA and NextG Alliance focus on the 4 GHz band ahead of WRC27, FCC/NTIA auction developments, Verizon’s request to test 4.8–4.9 GHz in Los Angeles, and debate over spectrum sharing. Sag recaps Snap’s standalone AR Specs, including a Qualcomm cellular modem built into the glasses case, enterprise positioning, open-source Linux platform, and carrier partners. They also address new FCC and HHS (RFK Jr.) RF exposure inquiries, Verizon’s expanded 6G Innovation Forum membership and pre-standard ISAC work, and India joining a US-led 6G alignment initiative.

00:00 Welcome Back and Updates 01:18 Apple Event Foldable iPhone 01:46 C2 Modem and 5G Advanced 05:44 Four Gigahertz Spectrum Push 11:45 Snap Specs AR Glasses 18:46 FCC RF Exposure Study Returns 26:45 Verizon 6G Innovation Forum 29:27 India Joins 6G Alignment 32:16 Wrap Up and Subscribe

In this episode of The 6G Podcast, Anshel Sag and Mike Dano break down the latest shifts across 5G Standalone deployments, spectrum efficiency milestones, non-terrestrial networks, and the intersection of 6G with autonomous vehicles.

Topics Covered:

Vodafone Three’s "SuperMobile" Slicing Launch:

Anshel and Mike discuss Vodafone Three UK’s new network slicing tier offering guaranteed minimum throughput (15 Mbps) and enhanced security. They weigh whether consumer and enterprise demand will finally justify standalone premium tiers, contrast it with BT's current stance, and evaluate whether the rollout arrives years too late.

Nokia & AI-RAN Spectral Efficiency:

A breakdown of Nokia’s recent push into AI-driven Radio Access Networks (leveraging Nvidia hardware) and their target of doubling spectral efficiency by 2028. Mike highlights real-world Ookla/RootMetrics benchmarks measuring current bits-per-hertz performance across carriers, while Anshel compares the targets to Qualcomm’s 6G projections.

Upper 6 GHz Field Testing in Europe & Asia:

MasOrange and Ericsson conduct upper 6 GHz trials in Spain, while KDDI and Samsung demonstrate multi-gigabit speeds using 3.6 GHz and extreme MIMO in Japan. The hosts explore how spectrum scarcity will shape regional 6G allocations, including the divergence between US Wi-Fi allocations and China's cellular focus.

Space RAN & Direct-to-Device Competition:

Canadian player MDA Space announces its "CHORUS" / Aurora LEO satellite constellation aimed at mobile network operators under the Space RAN banner. Mike and Anshel discuss consolidation in the D2D satellite market, Starlink’s momentum, and how satellite integration will define future 3GPP standards.

Elliott Management vs. Deutsche Telekom / T-Mobile US:

Activist investor Elliott Management challenges Deutsche Telekom's path to total control over T-Mobile US, pushing instead for share buybacks. The co-hosts look at the broader implications of T-Mobile’s executive turnover—including the departure of its CFO—and the geopolitical hurdles facing cross-border telecom ownership.

Autonomous Driving Reaches the Streets:

Mike and Anshel reflect on the rapid rollout of commercial robo-taxis across US cities, including Waymo expansions and Tesla Cybercab sightings. Anshel shares insights into the automotive development cycle, predicting the emergence of true 6G-connected autonomous vehicles around 2032 and the role ISAC (Integrated Sensing and Communication) will play.

Anshel Sag and Mike Dano return for episode 257 of the 6G Podcast and recap Sag’s visit to Qualcomm’s 6G event, highlighting Qualcomm’s view that 6G standards will remain global, real ISAC drone/car sensing demos, Giga-MIMO results (up to 16 Gbps downlink), a push for 400 MHz bandwidth, and an “AI-native” 6G approach including a compute card for the RAN while arguing GPUs aren’t required. Dano summarizes Ookla’s fixed wireless access report showing U.S. FWA holding up well with T-Mobile’s median downloads over 200 Mbps and seasonal foliage effects, plus AT&T speed gains tied to EchoStar mid-band spectrum. They discuss MobileX being mostly acquired by Charlie Ergen’s Connex, Starlink’s stated plan to build a U.S. terrestrial network, Lockheed Martin’s Verizon 5G-powered drone detection service Netsense launching next year, and expectations around a possible foldable iPhone at Apple’s September 9 event.

