WEBVTT 00:00:00.000 --> 00:00:03.500 In episode 221 of the GTO on 5G, it's the latest 00:00:03.500 --> 00:00:06.019 Insight Scoop on everything 5G. We cover six 00:00:06.019 --> 00:00:07.759 topics in about 20 minutes, and it's brought 00:00:07.759 --> 00:00:10.220 to you by More Insights and Strategy. I'm Will 00:00:10.220 --> 00:00:11.939 Townsend, and joining me again this week is fellow 00:00:11.939 --> 00:00:14.699 analyst Anshul Saag. Let's get started with my 00:00:14.699 --> 00:00:17.239 first topic, and I've got a couple related to 00:00:17.239 --> 00:00:20.219 AT &T. This first one is around an announcement 00:00:20.219 --> 00:00:24.339 between AT &T and Celona for neutral hosts. Celona 00:00:24.339 --> 00:00:26.719 is a private cellular networking company that 00:00:26.719 --> 00:00:30.629 I've followed. since nearly its inception. And 00:00:30.629 --> 00:00:33.250 there's been a lot of dialogue back and forth 00:00:33.250 --> 00:00:37.229 on the viability of neutral host and the monetization. 00:00:37.670 --> 00:00:41.149 Last year, Solona announced a partnership with 00:00:41.149 --> 00:00:44.960 T -Mobile. around neutral host. And so this announcement 00:00:44.960 --> 00:00:49.560 this week follows that with AT &T. From my perspective, 00:00:49.679 --> 00:00:51.960 when you look at, and it's not necessarily just 00:00:51.960 --> 00:00:54.039 venues, I mean, that's been really the focus 00:00:54.039 --> 00:00:56.460 for neutral host from my perspective, but it's 00:00:56.460 --> 00:00:59.320 really in buildings and in deployment scenarios 00:00:59.320 --> 00:01:02.679 where it's economically not viable to densify 00:01:02.679 --> 00:01:06.060 with Wi -Fi access points is when a neutral host 00:01:06.060 --> 00:01:10.120 solution. can really be advantageous to boost 00:01:10.120 --> 00:01:14.040 indoor cellular performance. But getting back 00:01:14.040 --> 00:01:17.140 to venues, DAS solutions tend to be very expensive. 00:01:18.040 --> 00:01:20.500 And you've got Greenfield, you've got Brownfield 00:01:20.500 --> 00:01:23.060 considerations there. What I like about what 00:01:23.060 --> 00:01:26.180 Salon is doing is it can supplement DAS and very 00:01:26.180 --> 00:01:29.439 large sporting venues and concert venues and 00:01:29.439 --> 00:01:31.859 that sort of thing. But then at the same time, 00:01:31.980 --> 00:01:35.299 it can provide a very economically viable alternative 00:01:35.299 --> 00:01:39.239 when densifying with Wi -Fi access points just 00:01:39.239 --> 00:01:41.719 isn't feasible. With this announcement, Stanford 00:01:41.719 --> 00:01:44.200 Healthcare was also highlighted as a use case. 00:01:44.239 --> 00:01:46.900 So they're deploying private networking in a 00:01:46.900 --> 00:01:49.560 neutral host. solution to deliver point of care. 00:01:50.219 --> 00:01:53.099 And in fact, the Salona management team is going 00:01:53.099 --> 00:01:55.299 to afford me the opportunity to speak with them. 00:01:55.599 --> 00:01:58.019 And I'm hoping to write a research note or an 00:01:58.019 --> 00:02:00.359 analyst insight on our website in the near future. 00:02:00.500 --> 00:02:02.980 But what do you think about all that? I think 00:02:02.980 --> 00:02:05.920 Salona is definitely like the leader in this 00:02:05.920 --> 00:02:09.500 space. I didn't really know that they did a lot 00:02:09.500 --> 00:02:11.900 of neutral host stuff. Fairly new. Like I said, 00:02:12.000 --> 00:02:13.939 T -Mobile was the first announcement last year. 00:02:14.000 --> 00:02:16.460 Yeah, because I knew that they did a lot of like, 00:02:16.830 --> 00:02:20.150 private 5G networks for stadiums. I think they 00:02:20.150 --> 00:02:22.110 even built one, helped build one out here in 00:02:22.110 --> 00:02:24.810 San Diego. But yeah, it seems it's really about 00:02:24.810 --> 00:02:29.169 providing like a secondary infrastructure that 00:02:29.169 --> 00:02:32.889 can coexist with other infrastructure. And in 00:02:32.889 --> 00:02:35.629 general, it seems they're on a roll with anything 00:02:35.629 --> 00:02:37.870 that they do. And it also seems like they're 00:02:37.870 --> 00:02:39.969 very focused, which I think is part of their 00:02:39.969 --> 00:02:43.430 success. And I just think that Solana signing 00:02:43.430 --> 00:02:46.069 a pretty big deal with AT &T is a major step 00:02:46.069 --> 00:02:48.449 forward for them in this area. Yeah, no, I totally 00:02:48.449 --> 00:02:50.770 agree. And by the way, it's also supporting AT 00:02:50.770 --> 00:02:54.409 &T FirstNet as well. And just a final few points 00:02:54.409 --> 00:02:57.229 before we move to your first topic. What I like 00:02:57.229 --> 00:02:59.789 about their infrastructure, it's a complete end 00:02:59.789 --> 00:03:02.330 -to -end solution. So they provide core and radio 00:03:02.330 --> 00:03:05.949 and a software layer. They offer microsegmentation, 00:03:06.009 --> 00:03:08.889 which is akin to network slicing as well. And 00:03:08.889 --> 00:03:11.530 what I also like about their radio infrastructure 00:03:11.530 --> 00:03:15.250 is that it supports both LTE and 5G. So there's 00:03:15.250 --> 00:03:17.050 a lot of flexibility there. There are a lot of 00:03:17.050 --> 00:03:20.969 use cases that leverage LTE, but then if a company 00:03:20.969 --> 00:03:23.930 starts with LTE and they want to move to 5G, 00:03:23.990 --> 00:03:26.460 it's simply, it's a software upgrade. provides 00:03:26.460 --> 00:03:29.979 a tremendous amount of flexibility. It is CBRS, 00:03:30.000 --> 00:03:32.139 right? So I need to state that. So it's not an 00:03:32.139 --> 00:03:34.400 end -all be -all replacement. It's an augmentation 00:03:34.400 --> 00:03:38.479 to your point to supplement connectivity in areas 00:03:38.479 --> 00:03:41.419 like, think about in a hospital that's very dense 00:03:41.419 --> 00:03:44.699 with metal and medical metal equipment and that 00:03:44.699 --> 00:03:47.639 sort of thing, basements and that sort of thing. 