1 00:00:00,000 --> 00:00:03,440 Welcome to episode 216 of the G2 on 5G. 2 00:00:03,440 --> 00:00:06,460 It's the latest on site scoop on everything 5G. 3 00:00:06,460 --> 00:00:08,320 We cover six topics in about 20 minutes 4 00:00:08,320 --> 00:00:10,760 and it's brought to you by More Insights and Strategy. 5 00:00:10,760 --> 00:00:12,480 I'm Will Townsend and joining me again this week 6 00:00:12,480 --> 00:00:14,600 is fellow analyst Anshul Sag. 7 00:00:14,600 --> 00:00:16,320 Let's get started with my first topic. 8 00:00:16,320 --> 00:00:19,400 So Anshul, you and I just got off of a live stream 9 00:00:19,400 --> 00:00:23,120 with T-Mobile and they've announced four new enhancements 10 00:00:23,120 --> 00:00:27,480 to its T-Priority 5G slice for first responders. 11 00:00:27,480 --> 00:00:30,560 So I wanna cover that and then have a discussion with you 12 00:00:30,560 --> 00:00:32,760 about what you thought about the live stream. 13 00:00:32,760 --> 00:00:34,720 Four things that were mentioned. 14 00:00:34,720 --> 00:00:38,440 One, that the city of New York and its first responders 15 00:00:38,440 --> 00:00:41,480 are exclusively using T-Mobile's network 16 00:00:41,480 --> 00:00:46,400 and the T-Priority slice for first responder applications. 17 00:00:46,400 --> 00:00:49,220 The second is an announcement of partnerships 18 00:00:49,220 --> 00:00:50,600 with a number of different companies, 19 00:00:50,600 --> 00:00:54,580 including Samsung, G-TACS and Skydo. 20 00:00:54,580 --> 00:00:58,080 Third, exclusive benefits for individual first responders 21 00:00:58,080 --> 00:01:00,480 like free access to the T-Priority network slice. 22 00:01:00,480 --> 00:01:03,440 And then finally, the $2 million donation 23 00:01:03,440 --> 00:01:07,560 for charitable support to the Tunnel to Towers Foundation, 24 00:01:07,560 --> 00:01:11,160 which supports families that have lost first responders. 25 00:01:11,160 --> 00:01:13,440 At a high level, they did this in New York. 26 00:01:13,440 --> 00:01:15,720 It just ended, you and I dropped off, 27 00:01:15,720 --> 00:01:19,420 but they talked about their capacity 28 00:01:19,420 --> 00:01:22,200 with their standalone 5G network, 29 00:01:22,200 --> 00:01:26,240 compared it to FirstNet, FirstNet's LTE capabilities. 30 00:01:26,240 --> 00:01:28,360 And I think the stat that Cali Field 31 00:01:28,360 --> 00:01:30,200 that leads T-Mobile for business used 32 00:01:30,200 --> 00:01:35,080 was a 10X improvement in capacity versus FirstNet. 33 00:01:35,080 --> 00:01:36,760 I would need to verify that. 34 00:01:36,760 --> 00:01:39,160 But also not to be outdone 35 00:01:39,160 --> 00:01:41,360 because they are the grand marketers. 36 00:01:41,360 --> 00:01:45,240 Later tonight, they are throwing a party with Post Malone 37 00:01:45,240 --> 00:01:48,680 and they're inviting thousands of first responders 38 00:01:48,680 --> 00:01:49,760 in the New York area. 39 00:01:49,760 --> 00:01:52,120 So what do you think about all that? 40 00:01:52,120 --> 00:01:54,800 There's a lot to talk about, a lot to cover, 41 00:01:54,800 --> 00:01:56,320 as you just said. 42 00:01:56,320 --> 00:01:58,640 I think the interesting thing is that 43 00:01:58,640 --> 00:02:00,840 they're including satellite messaging 44 00:02:00,840 --> 00:02:03,880 free for the Go 5 first responder plan. 45 00:02:03,880 --> 00:02:05,640 So I think that's interesting. 46 00:02:05,640 --> 00:02:07,400 That makes a lot of sense too. 47 00:02:07,400 --> 00:02:09,000 And then on top of that, 48 00:02:09,000 --> 00:02:12,260 I think that this is just them trying to show 49 00:02:12,260 --> 00:02:15,160 the amount of value that first responders can get 50 00:02:15,160 --> 00:02:20,160 with T-Mobile because this is a fairly robust network 51 00:02:20,160 --> 00:02:22,120 that has a lot of capacity. 52 00:02:22,120 --> 00:02:25,680 And they are prioritizing first responders above all else, 53 00:02:25,680 --> 00:02:27,920 which is why this slice exists. 54 00:02:27,920 --> 00:02:30,000 So I think they're trying to build trust, 55 00:02:30,000 --> 00:02:33,400 but also show value because a lot of these first responders 56 00:02:33,400 --> 00:02:36,320 are used to using FirstNet and Verizon. 57 00:02:36,320 --> 00:02:38,680 And they want to show them that they are 58 00:02:38,680 --> 00:02:41,360 not only competitive, but better in ways. 59 00:02:41,360 --> 00:02:43,840 And it will be really interesting to see 60 00:02:43,840 --> 00:02:46,960 how this shakes out over time. 61 00:02:46,960 --> 00:02:49,320 Obviously T-Priority is fairly new. 62 00:02:49,320 --> 00:02:51,680 It's not even a year old at this point. 63 00:02:51,680 --> 00:02:53,800 I think it's going to take some time for them 64 00:02:53,800 --> 00:02:56,320 to show momentum. 65 00:02:56,320 --> 00:03:00,720 But I think New York being their really first big customer 66 00:03:00,720 --> 00:03:02,760 for T-Priority, which we already knew 67 00:03:02,760 --> 00:03:04,280 because they had talked about that 68 00:03:04,280 --> 00:03:05,800 when they first launched T-Priority. 69 00:03:05,800 --> 00:03:08,480 At the capital markets day that you and I attended. 70 00:03:08,480 --> 00:03:10,720 So that's not really new news, 71 00:03:10,720 --> 00:03:13,680 but what I think is interesting is that 72 00:03:13,680 --> 00:03:15,440 the city of New York seems very satisfied 73 00:03:15,440 --> 00:03:17,080 and happy with the service. 74 00:03:17,080 --> 00:03:21,840 And truthfully T-Mobile's network is world class in New York. 75 00:03:21,840 --> 00:03:26,120 So it makes sense for New York City to use the best 5G network 76 00:03:26,120 --> 00:03:28,360 for this application. 77 00:03:28,360 --> 00:03:31,680 Whenever I go to New York, I generally don't even bother 78 00:03:31,680 --> 00:03:34,040 using wifi and the hotels I stay at 79 00:03:34,040 --> 00:03:37,160 because I'm getting 600 to 700 megabits per second 80 00:03:37,160 --> 00:03:38,240 over T-Mobile's network. 