WEBVTT 00:00:00.000 --> 00:00:03.660 Welcome to episode 243 of the 6G podcast. It's 00:00:03.660 --> 00:00:06.320 the latest insights on everything 6G. We covered 00:00:06.320 --> 00:00:09.699 six topics in about 30 minutes and it's brought 00:00:09.699 --> 00:00:12.339 to you by Morris Size of Strategy. I'm Anshul 00:00:12.339 --> 00:00:14.380 Tha and joining me again this week is fellow 00:00:14.380 --> 00:00:18.300 analyst Mike Dano from Ookla. And once again, 00:00:18.420 --> 00:00:22.379 we've had a busy week, lots going on, and I guess 00:00:22.379 --> 00:00:24.920 I'll kick off with my first topic because I was 00:00:24.920 --> 00:00:29.300 on the road with HP. They had their Imagine 2026 00:00:29.300 --> 00:00:33.460 conference, which was pretty focused around their 00:00:33.460 --> 00:00:37.640 AI product. That's going to live across most 00:00:37.640 --> 00:00:41.240 of its commercial PCs. But the important part 00:00:41.240 --> 00:00:43.859 was actually that they had a pretty big update 00:00:43.859 --> 00:00:48.299 to their HP Go service and also broadened the 00:00:48.299 --> 00:00:51.079 number of devices that support it. Last year, 00:00:51.079 --> 00:00:55.439 they launched HP Go, which is their own cellular 00:00:55.439 --> 00:00:59.820 service. that combines T -Mobile, Verizon, and 00:00:59.820 --> 00:01:03.140 AT &T. You basically just get the best service 00:01:03.140 --> 00:01:05.420 that's available to you in the area. You can 00:01:05.420 --> 00:01:09.680 also, at a certain tier, roam globally. You don't 00:01:09.680 --> 00:01:10.959 even have to worry about it when you leave the 00:01:10.959 --> 00:01:13.480 country. It was only available on one device, 00:01:13.599 --> 00:01:18.200 which was like the HP EliteBook 8 G1Q, which 00:01:18.200 --> 00:01:21.019 was a Qualcomm -based device. Might even be the 00:01:21.019 --> 00:01:24.650 EliteBook 6, but it wasn't really. A very high 00:01:24.650 --> 00:01:26.109 -end notebook, but it wasn't really a very low 00:01:26.109 --> 00:01:29.430 -end notebook. And it was one notebook. Applicability 00:01:29.430 --> 00:01:31.969 was not great. Now it's actually going to span 00:01:31.969 --> 00:01:36.409 the entire spectrum of HP's lineup. From 2, 4, 00:01:36.510 --> 00:01:39.629 6, 8 and up, there will be SKUs across all those 00:01:39.629 --> 00:01:42.530 different tiers of notebooks that will offer 00:01:42.530 --> 00:01:46.010 HP Go. And in addition to that, HP Go will now 00:01:46.010 --> 00:01:49.670 be available within the European Union for HP 00:01:49.670 --> 00:01:52.870 customers to activate as a service. So while 00:01:52.870 --> 00:01:55.090 it... worked in the European Union didn't work 00:01:55.090 --> 00:01:58.530 for European customers. So now 23 countries in 00:01:58.530 --> 00:02:00.709 Europe will be able to sign up for it in addition 00:02:00.709 --> 00:02:04.269 to the US, which will significantly broaden their 00:02:04.269 --> 00:02:06.810 customer base, especially when you consider the 00:02:06.810 --> 00:02:09.629 fact that Europeans actually use mobile broadband 00:02:09.629 --> 00:02:12.610 more than Americans do on their PCs. And a big 00:02:12.610 --> 00:02:14.169 reason for that is because a lot of Europeans 00:02:14.169 --> 00:02:17.389 use trains to commute to work and other public 00:02:17.389 --> 00:02:21.050 transit so they can actually be mobile. and productive 00:02:21.050 --> 00:02:22.990 while they're getting to work and such and so 00:02:22.990 --> 00:02:24.770 forth. Yeah, I think this is a great move for 00:02:24.770 --> 00:02:27.389 them. In addition to that, they also updated 00:02:27.389 --> 00:02:31.770 their Wolf Connect with a new modem. This is 00:02:31.770 --> 00:02:35.110 a manageability layer. It's specifically for 00:02:35.110 --> 00:02:37.569 protecting and tracing your system so you can 00:02:37.569 --> 00:02:40.289 remote wipe without needing to actually pay for 00:02:40.289 --> 00:02:44.250 an actual cellular connection. It's like a narrowband 00:02:44.250 --> 00:02:47.229 kind of connection that operates in the background 00:02:47.229 --> 00:02:51.020 below the OS layer. It also does piggyback on 00:02:51.020 --> 00:02:53.680 5G if you do have that, but they updated it so 00:02:53.680 --> 00:02:56.800 it's a more efficient modem. So it uses less 00:02:56.800 --> 00:02:59.740 power and it's even less of a challenge for the 00:02:59.740 --> 00:03:03.400 IT department to deploy. And yeah, really interesting 00:03:03.400 --> 00:03:05.560 to see them. I think they're the leader in terms 00:03:05.560 --> 00:03:08.560 of deploying cellular on PCs right now amongst 00:03:08.560 --> 00:03:13.280 the big PC OEMs. And I think in my research, 00:03:13.479 --> 00:03:16.379 I think the number one thing that people who 00:03:16.379 --> 00:03:20.599 deploy 5G PCs. experience is bad coverage. It's 00:03:20.599 --> 00:03:22.500 actually the number one pain point that they 00:03:22.500 --> 00:03:25.800 have is that coverage. So if you can squash that 00:03:25.800 --> 00:03:29.000 with all three carriers, I think it's a big deal. 00:03:29.060 --> 00:03:30.840 And we'll see, I think this will be the year 00:03:30.840 --> 00:03:33.180 where we actually get an idea of what this service 00:03:33.180 --> 00:03:35.680 can do because it's not just on a trial on a 00:03:35.680 --> 00:03:38.219 single device in one country. And of course they're 00:03:38.219 --> 00:03:39.939 going to have to sell it to you. But yeah, that 00:03:39.939 --> 00:03:41.379 was my thoughts. I'd love to hear what you think 00:03:41.379 --> 00:03:43.719 about it. I'm actually very surprised to hear 00:03:43.719 --> 00:03:45.400 that. This is the first time I've ever hearing 00:03:45.400 --> 00:03:47.840 about HP Go. I didn't even know that was a program. 00:03:48.400 --> 00:03:50.939 I know for a long time, we've been talking about 00:03:50.939 --> 00:03:54.620 cellular enabled laptops and when that market 00:03:54.620 --> 00:03:56.520 is going to start developing. And I think there 00:03:56.520 --> 00:03:59.659 was a, when the early or in the 4G era, there 00:03:59.659 --> 00:04:02.939 was push to get 4G embedded into laptops. And 00:04:02.939 --> 00:04:05.960 there was some 4G capable laptops out there. 00:04:05.960 --> 00:04:08.379 It didn't really take off. The extra cost is 00:04:08.379 --> 00:04:10.560 obviously a challenge. And I think the same thing 00:04:10.560 --> 00:04:13.659 in 5G, I know that there's more laptops out there 00:04:13.659 --> 00:04:16.569 that do have built -in 5G. than in the 4G era, 00:04:16.610 --> 00:04:18.689 but certainly it hasn't really caught on to any 00:04:18.689 --> 00:04:21.889 great degree. And obviously the cost there too 00:04:21.889 --> 00:04:24.329 is still an issue. It's like $100 more, same 00:04:24.329 --> 00:04:27.350 for tablets. So I'm actually interested to hear 00:04:27.350 --> 00:04:31.069 that HP is really working to address this issue. 00:04:31.170 --> 00:04:34.350 I think from my standpoint, I'm definitely watching 00:04:34.350 --> 00:04:37.149 Apple to see when we'll get a MacBook or something 00:04:37.149 --> 00:04:40.370 that has built -in 5G. And now that Apple is 00:04:40.370 --> 00:04:43.430 investing so heavily into the Silicon. Presumably 00:04:43.430 --> 00:04:46.550 that would put them in a position to put 5G directly 00:04:46.550 --> 00:04:49.589 into the MacBooks. But I do still wonder about, 00:04:49.689 --> 00:04:53.089 is that a good idea? Because I still tether. 