00:03:47.919 --> 00:03:50.639 And it's a solution where customers can start 00:03:50.639 --> 00:03:53.879 small, see how they like it. and then they can 00:03:53.879 --> 00:03:57.159 broaden it. And the opportunity, again, I think 00:03:57.159 --> 00:04:00.439 beyond venues is immense when you look at use 00:04:00.439 --> 00:04:04.560 cases that span not only healthcare, but retail, 00:04:04.780 --> 00:04:08.180 light manufacturing, heavy manufacturing, logistics, 00:04:08.599 --> 00:04:11.419 and whatnot. So pretty compelling stuff. But 00:04:11.419 --> 00:04:12.979 like I mentioned, I'm hoping to get the chance 00:04:12.979 --> 00:04:15.699 to speak with Stanford Healthcare and be able 00:04:15.699 --> 00:04:17.740 to share those insights with our viewers and 00:04:17.740 --> 00:04:20.379 listeners at a future date. But with that, let's 00:04:20.379 --> 00:04:21.959 go to your first topic. You want to talk about 00:04:21.959 --> 00:04:27.000 HP Go's new connected PC 5G experience. And this 00:04:27.000 --> 00:04:29.079 was announced in Amplify, right? Just recently. 00:04:30.000 --> 00:04:32.959 Yeah, so this was announced at HP Amplify two 00:04:32.959 --> 00:04:36.079 weeks ago now. And I didn't actually get an opportunity 00:04:36.079 --> 00:04:40.779 to talk about or even learn about much detail 00:04:40.779 --> 00:04:43.019 about it because you go online. I'm online right 00:04:43.019 --> 00:04:44.720 now. There's like a paragraph this big about 00:04:44.720 --> 00:04:48.040 it. And I actually got a briefing last week that 00:04:48.040 --> 00:04:50.990 kind of... illuminated more about the program 00:04:50.990 --> 00:04:53.930 and how it works and all these things. And really 00:04:53.930 --> 00:04:56.430 what's interesting about HP Go is, first of all, 00:04:56.470 --> 00:05:00.569 it's a MNO solution. So they're actually integrating 00:05:00.569 --> 00:05:03.709 AT &T, Verizon, and T -Mobile as a single service 00:05:03.709 --> 00:05:06.370 that auto switches between carriers based on 00:05:06.370 --> 00:05:08.050 the location that you're at, whichever has the 00:05:08.050 --> 00:05:11.230 best service. On top of that, it already comes 00:05:11.230 --> 00:05:14.569 pre -integrated on a module at the manufacturing. 00:05:15.550 --> 00:05:19.069 like level so when you get the laptop it's already 00:05:19.069 --> 00:05:21.910 connected you basically do like a one button 00:05:21.910 --> 00:05:24.990 push as a user and the it department already 00:05:24.990 --> 00:05:28.810 gets an email when they ship the laptop so that 00:05:28.810 --> 00:05:31.670 it can ingest it into their management console 00:05:31.670 --> 00:05:34.189 whether that's an hp management console or a 00:05:34.189 --> 00:05:37.279 different one and they can actually manage their 00:05:37.279 --> 00:05:40.279 devices before you even touch it. And they can 00:05:40.279 --> 00:05:43.139 ensure that the correct provisioning is done. 00:05:43.420 --> 00:05:46.399 And that when you do have issues, HP manages 00:05:46.399 --> 00:05:49.019 all of those connectivity problems. So IT doesn't 00:05:49.019 --> 00:05:50.680 have to deal with that or deal with the carriers. 00:05:51.079 --> 00:05:54.899 They're really simplifying the 5G connected PC 00:05:54.899 --> 00:05:57.560 experience. And they're not really relying on 00:05:57.560 --> 00:06:00.540 one carrier to do that. On top of that, billing 00:06:00.540 --> 00:06:03.899 is pretty simple in the sense that it's $20 a 00:06:03.899 --> 00:06:06.199 month starting price for unlimited data in the 00:06:06.199 --> 00:06:10.180 US. And then as you want to uplevel your management 00:06:10.180 --> 00:06:13.720 of the laptop, having deeper capabilities, being 00:06:13.720 --> 00:06:16.720 able to remote wipe, all those kinds of more 00:06:16.720 --> 00:06:20.019 advanced management capabilities will be at a 00:06:20.019 --> 00:06:23.019 higher tier. And then also at higher price tiers 00:06:23.019 --> 00:06:26.459 is global roaming. So you can roam all over the 00:06:26.459 --> 00:06:28.579 world. So let's say you have an executive who 00:06:28.579 --> 00:06:30.300 you know is going to be traveling all around 00:06:30.300 --> 00:06:33.379 the world. You don't want them having to roam 00:06:33.379 --> 00:06:35.730 on different networks that you don't trust. yeah 00:06:35.730 --> 00:06:38.930 and using wi -fi in a coffee shop or anything 00:06:38.930 --> 00:06:41.689 that or even using a hot spot so this is like 00:06:41.689 --> 00:06:44.449 a perfect solution for that but also like all 00:06:44.449 --> 00:06:46.170 of your marketing and sales people that are traveling 00:06:46.170 --> 00:06:48.550 around like it's cheaper than paying for hotel 00:06:48.550 --> 00:06:50.949 wi -fi and in my experience and in your experience 00:06:50.949 --> 00:06:54.589 most likely it's faster too yeah i think the 00:06:54.589 --> 00:06:57.449 roi is there it was just always difficult to 00:06:57.790 --> 00:07:00.850 get people on board. And really what HP Go is 00:07:00.850 --> 00:07:03.209 trying to do is reduce the onboarding process 00:07:03.209 --> 00:07:06.209 and make it simpler for IT because we've gone 00:07:06.209 --> 00:07:08.189 through so many different phases of this. And 00:07:08.189 --> 00:07:10.329 every time it's, oh, we'll give it away for free. 00:07:10.350 --> 00:07:12.209 People love it, but then it doesn't get deployed. 