81 00:03:38,240 --> 00:03:41,840 So even a fraction of that just being dedicated 82 00:03:41,840 --> 00:03:46,240 for first responders, I think makes a lot of sense. 83 00:03:46,240 --> 00:03:48,800 It will be interesting to see what happens 84 00:03:48,800 --> 00:03:50,760 in other metropolitan areas. 85 00:03:50,760 --> 00:03:53,400 I have a feeling that their first customers 86 00:03:53,400 --> 00:03:56,240 that they'll get in this T-Priority segment 87 00:03:56,240 --> 00:03:57,800 will most likely be in places 88 00:03:57,800 --> 00:03:59,480 where they already have pretty good coverage. 89 00:03:59,480 --> 00:04:00,960 Let's say Kansas City, right? 90 00:04:00,960 --> 00:04:03,960 That's one of their old HQs for Sprint. 91 00:04:03,960 --> 00:04:06,000 I think you're in Kansas City right now, right? 92 00:04:06,000 --> 00:04:09,160 I am and I'm freezing my ass off. 93 00:04:09,160 --> 00:04:11,280 We got six inches of snow last night. 94 00:04:11,280 --> 00:04:12,520 So. 95 00:04:12,520 --> 00:04:13,640 But yeah, stuff like that, 96 00:04:13,640 --> 00:04:15,480 I think those will be the low hanging fruit. 97 00:04:15,480 --> 00:04:18,120 And then once those really show, 98 00:04:18,120 --> 00:04:21,400 I think they'll just use those as proof points 99 00:04:21,400 --> 00:04:24,720 as to why other cities should adopt. 100 00:04:24,720 --> 00:04:27,240 New York City is a hell of an anchor point 101 00:04:27,240 --> 00:04:31,960 because it boasts the largest first responder team 102 00:04:31,960 --> 00:04:33,200 in the entire nation. 103 00:04:33,200 --> 00:04:37,120 And there were some stats that Callie Field referenced. 104 00:04:37,120 --> 00:04:40,040 9 million 911 calls, 105 00:04:40,040 --> 00:04:42,240 that can't be on a daily basis, can it? 106 00:04:42,240 --> 00:04:46,800 Maybe it is, but it was staggering the volume of calls. 107 00:04:46,800 --> 00:04:49,800 And obviously it's a huge city. 108 00:04:49,800 --> 00:04:53,680 And yeah, I think what T-Mobile is doing is very unique. 109 00:04:53,680 --> 00:04:57,640 It's certainly showcasing its standalone network. 110 00:04:57,640 --> 00:05:01,360 There've really been, from the competition standpoint, 111 00:05:01,360 --> 00:05:03,080 not anything that's similar to this. 112 00:05:03,080 --> 00:05:06,360 And you could argue that this deployment in New York City 113 00:05:06,360 --> 00:05:09,440 is a great example of the power of network slicing 114 00:05:09,440 --> 00:05:13,760 to be able to slice a part of the public network 115 00:05:13,760 --> 00:05:17,280 and guarantee levels of latency and throughput. 116 00:05:17,280 --> 00:05:21,520 And some of the applications include Drone, 117 00:05:21,520 --> 00:05:23,720 yeah, Wiscatio, and yeah. 118 00:05:23,720 --> 00:05:26,120 So I mean, I think it's super compelling. 119 00:05:26,120 --> 00:05:30,400 I do believe that other mobile network operators 120 00:05:30,400 --> 00:05:31,560 will follow. 121 00:05:31,560 --> 00:05:34,200 AT&T has invested a lot in FirstNet. 122 00:05:34,200 --> 00:05:36,160 I have to go verify some of those claims 123 00:05:36,160 --> 00:05:39,040 that T-Mobile made about capacity 124 00:05:39,040 --> 00:05:42,360 and it wasn't really an apples to orange comparison, 125 00:05:42,360 --> 00:05:43,760 but yeah, on the surface, 126 00:05:43,760 --> 00:05:45,440 you're right, the New York City announcement, 127 00:05:45,440 --> 00:05:46,480 that's not new news. 128 00:05:46,480 --> 00:05:48,720 That was announced at the capital market stay 129 00:05:48,720 --> 00:05:51,320 that you and I attended in San Francisco last year. 130 00:05:51,320 --> 00:05:54,400 But maybe a nuance to what was announced today 131 00:05:54,400 --> 00:05:56,440 was that the city of New York 132 00:05:56,440 --> 00:05:58,800 has completely standardized on T-Mobile. 133 00:05:58,800 --> 00:06:02,480 It's primary mobility provider. 134 00:06:02,480 --> 00:06:03,880 So anyway- 135 00:06:03,880 --> 00:06:05,880 I was just gonna add, 136 00:06:05,880 --> 00:06:07,960 the Samsung partnership is for rugged devices 137 00:06:07,960 --> 00:06:09,720 like smartphones and tablets. 138 00:06:09,720 --> 00:06:13,680 Skydio is for drones and Getac is for laptops. 139 00:06:13,680 --> 00:06:18,520 So they have all the right partners in place now 140 00:06:18,520 --> 00:06:21,560 to roll that out and have the pre-qualified devices 141 00:06:21,560 --> 00:06:23,000 already running on the network. 142 00:06:23,000 --> 00:06:24,080 Obviously they'll add more, 143 00:06:24,080 --> 00:06:27,640 they'll probably have to add Toughbook to that for laptops. 144 00:06:27,640 --> 00:06:31,080 And there'll be other smartphones and other drones, 145 00:06:31,080 --> 00:06:33,120 but I think these three partners 146 00:06:33,120 --> 00:06:35,840 are a very strong place to start. 147 00:06:35,840 --> 00:06:39,960 Yeah, and I did ask a question that wasn't answered around, 148 00:06:39,960 --> 00:06:42,280 are there any sort of plans for unique, 149 00:06:42,280 --> 00:06:44,160 beyond the device stuff, 150 00:06:44,160 --> 00:06:45,800 any sort of unique applications 151 00:06:45,800 --> 00:06:47,560 that the first responders can leverage 152 00:06:47,560 --> 00:06:49,200 on this network slice? 153 00:06:49,200 --> 00:06:51,000 One of the presenters, 154 00:06:51,000 --> 00:06:53,520 he came from the municipality, not in New York, 155 00:06:53,520 --> 00:06:55,280 but I think it was from Florida, 156 00:06:55,280 --> 00:06:57,040 and talked about how important it was 157 00:06:57,040 --> 00:06:59,640 to provide first responders 158 00:06:59,640 --> 00:07:01,600 with personal access on their phones 159 00:07:01,600 --> 00:07:02,880 when these networks are congested, 160 00:07:02,880 --> 00:07:04,800 so that at the end of a very long day 161 00:07:04,800 --> 00:07:06,480 taking care of others, 162 00:07:06,480 --> 00:07:09,240 that they can connect over video or FaceTime 163 00:07:09,240 --> 00:07:10,960 with their family and friends. 