00:04:53.149 --> 00:04:56.189 Every time I go out, tether my laptop to my phone 00:04:56.189 --> 00:05:00.089 works great. And so even now, I've had people 00:05:00.089 --> 00:05:02.649 explain to me the reasons behind having a 5G 00:05:02.649 --> 00:05:06.110 capable laptop. I get it. But man, it's still 00:05:06.110 --> 00:05:08.649 pretty easy to set up that tether and then keep 00:05:08.649 --> 00:05:10.689 your laptop a little cheaper. Yeah, I'm interested 00:05:10.689 --> 00:05:13.170 to hear that HP is moving along that path. I'm 00:05:13.170 --> 00:05:15.110 curious to see how that works out and then if 00:05:15.110 --> 00:05:17.629 it spreads to other major laptop manufacturers. 00:05:19.069 --> 00:05:22.250 I would agree. I have resorted to tethering when 00:05:22.250 --> 00:05:24.430 I don't have a 5G connection. But I will tell 00:05:24.430 --> 00:05:28.610 you, the current class of 5G PCs are faster than 00:05:28.610 --> 00:05:31.009 tethering, especially when you consider the latency 00:05:31.009 --> 00:05:32.730 and power consumption that you have to deal with 00:05:32.730 --> 00:05:35.240 on your phone. The antennas on those PCs are 00:05:35.240 --> 00:05:37.860 much nicer than they are on your phone. Especially 00:05:37.860 --> 00:05:41.439 once we get better, better modems. And I think 00:05:41.439 --> 00:05:44.759 your point, Apple could probably ship a 5G PC 00:05:44.759 --> 00:05:47.160 today if they wanted. They have the pieces, they 00:05:47.160 --> 00:05:49.420 have the modems, they have everything in place. 00:05:49.620 --> 00:05:51.980 I think it's just really a question of when and 00:05:51.980 --> 00:05:55.439 why. And the new Mac Neo could be how they do 00:05:55.439 --> 00:05:58.220 it, right? Really low cost device. Find a really 00:05:58.220 --> 00:06:01.319 low cost modem and use the carrier to help subsidize 00:06:01.319 --> 00:06:05.209 it. And then it's okay. I have a PC as a service 00:06:05.209 --> 00:06:08.089 and it's basically free as long as you pay for 00:06:08.089 --> 00:06:09.910 the condition. So there's a lot of interesting 00:06:09.910 --> 00:06:12.329 things I think we can do with that. But I think 00:06:12.329 --> 00:06:15.029 HP is definitely at the forefront here. And speaking 00:06:15.029 --> 00:06:18.329 of connections. Yes. You've got your first topic. 00:06:18.470 --> 00:06:21.129 I do. And actually here's, here was my, my pivot 00:06:21.129 --> 00:06:22.709 to that was that I was going to say, speaking 00:06:22.709 --> 00:06:26.029 of hotspots, that is how I stayed connected during 00:06:26.029 --> 00:06:28.990 the cable next gen event. I used my phone as 00:06:28.990 --> 00:06:31.329 my hotspot during this event because the hotel 00:06:31.329 --> 00:06:34.230 wifi was quite slow. And I was really glad that 00:06:34.230 --> 00:06:36.430 my cellular connection was so strong inside of 00:06:36.430 --> 00:06:39.209 the building. So yeah, this week I spent a day 00:06:39.209 --> 00:06:42.649 at the Cable NextGen event. It was here in Denver. 00:06:43.170 --> 00:06:45.949 I've been to it several times over the past couple 00:06:45.949 --> 00:06:48.709 of years. It's actually a really good event for 00:06:48.709 --> 00:06:52.029 the cable industry. It's usually, it's not huge, 00:06:52.149 --> 00:06:55.310 a couple hundred people. This year it was noticeably 00:06:55.310 --> 00:07:00.110 smaller than past years. And it's all about basically 00:07:00.110 --> 00:07:02.550 cable networking technology. A lot about DOCSIS. 00:07:03.019 --> 00:07:07.480 DAA, nodes, all that kind of stuff. So yeah, 00:07:07.519 --> 00:07:09.899 you really get down into the details of the networking 00:07:09.899 --> 00:07:12.600 technology real quick. I thought one interesting 00:07:12.600 --> 00:07:16.079 takeaway from the show was they had two executives 00:07:16.079 --> 00:07:18.759 from Comcast speak and they both were very interesting. 00:07:18.879 --> 00:07:22.060 And the second speaker really went into actually 00:07:22.060 --> 00:07:23.759 what you talked about last week, which was the 00:07:23.759 --> 00:07:27.379 NVIDIA announcement that Comcast had mainly about 00:07:27.379 --> 00:07:30.240 essentially edge computing. And so they talked 00:07:30.240 --> 00:07:33.120 about that. And what I thought was really interesting 00:07:33.120 --> 00:07:35.740 was that they talked about some of the demos 00:07:35.740 --> 00:07:38.939 that they have been running using that edge computing 00:07:38.939 --> 00:07:42.839 technology. One was like it was it was basically 00:07:42.839 --> 00:07:45.740 like a real time video call. And you could use 00:07:45.740 --> 00:07:48.480 this edge computing technology to put different 00:07:48.480 --> 00:07:51.759 clothes onto your body. And so as you're speaking 00:07:51.759 --> 00:07:54.560 and moving, the clothes would move around in 00:07:54.560 --> 00:07:56.160 real time and it would look like you have on 00:07:56.160 --> 00:07:58.600 a hockey jersey, for example. Another one of 00:07:58.600 --> 00:08:00.639 their I thought interesting demos was that they 00:08:00.639 --> 00:08:04.060 were. showing off real -time translation services. 00:08:04.480 --> 00:08:07.699 And as you're speaking, you could have that video 00:08:07.699 --> 00:08:10.600 in real time translated into another language, 00:08:10.680 --> 00:08:14.759 but also the video itself would be changed so 00:08:14.759 --> 00:08:17.560 that your lips would be making the movements 00:08:17.560 --> 00:08:20.980 of speaking in a different language. So it wouldn't 00:08:20.980 --> 00:08:22.939 look like it was dubbed and your lips were making 00:08:22.939 --> 00:08:25.300 other movements. It was that your lips actually 00:08:25.300 --> 00:08:27.279 looked like you were saying the words in another 00:08:27.279 --> 00:08:29.899 language. And that was all done through the edge 00:08:29.899 --> 00:08:33.809 computing. technology that Comcast has been talking 00:08:33.809 --> 00:08:36.610 about with NVIDIA. So that was interesting. But 00:08:36.610 --> 00:08:39.309 I think broadly, my takeaway from that show was 00:08:39.309 --> 00:08:42.649 that there are a lot of threats that the cable 00:08:42.649 --> 00:08:45.590 companies specifically are facing. Obviously, 00:08:45.649 --> 00:08:47.909 fixed wireless is a real big one that I think 00:08:47.909 --> 00:08:50.769 is well known that it is really digging into 00:08:50.769 --> 00:08:54.409 the cable industry's core broadband business. 00:08:54.730 --> 00:08:57.169 And there was a speaker from IQ Fiber who talked 00:08:57.169 --> 00:09:00.879 about The expansion that IQ Fiber is doing, so 00:09:00.879 --> 00:09:03.299 they're a middle market player. They're active 00:09:03.299 --> 00:09:06.259 in a couple of states, about 100 ,000 homes in 00:09:06.259 --> 00:09:08.559 their footprint. And they're really challenging 00:09:08.559 --> 00:09:10.440 the cable companies that are in their footprint. 00:09:10.639 --> 00:09:13.700 They sell, and so they're a fiber operator and 00:09:13.700 --> 00:09:17.620 they sell symmetrical service plans up to five 00:09:17.620 --> 00:09:20.679 gigabytes, sorry, five gigabytes up and down. 00:09:20.720 --> 00:09:23.080 And they say 10 % of their customers are choosing 00:09:23.080 --> 00:09:26.309 those. kinds of plans. Between the threat from 00:09:26.309 --> 00:09:28.250 fiber companies like that, fixed wireless companies, 00:09:28.470 --> 00:09:30.470 and they also talked about satellite companies 00:09:30.470 --> 00:09:33.590 like Starlink, all these different kinds of providers 00:09:33.590 --> 00:09:36.710 are really starting to squeeze into cable companies. 00:09:36.830 --> 00:09:39.509 And I think the attendance at that show reflects 00:09:39.509 --> 00:09:42.129 the challenges that cable operators face. It's 00:09:42.129 --> 00:09:45.129 really a show that is, it's not expanding. It 00:09:45.129 --> 00:09:47.250 does seem to be shrinking, but interesting show, 00:09:47.389 --> 00:09:49.190 like a lot of interesting stuff coming out of 00:09:49.190 --> 00:09:50.889 there. And the edge computing thing. But it does 00:09:50.889 --> 00:09:52.429 tie into what a lot of companies are talking 00:09:52.429 --> 00:09:55.110 about now, particularly with NVIDIA GPUs. But 00:09:55.110 --> 00:09:58.590 I think, yeah. I was going to add that I'm not 00:09:58.590 --> 00:10:01.889 surprised that it's dwindling. I do think the 00:10:01.889 --> 00:10:05.529 cable operators did have an opportunity to modernize 00:10:05.529 --> 00:10:08.110 their infrastructure. Some of them did. The fiber. 