00:07:12.370 --> 00:07:15.069 Why? Because onboarding is just such a pain. 00:07:15.170 --> 00:07:19.089 And right now this is available for one. It's 00:07:19.089 --> 00:07:22.910 the HP EliteBook 6 G1Q, which is a Qualcomm -based 00:07:22.910 --> 00:07:25.889 solution. But HP tells me that they plan to go 00:07:25.889 --> 00:07:29.810 far beyond this. And they call it the world's 00:07:29.810 --> 00:07:32.850 first AI PC with zero -touch multi -garrier 5G 00:07:32.850 --> 00:07:36.170 deployment. I think you hit the nail on the head. 00:07:36.370 --> 00:07:39.029 The challenge here with connected PCs, cellular 00:07:39.029 --> 00:07:41.750 connected PCs, has been the activation experience, 00:07:42.129 --> 00:07:44.709 right? And it really sounds like HP's done their 00:07:44.709 --> 00:07:47.339 homework. And they really resolved that. I love 00:07:47.339 --> 00:07:49.360 the fact that it's activated out of the box. 00:07:49.420 --> 00:07:51.819 I love the fact that it's multi -carrier. And 00:07:51.819 --> 00:07:54.100 I love the fact that they've taken kind of the 00:07:54.100 --> 00:07:57.100 guesswork out of the whole experience. And our 00:07:57.100 --> 00:07:59.600 buddy Bob O'Donnell, he's been a big proponent 00:07:59.600 --> 00:08:03.259 of connected PCs. He's done surveys. And he and 00:08:03.259 --> 00:08:04.920 I have always discussed the biggest limiting 00:08:04.920 --> 00:08:07.819 factor has been this friction with the activation. 00:08:08.439 --> 00:08:10.540 And so it really sounds like HP did their homework. 00:08:10.720 --> 00:08:13.519 And so this is only available on one model, it 00:08:13.519 --> 00:08:15.740 sounds like, right? Currently, yes. And I think 00:08:15.740 --> 00:08:18.980 that's them trying to dip their toes in and see 00:08:18.980 --> 00:08:22.060 how it gets absorbed and probably figure out 00:08:22.060 --> 00:08:23.639 some of the other kinks that might be in the 00:08:23.639 --> 00:08:26.560 program before they go broader. But HP's had 00:08:26.560 --> 00:08:29.009 a lot of... 5G connected PCs in the past that 00:08:29.009 --> 00:08:30.889 weren't Qualcomm based. I think this is a matter 00:08:30.889 --> 00:08:34.809 of time. And also by being able to do one module, 00:08:35.090 --> 00:08:37.389 because if they've modularized this, by doing 00:08:37.389 --> 00:08:40.129 a module, potentially they could just ship this 00:08:40.129 --> 00:08:42.549 module on many different platforms and now have 00:08:42.549 --> 00:08:44.970 to customize it to each. And since they're the 00:08:44.970 --> 00:08:48.009 manufacturer of the laptop, they can build their 00:08:48.009 --> 00:08:51.590 PCB around this module and make it easy to integrate 00:08:51.590 --> 00:08:54.899 afterwards as well. And that's critical from 00:08:54.899 --> 00:08:57.120 a supply chain perspective because many years 00:08:57.120 --> 00:08:59.960 ago, this is how I got introduced to mobility 00:08:59.960 --> 00:09:03.720 and it was in the 3G world. But I was with Dell 00:09:03.720 --> 00:09:05.860 at the time and I was in worldwide procurement 00:09:05.860 --> 00:09:09.279 and I was working on activating mobile broadband 00:09:09.279 --> 00:09:11.759 connectivity on the Dell Latitude notebooks. 00:09:12.139 --> 00:09:16.039 And one of the challenges was, do we burden the 00:09:16.039 --> 00:09:18.840 bill of material with this, at the time, a very 00:09:18.840 --> 00:09:22.700 expensive cellular modem? in the hopes of getting 00:09:22.700 --> 00:09:25.720 an activation. And there was a bounty that was 00:09:25.720 --> 00:09:29.019 paid from the operator to Dell. And I was managing 00:09:29.019 --> 00:09:31.840 the relationship with Tallis and AT &T, ironically, 00:09:31.860 --> 00:09:34.980 at the time. And so it was always chicken and 00:09:34.980 --> 00:09:37.440 egg. It's can we get the value for the increase 00:09:37.440 --> 00:09:40.379 in the cost, right? Because it wrecks the profitability 00:09:40.379 --> 00:09:43.960 if you can't. And so that modular approach, it 00:09:43.960 --> 00:09:46.100 really sounds solid. They figured out the whole 00:09:46.100 --> 00:09:48.039 user experience and the activation, and they 00:09:48.039 --> 00:09:50.519 figured out the supply chain. So pretty compelling 00:09:50.519 --> 00:09:53.559 stuff, man. Very cool. Hey, let's go to my second 00:09:53.559 --> 00:09:56.200 topic. And it's a gratuitous plug for a research 00:09:56.200 --> 00:09:58.259 that I recently posted to the More Insights and 00:09:58.259 --> 00:10:00.779 Strategy website. I had the opportunity to spend 00:10:00.779 --> 00:10:03.460 time with the Dallas Cowboys and understand what 00:10:03.460 --> 00:10:05.779 they are doing to provide secure connectivity, 00:10:06.059 --> 00:10:09.039 not only for their back office and front office 00:10:09.039 --> 00:10:14.039 operations, but for users that visit AT &T Stadium 00:10:14.039 --> 00:10:17.659 in Dallas. And it's pretty compelling. The one 00:10:17.659 --> 00:10:20.240 thing that Matt Messick and I talked about, and 00:10:20.240 --> 00:10:23.940 Matt is the CTO for the Cowboys, he also manages 00:10:23.940 --> 00:10:27.600 Jerry Jones' IT needs across multiple businesses. 00:10:27.799 --> 00:10:29.860 I learned quite a bit. Mr. Jones is quite an 00:10:29.860 --> 00:10:33.000 entrepreneur. He has many businesses beyond just 00:10:33.000 --> 00:10:34.720 being the owner and the general manager of the 00:10:34.720 --> 00:10:37.039 Dallas Cowboys. But one of the things Matt and 00:10:37.039 --> 00:10:39.980 I talked about was the concern around security. 00:10:40.299 --> 00:10:42.940 And if you think about it, The Dallas Cowboys 00:10:42.940 --> 00:10:46.519 have a big star or target painted on them. They 00:10:46.519 --> 00:10:49.279 are the most valuable sport franchise in the 00:10:49.279 --> 00:10:52.759 world worth, I think, nearly $11 billion. When 00:10:52.759 --> 00:10:56.159 you look at just their ticket sales and their 00:10:56.159 --> 00:10:59.200 merchandise and just their footprint and popularity. 00:10:59.759 --> 00:11:02.580 I used to be a Dallas Cowboys fan. I lived in... 00:11:02.990 --> 00:11:04.990 the Dallas area. And I'm a little bit older than 00:11:04.990 --> 00:11:06.990 you. I can remember the Roger Staubach days. 00:11:07.049 --> 00:11:09.629 I can remember when the Cowboys would play the 00:11:09.629 --> 00:11:12.409 Steelers, when Terry Bradshaw was the quarterback 00:11:12.409 --> 00:11:16.250 for the Steelers. And so security is a huge issue. 