WEBVTT 00:00:00.000 --> 00:00:03.740 Welcome to episode 227 of the G2 on 5G. It's 00:00:03.740 --> 00:00:07.179 the latest Insight Scoop on everything 5G and 00:00:07.179 --> 00:00:11.359 quickly becoming 6G. We cover six topics in about 00:00:11.359 --> 00:00:13.460 20 minutes, and it's brought to you by More Insights 00:00:13.460 --> 00:00:15.599 and Strategy. I'm Will Townsend, and joining 00:00:15.599 --> 00:00:18.100 me again this week is fellow analyst Anshul Saag. 00:00:18.460 --> 00:00:20.960 Let's get started with our fifth anniversary 00:00:20.960 --> 00:00:23.800 episode. Woo -hoo! Can you believe, man, we've 00:00:23.800 --> 00:00:28.179 been doing this for five years? Yes, I can, but 00:00:28.179 --> 00:00:30.870 it doesn't really... I'll be honest, at times 00:00:30.870 --> 00:00:33.090 it feels like it's been five years and other 00:00:33.090 --> 00:00:34.909 times it doesn't feel like it's been five years. 00:00:34.990 --> 00:00:38.689 So take your pick. But yeah, it's actually surprising 00:00:38.689 --> 00:00:41.530 that we've stuck to this as long. It's been fun, 00:00:41.670 --> 00:00:44.909 man. So five years for 5G and approaching our 00:00:44.909 --> 00:00:47.130 sixth year for 6G. So we've got a little theme 00:00:47.130 --> 00:00:48.829 here. But hey, man, I'm going to get started 00:00:48.829 --> 00:00:50.950 with my first topic. I want to talk about Nokia. 00:00:51.679 --> 00:00:53.880 And I caught this news. It was in early June. 00:00:54.140 --> 00:00:57.359 They're leading a new drone and robotics consortium 00:00:57.359 --> 00:01:00.240 in the European Union. It's got a really interesting 00:01:00.240 --> 00:01:04.040 name, Proactiv. It almost sounds like that acne 00:01:04.040 --> 00:01:06.540 medication. I don't know if that's why I think 00:01:06.540 --> 00:01:09.120 of that. Yeah, if it's widely distributed in 00:01:09.120 --> 00:01:11.760 Europe, it certainly is in the US. But what this 00:01:11.760 --> 00:01:13.640 is all about, it's a venture that's projected 00:01:13.640 --> 00:01:17.040 to generate around 90 million euros in revenue 00:01:17.040 --> 00:01:22.379 by 2035. So it's led by Nokia. and 40 some odd 00:01:22.379 --> 00:01:25.280 other leading European technology companies from 00:01:25.280 --> 00:01:29.280 13 countries. And the objective is to redefine 00:01:29.280 --> 00:01:31.900 how emergency situations and critical infrastructure 00:01:31.900 --> 00:01:35.140 are managed. So drones are front and center with 00:01:35.140 --> 00:01:37.659 this. If you're wondering, the project is funded 00:01:37.659 --> 00:01:41.099 by the European Union's CHIPS joint undertaking. 00:01:41.599 --> 00:01:44.480 And its stated mission is the project aims to 00:01:44.480 --> 00:01:46.659 strengthen Europe's technology resilience and 00:01:46.659 --> 00:01:50.269 leadership in ECS technologies. and support the 00:01:50.269 --> 00:01:53.109 autonomy of the European drone and robotics industry. 00:01:53.569 --> 00:01:55.810 And hey, you and I have talked on many podcasts 00:01:55.810 --> 00:01:59.590 about 5G and what that enables from a drone use 00:01:59.590 --> 00:02:01.909 case perspective. And certainly when you look 00:02:01.909 --> 00:02:03.849 at robotics and you look at private networks 00:02:03.849 --> 00:02:06.870 within manufacturing, the ability to be able 00:02:06.870 --> 00:02:10.069 to move robots around, robotic arms and that 00:02:10.069 --> 00:02:13.210 sort of thing, and do so via wireless technology 00:02:13.210 --> 00:02:17.729 is super compelling. I really like this. Nokia 00:02:17.729 --> 00:02:20.590 is really moving beyond access. They're focused 00:02:20.590 --> 00:02:23.430 on government sales. And certainly I would expect 00:02:23.430 --> 00:02:26.569 that what they're doing with this has a lot of 00:02:26.569 --> 00:02:28.889 military implications as well. I know you got 00:02:28.889 --> 00:02:31.009 the news, but what are your thoughts on this? 00:02:33.090 --> 00:02:37.530 I think this is very much also an AI play. Just 00:02:37.530 --> 00:02:42.090 because so much of robotics and drones is very 00:02:42.090 --> 00:02:45.360 much around AI. They also need connectivity. 