00:00 Welcome Back and Catch Up

01:01 Qualcomm 6G Vision

02:58 ISAC and Giga MIMO Demos

04:41 AI Native 6G and GPU Debate

11:06 Fixed Wireless Performance Report

15:16 MobileX Acquisition and MVNOs

18:44 Starlink Terrestrial Network Plans

25:50 Lockheed Netsense Drone Detection

29:37 Apple Event Foldable iPhone Buzz

31:30 Foldables Demand and Tradeoffs

39:58 Wrap Up and Where to Follow

In episode 256 of the 6G Podcast, Anshel Sag and Mike Dano discuss Samsung Unpacked in London, including the Fold8 and Fold8 Ultra on Snapdragon 8 Elite Gen 5, the Watch9’s first use of a non-Samsung chip, improved Gemini performance, silicon-carbon battery gains, and Samsung’s expanded three-tier foldable lineup. Dano summarizes an Ookla report on Starlink in Brazil, where Starlink is the 13th-largest fixed broadband provider (~1.4% share), has more urban than rural customers, shows improving daily load effects since Q4 2025, and sees over 12% of customers changing locations in H1. They cover Nokia’s NVIDIA-based, O-RAN-compliant AI RAN platform claiming 50% spectral-efficiency gains by 2027 and 100% by 2028 with a 5G-to-6G upgrade path. They review an NTIA-led 6G “call to action” emphasizing open, interoperable, secure standards among allied countries, discuss EU Huawei rip-and-replace cost debates, and recap carrier/cable earnings trends: softer but solid growth, cable MVNO gains, broadband subscriber losses, reduced device subsidies, and limited concern about satellite/D2D. 00:00 Welcome and Travel Banter 01:03 Samsung Unpacked Hands On 04:40 Foldables Versus Cameras 05:59 Starlink Brazil Deep Dive 12:25 Nokia NVIDIA AI RAN 15:38 White House 6G Call 19:11 EU Huawei Rip Replace 23:28 Earnings Season Rundown 28:27 Wrap Up and Next Show

Episode 255 of the 6G Podcast features Anshel Sag and Mike Dano discussing major 5G/6G and satellite developments. They cover Verizon’s standalone 5G winning BMW telematics business via KDDI, highlighting shifting connected-car partnerships and growing connectivity demands for autonomy and V2X. The biggest news is T-Mobile’s leadership reshuffle under incoming CEO Srini Gopalan, expanding John Saw’s responsibilities, hiring former AT&T FirstNet architect Chris Sambar as chief enterprise officer, and signaling Mike Katz’s exit. They examine Telstra’s nationwide outage in Australia tied to network timekeeping software, which disrupted emergency calls and broader services. Research notes include Analysys Mason finding mobile data traffic growth rebounding to 22% by end of 2025, driven by fixed wireless access and adaptive bitrate streaming. The episode also reviews SpaceX’s FCC request for up to 100,000 Gen3 Starlink satellites, plus Ookla analysis suggesting US networks allocate relatively little uplink capacity, a potential issue as AI increases uplink demand.

00:00 Welcome and Catch Up

01:17 Verizon BMW Connected Cars

04:17 T-Mobile Leadership Shakeup

10:24 Telstra Outage Fallout

16:10 Mobile Traffic Growth Returns

19:32 Starlink Gen3 100K Satellites

25:02 AI Networks Need Uplink

30:47 Wrap Up and Subscribe

In episode 254 of the 6G podcast, Anshel Sag and Mike Danow discuss major telecom and space-industry developments. Sag covers T-Mobile forcing customers off older plans with roughly $4-per-line increases and potential competitive fallout, plus a Verizon–BT 50/50 joint venture combining international enterprise operations serving 3,000 customers in 180 countries with about $4B in revenue, and renewed reporting about a rumored SpaceX/xAI handheld AI device that Elon Musk denies. Danow focuses on spectrum and satellite trends: the FCC’s planned upper C-band auction next summer for 160 MHz nationwide with commercial use delayed until 2030–2031, Rocket Lab’s announced $8B acquisition of Iridium emphasizing L-band spectrum for direct-to-device services, and the FCC approving Grain Management’s plan to lease divested 800 MHz spectrum for D2D, with interest hinted from AST SpaceMobile and results due by November 5.