00:11:16.370 --> 00:11:19.190 What was publicly announced most recently was 00:11:19.190 --> 00:11:23.330 that the Dallas Cowboys are employing AT &T's 00:11:23.330 --> 00:11:26.909 dynamic defense to secure the inline connection 00:11:26.909 --> 00:11:31.509 and circuit. into TNT Stadium that also supports 00:11:31.509 --> 00:11:34.990 a lot of the connectivity needs for Mr. Jen's 00:11:34.990 --> 00:11:38.129 businesses as well. And I'm not going to go into 00:11:38.129 --> 00:11:40.210 a ton of detail because I want to encourage our 00:11:40.210 --> 00:11:42.690 viewers and listeners to go hit the More Insights 00:11:42.690 --> 00:11:45.669 and Strategy website and read the article. But 00:11:45.669 --> 00:11:48.669 I go into a lot of depth about the value, the 00:11:48.669 --> 00:11:51.210 fact that dynamic defense provides a layered 00:11:51.210 --> 00:11:53.730 approach. It complements other security controls 00:11:53.730 --> 00:11:56.590 and provisions, and it's all in line. It doesn't 00:11:56.590 --> 00:11:59.679 require any sort of incremental equipment to 00:11:59.679 --> 00:12:02.740 operate and at a very high level i will say one 00:12:02.740 --> 00:12:06.080 thing what i really like about it is that it 00:12:06.080 --> 00:12:09.679 provides the ability to filter out and weed out 00:12:09.679 --> 00:12:12.840 a lot of the noise and the alerting and allow 00:12:12.840 --> 00:12:16.409 matt and his team to really focus on What are 00:12:16.409 --> 00:12:18.710 the critical threat vectors and attacks that 00:12:18.710 --> 00:12:22.690 are coming in that could potentially thwart operations, 00:12:22.990 --> 00:12:26.250 create denial of service, or bring down the entire 00:12:26.250 --> 00:12:29.029 network during a Taylor Swift concert? Again, 00:12:29.230 --> 00:12:31.889 from my perspective, it's very innovative. The 00:12:31.889 --> 00:12:34.289 other piece of the article, I focus on Extinet. 00:12:34.529 --> 00:12:38.110 So they've been the Cowboys' partner since the 00:12:38.110 --> 00:12:41.009 inception of building that massive venue in Dallas 00:12:41.009 --> 00:12:45.070 or in Arlington. And in the article, I do talk 00:12:45.070 --> 00:12:47.710 to one of Extinet's executives about what they 00:12:47.710 --> 00:12:50.649 had done to improve the connectivity experience 00:12:50.649 --> 00:12:54.149 from a mobility perspective, from a fiber perspective. 00:12:54.370 --> 00:12:56.549 And again, I encourage our viewers and listeners 00:12:56.549 --> 00:12:59.769 to go read that article. I'm a Chiefs fan these 00:12:59.769 --> 00:13:03.070 days. My wife grew up in Kansas City. I follow 00:13:03.070 --> 00:13:05.490 the Cowboys, but I'm not a Rabbit fan like I 00:13:05.490 --> 00:13:07.549 used to be. But what do you think this whole 00:13:07.549 --> 00:13:10.250 notion about dynamic defense, the value it can 00:13:10.250 --> 00:13:12.090 provide? Because you and I have talked. talked 00:13:12.090 --> 00:13:15.029 about this. Mobile networks are huge targets 00:13:15.029 --> 00:13:17.629 by threat actors because there are massive numbers 00:13:17.629 --> 00:13:20.409 of subscribers on these networks. The ability 00:13:20.409 --> 00:13:25.370 for a bad actor to attack a network, bring it 00:13:25.370 --> 00:13:28.230 down and extort ransomware is quite high. This 00:13:28.230 --> 00:13:30.889 has occurred with AT &T, with T -Mobile, with 00:13:30.889 --> 00:13:33.710 Verizon, with Vodafone. What do you think? Do 00:13:33.710 --> 00:13:35.909 you think this is something that other MNOs should 00:13:35.909 --> 00:13:39.980 consider? I think yes. I also think A lot of 00:13:39.980 --> 00:13:42.320 these venues end up becoming a single point of 00:13:42.320 --> 00:13:46.419 failure. Let's say Cowboy Stadium probably has 00:13:46.419 --> 00:13:48.820 a couple lines of fiber going into it. But if 00:13:48.820 --> 00:13:51.600 you were to take out the right one, it might 00:13:51.600 --> 00:13:55.899 not actually have enough bandwidth to keep the 00:13:55.899 --> 00:13:58.960 venue running, let alone serve customers. So 00:13:58.960 --> 00:14:02.580 I think just being able to lean, because these 00:14:02.580 --> 00:14:05.799 are public venues now, and people are becoming 00:14:05.799 --> 00:14:09.299 more and more dependent on these venues. to provide 00:14:09.299 --> 00:14:11.799 connectivity let's say not even for entertainment 00:14:11.799 --> 00:14:14.919 purposes just for safety so i think it's one 00:14:14.919 --> 00:14:17.240 of those things where it will probably become 00:14:17.240 --> 00:14:21.360 mandated at some point that there be more security 00:14:21.360 --> 00:14:24.460 at these venues simply because they become because 00:14:24.460 --> 00:14:28.879 they become bigger points of attack for bad actors 00:14:28.879 --> 00:14:32.179 whether that's someone with malicious software 00:14:32.179 --> 00:14:35.419 intent or malicious physical intent and if you 00:14:35.419 --> 00:14:38.190 wanted to inflict harm, you would want to make 00:14:38.190 --> 00:14:40.330 sure that there's no way for people to communicate. 00:14:40.590 --> 00:14:44.370 So I think that there's inherently going to be 00:14:44.370 --> 00:14:47.590 a need for more security at these venues, because 00:14:47.590 --> 00:14:50.309 this is probably one of the few places where 00:14:50.309 --> 00:14:53.210 you have so many people in such a small space. 00:14:53.570 --> 00:14:56.809 And this is a public safety nightmare if connectivity 00:14:56.809 --> 00:15:00.470 goes down. You're echoing the exact point that 00:15:00.470 --> 00:15:03.169 the Exinet executive mentioned to me. He mentioned 00:15:03.169 --> 00:15:05.610 that the best level of security that you can 00:15:05.610 --> 00:15:07.909 provide in a large venue is connectivity, to 00:15:07.909 --> 00:15:10.490 your point, right? So that if you need to contact 00:15:10.490 --> 00:15:13.350 a first responder, heaven forbid, if something 00:15:13.350 --> 00:15:15.990 happens, a criminal activity or, you know, you 00:15:15.990 --> 00:15:18.809 have a health issue. And I know we're both busy 00:15:18.809 --> 00:15:20.409 and we don't get an opportunity to read each 00:15:20.409 --> 00:15:22.690 other's articles, but you're echoing kind of 00:15:22.690 --> 00:15:26.289 the punctuation that I highlighted with the Exinet 00:15:26.289 --> 00:15:28.700 executive. Nobody even gets to read my own article. 