00:02:45.659 --> 00:02:49.000 So I think that this is much more Nokia trying 00:02:49.000 --> 00:02:52.580 to connect the dots. And I think that moving 00:02:52.580 --> 00:02:55.680 towards more of a government play makes sense. 00:02:56.699 --> 00:03:00.659 Yeah. And Nokia has launched its drone network 00:03:00.659 --> 00:03:04.659 platform. And so they have a vested interest 00:03:04.659 --> 00:03:07.199 in driving momentum behind that as well. And 00:03:07.199 --> 00:03:09.840 a consortium is a great way to do that. That 00:03:09.840 --> 00:03:12.680 with Open RAN, we've seen that with Open RAN. 00:03:13.259 --> 00:03:16.580 We're seeing that with the AI Alliance and infusing 00:03:16.580 --> 00:03:20.080 AI RAN or infusing AI into RAN infrastructure. 00:03:20.379 --> 00:03:22.599 By the way, I'm going to be posting a LinkedIn 00:03:22.599 --> 00:03:26.360 short article on some of my insights around AI 00:03:26.360 --> 00:03:29.680 RAN and NVIDIA, but also some other competitors 00:03:29.680 --> 00:03:32.960 like Opanga that you and I recently spoke with 00:03:32.960 --> 00:03:36.310 to identify the benefits from it. power consumption 00:03:36.310 --> 00:03:40.370 and network optimization perspective. But hey, 00:03:40.389 --> 00:03:42.990 man, with that, let's go to your first topic. 00:03:43.129 --> 00:03:45.370 And I caught this news as well. And T -Mobile 00:03:45.370 --> 00:03:50.169 is working with SailGP to innovate with what 00:03:50.169 --> 00:03:54.870 they do. And this is, SailGP is a sailboat racing 00:03:54.870 --> 00:03:58.789 thing, isn't it? Yes, it's a sailing competition. 00:03:59.250 --> 00:04:02.919 I was actually invited to go. last week but unfortunately 00:04:02.919 --> 00:04:05.560 due to my crazy travel schedule i couldn't make 00:04:05.560 --> 00:04:09.000 it happen i'm very jealous i wish i could have 00:04:09.000 --> 00:04:12.460 gone but it's cool because they're really fusing 00:04:12.460 --> 00:04:16.579 together connectivity and ai they're using t 00:04:16.579 --> 00:04:19.540 -mobile's 5g advanced network solutions to enable 00:04:19.540 --> 00:04:23.639 much higher definition user experiences and also 00:04:23.639 --> 00:04:26.500 better broadcasts so like one of the things that 00:04:26.500 --> 00:04:28.480 they were talking about is like more cameras 00:04:28.480 --> 00:04:31.240 for better footage and AI -enabled autonomous 00:04:31.240 --> 00:04:36.000 buoys with IoT sensors to show real -time speeds, 00:04:36.379 --> 00:04:40.500 but also they're doing predictive AI as well 00:04:40.500 --> 00:04:43.980 at the edge and transmitting data from the race 00:04:43.980 --> 00:04:47.699 back to SailGP headquarters in London. And they're 00:04:47.699 --> 00:04:50.160 also hitting new records in terms of what the 00:04:50.160 --> 00:04:53.740 5G network can do for broadcast. Previously, 00:04:53.779 --> 00:04:55.800 they were only getting about 10 to 30 megabits 00:04:55.800 --> 00:04:58.000 per second, which is only enough for one or two 00:04:58.000 --> 00:05:01.199 streams of HD. But with T -Mobile's network, 00:05:01.399 --> 00:05:04.319 they're able to do 16 simultaneous HD streams. 00:05:04.459 --> 00:05:08.360 So that's really empowering them to offer more 00:05:08.360 --> 00:05:12.060 camera angles and enable better user experience 00:05:12.060 --> 00:05:16.180 and also have better data for the races. In general, 00:05:16.199 --> 00:05:18.319 it's just like up -leveling the experience for 00:05:18.319 --> 00:05:21.279 everyone while producing a more interesting, 00:05:21.439 --> 00:05:24.180 exciting race. And I believe the next race is 00:05:24.180 --> 00:05:27.040 in Portsmouth on the 19th of July. So this is 00:05:27.040 --> 00:05:29.620 like a global race that's just constantly going 00:05:29.620 --> 00:05:32.740 around like F1 in a sense. And it's really cool. 00:05:32.800 --> 00:05:35.720 I wish I could have seen it, but it's like a 00:05:35.720 --> 00:05:39.560 big deal for sailing. Yeah, and it demonstrates 00:05:39.560 --> 00:05:44.180 another fantastic use case for 5G. You can't 00:05:44.180 --> 00:05:48.959 really string cables over an ocean across sailboats. 