00:00 Welcome and Catch Up

01:27 T-Mobile Plan Price Hike

04:43 FCC Upper C Band Auction

07:42 Verizon BT Enterprise JV

11:17 Rocket Lab Buys Iridium

17:09 SpaceX AI Device Rumor

19:36 Grain 800 MHz D2D Leasing

26:21 Wrap Up and Holiday

Anshel Sag and Mike Dano open episode 253 of the 6G Podcast and discuss World Cup stadium technology, including Lenovo’s FIFA partnership, referee camera headsets using 5G mmWave, Eagle Eye camera systems for offsides/goal-line decisions, 3D player avatars, digital ticketing, and Ookla findings that Mercedes-Benz Stadium leads in connectivity with no major issues so far. They review updates from the 3GPP meeting in Singapore, confirming a 6G timeline with stage 3 freeze in December 2028 and open API freeze in March 2029, while noting many decisions (Open RAN and satellite integration) were deferred. They cover the new Space Connect LEO satellite alliance (Amazon, Iridium, Telesat, Globalstar) and the close of FCC Auction 113 (AWS-3) raising $3.5B with 17 bidders including SpaceX. They highlight Nokia/T-Mobile pre-commercial MIMO gains of up to 20% throughput and conclude with Carolina West Wireless exiting and transitioning to Verizon by September. 00:00 Welcome Back Episode 253 01:05 World Cup Tech Showcase 03:57 Stadium Connectivity Reality 07:50 3GPP 6G Timeline Update 10:29 Satellites in 6G Debate 15:02 New LEO Lobby Alliance 19:41 AWS-3 Auction Results 27:09 Nokia T-Mobile MIMO Boost 32:12 Small Carriers Consolidate 37:23 Wrap Up And Subscribe

6G Podcast Ep. 252: Huawei 14A Claims, Network X 6G Spectrum Sharing, StarCloud-SpaceX, SpaceX IPO Numbers, AT&T Build a Plan, Amazon LEO Launch

In episode 252 of the 6G podcast, analysts Anshel Sag and Mike Daniel discuss Huawei’s claim it can achieve 14A-class chip density by 2031 via “logic folding,” expressing skepticism and noting China’s stronger recent progress in memory. Mike recaps the Network X trade show, highlighting growing practical focus on 6G deployment and discussion of MRSS, a DSS-like 5G/6G spectrum-sharing approach said to reduce capacity loss versus 5G DSS. Anshel covers StarCloud’s partnership with SpaceX to connect orbital data centers using 25 Gbps optical links and its fundraising plans. Mike reviews SpaceX IPO filing figures, including Starlink producing 61% of 2025 revenue and 7.4 million monthly unique Starlink Mobile devices across 30 countries, while Anshel questions valuation and governance. They also cover AT&T’s modular “Build a Plan” pricing and Amazon LEO’s expected Q3 launch and partner-oriented telecom positioning.

00:00 Welcome and Schedule Notes

00:44 Huawei 14A Chip Claims

05:34 China Chip Progress Memory

06:30 Network X 6G Recap

07:38 MRSS Spectrum Sharing Debate

13:03 StarCloud Space Data Centers

17:06 SpaceX IPO Filing Highlights

20:03 SpaceX Valuation Skepticism

25:03 AT&T Build a Plan

29:43 Amazon LEO Launch Insights

32:59 Wrap Up and Social Links

Episode 251 of the 6G Podcast features Anshel Sag and Mike Dano discussing major U.S. connectivity and infrastructure developments. They unpack AT&T, T-Mobile, and Verizon forming an equal-share joint venture to pool spectrum and IP for direct-to-device satellite connectivity, positioning it as a standards and onboarding interface for satellite partners while potentially hedging against SpaceX’s ambitions and public antitrust critiques; they note Ookla data showing D2D usage under 0.5% of U.S. Speedtest users monthly. The hosts preview Network X, including satellite panels and BEAD program discussion, and cover industry “cold water” on 6G from Orange and Samsung, framing 6G as evolutionary with slower rollout and AI-driven upgrades. They cite RootMetrics vendor rankings emphasizing equipment age and device capabilities, discuss Comcast CEO calling wireless Comcast’s top priority with Xfinity Mobile at 10 million lines, and close with updates on Socorro, New Mexico considering a data-center moratorium amid local opposition and broader power-grid cost concerns. 00:00 Welcome and Catch Up 01:17 Carrier Satellite JV Explained 04:16 SpaceX Pushback and IPO Buzz 10:24 Network X Satellite Scene Setter 12:49 6G Hype Gets Tempered 16:42 RootMetrics RAN Vendor Rankings 19:40 Devices and Network Performance 21:50 Comcast Makes Wireless Priority 25:19 Socorro Data Center Moratorium 29:41 Power Grid and Who Pays 32:41 Wrap Up and Subscribe