164 00:07:10,960 --> 00:07:13,800 Yeah, on the surface, it's super powerful, 165 00:07:13,800 --> 00:07:16,480 definitely compliments what AT&T is doing with FirstNet, 166 00:07:16,480 --> 00:07:17,880 and I do believe 167 00:07:17,880 --> 00:07:20,400 that other mobile network operators will follow. 168 00:07:20,400 --> 00:07:21,220 But hey- 169 00:07:21,220 --> 00:07:22,280 We need a rugged one of these. 170 00:07:22,280 --> 00:07:23,320 What's that? 171 00:07:23,320 --> 00:07:25,000 We need a rugged one of these. 172 00:07:25,000 --> 00:07:26,280 For sure, man. 173 00:07:26,280 --> 00:07:27,680 And let's go to your first topic, 174 00:07:27,680 --> 00:07:29,360 and this is really big news. 175 00:07:29,360 --> 00:07:31,120 It's something that you and I have been talking about 176 00:07:31,120 --> 00:07:32,160 for almost five years, 177 00:07:32,160 --> 00:07:34,440 but Apple finally launched, 178 00:07:34,440 --> 00:07:36,280 its first 5G modem. 179 00:07:36,280 --> 00:07:39,920 Yes, I've already written a research note about this, 180 00:07:39,920 --> 00:07:42,640 which we'll probably be publishing in the next couple of days. 181 00:07:42,640 --> 00:07:45,680 And it's interesting because 182 00:07:45,680 --> 00:07:49,440 Apple announced that iPhone 16E, 183 00:07:49,440 --> 00:07:52,640 which is supposed to replace the iPhone SE, 184 00:07:52,640 --> 00:07:54,920 but it's $600. 185 00:07:54,920 --> 00:07:57,120 iPhone SE is $429, 186 00:07:57,120 --> 00:07:59,440 and sometimes sells for less than that. 187 00:07:59,440 --> 00:08:03,000 And this new iPhone is designed 188 00:08:03,000 --> 00:08:07,400 with the new C1 5G modem, 189 00:08:07,400 --> 00:08:09,760 developed in-house by Apple. 190 00:08:09,760 --> 00:08:13,320 And for people who are unfamiliar with the saga 191 00:08:13,320 --> 00:08:15,480 behind the C1 modem, 192 00:08:15,480 --> 00:08:19,520 it started with Apple actually moving to Intel 193 00:08:19,520 --> 00:08:21,280 as its modem supplier, 194 00:08:21,280 --> 00:08:25,240 and Intel had Apple as its sole modem customer. 195 00:08:25,240 --> 00:08:27,800 And then Intel failed to deliver 196 00:08:27,800 --> 00:08:30,160 what it needed to do for Apple to be successful, 197 00:08:30,160 --> 00:08:32,800 and Apple left and went back to Qualcomm. 198 00:08:32,800 --> 00:08:35,040 And then they ended up 199 00:08:35,040 --> 00:08:39,160 buying all of Intel's modem assets in 2019, 200 00:08:39,160 --> 00:08:40,720 and some of their engineering, 201 00:08:40,720 --> 00:08:42,920 and they seemed to be confident 202 00:08:42,920 --> 00:08:45,600 they would have something fairly soon, 203 00:08:45,600 --> 00:08:48,920 but it took them about six years to do, almost six years. 204 00:08:48,920 --> 00:08:51,640 And the reality is that modems are hard. 205 00:08:51,640 --> 00:08:54,160 This modem does not have millimeter wave, 206 00:08:54,160 --> 00:08:58,440 and it also does not have a bunch of other things 207 00:08:58,440 --> 00:09:00,080 that we're not even aware of yet, 208 00:09:00,080 --> 00:09:03,680 because we're gonna have to get devices in hand. 209 00:09:03,680 --> 00:09:05,480 But I suspect it's not gonna have 210 00:09:05,480 --> 00:09:07,720 six or seven carrier aggregation, 211 00:09:07,720 --> 00:09:10,000 and it will most likely not be a 10 gigabit 212 00:09:10,000 --> 00:09:11,400 per second modem. 213 00:09:11,400 --> 00:09:15,320 But they did make a claim that it will be 25% more efficient 214 00:09:15,320 --> 00:09:17,560 than all other modems that have come out before it. 215 00:09:17,560 --> 00:09:19,280 They are clearly targeting this 216 00:09:19,280 --> 00:09:21,960 towards a kind of customer base 217 00:09:21,960 --> 00:09:24,280 that isn't that concerned with modem performance 218 00:09:24,280 --> 00:09:25,240 or network performance, 219 00:09:25,240 --> 00:09:27,240 and is more interested in battery life. 220 00:09:27,240 --> 00:09:29,720 And that's where they went with this. 221 00:09:29,720 --> 00:09:31,680 So I have a strong feeling that, 222 00:09:32,560 --> 00:09:33,760 edge of network performance 223 00:09:33,760 --> 00:09:36,120 will probably not be the greatest. 224 00:09:36,120 --> 00:09:39,320 I have a strong feeling that customers will blame the network 225 00:09:39,320 --> 00:09:43,280 when signal is poor, as opposed to blaming the device. 226 00:09:43,280 --> 00:09:44,800 And yeah, we'll find out. 227 00:09:44,800 --> 00:09:47,600 Band support is still unknown, 228 00:09:47,600 --> 00:09:51,920 but expected that it will support all the necessary bands 229 00:09:51,920 --> 00:09:56,920 that Apple's devices are expected to support in US and Europe. 230 00:09:56,920 --> 00:09:59,520 And that was probably one of the biggest challenges for them 231 00:09:59,520 --> 00:10:03,600 was ensuring that they had the right bands in place 232 00:10:03,600 --> 00:10:04,720 on this device, 233 00:10:04,720 --> 00:10:07,600 but they won't be having millimeter wave support in the US, 234 00:10:07,600 --> 00:10:11,280 which means Verizon customers will have a worse experience 235 00:10:11,280 --> 00:10:14,200 than they would have if they were on a previous generation 236 00:10:14,200 --> 00:10:17,920 iPhone, but this does have an A18 in it. 237 00:10:17,920 --> 00:10:21,760 However, the A18 has fewer GPU cores. 238 00:10:21,760 --> 00:10:24,880 Also, this has one less camera than the iPhone 16. 239 00:10:24,880 --> 00:10:26,800 It doesn't have ultra wideband. 240 00:10:26,800 --> 00:10:29,120 It doesn't have Wi-Fi seven or 6E. 241 00:10:29,120 --> 00:10:30,840 It has regular Wi-Fi six. 242 00:10:30,840 --> 00:10:33,120 It doesn't do spatial video recording. 243 00:10:33,120 --> 00:10:34,840 It does have type C, 244 00:10:34,840 --> 00:10:39,840 but it's very much a kind of fallback version of the iPhone 16. 245 00:10:40,560 --> 00:10:42,040 And I went back and looked, 246 00:10:42,040 --> 00:10:45,040 and there's only one model of this device, 247 00:10:45,040 --> 00:10:46,960 and that shows all of the band support. 