00:05:48.959 --> 00:05:52.220 And these are massive sailboats. And T -Mobile 00:05:52.220 --> 00:05:54.319 is doing a lot with, we've talked about on prior 00:05:54.319 --> 00:05:57.740 podcasts with the PGA and that sort of thing. 00:05:57.860 --> 00:05:59.759 And if you've ever gone to a professional golfing 00:05:59.759 --> 00:06:02.279 event, the amount of cables that traditionally. 00:06:03.019 --> 00:06:07.300 get strung all throughout a particular golf course 00:06:07.300 --> 00:06:10.720 are pretty difficult to manage and so even golfing 00:06:10.720 --> 00:06:12.680 where you don't have some of the same limitations 00:06:12.680 --> 00:06:15.500 that you would have on a sailboat in the water 00:06:16.079 --> 00:06:18.600 really translates to a very, very compelling 00:06:18.600 --> 00:06:21.180 use case for 5G. And from my perspective, boy, 00:06:21.300 --> 00:06:22.860 I wish I would have gotten that invite, man. 00:06:22.980 --> 00:06:25.079 I would have, I would have stepped up. I don't 00:06:25.079 --> 00:06:27.279 know if you were available. You're also traveling 00:06:27.279 --> 00:06:29.319 all the time. I did. I know you and I have been 00:06:29.319 --> 00:06:31.300 traveling like crazy and that's why we haven't 00:06:31.300 --> 00:06:33.500 been as consistent as we normally are with these 00:06:33.500 --> 00:06:36.660 podcasts, but. Yeah, I'm glad you were able to 00:06:36.660 --> 00:06:38.500 speak to this use case because I think it's super, 00:06:38.600 --> 00:06:40.639 super compelling. But let me hit my second topic. 00:06:40.720 --> 00:06:43.420 I want to talk about AT &T. And I did share some 00:06:43.420 --> 00:06:45.839 insights on social media when this broke. But 00:06:45.839 --> 00:06:49.100 this week, AT &T announced that it's halfway 00:06:49.100 --> 00:06:52.420 to its fiber finish. They've announced that they 00:06:52.420 --> 00:06:55.279 have reached 30 million locations with its fiber. 00:06:55.680 --> 00:06:59.180 And that's pretty incredible when you think about 00:06:59.180 --> 00:07:02.259 what that has the potential to do to bridge the 00:07:02.259 --> 00:07:05.699 digital divide. what fiber provides with backhaul 00:07:05.699 --> 00:07:08.480 for mobile services and that sort of thing. And 00:07:08.480 --> 00:07:10.819 the company's goal, if you haven't been keeping 00:07:10.819 --> 00:07:13.560 track of this, is to reach 60 million locations 00:07:13.560 --> 00:07:17.860 by the end of 2030. So they have about four and 00:07:17.860 --> 00:07:21.139 a half years to go to double that. But at the 00:07:21.139 --> 00:07:23.540 pace that they're on, I think they've got a great 00:07:23.540 --> 00:07:26.879 chance of hitting that goal. And man, this is 00:07:26.879 --> 00:07:30.399 not a minor undertaking to do this, right? It 00:07:30.399 --> 00:07:35.000 requires just number one. a huge upfront investment 00:07:35.000 --> 00:07:38.500 in capital expenditure. When you look at going 00:07:38.500 --> 00:07:41.339 in ground, when you look at going aerial in parts 00:07:41.339 --> 00:07:43.720 of the country that can support that, and then 00:07:43.720 --> 00:07:47.660 just what it does to, again, unlock the ability 00:07:47.660 --> 00:07:50.500 to bridge the digital divide. And then again, 00:07:50.680 --> 00:07:53.680 the other benefit to AT &T is just having that 00:07:53.680 --> 00:07:57.060 fiber network just provides very robust backhaul 00:07:57.060 --> 00:07:59.279 for its mobile networks. Any additional things 00:07:59.279 --> 00:08:02.660 you want to share on that point? No, I'm very 00:08:02.660 --> 00:08:06.639 excited to see what Timo, what AT &T is doing. 