Huawei, VodafoneThree and EU

This is your last pod for a few weeks as Scott is selfishly going on holiday, sorry. There’s no guest this week, which gives the lads the opportunity to dive a bit deeper into the news. They start by assessing the significance of a Huawei announcement that it has invented a new way of making semiconductors, which could have the broader significance of making China more resilient in its tech cold war with the US. They eventually move on to discuss falling headcount at VodafoneThree before concluding with a look at the EU’s protectionist dilemmas.

The lads are delighted to welcome special guest Dana Tobak, CEO of UK altnet Hyperoptic. Dana is one of the founders of Hyperoptic, so they start by discussing the thinking behind that and how Hyperoptic differentiates itself in a crowded UK fibre broadband market. That inevitably leads to an exploration of the broader competitive environment and economics of that business, before they conclude with a look at recent news from BT.

The lads are delighted to welcome telecoms consultant (and Iain’s mate) Amit Nagpal of Aetha Consulting to the pod this week. Pausing only to mix some psychedelic G&Ts, they eventually get into talking about Amit’s main area of professional interest – telecoms policy. That leads to talk of how 5G is going in various parts of the world, including the various spectrum it uses and how regulators have helped or hindered its progress. They conclude with a look at some recent direct-to-device news and the role of UK comms regulator Ofcom in policing online speech.

The lads are delighted to welcome back returning special guest – analyst John Strand. The implications of policy and regulation on the global telecoms industry are a major focus of his work, so they start by reflecting on the importance of secure 5G networks in that respect. That inevitably leads to lots of spicy chat about geopolitics and especially the impact of American activity, while hopefully not straying too far from the name of the pod, before they conclude by analysing a recent move by BT to revitalise its brand.

No guest this week, so you get the usual more meandering, self-indulgent fare from the lads. They set the scene by doing a taste test of Irish whiskies kindly donated by recent guests, before they eventually get around covering a bit of telecoms news. They start by discussing Nokia’s sale of its fixed wireless access business and that broader sector, before moving on to analyse Samsung’s performance in the networking sector and concluding with some handwringing over the societal impact of advances in artificial intelligence.

The lads are delighted to welcome their second guest from Cork in Ireland in a row – Frank Long from Cambridge Consultants. At MWC this year, Cambridge Consultants demonstrated an advanced robot, so after learning about the company more broadly, they get into exploring the confluence between robotics, AI and telecoms, including physical AI and 6G, with the inevitable dystopian detours. They eventually get on to discuss Nokia’s latest quarterly numbers and what they suggest about the direction of the company.

The lads hobble back into the studio this week to chat to special guest Eoin Coughlan of IBM. Helped along by the medicinal effects of an excellent Irish beverage, they start by exploring what IBM’s interests are in the telecoms industry and in AI. IBM is involved in the ‘plumbing’ for both, as it is many other industries, so they have a deep dive into the practical implementations of AI. They eventually move on to other news, including Ericsson’s latest quarterly earnings announcement and the acquisition of satellite company Globalstar by Amazon.

A rare Zoom pod this week as overwhelming audience demand persuades Scott to overcome his aversion to the format. They start by exploring the news of UK mobile operator announcing the winners of its latest RAN upgrade work. The most fun part of this news was attempts to influence the narrative around it and subsequent minor PR drama. They eventually move on to examine Huawei’s 2025 revenues before concluding by pondering what effect AI is having on our ability to think.

The lads manage to squeeze in a second recording in a week and this time it’s a rare pod when there’s no guest. As a consequence, Iain and Scott are able to do a deeper dive into recent news and they select announcement made by Nvidia to discuss first. Specifically the US tech giant has refined its pitch to the telecoms industry under the concept of the ‘AI grid’, so they explore that and ponder its appeal to the telecoms industry. They eventually move on to look at some of the business challenges faced by Nokia before concluding by analysing the implications of recent legal rulings against social media platforms.

The lads are delighted to welcome special guest Jeremy Chelot, CEO of UK altnet Netomnia, to this early pod. Jeremy is very much in the news these days thanks to his company’s acquisition by Nexfibre (not VMO2) to create a major challenger to Openreach in the UK fibre market. They start by exploring Netomnia’s business and the rationale behind the acquisition, before moving on to examine the dynamics of the UK altnet market and concluding with a discussion of some of the technologies it relies on.