248 00:10:46,960 --> 00:10:49,840 So it does have all of the necessary bands supported, 249 00:10:49,840 --> 00:10:55,000 but you're not getting anything beyond sub-6 5G 250 00:10:55,000 --> 00:10:59,760 or anything above Wi-Fi six in terms of connectivity. 251 00:10:59,760 --> 00:11:02,280 Also, it doesn't have Qi 2, 252 00:11:02,280 --> 00:11:05,200 so I don't think it has MagSafe either. 253 00:11:05,200 --> 00:11:06,880 There's a lot of things that have been cut out of this. 254 00:11:06,880 --> 00:11:08,720 Also, it's not a dynamic island. 255 00:11:08,720 --> 00:11:11,000 It has the good old forehead. 256 00:11:11,000 --> 00:11:15,120 So this is like a cost down iPhone, 257 00:11:15,120 --> 00:11:18,680 but it's like almost too expensive to be worthwhile, 258 00:11:18,680 --> 00:11:19,840 in my opinion. 259 00:11:19,840 --> 00:11:21,720 It should be more like 499, 260 00:11:21,720 --> 00:11:24,160 which would make it closer to an iPhone SE, 261 00:11:24,160 --> 00:11:27,520 because if you look at iPhone 15, which is last generation, 262 00:11:27,520 --> 00:11:30,400 you actually get a better modem with more capabilities. 263 00:11:30,400 --> 00:11:32,760 You still get Apple intelligence 264 00:11:32,760 --> 00:11:36,440 because it's also an A series chip that's capable. 265 00:11:36,440 --> 00:11:38,800 And those have potentially even better displays. 266 00:11:38,800 --> 00:11:40,800 I think the iPhone 15, 267 00:11:40,800 --> 00:11:43,880 which is basically the same price right now at 599, 268 00:11:43,880 --> 00:11:45,240 it's like a better value. 269 00:11:45,240 --> 00:11:46,680 I think. It's a better value. 270 00:11:46,680 --> 00:11:47,600 And because of that, 271 00:11:47,600 --> 00:11:50,160 I just think this needed to be cheaper than it is. 272 00:11:50,160 --> 00:11:51,800 I would have a lot fewer criticisms 273 00:11:51,800 --> 00:11:54,440 of all of the things that are missing. 274 00:11:54,440 --> 00:11:55,880 I feel we're 499. 275 00:11:55,880 --> 00:11:56,720 Yeah. 276 00:11:56,720 --> 00:11:57,560 No, I agree. 277 00:11:57,560 --> 00:11:59,880 And I caught some of your preliminary analysis 278 00:11:59,880 --> 00:12:02,000 on LinkedIn and on X. 279 00:12:02,000 --> 00:12:06,160 And it's interesting that Apple is testing the waters 280 00:12:06,160 --> 00:12:10,720 with a feature down version with its new C1 modem, right? 281 00:12:10,720 --> 00:12:14,320 Because I'm sure they wouldn't want to go wide 282 00:12:14,320 --> 00:12:16,400 and integrate their own modem, I think, 283 00:12:16,400 --> 00:12:18,640 on the upper end, right? 284 00:12:18,640 --> 00:12:20,120 Yeah. The way you have to look at it is, 285 00:12:20,120 --> 00:12:24,040 this is a lower volume part, lower risk. 286 00:12:24,040 --> 00:12:25,640 And if something goes awry, 287 00:12:25,640 --> 00:12:28,400 it doesn't completely destroy. 288 00:12:28,400 --> 00:12:29,240 Crater themselves. 289 00:12:29,240 --> 00:12:30,880 The company's core business, right? 290 00:12:30,880 --> 00:12:33,440 Their core business is the main iPhone. 291 00:12:33,440 --> 00:12:35,560 And then everything else is secondary. 292 00:12:35,560 --> 00:12:36,720 So they will eventually, 293 00:12:36,720 --> 00:12:39,760 I think what will happen is we'll get a C1 in this phone, 294 00:12:39,760 --> 00:12:44,080 and then maybe we'll get a C2 in the mainstream iPhone, 295 00:12:44,080 --> 00:12:47,520 and then a C3 in the Pro series down the road 296 00:12:47,520 --> 00:12:49,640 with full feature everything. 297 00:12:49,640 --> 00:12:51,720 Right. Yeah. 298 00:12:51,720 --> 00:12:52,560 Very interesting. 299 00:12:52,560 --> 00:12:55,880 Yeah. It took five plus years, but it's finally out. 300 00:12:55,880 --> 00:12:58,680 So we can, now you can get your hands on a unit 301 00:12:58,680 --> 00:13:00,680 and you can put it through its faces, right? 302 00:13:00,680 --> 00:13:01,800 You bet I will. 303 00:13:01,800 --> 00:13:03,040 Yeah. I know you will. 304 00:13:03,040 --> 00:13:04,840 Hey, let's go to my second topic. 305 00:13:04,840 --> 00:13:06,400 And I want to talk about Airspan 306 00:13:06,400 --> 00:13:07,920 and they're the Energizer Bunny. 307 00:13:07,920 --> 00:13:10,280 And we've talked about them before. 308 00:13:10,280 --> 00:13:13,520 They've had successful pivots in the past. 309 00:13:13,520 --> 00:13:15,640 They were very focused on WiMAX. 310 00:13:15,640 --> 00:13:17,520 They pivoted out of that. 311 00:13:17,520 --> 00:13:18,920 They had a nice run. 312 00:13:18,920 --> 00:13:21,400 And then they got ahead of themselves. 313 00:13:21,400 --> 00:13:23,400 And so they had to restructure. 314 00:13:23,400 --> 00:13:26,320 And so a private equity company picked them up. 315 00:13:26,320 --> 00:13:29,680 We've talked about how they've emerged from that. 316 00:13:29,680 --> 00:13:30,960 They've shed the debt. 317 00:13:30,960 --> 00:13:33,320 They've raised money. 318 00:13:33,320 --> 00:13:36,920 And so there was a news earlier this week 319 00:13:36,920 --> 00:13:40,920 around an acquisition of Corning Wireless' business. 320 00:13:40,920 --> 00:13:43,880 And I caught an article on the Fierce Network 321 00:13:43,880 --> 00:13:48,360 about what the company is doing to reinvigorate itself 322 00:13:48,360 --> 00:13:51,360 and focus not only on Open RAN, which many believe, 323 00:13:51,360 --> 00:13:53,280 and we've talked about this as well, 324 00:13:53,280 --> 00:13:56,200 that the Trump administration is going to get back behind, 325 00:13:56,200 --> 00:13:57,600 but as well as private networks. 326 00:13:57,600 --> 00:14:00,520 And I think for the latter, the timing is great 327 00:14:00,520 --> 00:14:04,120 because we're finally beginning to see the adoption 328 00:14:04,120 --> 00:14:05,080 on private networks. 329 00:14:05,080 --> 00:14:06,200 It's been very long tail. 330 00:14:06,200 --> 00:14:10,040 And I think I've waxed on many podcasts 331 00:14:10,040 --> 00:14:12,120 about why I thought that was the case 332 00:14:12,120 --> 00:14:16,720 with the different ways to get to private networking 333 00:14:16,720 --> 00:14:18,480 through the enterprise and some of the confusion 334 00:14:18,480 --> 00:14:19,880 that occurred there. 