00:15:29.019 --> 00:15:31.919 I know, man. I don't get to either, man. But 00:15:31.919 --> 00:15:34.600 hey, it's the life of an analyst, right? But 00:15:34.600 --> 00:15:36.299 hey, let's go to your second topic. And you want 00:15:36.299 --> 00:15:40.659 to talk about Disney and using T -Mobile 5G for 00:15:40.659 --> 00:15:43.259 a new Lilo and Stitch live action film production. 00:15:43.379 --> 00:15:46.440 And I'm just going to do another call out to 00:15:46.440 --> 00:15:48.700 my wife, Megan. She's a huge Lilo and Stitch 00:15:48.700 --> 00:15:52.720 fan. Oh, really? Yeah, she really is. I can do 00:15:52.720 --> 00:15:56.220 a perfect Stitch. Oh, do it real quick. Stitch. 00:15:56.399 --> 00:16:01.419 My little Stitch. That's scary. Pretty good, 00:16:01.480 --> 00:16:03.519 right? I'm going to get her to watch this video, 00:16:03.679 --> 00:16:06.700 man. I'm going to get her to watch it. So I'm 00:16:06.700 --> 00:16:09.080 a big fan of Lilo and Stitch as well. Yeah. The 00:16:09.080 --> 00:16:11.620 original animated movie, which is why I can do 00:16:11.620 --> 00:16:15.100 a Stitch voice. But basically, this is from a 00:16:15.100 --> 00:16:17.399 partnership that T -Mobile actually started in 00:16:17.399 --> 00:16:21.559 2022, which makes sense because live film productions. 00:16:22.139 --> 00:16:25.039 usually take a couple years to shoot edit and 00:16:25.039 --> 00:16:28.740 publish this movie's coming out in a month uh 00:16:28.740 --> 00:16:32.659 on may 23rd and this is i think it's like a co 00:16:32.659 --> 00:16:37.019 -marketing deal in my opinion because they did 00:16:37.019 --> 00:16:41.419 this probably in 2023 or 2024 and they were doing 00:16:41.419 --> 00:16:44.720 live shoots in hawaii because lilo stitch is 00:16:44.720 --> 00:16:46.980 based in hawaii if you don't know about the story 00:16:47.389 --> 00:16:49.370 Lilo and Stitch is about an alien who lands on 00:16:49.370 --> 00:16:52.750 Earth, and a girl mistakes him for a dog and 00:16:52.750 --> 00:16:55.730 makes her his pet, but he's actually like a fugitive 00:16:55.730 --> 00:16:58.850 from a foreign alien empire, and he's actually 00:16:58.850 --> 00:17:01.730 very dangerous and could easily kill someone, 00:17:01.889 --> 00:17:05.430 but he takes on being her pet. But they use real 00:17:05.430 --> 00:17:07.170 people in this production that's really being 00:17:07.170 --> 00:17:09.569 shot in Hawaii. Disney is based out of Burbank, 00:17:09.650 --> 00:17:11.769 and that's where a lot of their production happens, 00:17:11.990 --> 00:17:15.660 and they are basically... as they're filming 00:17:15.660 --> 00:17:17.940 they want to review the footage and ensure that 00:17:17.940 --> 00:17:21.279 the shots that are that need to be gone are good 00:17:21.279 --> 00:17:24.839 and can be usable in the film and part of that 00:17:24.839 --> 00:17:26.980 is sending those dailies back to the studio so 00:17:26.980 --> 00:17:29.519 they can be reviewed by the editors and get the 00:17:29.519 --> 00:17:32.680 movie moving and part of that is they got to 00:17:32.680 --> 00:17:35.140 stream this stuff and move all these drives over 00:17:35.140 --> 00:17:38.839 to the us across the pacific Sometimes those 00:17:38.839 --> 00:17:41.099 have to physically be flown. Other times they're 00:17:41.099 --> 00:17:44.720 using fiber lines. But the fastest way to get 00:17:44.720 --> 00:17:47.240 this done is actually to stream it in real time 00:17:47.240 --> 00:17:51.940 from the film set straight into Burbank. And 00:17:51.940 --> 00:17:53.660 that's what they're doing with T -Mobile 5G. 00:17:53.839 --> 00:17:57.339 They're also using T -Mobile 5G for scouting 00:17:57.339 --> 00:17:59.900 locations, which Disney had actually talked about. 00:18:00.440 --> 00:18:02.400 A long time ago, when I was actually working 00:18:02.400 --> 00:18:05.039 with Disney, they were talking about at this 00:18:05.039 --> 00:18:07.940 USC conference that I was speaking at, how they're 00:18:07.940 --> 00:18:10.160 using drones to scout locations. And that's how 00:18:10.160 --> 00:18:12.859 they were doing some of the Marvel stuff, being 00:18:12.859 --> 00:18:14.559 able to figure out exactly which is the right 00:18:14.559 --> 00:18:16.240 shopping center for the shot they want to do 00:18:16.240 --> 00:18:19.019 and all these things and having drones help them 00:18:19.019 --> 00:18:21.519 automate these processes. And now they're using 00:18:21.519 --> 00:18:23.880 5G to also reduce the amount of infrastructure 00:18:23.880 --> 00:18:27.140 they need to have in place so that they can actually 00:18:27.140 --> 00:18:31.589 make sure that they're setup and teardown times 00:18:31.589 --> 00:18:33.069 are much shorter. So they don't have all these 00:18:33.069 --> 00:18:36.630 cables running to send that data back. Helping 00:18:36.630 --> 00:18:40.990 them improve production speed, get editors on 00:18:40.990 --> 00:18:44.109 editing faster and make sure that production 00:18:44.109 --> 00:18:46.690 staff are able to review footage quickly. So 00:18:46.690 --> 00:18:49.990 it's improving the speed of production cost and 00:18:49.990 --> 00:18:53.369 time. And that's really important, but also this 00:18:53.369 --> 00:18:55.849 is a very much a co -marketing deal. I think 00:18:55.849 --> 00:18:58.509 where I have a feeling T -Mobile is going to 00:18:58.509 --> 00:19:00.470 talk a lot about Lilo and Stitch just to promote 00:19:00.470 --> 00:19:03.109 it and maybe even promote products and deals 00:19:03.109 --> 00:19:05.890 with it, but also be able to talk about how they're 00:19:05.890 --> 00:19:08.950 enabling the production to move faster. And it's 00:19:08.950 --> 00:19:13.029 a very, it's a great proof point of how 5G can 00:19:13.029 --> 00:19:16.890 improve production and