1 00:00:00,000 --> 00:00:03,540 Welcome to episode 217 of the GT on 5G. 2 00:00:04,100 --> 00:00:06,780 It's the latest insight scoop on everything 5G. 3 00:00:06,780 --> 00:00:09,380 We cover six topics in about 20 minutes and it's brought to you 4 00:00:09,380 --> 00:00:10,780 by more insights and strategy. 5 00:00:11,320 --> 00:00:14,880 I'm Will Townsend and joining me again this week is fellow analyst Anshul Sag. 6 00:00:15,380 --> 00:00:17,320 Let's get started with my first topic. 7 00:00:17,320 --> 00:00:19,780 And I want to talk about telecom AI. 8 00:00:20,500 --> 00:00:26,340 And I recently published a Forbes article examining several global 9 00:00:26,340 --> 00:00:31,240 mobile network operators that are effectively leaning into modern AI, 10 00:00:31,800 --> 00:00:37,420 generative and agentic to delight subscribers and improve operational efficiency. 11 00:00:37,440 --> 00:00:46,520 So in this piece, I focus on AT&T, NTT, Docomo, T-Mobile, Verizon, and Vodafone. 12 00:00:46,600 --> 00:00:49,480 And I wanted to get this published before Mobile World Congress. 13 00:00:49,480 --> 00:00:52,060 We're going to talk a lot about Mobile World Congress towards the end. 14 00:00:52,060 --> 00:00:58,860 But from my perspective, these operators are leaning into next generation 15 00:00:58,900 --> 00:01:03,620 modern AI architectures, and they're doing a lot of very innovative things. 16 00:01:03,660 --> 00:01:06,340 I have plans to meet with SK Telecom. 17 00:01:06,580 --> 00:01:08,140 They are actually included as well. 18 00:01:08,140 --> 00:01:09,540 So I failed to mention that. 19 00:01:10,100 --> 00:01:14,260 But at the end of the day, what's beginning to happen now, initially 20 00:01:14,260 --> 00:01:18,880 it started with doing things like intelligent truck roles and improving 21 00:01:18,880 --> 00:01:24,380 customer support, but it's taking things to the next level, not necessarily 22 00:01:24,380 --> 00:01:31,420 eliminating head count and staffing, but really making customer service, 23 00:01:31,580 --> 00:01:35,380 field service professionals much more effective in what they do. 24 00:01:35,860 --> 00:01:41,020 And at the end of the day, churn is a big measurement that all MNOs use. 25 00:01:41,520 --> 00:01:48,140 And from my perspective, artificial intelligence can delight subscribers 26 00:01:48,140 --> 00:01:50,060 in reduce the likelihood of churn. 27 00:01:50,060 --> 00:01:54,860 So I know you've been a publishing fiend on Forbes. 28 00:01:54,860 --> 00:01:57,820 I don't know if you got a chance, my friend, to read my article, but 29 00:01:58,220 --> 00:01:59,220 what do you think about this? 30 00:01:59,220 --> 00:02:00,980 Is it hype or is it reality? 31 00:02:01,260 --> 00:02:02,120 I have an opinion. 32 00:02:02,120 --> 00:02:04,820 I think I made my opinion, but what do you think? 33 00:02:05,540 --> 00:02:12,540 So the only thing I'll add is that I mostly agree with this piece, especially 34 00:02:12,540 --> 00:02:15,900 when you consider what we've been seeing over the last few months from 35 00:02:15,900 --> 00:02:19,420 different operators, I think this is just be a continued trend towards 36 00:02:19,660 --> 00:02:21,300 more operational efficiency. 37 00:02:21,820 --> 00:02:26,820 I will also say agentic and generative AI were the theme of the event I 38 00:02:26,820 --> 00:02:31,500 attended yesterday with Amazon and Alexa plus, I didn't include it in my 39 00:02:31,500 --> 00:02:33,460 topics because it's not a 5G topic. 40 00:02:33,460 --> 00:02:38,660 It's very much a smart home kind of story, but it's quite clear that all 41 00:02:38,660 --> 00:02:44,860 forms of generative AI and agentic AI are starting to permeate throughout 42 00:02:44,860 --> 00:02:48,300 the IT sector and telecom is no different. 43 00:02:48,300 --> 00:02:48,780 Yep. 44 00:02:49,340 --> 00:02:50,740 Good point, my friend. 