335 00:14:19,880 --> 00:14:24,320 But there's also some acknowledgement that Airspan, 336 00:14:24,320 --> 00:14:26,440 excuse me, can make a go at it. 337 00:14:26,440 --> 00:14:29,720 They recently received a $42 million grant 338 00:14:29,720 --> 00:14:32,200 to fund RAN development. 339 00:14:32,200 --> 00:14:35,560 And yeah, if you look at the history of the company, 340 00:14:35,560 --> 00:14:37,240 it's nearly 30 years old, 341 00:14:37,240 --> 00:14:39,040 but now it's in startup mode again. 342 00:14:39,040 --> 00:14:39,880 I think it's good. 343 00:14:39,880 --> 00:14:42,080 I think it's good to have another player. 344 00:14:42,080 --> 00:14:44,600 You've got companies like that we've talked about, 345 00:14:44,600 --> 00:14:48,520 Mavenir that have been missing the mark here. 346 00:14:48,520 --> 00:14:51,200 JMA wireless continues to be a very strong contender 347 00:14:51,200 --> 00:14:53,160 when it comes to open RAN and private networks, 348 00:14:53,160 --> 00:14:55,840 especially with federal government deployments. 349 00:14:55,840 --> 00:14:57,920 But I think it's gonna be very interesting 350 00:14:57,920 --> 00:15:01,000 to watch the Energizer Bunny and see what happens here. 351 00:15:01,000 --> 00:15:03,120 So I don't know if you caught any of the recent news 352 00:15:03,120 --> 00:15:04,480 around Corning. 353 00:15:04,480 --> 00:15:06,720 We've obviously talked about their emergence 354 00:15:06,720 --> 00:15:08,760 from bankruptcy and restructuring, 355 00:15:08,760 --> 00:15:10,200 but what do you think? 356 00:15:10,200 --> 00:15:11,680 Do you think they're late to the party? 357 00:15:11,680 --> 00:15:14,720 I did catch the Corning component. 358 00:15:14,720 --> 00:15:15,920 I think that's really interesting 359 00:15:15,920 --> 00:15:18,440 because it sounds like it's right 360 00:15:18,440 --> 00:15:20,480 within Airspan's wheelhouse. 361 00:15:20,480 --> 00:15:22,840 And I think it does help them strengthen 362 00:15:22,840 --> 00:15:27,200 their in-building connectivity portfolio. 363 00:15:27,200 --> 00:15:28,720 So I think that's good. 364 00:15:28,720 --> 00:15:31,840 And yeah, I do think it's interesting when it comes to them 365 00:15:31,840 --> 00:15:34,200 that they are pursuing open RAN more. 366 00:15:34,200 --> 00:15:35,720 And yeah, I think you're right. 367 00:15:35,720 --> 00:15:39,080 This is very much and moving into that direction. 368 00:15:39,080 --> 00:15:42,560 I can't say that I really have a strong opinion 369 00:15:42,560 --> 00:15:44,720 of their products themselves 370 00:15:44,720 --> 00:15:47,400 because I'm not particularly knowledgeable there, 371 00:15:47,400 --> 00:15:49,440 but it seems like they're trying to move 372 00:15:49,440 --> 00:15:52,000 in the direction of where the market's going. 373 00:15:52,000 --> 00:15:55,480 And I wish them the best in terms of being able 374 00:15:55,480 --> 00:15:58,640 to continue to move in that direction with the market. 375 00:15:58,640 --> 00:16:01,680 But yeah, it's always tough when a company goes 376 00:16:01,680 --> 00:16:04,120 in bankruptcy, but sometimes companies don't, 377 00:16:04,120 --> 00:16:06,960 they don't really launch in the right direction 378 00:16:06,960 --> 00:16:08,760 or they don't have the right things in place, 379 00:16:08,760 --> 00:16:11,040 but it does seem like they're on the move 380 00:16:11,040 --> 00:16:14,480 and trying to move in the right direction. 381 00:16:14,480 --> 00:16:17,160 Yeah, I'm gonna try to get time with their new CEO 382 00:16:17,160 --> 00:16:20,560 at Mobile World Congress when I'm there in early March. 383 00:16:20,560 --> 00:16:23,680 And hopefully I'll have more to share on future podcasts. 384 00:16:23,680 --> 00:16:26,440 But let's hit your second topic. 385 00:16:26,440 --> 00:16:27,720 And you wanna talk about Vodafone 386 00:16:27,720 --> 00:16:30,760 and their plans to cover Spain pretty ubiquitously 387 00:16:30,760 --> 00:16:33,520 with 5G by the end of this year. 388 00:16:33,520 --> 00:16:36,120 Yes, first of all, Spain is one of the largest countries 389 00:16:36,120 --> 00:16:41,120 in Europe and covering 90% of the population is a big deal. 390 00:16:41,200 --> 00:16:44,560 That said, it's not 90% of the country 391 00:16:44,560 --> 00:16:45,960 because the center of the country 392 00:16:45,960 --> 00:16:48,840 is almost completely unpopulated, 393 00:16:48,840 --> 00:16:49,720 which is really interesting. 394 00:16:49,720 --> 00:16:52,560 It's also one of the hottest parts of Europe in the summer. 395 00:16:52,560 --> 00:16:55,640 It's like a, it's not a desert, but it's almost a desert. 396 00:16:55,640 --> 00:16:58,300 What would Matthew Potter say in whatever movie that was? 397 00:16:58,300 --> 00:16:59,600 It's like an Africa hot. 398 00:17:00,440 --> 00:17:01,440 Yeah. 399 00:17:01,440 --> 00:17:03,680 And yeah, this is their 5G network, 400 00:17:03,680 --> 00:17:06,240 mostly deployed on 700 megahertz, 401 00:17:06,240 --> 00:17:08,920 but they've got, they said that this expansion 402 00:17:08,920 --> 00:17:11,880 includes bringing 5G to approximately 403 00:17:11,880 --> 00:17:16,560 a thousand additional municipalities across 49 provinces. 404 00:17:16,560 --> 00:17:20,840 And that coverage will extend to 513 municipalities 405 00:17:20,840 --> 00:17:22,400 with fewer than a thousand residents. 406 00:17:22,400 --> 00:17:24,240 So that's very much our rural push. 407 00:17:25,160 --> 00:17:28,640 And then it said 388 municipalities with under 10,000, 408 00:17:28,640 --> 00:17:30,560 which is still very rural. 409 00:17:30,560 --> 00:17:34,440 And then 56 municipalities with populations 410 00:17:34,440 --> 00:17:35,840 between 10,000, 50,000. 411 00:17:35,840 --> 00:17:38,880 So those are all very much like small towns 412 00:17:38,880 --> 00:17:43,080 that are getting improved 5G or just getting 5G coverage. 