00:08:06.879 --> 00:08:10.680 I think that there's really nobody that comes 00:08:10.680 --> 00:08:12.959 close in terms of fiber network, both in terms 00:08:12.959 --> 00:08:17.639 of breadth and capabilities. I have yet to convince 00:08:17.639 --> 00:08:20.860 myself to upgrade to five gigs on AT &T fiber, 00:08:20.980 --> 00:08:23.019 but it's an option for me. I have to be home 00:08:23.019 --> 00:08:24.959 long enough to make it worthwhile because it's 00:08:24.959 --> 00:08:28.060 a considerable increase in cost, but most CDNs 00:08:28.060 --> 00:08:30.060 aren't really prepared for it. But even then, 00:08:30.160 --> 00:08:32.820 TNT fiber one gig symmetrical is a really good 00:08:32.820 --> 00:08:35.220 product. And I think they've set the standard 00:08:35.220 --> 00:08:37.679 for the rest of the industry. And I think there's 00:08:37.679 --> 00:08:40.080 a lot more opportunities for them to grow. I 00:08:40.080 --> 00:08:43.080 do think that there should be more opportunities 00:08:43.080 --> 00:08:46.679 for them, but I think that they're growing at 00:08:46.679 --> 00:08:49.740 the right rates that's reasonable for them in 00:08:49.740 --> 00:08:52.080 terms of business. I'm actually a huge proponent 00:08:52.080 --> 00:08:54.840 of just like fiber everywhere. Like every new 00:08:54.840 --> 00:08:57.259 building should be fiber. We should be retrofitting 00:08:57.259 --> 00:08:59.440 old buildings with fiber because the truth is, 00:08:59.500 --> 00:09:02.200 I think high bandwidth, high throughput internet 00:09:02.200 --> 00:09:07.220 enables the next generation economy and education 00:09:07.220 --> 00:09:10.360 and all the things that you would need to be 00:09:10.360 --> 00:09:13.360 an advanced society. I think we should be pushing 00:09:13.360 --> 00:09:16.220 harder than we are, but I commend AT &T for being 00:09:16.220 --> 00:09:18.860 the one who leads the charge. And I continue 00:09:18.860 --> 00:09:21.299 to be an AT &T Fiber customer and continue to 00:09:21.299 --> 00:09:23.860 be a happy customer. I'm recording on this live 00:09:23.860 --> 00:09:26.080 stream right now. I'm very happy with AT &T Fiber 00:09:26.080 --> 00:09:28.100 and I think they're offering a great product. 00:09:29.100 --> 00:09:32.320 Yeah. Congratulations, AT &T. That's a huge milestone 00:09:32.320 --> 00:09:34.320 and it just benefits everyone to your point. 00:09:34.600 --> 00:09:36.559 But hey, let's go to your second topic. And there 00:09:36.559 --> 00:09:38.279 are a couple of things that you want to discuss 00:09:38.279 --> 00:09:40.899 around what NVIDIA is doing. So I'll let you 00:09:40.899 --> 00:09:45.039 take it away. Yeah, there's actually like a threefer, 00:09:45.139 --> 00:09:48.009 but I'm only calling it a twofer. Because last, 00:09:48.169 --> 00:09:50.149 like at Computex, they started talking about 00:09:50.149 --> 00:09:52.730 their Arc Compact, which is like their smaller 00:09:52.730 --> 00:09:56.549 5G, 6G network offering. That one slid under 00:09:56.549 --> 00:09:58.929 the radar, didn't quite make the cut. But what 00:09:58.929 --> 00:10:02.049 the big deal is that at the VivaTech in Paris, 00:10:02.350 --> 00:10:06.389 NVIDIA also had their GTC Paris, where they talked 00:10:06.389 --> 00:10:10.409 about their partnerships with European operators, 00:10:10.710 --> 00:10:15.169 European AI companies, building out a large AI 00:10:15.169 --> 00:10:19.539 cloud for Europe. and also a continuation of 00:10:19.539 --> 00:10:23.500 their narrative around sovereign AI. The big 00:10:23.500 --> 00:10:27.019 push is really they found their edge with operators 00:10:27.019 --> 00:10:30.360 because these operators are able to build a new 00:10:30.360 --> 00:10:34.379 modern 5G network, but also add edge AI simultaneously, 00:10:34.919 --> 00:10:37.639 which as an operator, that's a very enticing 00:10:37.639 --> 00:10:40.460 proposition. They announced a partnership with 00:10:40.460 --> 00:10:44.039 Orange. Through its Cloud Avenue platform, they 00:10:44.039 --> 00:10:47.120 announced a partnership with FastWeb, which is 00:10:47.120 --> 00:10:49.600 an Italian language -generated AI model trained 00:10:49.600 --> 00:10:53.039 on DGX supercomputers. There's Telenor, which 00:10:53.039 --> 00:10:54.980 is expanding its sovereign AI capabilities in 00:10:54.980 --> 00:10:57.500 Norway with renewable -powered data centers. 00:10:57.659 --> 00:10:59.840 Then there's Swisscom, which is rolling out its 00:10:59.840 --> 00:11:02.779 GenAI studio and AI workhub on DGX superpods. 