45 00:02:50,940 --> 00:02:52,540 Let's go to your first topic. 46 00:02:52,540 --> 00:02:57,540 You want to talk about AT&T and AST Space Mobile and a video call. 47 00:02:57,540 --> 00:02:58,900 It's a big milestone, right? 48 00:02:59,660 --> 00:02:59,980 Yeah. 49 00:02:59,980 --> 00:03:05,860 So when I forget, this happened like a few days ago, I want to say three days 50 00:03:05,860 --> 00:03:11,060 ago now, so it happened this week and basically it was a successful video 51 00:03:11,060 --> 00:03:16,260 call using the Bluebird satellites that launched last September. 52 00:03:16,580 --> 00:03:20,420 And this happened with a, I think it was a Samsung device. 53 00:03:20,420 --> 00:03:23,940 If I remember correctly, I was looking at the video and it looked like an 54 00:03:23,940 --> 00:03:30,780 S24, S25 Ultra, and it was done initiating a call from Midland, Texas, 55 00:03:31,900 --> 00:03:37,460 AT&T in Dallas, utilizing an AST Space Mobile satellite network. 56 00:03:37,460 --> 00:03:40,780 And they did it using BlueWalker 3 specifically. 57 00:03:41,020 --> 00:03:46,060 And yeah, it's, this is another milestone in the partnership 58 00:03:46,060 --> 00:03:47,260 between both companies. 59 00:03:47,900 --> 00:03:53,300 I think the biggest hurdle, I think, was their official commercial 60 00:03:53,300 --> 00:03:54,980 engagement, which happened last year. 61 00:03:55,540 --> 00:04:02,220 This is a continuation of that relationship to a point where I think this will be 62 00:04:02,220 --> 00:04:06,180 something that becomes a fundamental part of AT&T's network. 63 00:04:06,180 --> 00:04:09,820 And even they talk about how it's going to be useful for first responders 64 00:04:10,220 --> 00:04:15,340 in rural areas and that they say nearly half of AT&T customers already have 65 00:04:15,340 --> 00:04:18,900 access to peer messaging and emergency satellite services. 66 00:04:18,900 --> 00:04:21,020 It's really interesting and exciting. 67 00:04:21,100 --> 00:04:22,700 And video calling is not easy. 68 00:04:23,340 --> 00:04:28,220 Being able to show that I think is a demonstration of not only the 69 00:04:28,220 --> 00:04:32,060 stability of the connection, but also its throughput and latency. 70 00:04:32,100 --> 00:04:32,940 It's exciting. 71 00:04:32,940 --> 00:04:37,780 And I hope to see more developments between these two companies down the road. 72 00:04:37,820 --> 00:04:38,180 Yes. 73 00:04:38,180 --> 00:04:41,940 You know, what's interesting about this, I was driving back from Kansas City 74 00:04:41,980 --> 00:04:48,780 to Bastrop last Friday, and I actually was invited to come to AT&T's headquarters 75 00:04:48,780 --> 00:04:49,860 to witness all of this. 76 00:04:49,860 --> 00:04:51,700 Unfortunately, the timing didn't work. 77 00:04:52,500 --> 00:04:55,620 And, and I understand that it actually occurred on, on Saturday. 78 00:04:55,620 --> 00:04:58,340 I don't think I'm disclosing any confidential information there, 79 00:04:58,340 --> 00:05:00,540 but it is very exciting. 80 00:05:00,540 --> 00:05:04,980 It shows the power, shows the promise of low earth orbit satellite connectivity 81 00:05:04,980 --> 00:05:08,220 and how it can augment and supply gap coverage. 82 00:05:08,700 --> 00:05:11,940 And so it's just going to take AST Space Mobile a little bit longer 83 00:05:12,420 --> 00:05:13,780 to get more birds in the air. 84 00:05:13,780 --> 00:05:17,620 Certainly there's been a lot of news around what Starlink is doing. 85 00:05:18,020 --> 00:05:21,940 They have a significant greater number of satellites in the air right now. 86 00:05:22,500 --> 00:05:27,380 And, you know, I think we've weighed in on, on social media and that commercial 87 00:05:27,380 --> 00:05:31,220 that ran during the Super Bowl and between T-Mobile and Starlink, 88 00:05:31,220 --> 00:05:33,820 but it's all exciting from my perspective. 