413 00:17:43,080 --> 00:17:46,920 700 megahertz seems to be the core of this enablement, 414 00:17:46,920 --> 00:17:50,360 which makes sense because low band is really great for that. 415 00:17:50,360 --> 00:17:52,320 T-Mobile is one of the few carriers in the world 416 00:17:52,320 --> 00:17:54,760 that has access to 600 megahertz. 417 00:17:54,760 --> 00:17:58,320 But Verizon and AT&T have used 700 and 800 418 00:17:58,320 --> 00:17:59,720 to do that as well. 419 00:17:59,720 --> 00:18:02,760 So it won't necessarily be lightning fast 5G, 420 00:18:02,760 --> 00:18:06,960 but it will give an improvement potentially over 4G, 421 00:18:06,960 --> 00:18:09,480 even if it's the same amount of spectrum. 422 00:18:09,480 --> 00:18:11,480 Hey, I didn't catch this announcement, 423 00:18:11,480 --> 00:18:14,040 but obviously Vodafone is heavily invested 424 00:18:14,040 --> 00:18:18,160 in AST Space Mobile and you're talking about rural coverage. 425 00:18:18,160 --> 00:18:20,960 Was there any mention of like how direct 426 00:18:20,960 --> 00:18:24,280 to smartphone connectivity will factor in all this 427 00:18:24,280 --> 00:18:26,120 via lower orbit? 428 00:18:26,120 --> 00:18:29,560 No, but I think the important thing to remember 429 00:18:29,560 --> 00:18:32,160 is that generally speaking, 430 00:18:32,160 --> 00:18:35,520 a lot of this direct to cell satellite connectivity 431 00:18:35,520 --> 00:18:37,840 isn't going to be very fast. 432 00:18:37,840 --> 00:18:40,360 And you're more likely to want to use terrestrial 433 00:18:40,360 --> 00:18:43,440 when you can, but I'm sure there are going to be places 434 00:18:43,440 --> 00:18:47,000 even within Spain where Vodafone's partnership 435 00:18:47,000 --> 00:18:49,600 with AST Space Mobile will come in handy. 436 00:18:49,600 --> 00:18:51,000 People will be able to message 437 00:18:51,000 --> 00:18:54,000 and potentially down the future of voice and video. 438 00:18:54,000 --> 00:18:56,200 I just think that it's a long-term thing. 439 00:18:56,200 --> 00:18:58,680 And I strongly believe it will be more 440 00:18:58,680 --> 00:19:00,400 of a carrier component. 441 00:19:00,400 --> 00:19:02,840 I still believe it's going to be like a component carrier 442 00:19:02,840 --> 00:19:07,840 kind of thing where people will use 5G as an anchor 443 00:19:09,080 --> 00:19:12,000 when it's possible to maintain coverage 444 00:19:12,000 --> 00:19:14,400 and then everything else will latch on later on. 445 00:19:14,400 --> 00:19:16,680 But yeah, it's an interesting thing. 446 00:19:16,680 --> 00:19:19,080 There was no mention from what I can tell, 447 00:19:19,080 --> 00:19:21,240 but I think it's a net positive 448 00:19:21,240 --> 00:19:25,160 because Spain is actually like pretty progressive 449 00:19:25,160 --> 00:19:28,200 in terms of anticipating growth 450 00:19:28,200 --> 00:19:31,720 and using technology to accelerate growth. 451 00:19:31,720 --> 00:19:33,280 And Spain has actually been having 452 00:19:33,280 --> 00:19:35,800 quite the economic renaissance 453 00:19:35,800 --> 00:19:37,720 over the last five or 10 years 454 00:19:37,720 --> 00:19:40,080 as they've planned their build-outs 455 00:19:40,080 --> 00:19:41,560 of technology and infrastructure. 456 00:19:41,560 --> 00:19:43,240 And I was going to joke and say, 457 00:19:43,240 --> 00:19:46,040 maybe I get a chance to try this out when I go to Barcelona, 458 00:19:46,040 --> 00:19:47,000 but I'm not going to seriously. 459 00:19:47,000 --> 00:19:49,200 You might get a chance to experience this 460 00:19:49,200 --> 00:19:51,600 maybe up in the mountains above Barcelona. 461 00:19:51,600 --> 00:19:53,000 Yeah, I agree with you. 462 00:19:53,000 --> 00:19:54,080 When you look at Europe 463 00:19:54,080 --> 00:19:56,360 and you look at technology leadership, 464 00:19:56,360 --> 00:19:59,640 traditionally that's been in places like Germany, 465 00:19:59,640 --> 00:20:01,840 but you're right, Spain has really picked up the slack. 466 00:20:01,840 --> 00:20:04,280 And hey, Mobile World Congress, 467 00:20:04,280 --> 00:20:06,760 the big event is in Barcelona every year 468 00:20:06,760 --> 00:20:08,520 and I'm already taking my vitamins 469 00:20:08,520 --> 00:20:10,560 and getting ready for that. 470 00:20:10,560 --> 00:20:13,840 I'll be there with our chief analyst, Patrick Newman 471 00:20:13,840 --> 00:20:17,880 or Patrick Morehead, excuse me, 472 00:20:17,880 --> 00:20:20,880 and Daniel Newman, the CEO of the Future and Group. 473 00:20:20,880 --> 00:20:23,440 Hey Pat, I apologize for, 474 00:20:23,440 --> 00:20:25,480 but you guys are becoming the same person 475 00:20:25,480 --> 00:20:28,240 it seems as you hit the road together. 476 00:20:28,240 --> 00:20:30,600 But hey, let me go to my third and final topic 477 00:20:30,600 --> 00:20:33,080 when we dig myself out of that hole. 478 00:20:33,080 --> 00:20:35,880 And I want to talk about Red Hat, DRIID and NAPATEC 479 00:20:35,880 --> 00:20:36,720 and they're teaming up 480 00:20:36,720 --> 00:20:38,880 for private 5G network edge deployments. 481 00:20:38,880 --> 00:20:42,000 And I've talked about DRIID and NAPATEC in the past. 482 00:20:42,000 --> 00:20:47,000 So DRIID is an Irish-based core infrastructure, 483 00:20:47,240 --> 00:20:50,320 mobile infrastructure provider in Ireland. 484 00:20:50,320 --> 00:20:51,360 If I didn't mention that, 485 00:20:51,360 --> 00:20:53,080 I'm actually wearing my Irish sweater 486 00:20:53,080 --> 00:20:55,560 that I purchased when I was there a year ago. 487 00:20:55,560 --> 00:20:57,920 I had a chance to wear it here in the snowy tundra 488 00:20:57,920 --> 00:21:01,560 of Grain Valley, Missouri outside of Kansas City. 489 00:21:01,560 --> 00:21:03,680 But this is an interesting announcement 490 00:21:03,680 --> 00:21:04,520 and it got me thinking, 491 00:21:04,520 --> 00:21:07,840 you and I have been talking about hybrid AI 492 00:21:07,840 --> 00:21:10,600 and the need to enable edge connectivity. 