film and really save money 00:19:16.890 --> 00:19:19.569 and time. And I feel like this week, all my proof 00:19:19.569 --> 00:19:21.529 points are very like rubber hitting the road 00:19:21.529 --> 00:19:23.569 kind of things, but I'm happy to talk about those 00:19:23.569 --> 00:19:26.589 this week. Yeah, I know. this is a fantastic 00:19:26.589 --> 00:19:29.190 example of a long -standing relationship between 00:19:29.190 --> 00:19:32.230 disney and t -mobile i've had the pleasure and 00:19:32.230 --> 00:19:35.690 opportunity to serve as a judge for the 5g unconventional 00:19:35.690 --> 00:19:39.289 awards the t -mobile for business 5g unconventional 00:19:39.289 --> 00:19:41.990 awards and we actually i think it's been two 00:19:41.990 --> 00:19:45.150 years going we've recognized disney and sony 00:19:45.150 --> 00:19:48.289 and t -mobile for their work together so this 00:19:48.289 --> 00:19:50.470 is a great proof point and it's another great 00:19:50.470 --> 00:19:53.940 example of the power of 5G and the low latency, 00:19:54.119 --> 00:19:56.640 the high throughput and film production. And 00:19:56.640 --> 00:19:58.339 I also just want to mention before we move on 00:19:58.339 --> 00:20:00.259 to my third and final topic, if you don't know 00:20:00.259 --> 00:20:02.880 the story of Lilo and Stitch, what rock have 00:20:02.880 --> 00:20:06.299 you been living under? People don't have kids. 00:20:06.839 --> 00:20:09.099 Hey, true. Not to offend those out there that 00:20:09.099 --> 00:20:11.250 have never seen the movie, but. It's amazing. 00:20:11.329 --> 00:20:12.869 I'm probably going to watch it again this weekend. 00:20:13.009 --> 00:20:14.990 Hey, I'm going to hit my third and final topic. 00:20:15.049 --> 00:20:17.150 I'm going to be really quick with this one. There's 00:20:17.150 --> 00:20:20.470 a decided security theme. I do cover cybersecurity 00:20:20.470 --> 00:20:22.450 for our viewers and listeners that don't know 00:20:22.450 --> 00:20:24.890 that. I'm not only a 5G infrastructure guy, an 00:20:24.890 --> 00:20:28.109 enterprise networking guy, but I also cover cybersecurity. 00:20:28.289 --> 00:20:31.069 And I found this announcement interesting. And 00:20:31.069 --> 00:20:32.890 it's T -Mobile. T -Mobile is partnering with 00:20:32.890 --> 00:20:35.910 Zscaler to improve their overall mobile network 00:20:35.910 --> 00:20:39.150 security. Like we mentioned, we're not going 00:20:39.150 --> 00:20:41.509 to pick on any M &As. These are huge challenges 00:20:41.509 --> 00:20:44.369 that they have in securing massive infrastructure, 00:20:44.769 --> 00:20:47.809 a massive number of subscribers. But what I really, 00:20:47.869 --> 00:20:49.769 and I spent a lot of time with Zscaler as well, 00:20:49.910 --> 00:20:52.809 is that T -Mobile recognizes the power of what 00:20:52.809 --> 00:20:57.140 Zscaler can do. From a zero trust access, a threat 00:20:57.140 --> 00:20:59.819 deception, in a digital experiencing monitoring 00:20:59.819 --> 00:21:03.660 perspective, to augment what T -Mobile does in 00:21:03.660 --> 00:21:06.279 providing mobile network services to its subscribers, 00:21:06.539 --> 00:21:10.259 both consumers and enterprises. And this is huge 00:21:10.259 --> 00:21:13.119 because all of the M &Os measure their success 00:21:13.119 --> 00:21:16.500 by subscriber churn. And they all want to be 00:21:16.500 --> 00:21:20.000 below 1%. On any given day, that vacillates back 00:21:20.000 --> 00:21:22.740 and forth here. What I really like about it, 00:21:22.759 --> 00:21:24.880 T -Mobile has invested very heavily in security, 00:21:25.200 --> 00:21:28.339 but security is a layered approach. It's a team 00:21:28.339 --> 00:21:30.940 sport. And the more layers that you can introduce, 00:21:31.119 --> 00:21:34.079 it does tend to introduce complexity. But with 00:21:34.079 --> 00:21:37.720 Zscaler, what you have is you have, in my mind, 00:21:37.960 --> 00:21:41.759 one of just a handful of end -to -end platforms 00:21:41.759 --> 00:21:46.630 that support. Again, access, whether it's broader 00:21:46.630 --> 00:21:49.509 internet access or private access, and also that 00:21:49.509 --> 00:21:51.609 digital experience monitoring piece as well, 00:21:51.710 --> 00:21:54.349 which is really important, Anshul, when you think 00:21:54.349 --> 00:21:58.009 about why do we use our phones? Like, we do use 00:21:58.009 --> 00:22:00.569 them for phone calls, but we're using all of 00:22:00.569 --> 00:22:03.150 those applications on the phones as well. And 00:22:03.150 --> 00:22:05.829 when they don't perform well, people get upset. 00:22:06.190 --> 00:22:08.190 So again, I just wanted to highlight this one. 00:22:08.309 --> 00:22:10.170 I thought it was a great, it was a great partnership. 00:22:10.690 --> 00:22:13.250 I'm sure Zscaler is working with other MNOs as 00:22:13.250 --> 00:22:15.329 well, but I caught the news this week and wanted 00:22:15.329 --> 00:22:17.410 to share it. Do you have anything to add before 00:22:17.410 --> 00:22:20.230 we go to your third and final? I do not really, 00:22:20.349 --> 00:22:23.529 other than I definitely think that T -Mobile 00:22:23.529 --> 00:22:27.890 could use improved mobile network security. And 00:22:27.890 --> 00:22:31.369 I think all carriers can and should. And I think 00:22:31.369 --> 00:22:34.160 security should actually be. probably at the 00:22:34.160 --> 00:22:37.440 top of their list of things that they offer consumers, 00:22:37.759 --> 00:22:40.980 especially considering all the data leaks that 00:22:40.980 --> 00:22:43.200 have happened from all carriers at this point. 00:22:43.319 --> 00:22:45.920 And I just think that these are a single point 00:22:45.920 --> 00:22:48.319 of failure for a lot of people. And there's a 00:22:48.319 --> 00:22:51.220 lot of trust on these networks. I talk about 00:22:51.220 --> 00:22:55.019 5G connectivity on PCs as a secure connection. 