89 00:05:34,220 --> 00:05:36,380 It's just going to raise the innovation bar. 90 00:05:36,820 --> 00:05:40,380 I'm, I'm really looking forward to spending time in Barcelona next week 91 00:05:40,380 --> 00:05:44,420 and digging deeper into not only LEO, but some other topics that we'll talk 92 00:05:44,420 --> 00:05:45,980 about later in the podcast. 93 00:05:45,980 --> 00:05:50,380 But let's go to my second topic and I'll be pretty brief with this. 94 00:05:50,860 --> 00:05:56,140 NTT and Palo Alto Networks announced a partnership for improving the security 95 00:05:56,140 --> 00:05:58,540 of NTT's private 5G platform. 96 00:05:59,220 --> 00:06:01,220 And it's, it's no mystery. 97 00:06:01,220 --> 00:06:06,780 It's no secret that 5G provides a lot of encryption enhancements over LTE, 98 00:06:07,180 --> 00:06:08,180 but more is needed. 99 00:06:08,900 --> 00:06:14,300 And so what the two companies are doing together is Palo Alto is providing 100 00:06:14,300 --> 00:06:16,420 its next generation firewall solution. 101 00:06:17,300 --> 00:06:22,220 And then NTT is integrating that into their private 5G network fabric, 102 00:06:22,220 --> 00:06:26,500 if you want to call it that, to improve security posture and just provide 103 00:06:26,540 --> 00:06:28,340 an additional layer of defense. 104 00:06:28,900 --> 00:06:33,740 And I do expect to hear more news on this topic from Palo Alto Networks 105 00:06:33,740 --> 00:06:38,500 when I spend time with them in Barcelona next week, but it's powerful. 106 00:06:38,820 --> 00:06:44,140 And just hot off the presses, I, I just published a second Forbes article 107 00:06:44,140 --> 00:06:48,820 this week that goes into a little more depth about what NTT is doing to 108 00:06:48,820 --> 00:06:53,740 really drive the accelerated adoption of private 5G, because as you and I have 109 00:06:53,740 --> 00:06:56,500 talked about on prior podcasts, it's been very long tail. 110 00:06:56,740 --> 00:06:59,100 There are a number of reasons why I'm not going to mention them because I've 111 00:06:59,100 --> 00:07:00,780 probably mentioned them way too often. 112 00:07:01,260 --> 00:07:04,660 Don't want to repeat myself there, but I think this is a really positive move. 113 00:07:04,660 --> 00:07:10,940 Security is actually a very important point and aspect to private 5G because 114 00:07:10,940 --> 00:07:14,340 so many of these networks are deployed in operational technology environments 115 00:07:14,340 --> 00:07:19,620 where you have a mix of different solutions, you have a lot of IOT and, 116 00:07:19,620 --> 00:07:24,060 and there just needs to be higher levels of security to, to make all of that, 117 00:07:24,060 --> 00:07:25,980 again, very secure and functional. 118 00:07:26,300 --> 00:07:27,820 I don't know if you have any thoughts here. 119 00:07:27,820 --> 00:07:31,020 It's pretty straightforward stuff, but what do you think? 120 00:07:31,060 --> 00:07:32,860 I do not have any thoughts here. 121 00:07:33,260 --> 00:07:35,620 I will just keep it brief. 122 00:07:35,940 --> 00:07:36,460 Okay. 123 00:07:37,220 --> 00:07:38,220 All right, man. 124 00:07:38,420 --> 00:07:42,460 Let's go to your second topic and boy, Qualcomm is the marketing 125 00:07:42,460 --> 00:07:44,660 machine, I caught this as well. 126 00:07:45,060 --> 00:07:48,740 They've launched a new brand and it's super cool. 127 00:07:48,740 --> 00:07:52,740 And if you're a game of Thrones fan, you'll probably like it even more, 128 00:07:52,780 --> 00:07:54,660 but why don't you share the details? 129 00:07:55,660 --> 00:07:56,060 Yeah. 130 00:07:56,100 --> 00:08:02,860 Basically Qualcomm is working on their branding and so far most people know 131 00:08:02,860 --> 00:08:07,740 Qualcomm, a lot of people know Snapdragon, but there's some things that don't really 132 00:08:07,740 --> 00:08:10,900 fit into Snapdragon because Snapdragon is a consumer brand. 