493 00:21:10,600 --> 00:21:12,720 And what's really interesting is what DRIID is doing. 494 00:21:12,720 --> 00:21:17,080 It's taken a version of its 5G core 495 00:21:17,080 --> 00:21:19,200 and it's basically re-architected it 496 00:21:19,200 --> 00:21:21,480 for distributed private 5G deployments 497 00:21:21,480 --> 00:21:24,240 for enterprises and network edges. 498 00:21:24,240 --> 00:21:26,400 And I've talked about NAPATEC in the past as well. 499 00:21:26,400 --> 00:21:29,440 They do user plane function offload. 500 00:21:29,440 --> 00:21:32,600 And so they're partnered with Red Hat as well 501 00:21:32,600 --> 00:21:35,280 to provide sort of a turnkey solution. 502 00:21:35,280 --> 00:21:37,960 And in reading, this was an article 503 00:21:37,960 --> 00:21:40,280 that RCR Wireless wrote up. 504 00:21:40,280 --> 00:21:43,480 They quote a statement, I think, from all three companies 505 00:21:43,480 --> 00:21:46,520 about that this effort is maximizing the benefits 506 00:21:46,520 --> 00:21:48,320 of standalone networks 507 00:21:48,320 --> 00:21:51,960 and bringing functions like 5G packet core 508 00:21:51,960 --> 00:21:54,040 more performant to the edge. 509 00:21:54,040 --> 00:21:57,200 And I think that's gonna unlock a host of new use cases. 510 00:21:57,200 --> 00:21:58,440 And I'm beginning to see that. 511 00:21:58,440 --> 00:22:02,040 I've talked about when you put computing near closer 512 00:22:02,040 --> 00:22:04,720 to the data creation points on a network, 513 00:22:04,720 --> 00:22:07,000 you can really supercharge and unlock use cases. 514 00:22:07,000 --> 00:22:10,320 And I'll mention, this is somewhat related 515 00:22:10,320 --> 00:22:13,440 to service provider, but I was spending time 516 00:22:13,440 --> 00:22:15,840 with Cisco in Amsterdam a few weeks ago 517 00:22:15,840 --> 00:22:19,160 and they announced a series of smart switches 518 00:22:19,160 --> 00:22:24,160 that embed DPUs to basically embed network 519 00:22:24,400 --> 00:22:25,640 and security services. 520 00:22:25,640 --> 00:22:29,480 So they can do a lot of edge functionality here. 521 00:22:29,480 --> 00:22:31,440 And there's certainly a service provider angle 522 00:22:31,440 --> 00:22:32,560 to that as well. 523 00:22:32,560 --> 00:22:35,880 But it's interesting, NAPATEC's a fairly small company, 524 00:22:35,880 --> 00:22:37,080 not well known. 525 00:22:37,080 --> 00:22:39,040 Gotten to know Charlie over the years. 526 00:22:39,040 --> 00:22:40,720 He's led a lot of the efforts there. 527 00:22:40,720 --> 00:22:41,680 He is retiring. 528 00:22:41,680 --> 00:22:44,760 So Charlie, I know you listen to the podcast every week. 529 00:22:44,760 --> 00:22:47,400 I hope I'm doing this announcement justice, 530 00:22:47,400 --> 00:22:48,840 but it's been great working with you 531 00:22:48,840 --> 00:22:51,120 and I wish you all the best in retirement. 532 00:22:51,120 --> 00:22:53,440 But at the end of the day, I think this is 533 00:22:53,440 --> 00:22:56,880 a very strong partnership and certainly Red Hat 534 00:22:56,880 --> 00:22:58,520 brings a lot of credibility to it. 535 00:22:58,520 --> 00:23:00,720 I know you're the device guy and the infrastructure guy. 536 00:23:00,720 --> 00:23:02,560 This probably doesn't excite you very much, 537 00:23:02,560 --> 00:23:05,080 but anything to add before we move 538 00:23:05,080 --> 00:23:07,080 to your third and final topic? 539 00:23:07,080 --> 00:23:10,600 I would say that this sounds like a good team up. 540 00:23:10,600 --> 00:23:13,920 I don't really understand the Red Hats role in this 541 00:23:13,920 --> 00:23:16,360 because I know what Druid and NAPATEC do. 542 00:23:16,360 --> 00:23:20,560 But generally speaking, I think 5G network edge deployments 543 00:23:20,560 --> 00:23:25,160 are going to ramp up as 5G becomes more prominent 544 00:23:25,160 --> 00:23:28,160 with non-consumer applications 545 00:23:28,160 --> 00:23:31,840 and industrial applications become more common 546 00:23:31,840 --> 00:23:34,880 and require more expertise. 547 00:23:34,880 --> 00:23:36,400 Yeah, to answer your question, 548 00:23:36,400 --> 00:23:39,080 Red Hat handles a lot of the orchestration 549 00:23:39,080 --> 00:23:41,200 that makes all of this happen and function. 550 00:23:41,200 --> 00:23:44,240 But yeah, good insight there, my friend. 551 00:23:44,240 --> 00:23:45,760 Let's hit your third and final topic 552 00:23:45,760 --> 00:23:49,240 and you want to talk about OPPO and Huawei. 553 00:23:50,240 --> 00:23:55,240 Yes, so this week OPPO launched its new Find N5, 554 00:23:56,720 --> 00:24:00,040 which is a foldable, it's a book foldable 555 00:24:00,040 --> 00:24:03,160 and it's actually the thinnest in the world. 556 00:24:03,160 --> 00:24:07,040 It is 8.93 millimeters folded. 557 00:24:07,040 --> 00:24:12,040 So it's four and a half millimeters unfolded. 558 00:24:12,560 --> 00:24:15,080 It's only 229 grams. 559 00:24:16,520 --> 00:24:19,200 They say it's as light as a coffee cup. 560 00:24:19,200 --> 00:24:23,240 When it's open, there's almost no visible hinge. 561 00:24:23,240 --> 00:24:27,520 In addition to that, it has a 6.62 front screen 562 00:24:27,520 --> 00:24:30,200 and they claim, I don't know if they claim, 563 00:24:30,200 --> 00:24:34,360 but I saw someone claim that their 8.12 inch screen 564 00:24:34,360 --> 00:24:37,520 is actually bigger than an iPad mini, 565 00:24:37,520 --> 00:24:38,760 which is pretty crazy. 566 00:24:38,760 --> 00:24:40,160 That is crazy. 567 00:24:40,160 --> 00:24:44,600 And then on top of that, it's like IP 60, 568 00:24:44,600 --> 00:24:46,800 I think it's IP 6X. 569 00:24:46,800 --> 00:24:50,580 It's got improved durability, better cameras, 570 00:24:51,680 --> 00:24:56,160 2,500 nit brightness, 120 Hertz refresh rate. 571 00:24:56,160 --> 00:24:59,320 It's really like the pinnacle foldables. 572 00:24:59,320 --> 00:25:02,280 But then this same week, 573 00:25:02,280 --> 00:25:06,080 Huawei expanded their tri-fold foldable, 574 00:25:06,080 --> 00:25:10,120 which is the Mate XT to markets outside of China. 