00:10:08.450 --> 00:10:12.730 I think the future has always been fiber. Obviously, 00:10:12.769 --> 00:10:14.929 there's plenty of opportunities where SW makes 00:10:14.929 --> 00:10:19.029 more sense. But I think the way I look at it 00:10:19.029 --> 00:10:24.230 is. Copper is the legacy technology and all the 00:10:24.230 --> 00:10:27.710 others are its replacement in different scenarios, 00:10:27.990 --> 00:10:30.509 which is why I was hoping that bead and all these 00:10:30.509 --> 00:10:32.809 other services that we were trying to roll out 00:10:32.809 --> 00:10:35.269 with government funding, we're going to take 00:10:35.269 --> 00:10:37.809 advantage of all opportunities and not just try 00:10:37.809 --> 00:10:40.169 to focus on one. I think it was a little bit 00:10:40.169 --> 00:10:42.409 misguided trying to put fiber everywhere, like 00:10:42.409 --> 00:10:44.549 millimeter waves doesn't fit everywhere. And 00:10:44.549 --> 00:10:48.070 I think satellite does have a lot of great way 00:10:48.070 --> 00:10:51.159 to fill gaps. but it's not really a capacity 00:10:51.159 --> 00:10:54.679 technology. I'm hoping to see more mixtures of 00:10:54.679 --> 00:10:57.399 these things. And maybe more operators investing 00:10:57.399 --> 00:11:00.259 in upgrades. Because the truth is I've had symmetrical 00:11:00.259 --> 00:11:03.940 fiber for a very long time. And you will have 00:11:03.940 --> 00:11:07.139 to pry it from my hands, my cold dead hands. 00:11:07.399 --> 00:11:10.159 I have a five gig symmetrical connection option. 00:11:10.740 --> 00:11:13.240 But I only use one gig because the price is a 00:11:13.240 --> 00:11:16.740 little bit absurd. It's 250 a month for five. 00:11:17.120 --> 00:11:19.179 And I don't really need that. Going to try it 00:11:19.179 --> 00:11:21.580 out, just see what it's like. But yeah, it's 00:11:21.580 --> 00:11:23.279 just, it shouldn't be that expensive. I assume 00:11:23.279 --> 00:11:25.279 the operator you're talking about does not charge 00:11:25.279 --> 00:11:29.240 250. I think otherwise. No. 130 is what he said. 00:11:30.279 --> 00:11:33.820 Half. And that feels reasonable, I think. Yeah. 00:11:34.259 --> 00:11:36.539 Agree. So do you think that we're in a place 00:11:36.539 --> 00:11:40.080 where cable continues to struggle? And to your 00:11:40.080 --> 00:11:42.419 point, some of them have also moved towards offering 00:11:42.419 --> 00:11:45.080 cellular services and repackaging those and bundling. 00:11:45.600 --> 00:11:48.320 I want to see it. I think it's the monopolies. 00:11:49.120 --> 00:11:51.559 Yeah. Yeah. One of the interesting things that 00:11:51.559 --> 00:11:53.659 came out of last week, too, was an analyst note 00:11:53.659 --> 00:11:57.039 from the financial analysts at TD Cohen, who 00:11:57.039 --> 00:12:00.700 had a fiber event this past week also. And in 00:12:00.700 --> 00:12:02.940 their report from that event, they said that 00:12:02.940 --> 00:12:06.419 Shentel, which is one of the regional cable fiber 00:12:06.419 --> 00:12:09.980 providers, they are actually Shentel is experimenting 00:12:09.980 --> 00:12:14.179 with overbuilding their own cable network with 00:12:14.179 --> 00:12:17.490 a fiber network. And so they're just exploring 00:12:17.490 --> 00:12:19.330 that. They're just testing it in one market right 00:12:19.330 --> 00:12:22.250 now. But the fact that a smaller cable operator 00:12:22.250 --> 00:12:25.710 is considering that possibility of just overbuilding 00:12:25.710 --> 00:12:28.870 their own cable network with fiber, I think is 00:12:28.870 --> 00:12:31.269 really a, it's a signal of things to come. I 00:12:31.269 --> 00:12:33.509 think you're right. Eventually all roads lead 00:12:33.509 --> 00:12:36.870 to fiber as far as I can tell. Totally. Yeah. 00:12:37.850 --> 00:12:40.149 I'll let this transition to my second topic. 00:12:40.649 --> 00:12:43.470 Not that this is a smooth transition, but how 00:12:43.470 --> 00:12:47.700 about I pitch it over to you? Is that good? Well, 00:12:47.700 --> 00:12:52.259 there we go. So yesterday was opening day and 00:12:52.259 --> 00:12:56.220 it was the first day, first full day because 00:12:56.220 --> 00:12:58.399 opening night was the night before. I don't know 00:12:58.399 --> 00:13:00.419 why they did it to Netflix. That was a whole 00:13:00.419 --> 00:13:03.139 disaster. Netflix does not do baseball well, 00:13:03.259 --> 00:13:05.419 especially not live baseball. It was a nightmare. 00:13:05.559 --> 00:13:08.000 But opening day, I was there in person in San 00:13:08.000 --> 00:13:13.039 Diego. The Padres played the Detroit Tigers and 00:13:13.039 --> 00:13:16.580 lost. However. It was the commercial deployment 00:13:16.580 --> 00:13:22.019 of automated balls of strikes, which was tested 00:13:22.019 --> 00:13:24.779 last year at spring training. And then again, 00:13:24.860 --> 00:13:27.159 this year at spring training, but fully rolled 00:13:27.159 --> 00:13:31.159 out in all stadiums. This is a service. If you're 00:13:31.159 --> 00:13:34.840 not familiar with it, it is a combination of 00:13:34.840 --> 00:13:40.559 Sony's technology with T -Mobile 5G as the compute 00:13:40.559 --> 00:13:43.899 or the connection for all the 12 different cameras. 00:13:44.440 --> 00:13:47.179 And it basically decides whether or not it's 00:13:47.179 --> 00:13:50.399 a ball or a strike before the umpire does. But 00:13:50.399 --> 00:13:53.480 it does not get called upon unless there is a 00:13:53.480 --> 00:13:56.240 challenge from the player, the pitcher, or the 00:13:56.240 --> 00:13:58.779 catcher. And one of those three people has two 00:13:58.779 --> 00:14:01.899 seconds to challenge the call by the umpire. 00:14:02.080 --> 00:14:05.539 And then they tap their head to challenge. And 00:14:05.539 --> 00:14:07.799 then the umpire says there's a challenge. The 00:14:07.799 --> 00:14:11.279 call is a strike. And then they go look at the, 00:14:11.399 --> 00:14:13.919 they actually give it. like a visual representation 00:14:13.919 --> 00:14:16.000 that everybody can see in the stadium. And it 00:14:16.000 --> 00:14:18.720 shows you how many inches it's in or out and 00:14:18.720 --> 00:14:20.700 whether or not the call stands. And then the 00:14:20.700 --> 00:14:24.879 game moves on. So it takes, I've watched it during 00:14:24.879 --> 00:14:26.940 spring training. This is my first time seeing 00:14:26.940 --> 00:14:29.120 it in person. I almost missed it. It happened 00:14:29.120 --> 00:14:31.080 so fast, which is great because it should be 00:14:31.080 --> 00:14:33.440 that fast. And it seems to be very reliable. 