Episode 250 of the 6G Podcast features Anshel Sag and Mike Dano discussing key 5G/6G developments. They cover an NVIDIA–Corning partnership to expand U.S. optical manufacturing capacity tenfold with three new facilities in Texas and North Carolina and 3,000 jobs, noting AI data centers are driving fiber demand and affecting ISP buildouts. Mike recaps the WIA ConnectX show, including debate over whether direct-to-device satellite services threaten or complement cell towers and uncertainty that AI traffic will spur new cell sites. The hosts review NTIA’s phased progress studying spectrum bands (including 1.6, 2.7, 4.4, and 7 GHz), plus industry discussion of CBRS and potential upper C-band clearing around 2028–2030. They also highlight Samsung and Qualcomm tests of 5G fixed wireless class-one uplink improvements and provide an update on a proposed 2 GW Socorro, New Mexico data center, now reported as potentially powered by small modular nuclear reactors amid local opposition and a May 19 town hall. 00:00 Welcome and Introductions 00:22 Week Recap and Travel 01:38 Nvidia Corning Optics 05:26 ConnectX Show Highlights 08:07 AI Traffic and Upgrades 10:15 NTIA Spectrum Roadmap 14:05 CBRS and Upper C Band 17:28 Samsung Qualcomm FWA Boost 23:04 Socorro Data Center Update 26:24 Nuclear Power and Local Debate 30:09 Wrap Up and Subscribe

T-Mobile Super Broadband, Fiber Acquisitions, Tech Earnings, and Satellite D2D Trends | 6G Podcast Ep. 249

In episode 249 of the 6G Podcast, analysts Anshel Sag and Mike Dano discuss convergence across 5G, fiber, and satellite. They cover T-Mobile’s “Super Broadband,” which bundles 5G with SpaceX Starlink for primary, backup, or load-balanced connectivity using equipment from Ericsson and Inseego, with a $249/month packaged offering. They also review T-Mobile’s moves to expand its fiber footprint through agreements involving regional providers (GoNetSpeed, GreenLight Networks, and i3 Broadband), related pricing changes, and how bundled wireline/wireless can boost market share, alongside speculation about larger M&A. The hosts recap major tech earnings (Google, Microsoft, Meta, Qualcomm, Apple), AI-driven CapEx and memory constraints, preview WIA Connect X with an Ookla analysis of Miami’s busiest cell tower near the airport, discuss Nokia selling its FWA CPE business to Inseego, and note low direct-to-device satellite usage plus US carriers rejecting a Starlink MVNO.

00:00 Welcome and Catch Up

02:08 T-Mobile Super Broadband

07:51 Fiber Expansion and Convergence

14:11 Big Tech Earnings Roundup

20:41 Connect X Preview Miami Tower

24:56 Nokia Sells FWA to Inseego

28:02 Satellite D2D and Starlink MVNO

33:57 Wrap Up and Next Week

OpenAI Smartphone Rumors, Charter’s Stock Plunge, Intel–Tesla Foundry Boost, Direct-to-Device Satellite Benchmarks, Verizon’s Q1 Net Adds, and a Socorro AI Data Center Debate

The 6G Podcast hosts discuss rumors that OpenAI may build a smartphone with Qualcomm and MediaTek, potentially launching around 2027 and enabling tighter OS-level AI integration than Android or iOS. They review Q1 telecom earnings, highlighting Charter’s nearly 25% stock drop after losing over 100,000 broadband customers and adding fewer mobile lines than expected, sparking M&A speculation including a possible Verizon or T-Mobile bid and a rumored Deutsche Telekom move to fully acquire T-Mobile. They cover Intel’s earnings surge and Tesla naming Intel’s 14A node for “Terra Fab,” framed as a CHIPS Act-aligned U.S. manufacturing milestone relevant to 6G supply chains. The episode also summarizes a new direct-to-device satellite report showing about 0.5%–1% monthly unique usage across tracked countries, and Verizon’s Q1 return to positive postpaid phone net adds, alongside discussion of an AI data center proposal in Socorro, New Mexico and local opposition over power and water concerns.