575 00:25:10,120 --> 00:25:12,400 And I think they did their launch in Malaysia 576 00:25:12,400 --> 00:25:14,380 while OPPO launched in Singapore. 577 00:25:14,380 --> 00:25:16,600 So basically in the same place. 578 00:25:16,600 --> 00:25:18,560 And I've been seeing a lot of people 579 00:25:18,560 --> 00:25:21,000 posting about both phones. 580 00:25:21,000 --> 00:25:24,000 I'm really excited and hope to get my hands on one of them, 581 00:25:24,000 --> 00:25:29,000 but no word on US market availability of either. 582 00:25:29,320 --> 00:25:32,200 But the one thing to note is when the Huawei tri-fold 583 00:25:32,200 --> 00:25:34,800 is fully unfolded, it's a 10 inch screen, which is- 584 00:25:34,800 --> 00:25:35,640 Yeah, it's massive. 585 00:25:35,640 --> 00:25:38,280 It's massively expensive too. 586 00:25:38,280 --> 00:25:41,320 What's the street price on the Huawei product? 587 00:25:41,320 --> 00:25:44,400 I think that it's not gonna be in dollars. 588 00:25:44,400 --> 00:25:47,360 It looks like, yeah, everyone's talking about this 589 00:25:47,360 --> 00:25:50,680 and the N5, cause they both launched at the same time, 590 00:25:50,680 --> 00:25:53,320 but I don't see any pricing. 591 00:25:53,320 --> 00:25:56,120 Not it's, I had Huawei's site open. 592 00:25:56,120 --> 00:25:57,960 People are selling it for five grand. 593 00:25:57,960 --> 00:26:01,600 I was gonna say, I think the street is like four grand. 594 00:26:01,600 --> 00:26:06,600 Right now it says, so there's a 3,500 euro price point. 595 00:26:07,320 --> 00:26:08,600 Okay. 596 00:26:08,600 --> 00:26:09,440 Yeah. Yeah. 597 00:26:09,440 --> 00:26:12,880 They're saying, yeah, it's 3,500 euros. 598 00:26:12,880 --> 00:26:16,720 I think the Chinese price was 2,700 or 2,800 599 00:26:16,720 --> 00:26:21,720 converted from Yuan, but that's without any kind of transport 600 00:26:21,720 --> 00:26:23,760 or tariff costs. 601 00:26:23,760 --> 00:26:26,800 And there are artificially deflate prices 602 00:26:26,800 --> 00:26:28,320 into phones in China, 603 00:26:28,320 --> 00:26:30,400 cause there's a lot more competition there too. 604 00:26:30,400 --> 00:26:33,280 But yeah, I think these are both great foldables, 605 00:26:33,280 --> 00:26:35,000 but I think the thing that makes me the saddest 606 00:26:35,000 --> 00:26:37,200 is that they're not gonna be available in the US, 607 00:26:37,200 --> 00:26:40,920 especially since a lot of people are expecting the Find N5 608 00:26:40,920 --> 00:26:43,920 to actually be available in the US as an OPPO, 609 00:26:43,920 --> 00:26:46,280 sorry, as a OnePlus Open 2. 610 00:26:46,280 --> 00:26:48,760 And OnePlus posted like a couple of days before the launch 611 00:26:48,760 --> 00:26:51,400 that they weren't gonna be launching any foldables this year. 612 00:26:51,400 --> 00:26:52,920 So I was really bummed out 613 00:26:52,920 --> 00:26:55,200 cause I'm a big fan of the OnePlus Open, 614 00:26:55,200 --> 00:26:58,200 which was like the Find N3, if I remember correctly, 615 00:26:58,200 --> 00:26:59,560 they're like very similar. 616 00:26:59,560 --> 00:27:01,480 They're part of the same BBK group. 617 00:27:01,480 --> 00:27:05,760 But yeah, this OPPO is 5,600 milliamp hour battery. 618 00:27:05,760 --> 00:27:08,880 It uses just an absolute, 619 00:27:08,880 --> 00:27:11,120 it's using a Snapdragon 8 Elite, 620 00:27:11,120 --> 00:27:12,960 but it has everything you would want 621 00:27:12,960 --> 00:27:15,520 from a flagship phone that's also a foldable, 622 00:27:15,520 --> 00:27:17,120 which is what I want. 623 00:27:17,120 --> 00:27:21,720 And I was really hoping to get that from the Pixel Fold 624 00:27:21,720 --> 00:27:25,800 or Pixel Pro 9 Fold, but I didn't. 625 00:27:25,800 --> 00:27:29,800 So I'm back on the Samsung S25 Ultra. 626 00:27:29,800 --> 00:27:32,160 Yeah, it's unfortunate, but those are great phones. 627 00:27:32,160 --> 00:27:33,960 And if you're not living in the US, 628 00:27:33,960 --> 00:27:36,440 I would recommend either of them if you can afford them. 629 00:27:36,440 --> 00:27:38,080 Yeah, well buddy. 630 00:27:38,080 --> 00:27:40,040 Hey man, it's been another great podcast. 631 00:27:40,040 --> 00:27:43,640 I'm gonna have to pack up and drive 12 hours in the snow 632 00:27:43,640 --> 00:27:45,040 from Kansas City back home. 633 00:27:45,040 --> 00:27:48,120 Do you have any big plans for Friday or the weekend? 634 00:27:48,120 --> 00:27:51,160 No, but I am going to be in New York next week. 635 00:27:51,160 --> 00:27:52,960 So that's my travel. 636 00:27:52,960 --> 00:27:55,520 Amazon's having a devices launch. 637 00:27:55,520 --> 00:27:59,480 So I'll be there covering that. 638 00:27:59,480 --> 00:28:00,320 Awesome. 639 00:28:00,320 --> 00:28:03,320 I get a week in my home in Florida next week, 640 00:28:03,320 --> 00:28:06,960 supervising a little counter installation, 641 00:28:06,960 --> 00:28:08,560 my annual DIY trip. 642 00:28:08,560 --> 00:28:10,920 And then I head out to Mobile World Congress. 643 00:28:10,920 --> 00:28:12,240 You and I are gonna both be on the road 644 00:28:12,240 --> 00:28:13,160 for the next several weeks, 645 00:28:13,160 --> 00:28:15,160 but hey, it's been another great podcast. 646 00:28:15,160 --> 00:28:17,240 My friend, why don't you take us home? 647 00:28:17,240 --> 00:28:18,240 Absolutely. 648 00:28:18,240 --> 00:28:19,480 We hope our viewers and listeners 649 00:28:19,480 --> 00:28:21,240 found this week's topics interesting. 650 00:28:21,240 --> 00:28:22,560 If anyone would like to write insights 651 00:28:22,560 --> 00:28:24,880 on a specific 5G topic for a future podcast, 652 00:28:24,880 --> 00:28:26,840 please reach out to us on social media. 653 00:28:26,840 --> 00:28:29,800 Will is at will.tech and I'm at Anshul Saag. 654 00:28:29,800 --> 00:28:31,120 We hope you have a great weekend 655 00:28:31,120 --> 00:28:33,440 and please tune in again next week. 656 00:28:33,440 --> 00:28:55,800 And don't forget to rate and subscribe.