00:14:33.720 --> 00:14:35.919 Both teams get two challenges per game. They 00:14:35.919 --> 00:14:38.840 keep their challenge if their challenge is overturned 00:14:38.840 --> 00:14:41.279 and they're able to overturn the call. But if 00:14:41.279 --> 00:14:42.940 they're wrong and the umpire is correct, they 00:14:42.940 --> 00:14:44.740 lose that challenge. They only get two per game, 00:14:44.840 --> 00:14:46.960 two misses per game. And then they can't challenge 00:14:46.960 --> 00:14:50.399 any more strikes. So you got to be pretty good 00:14:50.399 --> 00:14:52.940 at it. Ironically, someone released some data 00:14:52.940 --> 00:14:55.399 yesterday for all of the previous challenges 00:14:55.399 --> 00:14:58.899 that occurred under the preseason spring training 00:14:58.899 --> 00:15:02.179 games. And the New York Yankees are the most 00:15:02.179 --> 00:15:04.720 prolific challengers and the worst at getting 00:15:04.720 --> 00:15:06.500 their calls of the tournament, which is really 00:15:06.500 --> 00:15:09.129 funny. But other than that, it's really cool 00:15:09.129 --> 00:15:12.669 because it's a real 5G technology accelerating 00:15:12.669 --> 00:15:15.690 and improving baseball and making it more fun. 00:15:15.769 --> 00:15:18.250 And last year, baseball grew hugely. I think 00:15:18.250 --> 00:15:20.070 something like this will further improve the 00:15:20.070 --> 00:15:22.149 game because people do not enjoy when umpires 00:15:22.149 --> 00:15:24.470 make bad calls. I don't think it improves the 00:15:24.470 --> 00:15:27.909 game. And I think this also might hold them a 00:15:27.909 --> 00:15:29.389 little bit more accountable because there really 00:15:29.389 --> 00:15:32.330 was no form of accountability for these umpires 00:15:32.330 --> 00:15:34.429 in the past. It'll be really interesting to see 00:15:34.429 --> 00:15:37.139 how... it affects their accuracy because I'm 00:15:37.139 --> 00:15:39.279 a big data nerd and baseball is a data nerd's 00:15:39.279 --> 00:15:42.379 sport. And there's actually multiple accounts 00:15:42.379 --> 00:15:46.360 out there that rate every single umpire's accuracy 00:15:46.360 --> 00:15:50.320 every game the next day and give a full detailed 00:15:50.320 --> 00:15:53.220 map mappings of heat maps of their accuracy and 00:15:53.220 --> 00:15:55.440 which pitches were most impactful and how they 00:15:55.440 --> 00:15:58.399 affected the game. So ABS will really help, I 00:15:58.399 --> 00:16:00.799 think, make the game more fair. I think this 00:16:00.799 --> 00:16:03.879 also advantages pitchers because There's a lot 00:16:03.879 --> 00:16:05.620 of pitchers who throw incredible pitches that 00:16:05.620 --> 00:16:07.580 don't get them called and they know that they 00:16:07.580 --> 00:16:09.279 should be getting calls. I think this, we will 00:16:09.279 --> 00:16:12.360 see probably a lower scoring season this season 00:16:12.360 --> 00:16:14.139 because pitchers will get a little bit more of 00:16:14.139 --> 00:16:18.899 an advantage with ABS. It is a pretty smart move 00:16:18.899 --> 00:16:21.100 by T -Mobile, right? To sponsor this and have 00:16:21.100 --> 00:16:23.840 it powered by 5G. It really is a, in terms of 00:16:23.840 --> 00:16:26.759 smart branding, it's hard to beat that. It displays 00:16:26.759 --> 00:16:29.820 the brand, it displays the technology. It's America's 00:16:29.820 --> 00:16:31.899 favorite pastime. It really does make sense. 00:16:32.409 --> 00:16:34.549 What I think I wonder, though, is so I'm not 00:16:34.549 --> 00:16:37.570 a fan of sports, ball sports in general. I just 00:16:37.570 --> 00:16:41.429 I wish I was. I just I can't quite bring myself 00:16:41.429 --> 00:16:44.690 to care about it, unfortunately. But I do wonder 00:16:44.690 --> 00:16:49.210 about technological upgrades to sports that trace 00:16:49.210 --> 00:16:54.029 their history back 150 years. And does it lose 00:16:54.029 --> 00:16:56.990 something if there's if you can measure it down 00:16:56.990 --> 00:16:59.850 to the millimeter? Are you losing something? 00:17:00.399 --> 00:17:03.279 is an essential part of the game that is now 00:17:03.279 --> 00:17:07.299 lost because technology has encroached into the 00:17:07.299 --> 00:17:10.799 rules of the game. I don't know the answer to 00:17:10.799 --> 00:17:12.339 that. It sounds like obviously you're a fan of 00:17:12.339 --> 00:17:15.119 this new development, but I wonder if there's 00:17:15.119 --> 00:17:17.599 a little bit of a nostalgia toward calling it 00:17:17.599 --> 00:17:20.700 like you see it, and if the Empire calls it, 00:17:20.759 --> 00:17:22.359 you just have to deal with it even if he's wrong. 00:17:23.039 --> 00:17:26.859 No? Not so much? I think there's absolutely a 00:17:26.859 --> 00:17:29.509 group of people who feel that way. But the truth 00:17:29.509 --> 00:17:32.930 is that they are a dying breed. And the truth 00:17:32.930 --> 00:17:35.829 is the way I look at ABS in general is just if 00:17:35.829 --> 00:17:37.910 it's a strike, it's a strike. If it's not. And 00:17:37.910 --> 00:17:41.430 sure, you can include, incorporate the elements 00:17:41.430 --> 00:17:44.329 of human error into it. But the problem is that 00:17:44.329 --> 00:17:46.869 there are some umpires out there that are atrocious. 00:17:47.029 --> 00:17:51.029 There are entire accounts that exist to show 00:17:51.029 --> 00:17:54.230 the worst called plays by umpires. And some of 00:17:54.230 --> 00:17:56.569 them are off by eight inches. The plates aren't 00:17:56.569 --> 00:18:00.210 even that wide. I think the purists will absolutely 00:18:00.210 --> 00:18:01.970 say you're right. Something is lost from the 00:18:01.970 --> 00:18:03.849 game as a result of this. But the people who 00:18:03.849 --> 00:18:05.750 love the game that want it just to be fair and 00:18:05.750 --> 00:18:08.789 give everybody a fair chance, I think it's a 00:18:08.789 --> 00:18:10.809 good thing for the game. I don't think it'll 00:18:10.809 --> 00:18:14.049 slow the game down. And I think overall, there's 00:18:14.049 --> 00:18:16.369 just more opportunities for them to pay attention 00:18:16.369 --> 00:18:18.089 to other things that happen in the game because 00:18:18.089 --> 00:18:19.809 there's so many other things that they can call. 00:18:20.049 --> 00:18:22.269 And the truth is a lot of umpires, their eyesight's 00:18:22.269 --> 00:18:24.170 not to praise. So I was going to say they're 00:18:24.170 --> 00:18:26.210 blind, but the truth is as you get older, your 00:18:26.210 --> 00:18:29.650 eyes are not as good. And to get to the level 00:18:29.650 --> 00:18:31.809 of being an MLB umpire, it takes a long time. 00:18:32.029 --> 00:18:34.589 So we get very many young umpires, which means 00:18:34.589 --> 00:18:36.930 that their eyes are just not that good. So I 00:18:36.930 --> 00:18:39.369 think having this system will be something that 00:18:39.369 --> 00:18:42.089 they can rely upon to correct errors. There have 00:18:42.089 --> 00:18:45.230 been very many funny calls that have happened 00:18:45.230 --> 00:18:47.450 where umpires, oh, I guess I was right. And all 00:18:47.450 --> 00:18:49.009 these kinds of things where it's like very entertaining. 00:18:49.250 --> 00:18:51.470 I think it's net positive. And to your point, 00:18:51.549 --> 00:18:54.490 I read some articles about this partnership actually 00:18:54.490 --> 00:18:56.420 goes back three years for T -Mobile. So they 00:18:56.420 --> 00:18:58.740 really invested in it back then. I think it's 00:18:58.740 --> 00:19:00.380 going to pay dividends because if you think about 00:19:00.380 --> 00:19:03.859 it, both teams get a minimum of two calls over 00:19:03.859 --> 00:19:06.319 to challenge, right? So that's a minimum of four 00:19:06.319 --> 00:19:07.900 times a game. You're probably going to see it 00:19:07.900 --> 00:19:10.160 happen. And that's, and not just that, but T 00:19:10.160 --> 00:19:11.980 -Mobile was being associated with something that's 00:19:11.980 --> 00:19:14.799 the truth. So T -Mobile was enabling the truth. 00:19:15.279 --> 00:19:16.859 But no, I think it's great marketing. I think 00:19:16.859 --> 00:19:18.599 it's going to pay dividends for them, regardless 00:19:18.599 --> 00:19:20.099 of what they paid, because it's like basically 00:19:20.099 --> 00:19:22.470 free marketing. Yeah, exactly. Yeah, interesting. 