133 00:08:10,900 --> 00:08:14,980 So what they've done is they've created a new brand called Dragonwing. 134 00:08:15,460 --> 00:08:20,940 I can't necessarily share the look of the logo here, even though we just 135 00:08:20,940 --> 00:08:25,060 recently got the ability to add images to our live streams. 136 00:08:25,420 --> 00:08:29,260 I don't know how to use it yet, but basically it's a really good logo. 137 00:08:29,260 --> 00:08:33,980 First and foremost, it's cool because it looks like a big Dragonwing like this 138 00:08:33,980 --> 00:08:38,660 and you can see like the dragon head and it fits really nicely into the Snapdragon 139 00:08:38,660 --> 00:08:40,940 and all of the dragon branded stuff. 140 00:08:41,180 --> 00:08:43,780 And what's cool is it incorporates cellular infrastructure. 141 00:08:43,780 --> 00:08:50,380 So this is very relevant to WC and the podcast, networking infrastructure 142 00:08:50,860 --> 00:08:53,580 and industrial and embedded IoT products. 143 00:08:53,580 --> 00:08:56,980 It's quite a big part of Qualcomm's business will fall under Dragonwing. 144 00:08:57,300 --> 00:09:02,060 However, some things are also losing the Snapdragon designation, 145 00:09:02,300 --> 00:09:03,780 like Qualcomm's modems. 146 00:09:04,020 --> 00:09:06,300 They are now Qualcomm modem. 147 00:09:06,300 --> 00:09:11,620 And then all of the CPU products, all the graphics products, all the 148 00:09:11,940 --> 00:09:16,980 wifi chipsets, specifically wifi chipsets, those are all under Qualcomm branding. 149 00:09:16,980 --> 00:09:21,740 And those are because they are horizontal across both consumer and enterprise. 150 00:09:22,220 --> 00:09:24,260 And that's why they keep the Qualcomm branding. 151 00:09:24,260 --> 00:09:28,860 So you now have this interesting situation where you have three 152 00:09:28,860 --> 00:09:31,660 different brands, you have Qualcomm, Dragonwing and Snapdragon. 153 00:09:32,020 --> 00:09:34,940 But right now they're still attaching the Qualcomm brand to 154 00:09:34,940 --> 00:09:38,380 Dragonwing. They're not just calling it Dragonwing, it's Qualcomm Dragonwing. 155 00:09:38,380 --> 00:09:41,820 And I think once that brand gets enough strength over time, I think they'll 156 00:09:41,820 --> 00:09:43,940 drop the Qualcomm name from it. 157 00:09:44,180 --> 00:09:45,020 But I think it's good. 158 00:09:45,020 --> 00:09:49,100 I think they always struggled with a brand for what they're doing in 159 00:09:49,100 --> 00:09:50,060 infrastructure. 160 00:09:50,060 --> 00:09:53,740 And it also means, I think that they expect to see more growth from that 161 00:09:53,740 --> 00:09:59,220 segment and that they will have more opportunities down the road for more 162 00:09:59,220 --> 00:10:02,220 products to and potential product lines to fall within Dragonwing. 163 00:10:02,220 --> 00:10:05,580 So they're trying to grow their enterprise side. 164 00:10:05,820 --> 00:10:10,460 And yeah, other than that, it seems pretty straightforward and I like it. 165 00:10:10,460 --> 00:10:11,220 It looks good. 166 00:10:11,220 --> 00:10:15,060 It's purple, but I think you'll probably see a lot of that at MWC. 167 00:10:15,540 --> 00:10:18,580 And that's a slight preview for our next topic. 168 00:10:18,900 --> 00:10:20,380 And I would love to hear your thoughts. 169 00:10:20,700 --> 00:10:23,660 Yeah, no, I think this is brilliant on their part. 170 00:10:23,660 --> 00:10:29,420 They needed to separate how they presented the brands in the market. 171 00:10:29,420 --> 00:10:34,020 Consumer versus enterprise and to your point, Qualcomm continues to push 172 00:10:34,020 --> 00:10:37,860 further and further into my boring area of coverage infrastructure. 