00:22:55.259 --> 00:22:57.640 I think it's really important that Consumers 00:22:57.640 --> 00:23:00.640 can trust carriers to be secure, especially when 00:23:00.640 --> 00:23:02.740 you consider how much banking and private information 00:23:02.740 --> 00:23:05.940 is transmitted over those devices now. I would 00:23:05.940 --> 00:23:07.980 say most people do most of their most private 00:23:07.980 --> 00:23:11.200 things over their phones. So I think that there 00:23:11.200 --> 00:23:13.480 needs to be a robust private secure connection. 00:23:13.859 --> 00:23:16.460 Yeah, I couldn't agree more. And I've probably 00:23:16.460 --> 00:23:18.599 spoken about this a million times, but one of 00:23:18.599 --> 00:23:22.440 5G superpowers. is improved encryption over LTE. 00:23:22.619 --> 00:23:25.819 But that's just simply not enough. Again, a layered 00:23:25.819 --> 00:23:28.980 approach to security, like we've just been discussing 00:23:28.980 --> 00:23:31.299 with T -Mobile and Zscaler, is definitely the 00:23:31.299 --> 00:23:34.779 right approach. So with that, let's go to your 00:23:34.779 --> 00:23:36.619 third and final topic. And you want to talk about 00:23:36.619 --> 00:23:40.700 Hyundai. And they are building a massive smart 00:23:40.700 --> 00:23:45.240 factory in Georgia. And surprise, 5G and AI are 00:23:45.240 --> 00:23:49.000 playing a role. Yeah, so this factory has actually 00:23:49.450 --> 00:23:52.990 been under development for quite some time. This 00:23:52.990 --> 00:23:57.150 new plant is officially open today, and it's 00:23:57.150 --> 00:24:01.390 now part of their Industry 4 .0 world firsts. 00:24:01.390 --> 00:24:05.430 It's called the HMG Mega Plant America, so Hyundai 00:24:05.430 --> 00:24:08.150 Motor Group Mega Plant America. The full name 00:24:08.150 --> 00:24:13.160 is HMGMA. And basically... It's a factory that 00:24:13.160 --> 00:24:17.900 costs $7 .5 billion to build. And it mostly does 00:24:17.900 --> 00:24:20.700 this for electric vehicles. So it's going to 00:24:20.700 --> 00:24:23.740 be for the Ioniq 5, which rolled off the line 00:24:23.740 --> 00:24:27.339 last year. And we'll also build the Ioniq 9, 00:24:27.440 --> 00:24:30.539 as well as some Genesis vehicles down the road. 00:24:30.660 --> 00:24:35.180 And it will produce 300 ,000 vehicles per year 00:24:35.180 --> 00:24:39.099 in the first year, and then move up to 500 ,000 00:24:39.099 --> 00:24:41.839 vehicles per year in the future. And it uses 00:24:41.839 --> 00:24:46.759 a lot of AI and some private 5G to do extremely 00:24:46.759 --> 00:24:50.460 high levels of automation, which is how you're 00:24:50.460 --> 00:24:52.900 able to produce 300 ,000 vehicles with only 1 00:24:52.900 --> 00:24:56.579 ,200 workers. So it's very similar, I would say, 00:24:56.599 --> 00:25:00.059 to almost like a fab. I was going to say it's 00:25:00.059 --> 00:25:02.920 not quite a full fab, but it's like a semiconductor 00:25:02.920 --> 00:25:05.960 fab. Yeah. And they say that it's North America's 00:25:05.960 --> 00:25:08.599 largest and most advanced smart factory. But 00:25:08.599 --> 00:25:11.480 I'm not sure if that necessarily probably takes 00:25:11.480 --> 00:25:13.599 up more space than a fab just because of the 00:25:13.599 --> 00:25:16.380 vehicles and all the parts. But also part of 00:25:16.380 --> 00:25:19.519 this is they have a joint venture with LG to 00:25:19.519 --> 00:25:21.720 create batteries for these vehicles. And then 00:25:21.720 --> 00:25:25.069 on top of that, they're also building. a steel 00:25:25.069 --> 00:25:28.529 mill in Louisiana for $5 .8 billion that will 00:25:28.529 --> 00:25:32.190 enable the capacity to increase by 60 % to 500 00:25:32.190 --> 00:25:37.490 ,000 vehicles per year. So they're building in 00:25:37.490 --> 00:25:39.130 the U .S., which is why I get really frustrated 00:25:39.130 --> 00:25:42.329 when I hear about tariffs on cars. That's actually 00:25:42.329 --> 00:25:45.170 exempt now. People don't realize that. Autos 00:25:45.170 --> 00:25:47.390 and auto parts are exempt from the tariffs that 00:25:47.390 --> 00:25:50.029 dropped yesterday. Oh, that's good to hear. Yeah, 00:25:50.109 --> 00:25:51.670 because it would have been really stupid considering 00:25:51.670 --> 00:25:56.029 how much BMW, Mercedes, and Hyundai have invested 00:25:56.029 --> 00:25:58.750 in the U .S. Exactly. Probably, it's over $100 00:25:58.750 --> 00:26:01.369 billion, probably. One sec, I've got a barking 00:26:01.369 --> 00:26:05.089 dog. That's okay. Sorry about that. But yeah, 00:26:05.210 --> 00:26:08.710 he's quite loud. But yeah, I think that in general, 00:26:08.829 --> 00:26:11.390 there's a really strong... I might have to grab 00:26:11.390 --> 00:26:14.769 him. There's a really strong... focus here on 00:26:14.769 --> 00:26:19.390 ai and 5g and there's a video i'll link to in 00:26:19.390 --> 00:26:22.509 the description where you can see there's drones 00:26:22.509 --> 00:26:26.809 there's robots there's agvs there's all kinds 00:26:26.809 --> 00:26:29.049 of automation occurring that you would expect 00:26:29.049 --> 00:26:32.650 to be at this level in this way and it will enable 00:26:32.650 --> 00:26:36.670 scale and it will enable cost and these will 00:26:36.670 --> 00:26:39.309 be competitive vehicles both technologically 00:26:39.309 --> 00:26:43.230 and in terms of quality And yeah, it's just quite 00:26:43.230 --> 00:26:46.289 clear that they've made the investment and they're 00:26:46.289 --> 00:26:49.269 using the right technology and that 5G is a big 00:26:49.269 --> 00:26:51.529 component of enabling this kind of automation 00:26:51.529 --> 00:26:55.230 and also investment in the US. yeah i continue 00:26:55.230 --> 00:26:57.650 to be impressed with hyundai they when they launched 00:26:57.650 --> 00:27:00.250 they did heavy machinery like mitsubishi for 00:27:00.250 --> 00:27:02.690 many years got it in the market was considered 00:27:02.690 --> 00:27:05.769 a value kind of car they've moved up through 00:27:05.769 --> 00:27:07.670 the ranks and then they've really been just killing 00:27:07.670 --> 00:27:10.289 it in evs and from my perspective they're a leader 00:27:10.289 --> 00:27:12.750 in that category and making this investment not 00:27:12.750 --> 00:27:15.829 only in the us is super positive but it just 00:27:15.829 --> 00:27:19.480 it echoes their technology Yeah, and I'll give 00:27:19.480 --> 00:27:22.559 you a quick summary of the things that were mentioned 00:27:22.559 --> 00:27:24.819 in the video. Thanks to our friends at RCR Wireless. 