00:11:03.529 --> 00:11:06.169 And then Telefonica, which is piloting its Edge 00:11:06.169 --> 00:11:08.889 AI infrastructure in Spain, enabling privacy 00:11:08.889 --> 00:11:11.330 -centric low -latency services in hundreds of 00:11:11.330 --> 00:11:15.409 NVIDIA GPUs. So this is like the European look 00:11:15.409 --> 00:11:19.350 for AI, allowing the Europeans to be more privacy 00:11:19.350 --> 00:11:24.590 -focused, keep data local, and not really break 00:11:24.590 --> 00:11:27.129 the laws of the European Union. And there's so 00:11:27.129 --> 00:11:29.789 many more announcements beyond that, but those 00:11:29.789 --> 00:11:32.269 are not. network -related, there's Bavarian AI 00:11:32.269 --> 00:11:35.169 Center, Swedish AI Center, Barcelona Supercomputing 00:11:35.169 --> 00:11:37.429 Center, which is world -renowned, and Finland 00:11:37.429 --> 00:11:39.730 AI Center, UK AI Center, so there's all kinds 00:11:39.730 --> 00:11:42.590 of things going. But in addition to that, they 00:11:42.590 --> 00:11:46.470 did talk about how they have a lot of 6G research 00:11:46.470 --> 00:11:49.250 occurring simultaneously, and that they have 00:11:49.250 --> 00:11:51.590 over 200 companies and universities in more than 00:11:51.590 --> 00:11:54.570 30 European countries using their 6G research 00:11:54.570 --> 00:11:57.929 portfolio to build AI -native wireless networks. 00:11:58.809 --> 00:12:01.490 And they talked about all these different places 00:12:01.490 --> 00:12:03.610 around Europe and France and Finland and Germany, 00:12:03.809 --> 00:12:06.809 mostly universities. But some companies like 00:12:06.809 --> 00:12:09.669 Rotor Shores was really famous for test equipment. 00:12:10.309 --> 00:12:12.769 There's just, it's literally too long of a list. 00:12:12.850 --> 00:12:15.149 NVIDIA has a blog about it, but really what it 00:12:15.149 --> 00:12:19.509 is about is AI native 6G, both doing research 00:12:19.509 --> 00:12:21.529 and development, but also like setting standards. 00:12:22.409 --> 00:12:24.590 and i think nvidia is doing a really good job 00:12:24.590 --> 00:12:26.970 here because i think europeans feel like they 00:12:26.970 --> 00:12:30.190 were left they got behind in 5g so i think it's 00:12:30.190 --> 00:12:32.629 really good for nvidia to see the opportunity 00:12:32.629 --> 00:12:35.710 to work with the europeans to prepare for 6g 00:12:35.710 --> 00:12:38.429 and to enable them to help set the standards 00:12:38.429 --> 00:12:40.690 especially when you think about things like ai 00:12:40.690 --> 00:12:43.629 and i think it's really exciting because this 00:12:43.629 --> 00:12:46.629 gives an opportunity for nvidia to really solidly 00:12:46.629 --> 00:12:50.009 place itself as a leader in 6g especially since 00:12:50.519 --> 00:12:53.820 Even before NVIDIA really pushed AI super hard 00:12:53.820 --> 00:12:57.220 into telecom, it was already felt that 6G would 00:12:57.220 --> 00:12:59.620 be AI accelerated. I think that they are the 00:12:59.620 --> 00:13:02.440 right company to lead the charge. And I think 00:13:02.440 --> 00:13:04.299 it will be really interesting to see what their 00:13:04.299 --> 00:13:06.779 competitors are able to do. But I think NVIDIA 00:13:06.779 --> 00:13:09.559 has done a really good job of thinking ahead. 00:13:09.860 --> 00:13:12.299 And I do think it will be a real big challenge 00:13:12.299 --> 00:13:15.289 for Intel to compete with them in 6G. Yeah, I 00:13:15.289 --> 00:13:17.509 think you could also draw some parallels to like 00:13:17.509 --> 00:13:20.509 what others like Nokia and Ericsson Huawei are 00:13:20.509 --> 00:13:24.330 doing with infusing AI into their RAN and their 00:13:24.330 --> 00:13:26.129 core infrastructure and that sort of thing. And 00:13:26.129 --> 00:13:29.850 the 6G research, this was launched over a year 00:13:29.850 --> 00:13:32.850 ago, right? And what I like about NVIDIA's approach, 00:13:33.190 --> 00:13:36.230 the challenge has been traditionally vendor lock 00:13:36.230 --> 00:13:38.750 -in, right? So traditionally, the Ericssons and 00:13:38.750 --> 00:13:41.210 Nokias of the world. they would optimize their 00:13:41.210 --> 00:13:43.789 core and their transport and their