173 00:10:37,860 --> 00:10:41,140 And you get to cover all the cool devices and stuff like that and AR, VR. 174 00:10:41,620 --> 00:10:43,220 But I think it's wise. 175 00:10:43,540 --> 00:10:49,540 It makes sense because Qualcomm has been really focusing, especially on its IoT 176 00:10:49,540 --> 00:10:50,140 platform. 177 00:10:50,460 --> 00:10:51,860 We've talked about MediaTek. 178 00:10:52,180 --> 00:10:53,860 They've got a very robust platform. 179 00:10:53,860 --> 00:10:57,900 I think one of MediaTek's challenges is they've been really focused on 180 00:10:57,900 --> 00:11:02,020 their products, challenges is they've almost over rotated a little bit on the 181 00:11:02,020 --> 00:11:06,420 branding and they've had this kind of proliferation of different sub brands. 182 00:11:06,900 --> 00:11:11,140 And I like what Qualcomm is doing here, focusing Snapdragon on consumer, 183 00:11:11,140 --> 00:11:13,940 Dragon Wing on the enterprise stuff. 184 00:11:14,420 --> 00:11:17,940 And there'll probably be some additional kind of branding 185 00:11:17,940 --> 00:11:19,660 adjustments as they move forward. 186 00:11:19,660 --> 00:11:20,820 I agree with you. 187 00:11:21,100 --> 00:11:24,700 Mobile World Congress will be probably their big coming out party, just like 188 00:11:24,700 --> 00:11:30,380 Nokia two years ago when they unveiled their new brand mark with an emphasis on 189 00:11:30,540 --> 00:11:35,020 focusing on enterprise and expanding their share of wallet beyond service providers. 190 00:11:35,020 --> 00:11:36,700 I think at a very high level, it's brilliant. 191 00:11:36,740 --> 00:11:40,140 You do find Snapdragon in a lot of enterprise infrastructure like smart 192 00:11:40,140 --> 00:11:40,700 cameras. 193 00:11:40,940 --> 00:11:44,100 So it'll be interesting to see how the branding changes on that. 194 00:11:44,420 --> 00:11:50,140 Cisco has been one of, or Meraki actually has been one of the initial leaders in 195 00:11:50,140 --> 00:11:50,820 that category. 196 00:11:50,820 --> 00:11:54,180 And there are a host of other companies that do smart cameras that leverage 197 00:11:54,180 --> 00:11:59,980 computer vision for a host of consumer enterprise applications as well. 198 00:11:59,980 --> 00:12:00,780 But I like it. 199 00:12:00,900 --> 00:12:02,900 I was, I was just going to add one more thing. 200 00:12:03,180 --> 00:12:03,700 Yeah. 201 00:12:04,100 --> 00:12:09,420 Verizon has already launched something with a Qualcomm Dragon Wing product. 202 00:12:09,780 --> 00:12:15,980 Oh, it's the Qualcomm RAN intelligent controller and Verizon's using that in 203 00:12:15,980 --> 00:12:20,180 combination with Samsung's AI powered energy saving manager, manager. 204 00:12:21,260 --> 00:12:24,060 I did not trip over that word, but yeah, that's something that 205 00:12:24,060 --> 00:12:27,540 they just announced as part of their open RAN strategies. 206 00:12:27,580 --> 00:12:29,700 We're already seeing Dragon Wing being used. 207 00:12:30,140 --> 00:12:30,580 Cool. 208 00:12:31,180 --> 00:12:35,220 Maybe I can get you a t-shirt while I'm in Barcelona next week, but Hey, that's 209 00:12:35,220 --> 00:12:37,940 a great way for us to wind up the podcast. 210 00:12:37,940 --> 00:12:43,780 We want to talk about Mobile World Congress Barcelona 2025 and provide our 211 00:12:43,780 --> 00:12:46,420 thoughts on what we expect to see at the event. 212 00:12:46,900 --> 00:12:48,780 I've been on the road for three weeks. 213 00:12:48,780 --> 00:12:50,500 I'm in Florida this week. 214 00:12:50,500 --> 00:12:54,740 Did a little DIY, did my annual DIY project and got some new counters 215 00:12:54,740 --> 00:12:58,900 installed and then I head back tonight to Texas and then on Saturday I'm back 216 00:12:58,900 --> 00:13:02,740 on a plane and head over with Patrick Morehead to attend the event. 