00:19:22.569 --> 00:19:25.089 Yeah. Yeah, I like the idea of technological 00:19:25.089 --> 00:19:27.750 accountability. I think that's a fun one. Here, 00:19:27.890 --> 00:19:31.670 try this pivot on for size. Talking about technological 00:19:31.670 --> 00:19:35.950 accountability, my next topic is about the new 00:19:35.950 --> 00:19:42.390 FCC ban against foreign Wi -Fi routers. So this 00:19:42.390 --> 00:19:45.369 week, the FCC put out a sort of a surprise announcement. 00:19:45.529 --> 00:19:48.730 And the announcement essentially says, from now 00:19:48.730 --> 00:19:52.799 into the future. They are going to work to prevent 00:19:52.799 --> 00:19:57.099 Wi -Fi router, consumer Wi -Fi routers that are 00:19:57.099 --> 00:20:00.599 manufactured by foreign companies and manufactured 00:20:00.599 --> 00:20:05.799 in foreign locations. So that all of them, which 00:20:05.799 --> 00:20:10.039 is literally every single Wi -Fi router in the 00:20:10.039 --> 00:20:12.759 world, all of them are either manufactured somewhere 00:20:12.759 --> 00:20:15.259 else or made by a company that is not based in 00:20:15.259 --> 00:20:18.859 the US. And so essentially what it means is that. 00:20:19.240 --> 00:20:21.960 If you are making a Wi -Fi router now, you need 00:20:21.960 --> 00:20:25.339 to apply for a waiver at the FCC. So presumably, 00:20:25.599 --> 00:20:28.799 so as not to just immediately destroy the entire 00:20:28.799 --> 00:20:32.279 Wi -Fi router industry with one fell swoop, presumably 00:20:32.279 --> 00:20:36.440 the FCC will be issuing waivers to this new rule. 00:20:37.220 --> 00:20:40.799 And from the perspective of the FCC, their goal 00:20:40.799 --> 00:20:44.839 is to prevent hacks like the Salt Typhoon hack, 00:20:45.000 --> 00:20:48.039 which was well reported. hack that happened i 00:20:48.039 --> 00:20:50.599 think it was a year or two ago in that it allowed 00:20:50.599 --> 00:20:54.000 a foreign adversary essentially unfettered access 00:20:54.000 --> 00:20:56.819 into u .s telecom networks the extent was never 00:20:56.819 --> 00:20:58.799 fully reported but it did seem like one of the 00:20:58.799 --> 00:21:02.220 worst cyber hacks that the u .s telecommunications 00:21:02.220 --> 00:21:05.440 industry has ever experienced and i assume this 00:21:05.440 --> 00:21:08.579 new ruling is stems out of that incident and 00:21:08.579 --> 00:21:11.559 others like it but yeah the reaction to this 00:21:11.559 --> 00:21:14.700 surprise ruling from the fcc was pretty loud 00:21:14.700 --> 00:21:19.240 it was I think the Wi -Fi Now Alliance put out 00:21:19.240 --> 00:21:21.740 a blog post about all the questions that this 00:21:21.740 --> 00:21:24.460 raises. The FCC and the White House may have 00:21:24.460 --> 00:21:28.180 inadvertently opened Pandora's box, was one of 00:21:28.180 --> 00:21:31.039 their takeaways. And then your friend in mind, 00:21:31.180 --> 00:21:33.980 Avi Grigard, he wrote a post as well, talking 00:21:33.980 --> 00:21:36.420 about all the different issues that this raises 00:21:36.420 --> 00:21:40.259 and essentially arguing that to move any, to 00:21:40.259 --> 00:21:43.809 move... The manufacture of Wi -Fi routers into 00:21:43.809 --> 00:21:46.650 the U .S. is going to take several years at least. 00:21:46.950 --> 00:21:50.869 And even then, the companies that may want to 00:21:50.869 --> 00:21:54.930 do that have no guarantee that when they accomplish 00:21:54.930 --> 00:21:57.630 that, if they are able to move manufacturing 00:21:57.630 --> 00:21:59.910 into the U .S., whether they'll be rewarded politically 00:21:59.910 --> 00:22:03.549 or not. The political winds may blow a different 00:22:03.549 --> 00:22:06.829 way and the rules could change and then their 00:22:06.829 --> 00:22:09.349 investments into U .S.-based manufacturing might 00:22:09.349 --> 00:22:12.269 not actually pan out. Which is exactly what happened 00:22:12.269 --> 00:22:14.910 to Nokia. Nokia invested heavily into U .S. manufacturing 00:22:14.910 --> 00:22:17.190 in order to take advantage of the BEAD program. 00:22:17.569 --> 00:22:21.289 The BEAD program hat was really designed to reward 00:22:21.289 --> 00:22:23.430 U .S.-based manufacturing. And then it's been 00:22:23.430 --> 00:22:25.390 stalled over the past couple of years. And so 00:22:25.390 --> 00:22:28.670 the investment that Nokia made, I think eventually 00:22:28.670 --> 00:22:30.609 will pay out, but certainly did not pay out in 00:22:30.609 --> 00:22:33.289 the way that Nokia had initially hoped. Yeah, 00:22:33.289 --> 00:22:36.589 it's just, it's another example of some sort 00:22:36.589 --> 00:22:39.130 of heavy -handed government rulings coming down. 00:22:39.690 --> 00:22:41.990 onto the industry and really surprising everyone. 00:22:42.309 --> 00:22:45.069 And so I think, oh, and one thing we did do here 00:22:45.069 --> 00:22:47.109 within Ookla, we looked up some of the top brands 00:22:47.109 --> 00:22:49.990 that we are seeing within the data for, we can 00:22:49.990 --> 00:22:53.589 actually see Wi -Fi router vendors. And some 00:22:53.589 --> 00:22:55.549 of the big ones that we see here in the U .S. 00:22:55.549 --> 00:23:00.670 are Eero, Wistron, Sagemcom, Technicolor, Netgear, 00:23:00.690 --> 00:23:04.430 Ares, Nokia, ASCII, and Arcadian, I think is 00:23:04.430 --> 00:23:06.319 how you say that one. But those are some of the 00:23:06.319 --> 00:23:08.460 big names that come up when we do our search 00:23:08.460 --> 00:23:11.720 for CPE vendors. But yeah, I think all of those 00:23:11.720 --> 00:23:13.220 companies are going to be scrambling in order 00:23:13.220 --> 00:23:15.440 to figure out what this exactly means for their 00:23:15.440 --> 00:23:19.920 business. The Arcadian one is the white label 00:23:19.920 --> 00:23:23.339 OEM for T -Mobile's routers. And all of the 5G 00:23:23.339 --> 00:23:25.140 routers that they make, those are all Arcadians. 00:23:25.539 --> 00:23:29.519 Yeah. I was flabbergasted. A little surprised 00:23:29.519 --> 00:23:33.980 about that, huh? I guess. It's just such an... 00:23:34.240 --> 00:23:36.440 It's level of stupidity. But you know what? It 00:23:36.440 --> 00:23:39.720 also feels like something they're becoming the 00:23:39.720 --> 00:23:42.039 gatekeepers once again. I'm not going to hold 00:23:42.039 --> 00:23:44.119 back here. This is the most corrupt administration 00:23:44.119 --> 00:23:49.720 we've ever had. Here we go. Buckle up. This is 00:23:49.720 --> 00:23:52.559 an opportunity for them to once again gatekeep 00:23:52.559 --> 00:23:56.819 and expect donations and money and whatever praise 00:23:56.819 --> 00:23:59.779 they want to get to get approval. Because to 00:23:59.779 --> 00:24:02.779 your point, absolutely. I mean, I'm a router 00:24:02.779 --> 00:24:05.079 manufacturer. How much money do I need to invest 00:24:05.079 --> 00:24:08.380 in manufacturing in the U .S. over the next few 00:24:08.380 --> 00:24:10.420 years? Because if it's been one year or two years, 00:24:10.599 --> 00:24:13.480 maybe two years best case scenario, right? And 00:24:13.480 --> 00:24:16.740 then the administration changes and the parties 00:24:16.740 --> 00:24:19.180 change and the rules no longer apply. And all 00:24:19.180 --> 00:24:20.740 this money is lost, like you said, for Nokia. 00:24:21.099 --> 00:24:23.200 It's like there's really no winning for these 00:24:23.200 --> 00:24:25.920 guys here. And the cheapest route is really just 00:24:25.920 --> 00:24:30.000 payola. I think the real thing is I'm 100%. holding 00:24:30.000 --> 00:24:32.519 router manufacturers accountable for the lack 00:24:32.519 --> 00:24:36.099 of security of their routers. Like, I do a lot 00:24:36.099 --> 00:24:39.480 of Wi -Fi router testing and reviews. And the 00:24:39.480 --> 00:24:41.720 truth is, almost every single router manufacturer 00:24:41.720 --> 00:24:45.599 has terrible security. ASUS got dinged so hard 00:24:45.599 --> 00:24:48.019 for how insecure their routers were. And the 00:24:48.019 --> 00:24:51.059 truth is, like, there's no accountability. There 00:24:51.059 --> 00:24:54.660 should be fines. There should be bans. But blanket 00:24:54.660 --> 00:24:57.019 banning everybody that's not manufacturing US, 00:24:57.079 --> 00:25:01.640 that just feels like more... political payola. 