00:00 Welcome to Six G

00:21 OpenAI Phone Rumors

03:21 AI OS and Ecosystem

05:35 Smartphone Market Shakeups

06:00 Telecom Earnings Shock

07:05 Charter Selloff Fallout

08:01 M&A Rumors Heat Up

09:48 Cable vs Fiber Reality

13:25 Intel and Tesla Surge

19:00 Direct to Device Satellites

21:27 Satellite Use vs Density

23:28 UK Scan Rate Insights

24:08 Hajj Network Challenges

26:01 Verizon Q1 Turnaround

30:19 Fixed Wireless Limits

32:31 Socorro Data Center Debate

36:47 Data Centers Case by Case

40:16 Wrap Up and Subscribe

Anshel Sag and Mike Dano open with discussion of watching a recent capsule splashdown and related footage, plus a personal connection to rocket-engine work. They then cover Amazon’s roughly $11B agreement to acquire Globalstar, maintaining Apple’s iPhone satellite emergency texting while planning an Amazon LEO direct-to-device service for mobile operators in 2028, with open questions around Apple’s planned constellation expansion, integration with other Amazon services, and pricing. Next, they discuss Ericsson’s Q1 sales decline and weaker North America outlook amid a broader 5G equipment spending trough before 6G. They review ULA Research findings showing Verizon’s continued millimeter wave expansion and relate it to US spectrum moves including NTIA’s 2.7 GHz release and longer-term 7 GHz interest. They preview AST SpaceMobile’s BlueBird 7 launch and debate edge/AI data-center hype, including a proposed Socorro, New Mexico project and backyard micro data centers, before closing on Verizon’s FIFA World Cup 5G partnership featuring private 5G, slicing, small cells, and stadium upgrades.

00:00 Podcast kickoff and intro 00:12 SpaceX splashdown stories 02:33 Rocket engineer bragging rights 03:25 Amazon buys Globalstar 07:37 What it means for Apple 11:28 Ericsson earnings warning 15:11 Verizon mmWave reality check 17:43 NTIA 2.7 GHz spectrum news 19:04 Real World mmWave Limits 20:27 Stadiums and Indoor Coverage 20:59 Why mmWave Still Matters 22:53 Will Verizon Bet Pay Off 23:37 AST SpaceMobile Launch Preview 25:47 Constellation Timelines Reality Check 28:48 Edge Computing Jumped Shark 33:09 Socorro Data Center Motives 34:48 Verizon FIFA World Cup Network 38:40 Wrap Up and Subscribe

Artemis Optical Links, 3GPP Release 21 Timeline, Bundled Fiber+Wireless Plans, and the Satellite D2D Spectrum Scramble Anshel Sag and Mike Dano discuss Artemis mission connectivity and imagery, including NASA’s Orion optical laser link (O2O) enabling 4K streams, iPhone selfies, and radiation damage to sensors, alongside brand visibility like Omega watches. They then review outcomes from a recent 3GPP meeting in Japan: 6G will begin with Release 21, with a Stage 1 freeze targeted for March 2027, and 5G standalone selected as the architectural baseline, with continued work on non-terrestrial networks. The hosts cover new U.S. convergence bundles, including AT&T’s One Connect (fiber plus wireless with BYOD and deprioritization caveats) and T-Mobile’s Mint-branded 5G Home Internet bundle. They debate AI RAN and base-station GPUs, citing skepticism from AT&T leadership and Nvidia’s push into inference, then note Tesla/SpaceX’s announced chip-fab partnership with Intel. Finally, they examine Grain Management’s plan to potentially lease 800 MHz spectrum for direct-to-device satellite services and question the true scale of the D2D consumer market.

00:00 Podcast Welcome and Weekend Catchup 00:53 Artemis Mission Highlights 01:20 Laser Link 4K Streaming 03:06 Space Selfies and Radiation 05:06 Brands Watches and Hype 06:13 6G Standards Update from Japan 11:39 SA Only Path to 6G 14:02 AT&T One Connect Bundle 16:45 Cable vs Telco Bundle Wars 19:24 AI RAN GPUs at the Edge 23:23 Inference Takes Over 23:49 GPUs in Base Stations 26:00 Carrier Reality Check 27:19 Where Compute Belongs 29:56 Timing the Edge Bet 30:40 Terra Fab Reality 31:46 Fab Timeline and Costs 33:47 Austin Supply Chain Logic 36:01 Space Data Center Skepticism 38:29 D2D Spectrum Leasing 42:19 Airlines and Spectrum Swaps 43:32 D2D Market Limits 45:32 Consolidation and 2030 Outlook 46:06 Wrap Up and Thanks