217 00:13:02,780 --> 00:13:06,820 But from my perspective, this isn't going to be super shocking. 218 00:13:06,860 --> 00:13:11,140 We're going to see a lot more low earth orbit, satellite discussions. 219 00:13:11,580 --> 00:13:14,140 I'm going to meet with a number of different companies. 220 00:13:14,340 --> 00:13:18,460 I get to meet with Abel at AST Space Mobile at the end of the week. 221 00:13:18,460 --> 00:13:20,300 I'm really looking forward to catching up with him. 222 00:13:20,300 --> 00:13:22,100 It's been a while since he and I have spoken. 223 00:13:22,500 --> 00:13:27,580 So tell you, I'm going to meet with Jaime, the CEO there, and I've got several other 224 00:13:27,620 --> 00:13:31,380 low earth orbit, satellite related discussions scheduled. 225 00:13:31,820 --> 00:13:33,580 So I expect to hear a lot about that. 226 00:13:33,860 --> 00:13:38,340 Number one, and then I guess the second point that I'm expecting to hear a lot 227 00:13:38,340 --> 00:13:40,860 about is this whole notion of AI ran. 228 00:13:41,220 --> 00:13:42,980 And Nvidia has really been leading the charge. 229 00:13:42,980 --> 00:13:45,380 You and I have talked about Nvidia on prior podcasts. 230 00:13:45,380 --> 00:13:51,740 So they started out last year with the 6G cloud and it's basically 231 00:13:51,740 --> 00:13:57,420 designed to be a testbed and now Nvidia is maturing that even further. 232 00:13:57,420 --> 00:14:03,260 In fact, I was able to be pre-grieved on the latest AI ran announcements that are 233 00:14:03,260 --> 00:14:04,340 coming at Mobile World Congress. 234 00:14:04,340 --> 00:14:05,660 Can't talk about that right now. 235 00:14:05,660 --> 00:14:06,700 It's still under embargo. 236 00:14:08,700 --> 00:14:14,100 I'll be sharing more shortly, but from my perspective, AI and the ran, 237 00:14:14,100 --> 00:14:21,700 could do an amazing number of things to just supercharge the capabilities of 238 00:14:21,700 --> 00:14:27,100 spectrum usage and antenna intuition, if I'm pronouncing that correctly, 239 00:14:27,140 --> 00:14:32,940 continuation, and it's my Texas accent coming out and just a host of other things. 240 00:14:32,940 --> 00:14:34,540 And it's interesting. 241 00:14:34,540 --> 00:14:38,460 So Nvidia just announced earnings above expectations. 242 00:14:38,500 --> 00:14:40,140 I haven't looked at the stock recently. 243 00:14:40,140 --> 00:14:40,940 It's interesting. 244 00:14:40,940 --> 00:14:44,980 They're going to be moving from MWC directly into GTC. 245 00:14:46,420 --> 00:14:46,900 Yeah. 246 00:14:46,900 --> 00:14:51,660 And I'll be attending GTC virtually this year, but yeah, at a high level 247 00:14:51,660 --> 00:14:55,300 lower earth orbit satellite, I expect to hear a lot about that at MWC. 248 00:14:55,780 --> 00:15:00,580 I expect to hear more about AI ran and I expect to see more players beyond 249 00:15:00,580 --> 00:15:05,940 Nvidia that jump into that, that AI ran category, but what are you expecting? 250 00:15:05,940 --> 00:15:08,180 And I know that you're not going to be able to go this year, but what are you 251 00:15:08,180 --> 00:15:09,380 expecting from the next year? 252 00:15:09,380 --> 00:15:13,540 Honestly, I would say it's a lot of the same stuff in terms of new modems, 253 00:15:14,220 --> 00:15:20,660 new wifi, chipsets, a lot of the same kind of fundamental wireless stuff that we're 254 00:15:20,660 --> 00:15:28,900 used to, but also to your point, a lot more AI ran stuff and the next phase of AI 255 00:15:29,660 --> 00:15:36,940 in the network, but also AI on devices, more details and more information. 256 00:15:36,940 --> 00:15:41,620 I expect we'll see more demos of AI running at the edge. 257 00:15:42,220 --> 00:15:49,380 So I think we're seeing this year where AI feels a lot more tangible as opposed 258 00:15:49,380 --> 00:15:52,220 to something that's aspirational. 