RAN around 00:13:43.789 --> 00:13:46.490 their own ecosystem, right? And then with Open 00:13:46.490 --> 00:13:49.429 RAN, there began this focus on more openness 00:13:49.429 --> 00:13:52.850 and programmability. Both Ericsson and Nokia 00:13:52.850 --> 00:13:55.309 have been driving that. But what I like about 00:13:55.309 --> 00:13:58.049 NVIDIA's approach is that they're AI native, 00:13:58.230 --> 00:14:01.710 right? They're interoperable and they're open 00:14:01.710 --> 00:14:04.769 by design. And so that is all good. But at the 00:14:04.769 --> 00:14:08.870 same time, there are more... companies and infrastructure 00:14:08.870 --> 00:14:11.269 providers than NVIDIA that are innovating here. 00:14:11.370 --> 00:14:13.289 But I do believe it's the old adage that I like 00:14:13.289 --> 00:14:15.889 to quote, competition raises the innovation bar. 00:14:16.389 --> 00:14:19.470 And certainly what NVIDIA is doing is quite impressive. 00:14:19.610 --> 00:14:22.090 So I'm glad we're able to actually include the 00:14:22.090 --> 00:14:25.669 GTC Paris mini recap on this webcast because 00:14:25.669 --> 00:14:27.990 I think it's important to point out what NVIDIA 00:14:27.990 --> 00:14:30.029 is doing to drive the innovation line with AI. 00:14:30.250 --> 00:14:32.629 And they're already doing it with hyperscalers. 00:14:32.629 --> 00:14:35.029 They're doing it within enterprises. It just 00:14:35.029 --> 00:14:37.049 makes natural sense that they would turn their 00:14:37.049 --> 00:14:39.909 focus to the mobile network operators in that 00:14:39.909 --> 00:14:42.169 ecosystem. But with that, let me hit my third 00:14:42.169 --> 00:14:45.929 and final topic. And this is amazing, but I learned 00:14:45.929 --> 00:14:49.309 recently that New Zealand launched its first 00:14:49.309 --> 00:14:52.929 private 5G network with Ericsson. And so this 00:14:52.929 --> 00:14:56.789 is between Spark and Air New Zealand. And what 00:14:56.789 --> 00:15:00.129 it's focused on is deploying a private 5G network 00:15:00.129 --> 00:15:04.279 to manage logistics. Basically, it's at Auckland 00:15:04.279 --> 00:15:08.039 Airport and what this private 5G network is doing. 00:15:08.200 --> 00:15:10.500 So this is a nice tie back to my first topic. 00:15:10.700 --> 00:15:14.480 It's enabling drones and robots to automate warehouse 00:15:14.480 --> 00:15:16.980 stock takes with real time data and precision. 00:15:17.440 --> 00:15:20.399 So what they speak to are a few different use 00:15:20.399 --> 00:15:24.240 cases. So safer, smarter inventory control. And 00:15:24.240 --> 00:15:26.740 if you think about the operation of an airport, 00:15:27.039 --> 00:15:29.480 that's pretty important and mission critical. 00:15:30.220 --> 00:15:34.000 There are digital twin and computer vision applications 00:15:34.000 --> 00:15:38.419 that are being deployed as well. And I like it. 00:15:38.440 --> 00:15:41.799 I think it's a model for other type deployments 00:15:41.799 --> 00:15:44.899 within places like airports and ports and that 00:15:44.899 --> 00:15:46.539 sort of thing. What do you think about all that? 00:15:47.679 --> 00:15:52.279 I think the first Kiwi private 5G makes sense 00:15:52.279 --> 00:15:55.419 at an airport. I think all airports should probably 00:15:55.419 --> 00:15:59.289 have private 5G. Because data is super important 00:15:59.289 --> 00:16:04.049 and more data faster is better. So I think especially 00:16:04.049 --> 00:16:06.889 for like maintenance and logistics and maybe 00:16:06.889 --> 00:16:09.450 one day lost bags will be a thing of the past. 00:16:10.149 --> 00:16:11.950 Yeah, I'm really curious because we're about 00:16:11.950 --> 00:16:14.090 to open a new terminal here in San Diego in the 00:16:14.090 --> 00:16:16.549 next. Dude, I'm so glad I saw that when I flew 00:16:16.549 --> 00:16:19.690 out yesterday because boy, when the older part 00:16:19.690 --> 00:16:22.149 of the terminals, man, San Diego, you need a 00:16:22.149 --> 00:16:25.120 facelift. You flew American, right? Yeah, I flew 00:16:25.120 --> 00:16:28.840 Alaska. That was the American terminal. Oh, yeah, 00:16:28.899 --> 00:16:31.440 