HP Go Expands, Comcast Edge AI Demos, MLB ABS Challenges, FCC Router Crackdown, Turkey 5G Launch, and Artemis II Moon Mission Anshel Sag and Mike Dano discuss six developments: HP’s Imagine 2026 updates expand HP Go cellular service beyond one Qualcomm EliteBook to multiple notebook tiers and add EU activation across 23 countries, alongside a more efficient Wolf Connect modem for out-of-band security/traceability. Mike recaps the shrinking Cable Next Gen event, highlighting Comcast’s Nvidia-enabled edge computing demos (real-time clothing overlays and lip-synced translation) and growing broadband competition from fixed wireless, fiber overbuilders like IQ Fiber, and Starlink. Anshel covers MLB’s commercial rollout of automated balls-and-strikes challenges using Sony Hawk-Eye with T-Mobile 5G. They react to an FCC move requiring waivers for foreign-made consumer Wi-Fi routers, framed as a security response, and debate consequences. Anshel notes Ubiquiti’s new tri-carrier 5G router and Turkey’s planned April 1 nationwide 5G launch with Turkcell. They close on satellite news and NASA’s accelerated lunar base timeline, with Artemis II’s crewed moon flyby mission next week. 00:00 Podcast Kickoff 00:21 HP Go Expands 02:25 Wolf Connect Update 03:41 Do 5G Laptops Matter 06:24 Cable Next Gen Takeaways 08:36 Cable Threats and Fiber 12:49 MLB Robo Ump Challenges 16:31 Fairness Versus Tradition 19:33 FCC Router Ban Shock 21:03 FCC Ruling Backlash 22:42 Router Vendors Impacted 23:32 Payola and Politics 24:26 Security Over Manufacturing 27:51 Ubiquiti 5G Router 28:18 Turkey Finally Gets 5G 30:25 Early Turkey Speed Data 31:59 Satellite Show and Moon Base 34:00 Artemis II Hype 36:24 Starlink Competition Outlook 39:20 Wrap Up and Subscribe

Anshel Sag and Mike Dano discuss highlights from Nvidia GTC 2026, focusing on Nvidia’s “AI Grid” concept for distributed GPU compute across telecom and cloud-edge partners including AT&T, T-Mobile, Comcast, Spectrum, Cisco, and Akamai, positioned as a broader revival of edge computing beyond AI RAN. They cover Bell’s plan to invest $1.7B in a Saskatchewan AI factory/data center emphasizing Canadian data sovereignty, with hardware funding from partners and expectations of improved EBITDA after buildout. Sag reviews OPPO’s Find N6 foldable with a crease-free display, flagship specs, and fast charging, while noting Samsung discontinued its $3,000 Galaxy Z trifold due to economics. Dano analyzes the Google Fiber–Astound Broadband merger as part of a U.S. fiber land grab, and they close on U.S. government interest in 6G for the 2028 LA Olympics, WRC 2027 spectrum politics in Shanghai, and 3GPP work around 7 GHz reuse of C-band cell grids.

Post-MWC 2026: Qualcomm’s AI Wearables, Satellite Momentum, Nvidia’s RAN Push, and 6G Signals for LA 2028

In a post–MWC 2026 episode of the 6G Podcast, Anshel Sag and Mike Dano recap show takeaways, including heavy Qualcomm news: Snapdragon Wear Elite for AI wearables (including a future Galaxy Watch), FastConnect 8800 Wi‑Fi 8 with quad radios and 4x4 client throughput, an AI 200 rack-scale data center solution, and the Snapdragon X105 5G-Advanced modem with 6G testing potential. They discuss a turning point for AI wearables and privacy concerns, especially smart glasses. Dano’s main takeaway is accelerating satellite momentum, citing Starlink’s second-gen direct-to-device plans and activity from SES, Viasat/Space42, Eutelsat/OneWeb, AST SpaceMobile/Telus, Amazon Kuiper/Vodafone, Samsung, and Qualcomm satellite demos. Sag outlines Nvidia’s telecom strategy with Nokia and others to improve RAN efficiency, add AI features like ISAC, and later enable edge compute, then flags LA Olympics 2028 as a likely 6G milestone, and closes with MWC device highlights and questions about edge security and sovereign AI.

00:00 MWC Recap Kickoff

00:23 Travel Chaos and Jet Lag

01:55 Qualcomm MWC Blitz

03:59 AI Wearables and Smart Glasses

06:40 Satellite Internet Surge

10:46 Nvidia Enters the RAN

16:07 6G Countdown LA 2028

18:39 MWC Device Roundup

23:52 Edge Compute Security Questions

29:16 Sovereign AI and Operator Clouds

31:06 ISAC and Public Safety Shift

31:39 Wrap Up and Subscribe