00:27:25.119 --> 00:27:27.960 It has AI automation and control system for vehicle 00:27:27.960 --> 00:27:30.500 parts management, AI drone system for inventory 00:27:30.500 --> 00:27:32.839 management, AI vision system to verify component 00:27:32.839 --> 00:27:35.640 assemblies, digital command center for digitizing 00:27:35.640 --> 00:27:37.799 and creating product production data, AI vision 00:27:37.799 --> 00:27:40.519 system to precisely and automatically align metal 00:27:40.519 --> 00:27:43.839 sheets, smart... press to control and speed for 00:27:43.839 --> 00:27:46.960 optimal metal forming, AI vision system for detect 00:27:46.960 --> 00:27:49.619 holes, cracks, and panels, AI vision system to 00:27:49.619 --> 00:27:52.259 guide precise positioning of automatic loading 00:27:52.259 --> 00:27:54.680 systems, unmanned transport vehicles to carry 00:27:54.680 --> 00:27:56.940 pallets, automated warehouses to efficiently 00:27:56.940 --> 00:27:59.839 store and manage pallets, robot main book system 00:27:59.839 --> 00:28:03.240 to integrate robots and vision technology, autonomous 00:28:03.240 --> 00:28:06.819 adjustment system to... adjust vehicle door gaps 00:28:06.819 --> 00:28:11.039 metal finish line flow agv as collaborative workspace 00:28:11.039 --> 00:28:14.000 automated overhead robot to grab and move heavy 00:28:14.000 --> 00:28:16.619 parts automated electro coating scarf sanding 00:28:16.619 --> 00:28:19.579 system to sand vehicle parts and then 10 more 00:28:19.579 --> 00:28:22.940 automated things so in a partridge in a pear 00:28:22.940 --> 00:28:26.099 tree yeah it's just like the future of manufacturing 00:28:26.099 --> 00:28:28.599 is automation it doesn't matter where you are 00:28:28.599 --> 00:28:32.319 and With these kinds of expensive, high -touch 00:28:32.319 --> 00:28:35.380 vehicles, you have to really have as much automation 00:28:35.380 --> 00:28:38.380 as you can because labor is expensive and it 00:28:38.380 --> 00:28:42.359 introduces errors. Yeah, yeah. I'm just going 00:28:42.359 --> 00:28:44.500 to end on this point. Another gratuitous plug. 00:28:44.599 --> 00:28:47.220 I got to spend time with John Deere and Waterloo, 00:28:47.279 --> 00:28:49.339 and I've probably mentioned this. I like to repeat 00:28:49.339 --> 00:28:52.960 myself. But they're using 5G to do exactly a 00:28:52.960 --> 00:28:54.759 lot of the things that Hyundai is doing as well. 00:28:54.980 --> 00:28:57.710 And I've spoken about one of the... one of the 00:28:57.710 --> 00:29:01.589 most compelling use cases for for 5g is within 00:29:01.589 --> 00:29:04.569 manufacturing automation it could be nearly 50 00:29:04.569 --> 00:29:06.849 of the addressable market there so this is a 00:29:06.849 --> 00:29:09.869 great example of that and in our friends sean 00:29:09.869 --> 00:29:12.890 kinney and others at rcr wireless they always 00:29:12.890 --> 00:29:15.410 do a really great job of getting down to the 00:29:15.410 --> 00:29:17.250 nitty -gritty and getting into the details so 00:29:17.250 --> 00:29:19.890 a shout out to sean and your team as well and 00:29:19.890 --> 00:29:23.509 yeah i will just add since you plugged john deere 00:29:23.509 --> 00:29:26.450 yeah i want to give john your credit i will not 00:29:26.450 --> 00:29:29.170 name the auto manufacturer i have a feeling they've 00:29:29.170 --> 00:29:31.049 worked with all of them but they actually have 00:29:31.049 --> 00:29:34.549 invited auto manufacturers to visit their 5g 00:29:34.549 --> 00:29:37.950 manufacturing facility to understand how it's 00:29:37.950 --> 00:29:40.430 being used yeah and they're actually offering 00:29:40.430 --> 00:29:44.130 their knowledge and expertise to American auto 00:29:44.130 --> 00:29:47.289 manufacturers to help them modernize their facilities. 00:29:47.529 --> 00:29:49.750 So they're not really being, they're not being 00:29:49.750 --> 00:29:51.289 closed about these things. They're trying to 00:29:51.289 --> 00:29:54.410 be helpful and help American companies modernize 00:29:54.410 --> 00:29:57.589 their infrastructure, utilizing the ideas and 00:29:57.589 --> 00:30:00.670 capabilities that John Deere has developed. Yeah. 00:30:00.730 --> 00:30:03.289 And John Deere is an American brand. And so they're 00:30:03.289 --> 00:30:05.730 invested in that. And I'm not surprised to hear 00:30:05.730 --> 00:30:08.450 that. That is a private deployment. I will mention 00:30:08.450 --> 00:30:12.309 John Deere has stood that up on their own. It's 00:30:12.309 --> 00:30:14.410 incredible the investment that Jason and his 00:30:14.410 --> 00:30:17.250 team has made and bringing that capability to 00:30:17.250 --> 00:30:20.089 bear for John Deere. But hey, it's been a great 00:30:20.089 --> 00:30:22.589 podcast, man. We've really gone deep. And I'm 00:30:22.589 --> 00:30:24.670 in Amarillo. I've been in Colorado this week. 00:30:24.730 --> 00:30:26.970 I'm headed back home. But why don't you take 00:30:26.970 --> 00:30:29.509 us home? Absolutely. We hope our viewers and 00:30:29.509 --> 00:30:31.269 listeners found this week's topics interesting. 00:30:31.450 --> 00:30:34.170 And if anyone would like to reach out to us about 00:30:34.170 --> 00:30:36.990 a specific 5G topic for a future podcast, please 00:30:36.990 --> 00:30:39.769 reach out to us on social media. Will's at WillTownTech 00:30:39.769 --> 00:30:42.089 and I'm at Anshul Saag. We hope you have a great 00:30:42.089 --> 00:30:44.049 weekend and please tune in next week. And don't 00:30:44.049 --> 00:30:45.049 forget to rate us and subscribe.