because that terminal, it's the one part of the 00:16:31.440 --> 00:16:33.799 airport that didn't really get a renew because 00:16:33.799 --> 00:16:36.600 the west part got refreshed and the new terminal 00:16:36.600 --> 00:16:38.399 is getting refreshed. But that part just got 00:16:38.399 --> 00:16:40.940 a coat of paint and nothing more. So I hope they 00:16:40.940 --> 00:16:43.220 demolish it someday. The shared lounge in that 00:16:43.220 --> 00:16:46.440 terminal reminds me of a Waffle House. I shared 00:16:46.440 --> 00:16:49.179 that on my X -Handle last night before I flew 00:16:49.179 --> 00:16:52.139 out. But, yeah, I do think private 5G is absolutely 00:16:52.139 --> 00:16:56.269 necessary. ports and airports and anywhere logistics 00:16:56.269 --> 00:16:59.870 are necessary. And yeah, I'm really surprised 00:16:59.870 --> 00:17:04.450 it took Zealand this long. But, you know, I have 00:17:04.450 --> 00:17:06.849 nothing else to say. Yeah, no, I was shocked 00:17:06.849 --> 00:17:09.390 too. And think about this too. Think about aircraft 00:17:09.390 --> 00:17:12.650 maintenance and think about the thousands and 00:17:12.650 --> 00:17:15.890 thousands of parts that are used to make sure 00:17:15.890 --> 00:17:18.269 that aircraft are maintained properly and that 00:17:18.269 --> 00:17:21.240 they're safe. I do want to say one thing. I don't 00:17:21.240 --> 00:17:22.859 know if you caught the news today with the Air 00:17:22.859 --> 00:17:26.980 India crash. My heart goes out to all the families 00:17:26.980 --> 00:17:29.680 that lost loved ones and, you know, just tragic. 00:17:29.740 --> 00:17:32.000 I didn't want to bring down the tone of our podcast, 00:17:32.059 --> 00:17:34.880 but it just illustrates the importance of this 00:17:34.880 --> 00:17:36.920 particular application. Yeah, I was going to 00:17:36.920 --> 00:17:39.220 say, I just think there needs to be, because 00:17:39.220 --> 00:17:41.140 every time a plane flies, it's collecting so 00:17:41.140 --> 00:17:43.819 much data about itself. Right. And that data 00:17:43.819 --> 00:17:46.970 should be quickly and easily downloaded. to a 00:17:46.970 --> 00:17:50.029 central database and analyzed by AI to identify 00:17:50.029 --> 00:17:52.190 if anything is out of normal and if there's any 00:17:52.190 --> 00:17:54.349 kind of anomalies. And that's just that kind 00:17:54.349 --> 00:17:56.529 of stuff. Obviously, the pilots are checking 00:17:56.529 --> 00:17:58.509 and there's maintenance staff, but there's going 00:17:58.509 --> 00:18:00.650 to be things that get caught, missed. So it's 00:18:00.650 --> 00:18:02.829 going to be important for AI to exist to collect 00:18:02.829 --> 00:18:05.369 all this data and find what data points might 00:18:05.369 --> 00:18:08.029 be important to discover. Because the truth is, 00:18:08.069 --> 00:18:10.890 we should be able to discover a potential air 00:18:10.890 --> 00:18:13.470 disaster before it takes off, not after the black 00:18:13.470 --> 00:18:15.890 box is recovered. Yeah, I'm really sad to hear 00:18:15.890 --> 00:18:17.970 about that. And it was really unfortunate news 00:18:17.970 --> 00:18:20.529 to wake up to. But yeah, I hope that private 00:18:20.529 --> 00:18:24.309 5G is an enabler for better aircraft safety. 00:18:24.730 --> 00:18:27.450 Yeah, I completely agree. Hey, let's wrap things 00:18:27.450 --> 00:18:29.650 up with your third and final topic. And you want 00:18:29.650 --> 00:18:32.029 to talk about the current administration and 00:18:32.029 --> 00:18:36.109 you've got some news to share around spectrum 00:18:36.109 --> 00:18:39.390 allocation. Yes. So it's the big, sorry, the 00:18:39.390 --> 00:18:42.170 one big, beautiful bill. Is that what it's actually 00:18:42.170 --> 00:18:46.150 called? That is the actual name. It sounds like 00:18:46.150 --> 00:18:50.730 Trump, doesn't it? Yeah. We don't tell politics 00:18:50.730 --> 00:18:54.369 on our podcast at all. Yeah, it's quite obvious 00:18:54.369 --> 00:18:57.150 what my opinions are, though. The original statement 00:18:57.150 --> 00:18:59.630 was 600 megahertz of spectrum, including sub 00:18:59.630 --> 