00:25:01.799 --> 00:25:05.099 And the truth is I'd love to see more accountability 00:25:05.099 --> 00:25:09.980 on security and having them submit to audits. 00:25:10.599 --> 00:25:13.039 I think that would be great because I just think 00:25:13.039 --> 00:25:15.380 router manufacturers are not really incentivized 00:25:15.380 --> 00:25:21.740 or regulatorily required to have secure firmware. 00:25:21.980 --> 00:25:23.960 And the truth is I review lots of routers and 00:25:23.960 --> 00:25:26.920 they have memory leaks. They fundamentally have 00:25:26.920 --> 00:25:30.380 memory leaks. Bad. So. If they can't even do 00:25:30.380 --> 00:25:32.779 router firmware without memory leaks, what makes 00:25:32.779 --> 00:25:34.180 you think they're going to do a good job with 00:25:34.180 --> 00:25:37.420 security unless somebody holds it? So that's 00:25:37.420 --> 00:25:39.559 been my experience. I'm not going to name names, 00:25:39.640 --> 00:25:42.180 but half the names you mentioned, I have dealt 00:25:42.180 --> 00:25:44.920 with their memory leaks on their routers. Yeah, 00:25:44.960 --> 00:25:47.039 I just think some companies are going to try 00:25:47.039 --> 00:25:49.440 and lead to this and take advantage of it. Others 00:25:49.440 --> 00:25:51.740 are not. I think the name brands are probably 00:25:51.740 --> 00:25:53.839 going to be more focused on this because they 00:25:53.839 --> 00:25:56.359 want to continue to ship in the US. Interestingly, 00:25:56.359 --> 00:25:59.000 I didn't hear you mention Belkin. They own Lexus. 00:25:59.440 --> 00:26:01.140 So I would have expected them to be somewhere 00:26:01.140 --> 00:26:03.380 on this list. I was surprised to hear you mention 00:26:03.380 --> 00:26:06.119 Technicolor because it's a conglomerate now, 00:26:06.240 --> 00:26:08.319 but I guess they must have some kind of router 00:26:08.319 --> 00:26:10.839 business. But yeah, it's just, it's frustrating. 00:26:11.140 --> 00:26:13.480 I think it's stupid. And I think it's par for 00:26:13.480 --> 00:26:14.839 the course for how the way this administration 00:26:14.839 --> 00:26:17.079 operates. Not to mention, I won't say any of 00:26:17.079 --> 00:26:18.740 my opinions about Burning Cloud. That's a whole 00:26:18.740 --> 00:26:21.519 other story. I think we could go on and on about 00:26:21.519 --> 00:26:23.720 different opinions on how this administration 00:26:23.720 --> 00:26:25.900 and Brendan Carr is moving forward. And I think 00:26:25.900 --> 00:26:28.359 I very much agree with a lot of this. I think... 00:26:28.759 --> 00:26:31.599 If the problem is security, then deal with the 00:26:31.599 --> 00:26:34.500 problem of security. I don't think the problem 00:26:34.500 --> 00:26:37.559 is about U .S.-based manufacturing. I think those 00:26:37.559 --> 00:26:40.180 are two different problems. You might get close 00:26:40.180 --> 00:26:42.160 to one with the other, but if the problem is 00:26:42.160 --> 00:26:44.680 security, then address it from a security standpoint, 00:26:44.799 --> 00:26:47.720 not from a where -does -this -come -from standpoint. 00:26:47.980 --> 00:26:50.660 You can still have unsecured devices in the U 00:26:50.660 --> 00:26:52.319 .S. If the problem is security, deal with security. 00:26:52.559 --> 00:26:54.779 And I think, too, I think broadly it's that... 00:26:55.339 --> 00:26:57.880 All of the companies in our industry, and I think 00:26:57.880 --> 00:27:01.000 us included, we do not want the government putting 00:27:01.000 --> 00:27:03.680 their finger on the scale. And that's a little 00:27:03.680 --> 00:27:05.660 bit what this feels like. I understand government 00:27:05.660 --> 00:27:07.880 regulations, government mandates, and the role 00:27:07.880 --> 00:27:10.819 of government. But I think overreaching and favoring 00:27:10.819 --> 00:27:13.519 some groups over others, I think it just becomes 00:27:13.519 --> 00:27:18.500 a real slippery slope. Yeah, we just don't want 00:27:18.500 --> 00:27:21.220 the government to put their finger on the scale. 00:27:21.259 --> 00:27:25.240 We want a fair industry. It's worryingly... This 00:27:25.240 --> 00:27:28.579 does seem somewhat unfair and slightly unprepared 00:27:28.579 --> 00:27:30.859 and a little bit of a surprise. Maybe it could 00:27:30.859 --> 00:27:33.420 have been rolled out a little bit more effective. 00:27:35.259 --> 00:27:39.680 Chaos is the point. Chaos is a ladder, according 00:27:39.680 --> 00:27:44.619 to Game of Thrones. So, here we go. Anyway, aside 00:27:44.619 --> 00:27:47.640 from that, I think you've got one more good topic, 00:27:47.700 --> 00:27:51.980 too. Yeah, so this one's a fun one. In my research 00:27:51.980 --> 00:27:55.359 for topics, I did have a different topic earlier 00:27:55.359 --> 00:27:57.759 before I realized I wanted to talk baseball, 00:27:57.960 --> 00:28:00.779 which was that Ubiquiti has their own router, 00:28:00.960 --> 00:28:03.539 ironically enough, that they launched. It's a 00:28:03.539 --> 00:28:06.980 5G router that supports all three carriers. So 00:28:06.980 --> 00:28:10.500 it's a 5G router with all of the Ubiquiti routing 00:28:10.500 --> 00:28:12.180 capabilities built into it. So it's a pretty 00:28:12.180 --> 00:28:14.640 cool, I feel like it's 400 bucks. It's going 00:28:14.640 --> 00:28:17.480 to be available now. It's cool. It's cool. I 00:28:17.480 --> 00:28:20.839 can get one. That said, I will also talk about 00:28:20.839 --> 00:28:24.920 Turkey. So Turkey. I didn't know this, does not 00:28:24.920 --> 00:28:28.200 have 5G. I thought they did. I would have expected 00:28:28.200 --> 00:28:30.960 them to have 5G. It is the year of our Lord in 00:28:30.960 --> 00:28:34.819 2026. And they don't have it. So they had a Spectrum 00:28:34.819 --> 00:28:37.599 launch back in October of last year. And now 00:28:37.599 --> 00:28:41.920 we have an actual launch coming April 1st. And 00:28:41.920 --> 00:28:45.440 I saw this article. It took me off to this. And 00:28:45.440 --> 00:28:49.119 I was like, it was actually about Shack. Partnering 00:28:49.119 --> 00:28:51.880 with Erdogan, who's the Prime Minister of... 00:28:52.299 --> 00:28:56.579 Turkey, President Tayyip Erdogan, and they're 00:28:56.579 --> 00:29:01.660 launching 5G April 1st. And it will be in the 00:29:01.660 --> 00:29:04.819 entire country, all 81 provinces, which is a 00:29:04.819 --> 00:29:06.759 big deal. And I was just like really shocked 00:29:06.759 --> 00:29:09.759 because Turkey is a country of 86 million people 00:29:09.759 --> 00:29:12.740 that do not have 5G, which is like a mind blow 00:29:12.740 --> 00:29:15.000 to me because technically we've had in the US 00:29:15.000 --> 00:29:17.619 since 2020. But I was thinking like, oh, we're 00:29:17.619 --> 00:29:20.259 talking about 6G, but. Some countries don't even 00:29:20.259 --> 00:29:22.420 have 5G. I think this is worth talking about. 