259 00:15:52,540 --> 00:15:55,300 So I think that's the theme that I'm getting from it. 260 00:15:55,980 --> 00:16:01,620 I also think that we move from the 261 00:16:01,620 --> 00:16:07,140 AI to the multi-year effort, but nevertheless, I think it will be something 262 00:16:07,140 --> 00:16:12,460 that will grow with time and because AI is moving so fast, I think maybe the 263 00:16:12,460 --> 00:16:17,500 hope is that if AI growth continues to accelerate, then that's going to be 264 00:16:17,500 --> 00:16:21,180 something that we're going to see in the future, but I think that's going to be 265 00:16:21,180 --> 00:16:23,420 something that we're going to see in the future as well. 266 00:16:23,420 --> 00:16:26,900 And I think that's going to be something that we're going to see in the future. 267 00:16:26,900 --> 00:16:31,820 So I think maybe the hope is that if AI growth continues to accelerate, 268 00:16:31,820 --> 00:16:33,860 then that will take 5G with it. 269 00:16:34,820 --> 00:16:35,180 Yeah. 270 00:16:35,180 --> 00:16:39,980 And we've talked about that on prior podcasts, how FWA has been the killer 271 00:16:39,980 --> 00:16:48,340 app, killer use case so far for 5G, but as modern AI becomes decidedly hybrid, 272 00:16:48,820 --> 00:16:53,660 moving from cloud to network edges, mobility is going to play an important 273 00:16:53,660 --> 00:16:57,380 role in facilitating that inference and that training on the edge. 274 00:16:57,380 --> 00:16:59,220 So it's exciting. 275 00:16:59,340 --> 00:17:02,740 It's an exciting time to be in the technology industry and to see the 276 00:17:02,740 --> 00:17:07,500 sea change happening and cloud was really big, but I really do believe that 277 00:17:07,500 --> 00:17:13,420 as we entered the second half of this year, a lot more enterprise applications 278 00:17:13,420 --> 00:17:14,140 are going to surface. 279 00:17:14,180 --> 00:17:19,540 Initially, gen AI has been fun for creating a song or creating an 280 00:17:19,540 --> 00:17:21,260 interesting image and that sort of thing. 281 00:17:21,260 --> 00:17:24,540 And my prediction is we're going to really see it move into the mainstream. 282 00:17:24,860 --> 00:17:27,700 We're going to really see it unlock a lot of enterprise in these cases. 283 00:17:27,700 --> 00:17:33,060 We're already seeing that with security and co-pilots and reducing friction 284 00:17:33,060 --> 00:17:38,340 from sock analysts onboarding and that sort of thing, internal situation 285 00:17:38,340 --> 00:17:44,420 report generation and whatnot, but its ability to really take AI ops within 286 00:17:44,420 --> 00:17:47,460 the network to the next level is pretty amazing. 287 00:17:47,780 --> 00:17:48,620 I've been weighing in. 288 00:17:48,620 --> 00:17:50,340 I've been spending time with Nokia recently. 289 00:17:50,340 --> 00:17:54,780 I've been publishing a ton of stuff, formal papers and formal papers. 290 00:17:54,820 --> 00:17:59,540 I'm in the process of doing some video work with them and we'll be spending 291 00:17:59,540 --> 00:18:02,780 time with both Nokia and Ericsson next week at Mobile World Congress as well. 292 00:18:02,780 --> 00:18:07,660 But Hey, my friend, we were speedy this week, but why don't you take us home? 293 00:18:08,580 --> 00:18:09,380 Absolutely. 294 00:18:09,660 --> 00:18:12,540 We hope our viewers and listeners found this week's topics interesting. 295 00:18:12,820 --> 00:18:16,540 If anyone would like to provide insights on a future 5G topic for a future 296 00:18:16,540 --> 00:18:20,700 podcast, please reach out to us on social media, Will is at WillTownTech 297 00:18:20,780 --> 00:18:22,020 and I'm at Anshul Saag. 298 00:18:22,500 --> 00:18:25,580 We hope you guys have a great weekend and please tune in again next week. 299 00:18:25,580 --> 00:18:46,940 And don't forget to rate us and subscribe.