00:19:03.339 -3 gigahertz. But a lot of the military... has 00:19:03.339 --> 00:19:06.220 pushed back on that so now it's not going to 00:19:06.220 --> 00:19:08.019 be any of the lower three gigahertz it's going 00:19:08.019 --> 00:19:10.240 to be above three gigahertz but it will be 800 00:19:10.240 --> 00:19:12.720 megahertz as the current version of the bill 00:19:12.720 --> 00:19:16.380 says and the lower three gigahertz will actually 00:19:16.380 --> 00:19:20.640 be allocated for trump's golden dome program 00:19:20.640 --> 00:19:23.440 that he wants to build which is an entirely different 00:19:23.440 --> 00:19:27.180 thing about a domestic missile shield Of course, 00:19:27.200 --> 00:19:29.400 it would be called golden. But the thing is that 00:19:29.400 --> 00:19:32.380 600 megahertz would be quite meaningful. I think 00:19:32.380 --> 00:19:34.400 the big problem here is that they're trying to 00:19:34.400 --> 00:19:38.259 wind it into the one big beautiful bill, which 00:19:38.259 --> 00:19:41.180 has a lot of very controversial aspects to it 00:19:41.180 --> 00:19:43.480 that will most likely cause it to be killed. 00:19:43.779 --> 00:19:45.859 But I think that they're doing this because they 00:19:45.859 --> 00:19:50.519 want the operators to get behind this bill for 00:19:50.519 --> 00:19:53.319 the reason of this spectrum. And I think it's 00:19:53.319 --> 00:19:57.619 wrong to connect. one gigantic bill to have everything 00:19:57.619 --> 00:20:00.980 in it because then it becomes a poison pill or 00:20:00.980 --> 00:20:03.900 some provisions could become poison pills. So 00:20:03.900 --> 00:20:07.000 I think it's dumb. I think it would be better 00:20:07.000 --> 00:20:09.220 if this was just its own bill. I don't really 00:20:09.220 --> 00:20:11.500 have any problems with it if it were on its own, 00:20:11.619 --> 00:20:15.420 but winding it into this highly politicized bill 00:20:15.420 --> 00:20:19.240 with lots of very serious cuts to different places 00:20:19.240 --> 00:20:22.059 and some very odd provisions that I won't mention 00:20:22.059 --> 00:20:24.460 here. that are questionable for our democracy, 00:20:24.660 --> 00:20:27.299 I think it would be best to be on its own. And 00:20:27.299 --> 00:20:30.480 that's my critique of the current state of this 00:20:30.480 --> 00:20:34.819 spectrum segment of the bill. It seems this oftentimes, 00:20:35.019 --> 00:20:37.859 this whole notion of spectrum allocation and 00:20:37.859 --> 00:20:40.759 whatnot and auctions becomes the political football, 00:20:40.940 --> 00:20:43.200 right? And I agree with you. We need to divorce 00:20:43.200 --> 00:20:45.619 the politics from this and do what's right. And 00:20:45.619 --> 00:20:47.859 getting the right amount of spectrum out to the 00:20:47.859 --> 00:20:50.119 operators is a good thing. It's a good thing. 00:20:51.319 --> 00:20:55.779 This also would reinstate the FCC's ability to 00:20:55.779 --> 00:20:59.880 auction spectrum, which still has not been passed 00:20:59.880 --> 00:21:02.140 by Congress. It hasn't been passed yet, which 00:21:02.140 --> 00:21:08.099 is just bananas. The idea that this has to all 00:21:08.099 --> 00:21:11.599 be wound into some bigger bill just is very frustrating 00:21:11.599 --> 00:21:13.880 to me. There are better ways to do this. Yeah, 00:21:13.920 --> 00:21:15.799 we can do better, Washington. But hey, buddy, 00:21:15.940 --> 00:21:17.480 it's been another great podcast. Why don't you 00:21:17.480 --> 00:21:20.369 take us home? Absolutely. We hope our viewers 00:21:20.369 --> 00:21:22.190 and listeners found this week's topics interesting. 00:21:22.430 --> 00:21:24.190 If anyone would like to reach out to us on a 00:21:24.190 --> 00:21:26.869 specific 5G topic for a future podcast, please 00:21:26.869 --> 00:21:29.769 reach out to us on social media. Will is at WillTownTech. 00:21:29.869 --> 00:21:31.789 Oh, he's over here. Will's at WillTownTech and 00:21:31.789 --> 00:21:34.549 I'm at Anshul Saad. We hope you have a great 00:21:34.549 --> 00:21:38.289 weekend and a happy Father's Day weekend. And 00:21:38.289 --> 00:21:39.829 please tune in again next week.