00:29:22.759 --> 00:29:25.700 Also, I thought it was fascinating that Shaq 00:29:25.700 --> 00:29:28.359 is part of this 5G launch, specifically with 00:29:28.359 --> 00:29:30.380 Turkcell, which is like the biggest carrier in 00:29:30.380 --> 00:29:35.079 the country. So Shaq is helping launch 5G. That's 00:29:35.079 --> 00:29:39.099 just 2026. What won't happen in 2026? Shaq will 00:29:39.099 --> 00:29:42.240 launch 5G. And they're saying that the rollout 00:29:42.240 --> 00:29:46.039 will be enabled by Ericsson Institute. It's a 00:29:46.039 --> 00:29:50.910 mixed carrier and mix. I mean, deployment, but 00:29:50.910 --> 00:29:54.549 I'm just like really shocked. Can't believe that 00:29:54.549 --> 00:29:56.750 one, they don't have 5g and two that I didn't 00:29:56.750 --> 00:30:00.190 know that, but 86 million customers is a lot, 00:30:00.289 --> 00:30:03.690 big opportunity. And yeah, I think it's going 00:30:03.690 --> 00:30:05.509 to be interesting to see if it's going to be 00:30:05.509 --> 00:30:08.670 a standalone deployment since it's 2026, because 00:30:08.670 --> 00:30:10.829 they can just be standalone or off the bat. Cause 00:30:10.829 --> 00:30:12.190 then they might actually have an advantage on 00:30:12.190 --> 00:30:15.230 some carriers. So I don't know. I would love 00:30:15.230 --> 00:30:17.589 to find out, but. Probably have to wait till 00:30:17.589 --> 00:30:19.069 next week to figure out if there's a standalone 00:30:19.069 --> 00:30:22.369 one. We'll have to keep an eye on Shaq to see 00:30:22.369 --> 00:30:24.430 what he has to say about things because Shaq 00:30:24.430 --> 00:30:27.609 knows all about 5G. But so I actually, I saw 00:30:27.609 --> 00:30:30.130 this item on your list. And so I did a quick 00:30:30.130 --> 00:30:32.730 search on the Ookla database and I can tell you 00:30:32.730 --> 00:30:37.730 that current speeds in Turkey as of February, 00:30:37.970 --> 00:30:41.029 2026. Now this is across all providers in Turkey 00:30:41.029 --> 00:30:45.559 and across all mobile technologies. Current median 00:30:45.559 --> 00:30:49.319 speed of mobile networks in Turkey is about 54 00:30:49.319 --> 00:30:53.759 megabits a second. Not terrible. Yeah, exactly. 00:30:53.960 --> 00:30:55.960 It certainly does sound like 4G. And I thought 00:30:55.960 --> 00:30:58.119 what was interesting is we can separate out the 00:30:58.119 --> 00:31:01.900 5G speeds. We are within the results we are starting 00:31:01.900 --> 00:31:05.380 to see a pretty significant uptick in some early 00:31:05.380 --> 00:31:09.079 5G testing there in Turkey. And some of the early 00:31:09.079 --> 00:31:11.839 speed results we're starting to see. are in the 00:31:11.839 --> 00:31:15.720 500 megabytes to 600 megabytes per second range. 00:31:16.059 --> 00:31:20.339 Though typically after a launch, those speeds 00:31:20.339 --> 00:31:22.539 go down as you have a lot of users on the network. 00:31:22.680 --> 00:31:26.059 So I wouldn't expect those speeds to stay there. 00:31:26.279 --> 00:31:28.519 But certainly it's an indication that Turkey, 00:31:28.680 --> 00:31:30.779 and actually we do see other countries, I cover 00:31:30.779 --> 00:31:32.359 Latin America pretty closely. There are some 00:31:32.359 --> 00:31:34.200 countries in Latin America where operators have 00:31:34.200 --> 00:31:37.059 decided just not to launch 5G yet. They're holding 00:31:37.059 --> 00:31:39.960 off until it makes more financial sense to launch. 00:31:40.490 --> 00:31:42.509 certainly in smaller countries, than 86 million. 00:31:43.589 --> 00:31:46.009 I couldn't resist this pun. Sounds like it's 00:31:46.009 --> 00:31:49.269 going to be a slam dunk. Oh, there we go. Well 00:31:49.269 --> 00:31:52.190 done. I have nothing better to add to that. That's 00:31:52.190 --> 00:31:54.250 as good as it's going to get right there. Speaking 00:31:54.250 --> 00:31:58.250 of slam dunks. Yes. Speaking of slam dunks. Ooh, 00:31:58.349 --> 00:32:01.930 good call. So my final topic that I wanted to 00:32:01.930 --> 00:32:05.009 talk about today is one near and dear to my heart. 00:32:05.069 --> 00:32:08.549 It's all about space. And there's a couple of 00:32:08.549 --> 00:32:11.650 elements here. I think from a, from an industry 00:32:11.650 --> 00:32:15.170 standpoint, this week was the satellite show. 00:32:15.329 --> 00:32:17.789 I think it's in Washington, DC. I have never 00:32:17.789 --> 00:32:20.470 been able to go. I've always wanted to, wasn't 00:32:20.470 --> 00:32:22.309 able to go this time around, but there was lots 00:32:22.309 --> 00:32:24.230 of news that came out of the satellite show this 00:32:24.230 --> 00:32:27.029 week. Amazon talked about the fact that they're 00:32:27.029 --> 00:32:29.529 trying to increase the number of launches for 00:32:29.529 --> 00:32:33.170 their Amazon Leo low earth orbit satellite internet 00:32:33.170 --> 00:32:36.109 service. Lots of other announcements at that 00:32:36.109 --> 00:32:39.430 show as well. I think, but the big announcement, 00:32:39.880 --> 00:32:43.220 to come out of that show was actually not from 00:32:43.220 --> 00:32:46.119 a satellite company. It was from NASA. And so 00:32:46.119 --> 00:32:49.839 NASA this week announced that they are moving 00:32:49.839 --> 00:32:52.920 up the timeline to build a base on the moon, 00:32:53.059 --> 00:32:55.619 which is very exciting, I think, for all of us. 00:32:55.660 --> 00:32:57.839 And actually, there is a telecom component to 00:32:57.839 --> 00:33:01.000 that because NASA has been investigating what 00:33:01.000 --> 00:33:03.819 the telecom network ought to be on the moon. 00:33:04.000 --> 00:33:07.420 And there's a whole project within NASA. I think 00:33:07.420 --> 00:33:10.740 it's called LunaNet. But it's literally a private 00:33:10.740 --> 00:33:12.599 wireless network on the moon and, you know, how 00:33:12.599 --> 00:33:14.940 to get all the astronauts connected on the moon 00:33:14.940 --> 00:33:16.599 and then send transmissions back to earth and 00:33:16.599 --> 00:33:19.099 that kind of stuff. But just, it's a very, it's 00:33:19.099 --> 00:33:22.500 very exciting to see. We've got Starlink's IPO, 00:33:22.900 --> 00:33:25.839 SpaceX's IPO may be coming within the next few 00:33:25.839 --> 00:33:29.740 weeks. We just found out that SpaceX Starlink 00:33:29.740 --> 00:33:33.160 is going to be one of the bidders in the FCC's 00:33:33.160 --> 00:33:36.279 upcoming AWS3 spectrum auction. They'll probably 00:33:36.279 --> 00:33:38.980 bid for spectrum. for their direct -to -device 00:33:38.980 --> 00:33:41.460 service, which is powered by all the satellites 00:33:41.460 --> 00:33:44.339 that SpaceX has been launching. And I think, 00:33:44.380 --> 00:33:48.319 so just a lot of stuff going on in the space 00:33:48.319 --> 00:33:50.519 industry, on the space frontier. But I think, 00:33:50.519 --> 00:33:53.440 so that's interesting, I think, from an industry 00:33:53.440 --> 00:33:56.559 perspective. But taking one step back as just 00:33:56.559 --> 00:34:00.619 a person and a citizen of the U .S., and I actually 00:34:00.619 --> 00:34:03.039 saw you treated this out today, too, so you're 00:34:03.039 --> 00:34:06.220 aware of it, but the Artemis II launch. happens 00:34:06.220 --> 00:34:11.480 next week on Wednesday. And it is the first human 00:34:11.480 --> 00:34:15.920 space travel out of Earth's orbit since the 1970s. 00:34:16.119 --> 00:34:19.219 So the Artemis 2 mission is sending a crew of 00:34:19.219 --> 00:34:22.000 four to the moon. They're going to go around 00:34:22.000 --> 00:34:24.159 the moon, spend 10 days traveling around the 00:34:24.159 --> 00:34:26.440 moon, and they'll come back after 10 days. So 00:34:26.440 --> 00:34:28.219 they won't land on the moon, but they'll go around 00:34:28.219 --> 00:34:30.559 the moon in advance of potential construction 00:34:30.559 --> 00:34:33.360 of the beginning of constructing a lunar base 00:34:33.360 --> 00:34:37.309 in 2028. When you couple that activity with the 00:34:37.309 --> 00:34:40.289 big movie this week is Project Hail Mary. It's 00:34:40.289 --> 00:34:43.949 all about space travel. There's a TV show on 00:34:43.949 --> 00:34:48.090 Amazon or on Apple called For All Mankind. And 00:34:48.090 --> 00:34:50.329 it's a great TV show. They just released another 00:34:50.329 --> 00:34:52.409 season. It's all about space travel and landing 00:34:52.409 --> 00:34:56.130 on the moon. So I think it's interesting from 00:34:56.130 --> 00:34:59.170 an industry perspective. But even just a step 00:34:59.170 --> 00:35:01.909 back, it is interesting from just a human being 00:35:01.909 --> 00:35:05.190 perspective. The idea of... Humanity returning 00:35:05.190 --> 00:35:08.550 back to the moon and hopefully traveling beyond 00:35:08.550 --> 00:35:11.449 the moon. It is very inspiring. Certainly Godspeed 00:35:11.449 --> 00:35:13.989 to the crew of Artemis II who are headed out 00:35:13.989 --> 00:35:16.750 hopefully next week. Safe travels to them. And 00:35:16.750 --> 00:35:18.889 I'm certainly going to be watching it with great 00:35:18.889 --> 00:35:21.650 anticipation, that launch and their whole 10 00:35:21.650 --> 00:35:24.789 -day mission that starts next week. I just, I 00:35:24.789 --> 00:35:26.969 feel like there's a few things that you can just 00:35:26.969 --> 00:35:29.050 really get excited about just as a person. And 00:35:29.050 --> 00:35:31.929 so this, in my mind, this is one of them. Artemis 00:35:31.929 --> 00:35:34.840 II mission. Dude, I am down. I'm going to watch 00:35:34.840 --> 00:35:38.519 that. I'm so excited for that. So I'm hopeful 00:35:38.519 --> 00:35:40.699 for the, for a successful launch and for a good 00:35:40.699 --> 00:35:42.400 mission for them. And I'm going to be watching 00:35:42.400 --> 00:35:45.199 it super close. I will be too. I'm also super 00:35:45.199 --> 00:35:47.400 excited about it because I'm always, I've always 00:35:47.400 --> 00:35:50.539 been big on space travel. I think it will be 00:35:50.539 --> 00:35:53.539 something that occurs more frequently in the 00:35:53.539 --> 00:35:56.019 next few decades. I think we still have some 00:35:56.019 --> 00:35:58.739 biological issues we need to solve with our human 00:35:58.739 --> 00:36:01.820 bodies before we really take to the stars, but. 00:36:02.519 --> 00:36:04.800 I wish they were landing on the moon. I think 00:36:04.800 --> 00:36:06.960 that would be more fun. We would need to have 00:36:06.960 --> 00:36:09.860 a lander for that. But I also think that, to 00:36:09.860 --> 00:36:12.280 your point, stuff like Perfect Home Area, I saw 00:36:12.280 --> 00:36:16.519 that in 70mm last week. It was awesome. You liked 00:36:16.519 --> 00:36:18.360 it? It was a good movie? Enjoyed it. It was a 00:36:18.360 --> 00:36:21.519 good movie. Well shot, good music, good balance, 00:36:21.619 --> 00:36:25.280 good acting. Well balanced. And yeah, I think 00:36:25.280 --> 00:36:29.380 this whole industry, we also have been talking 00:36:29.380 --> 00:36:31.420 about space data centers for the last few months. 00:36:31.960 --> 00:36:34.239 I think that's a little bit overhyped, to be 00:36:34.239 --> 00:36:36.559 honest with you. I think this was something that's 00:36:36.559 --> 00:36:40.239 pushed potentially to get their IPO valuation 00:36:40.239 --> 00:36:45.860 to $1 .5 trillion territory. I think that whole 00:36:45.860 --> 00:36:49.320 hodgepodge of companies, whatever you want to 00:36:49.320 --> 00:36:54.659 call it, you want to call it, I think it's a 00:36:54.659 --> 00:36:57.519 little overvalued. Twitter is part of it now, 00:36:57.719 --> 00:36:59.500 essentially. I don't know what people are actually 00:36:59.500 --> 00:37:03.429 bidding on when it comes to the IPO. But truthfully, 00:37:03.510 --> 00:37:06.210 I think SpaceX and Starlink have a lot going 00:37:06.210 --> 00:37:09.190 on for them. And yeah, I think we're just in 00:37:09.190 --> 00:37:12.309 this run up. We've talked about this a few times. 00:37:12.429 --> 00:37:15.030 I think 2027 is going to be the culmination of 00:37:15.030 --> 00:37:17.670 a lot of these efforts and 2026 is going to be 00:37:17.670 --> 00:37:20.409 putting those satellites up in the air to make 00:37:20.409 --> 00:37:23.269 those things possible in 2027. I'm excited about 00:37:23.269 --> 00:37:26.210 it. I was one of the first people to write up 00:37:26.210 --> 00:37:29.670 T -Mobile's Starlink deployment with SpaceX. 00:37:30.349 --> 00:37:32.630 And I will continue to try and be at the edge 00:37:32.630 --> 00:37:34.869 of whatever is possible with satellite communications. 00:37:35.230 --> 00:37:37.989 I will tell you my own data. Starlink is extremely 00:37:37.989 --> 00:37:41.389 popular in places where there's just no infrastructure. 00:37:42.010 --> 00:37:46.750 Oil and gas, they use it almost 100%. Because 00:37:46.750 --> 00:37:48.789 there's so many places where they're operating 00:37:48.789 --> 00:37:51.690 out of that. Starlink is their only. Starlink 00:37:51.690 --> 00:37:54.030 does really enable a lot of things that we're 00:37:54.030 --> 00:37:55.710 not really aware of because we're not in those 00:37:55.710 --> 00:38:00.369 industries. Having competition from Amazon. with 00:38:00.369 --> 00:38:02.610 Leo will be great because they need competition. 00:38:02.829 --> 00:38:05.130 Everybody needs competition. Nobody should be 00:38:05.130 --> 00:38:07.889 a monopoly. That's not how capitalism works successfully. 00:38:08.050 --> 00:38:10.030 I'm looking forward to seeing Amazon be more 00:38:10.030 --> 00:38:12.809 aggressive and also more competition. Although 00:38:12.809 --> 00:38:14.530 it's quite clear that they're much more of an 00:38:14.530 --> 00:38:16.610 enterprise play, but I think that's really where 00:38:16.610 --> 00:38:19.769 there's a lot of money in this whole satellite 00:38:19.769 --> 00:38:23.269 push because consumers are going to want more 00:38:23.269 --> 00:38:25.929 and pay less. And that's not really great for 00:38:25.929 --> 00:38:28.389 satellite because that's what's sunk most of 00:38:28.389 --> 00:38:30.610 the last. A few constellations that went bankrupt. 00:38:30.789 --> 00:38:33.429 Yeah, I'm excited. Lots going on, like you said. 00:38:33.869 --> 00:38:36.530 And yeah, I'm just happy to see more stuff going 00:38:36.530 --> 00:38:39.110 up in the sky. I hope one day they will actually 00:38:39.110 --> 00:38:41.710 go to a launch and witness it in person, whether 00:38:41.710 --> 00:38:44.190 it's over in April or you're on the west coast 00:38:44.190 --> 00:38:48.530 in Lompoc. So yeah, I love watching launches, 00:38:48.590 --> 00:38:50.670 especially since they launched southward in San 00:38:50.670 --> 00:38:52.690 Diego and they actually come through our sky 00:38:52.690 --> 00:38:55.989 and we get the swirls and the trails and it's 00:38:55.989 --> 00:38:59.139 gorgeous. Highly recommended. Try and see if 00:38:59.139 --> 00:39:00.880 I can watch it. Unfortunately, the timing is 00:39:00.880 --> 00:39:04.059 like literally as I'm driving from San Francisco 00:39:04.059 --> 00:39:07.179 to Sonoma. So I might not be able to watch, but 00:39:07.179 --> 00:39:09.500 I might listen. We just have it on in the car 00:39:09.500 --> 00:39:12.780 as I'm driving. Yeah. Wednesday morning. I think 00:39:12.780 --> 00:39:14.179 I'll be in the office. I think I might put it 00:39:14.179 --> 00:39:16.059 on the big screen TV and have everybody in the 00:39:16.059 --> 00:39:18.260 office watch too. So I'm excited for it. I think 00:39:18.260 --> 00:39:20.500 it'll be great. That Artemis launch. Yeah. I 00:39:20.500 --> 00:39:22.739 think that kind of wraps things up for us. We 00:39:22.739 --> 00:39:24.539 hope our viewers and listeners found this week's 00:39:24.539 --> 00:39:26.159 topics interesting. If anyone would like to provide 00:39:26.159 --> 00:39:28.719 insights on a future topic for... future podcasts, 00:39:28.940 --> 00:39:31.559 please reach out to us on social media. I'm at 00:39:31.559 --> 00:39:34.780 onshore sod and Mike's at Mikey data. And we 00:39:34.780 --> 00:39:37.019 hope you don't forget to rate us and subscribe 00:39:37.019 --> 00:39:38.480 and we'll see you again.