The G2 on 5G Podcast by Moor Insights & Strategy podcast

The G2 on 5G Podcast: Reliance IPO, Apple's iPhone Lineup, Ericsson's AI Framework, SpaceX Spectrum Buy, T-Mobile's CBRS Shift, and Olympic Connectivity

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Welcome and Introduction

- Will Townsend welcomes Anshel Sag to episode 236 of G2 on 5G

- Overview of the podcast format: six topics covered in about 20 minutes

Reliance's Upcoming IPO

- Reliance preparing for a massive IPO in early 2026

- Aiming to raise $6 billion, potentially valuing the company at $112 billion

- Discussion on Reliance's network infrastructure and subscriber base

- Analysis of the IPO's purpose and potential impact on investors

Apple's Latest Product Announcements

- Overview of new iPhone 17 series, including the iPhone Air

- Introduction of 5G capabilities in all new Apple Watch versions

- AirPods Pro 3 features, including improved noise cancellation and heart rate sensor

- Discussion on Apple's new chips: A19 SoC, C1X modem, and N1 wireless chip

Ericsson's AI Framework for Enterprise Networks

- Ericsson's Enterprise Wireless Group claims first 5G agentic AI framework

- Framework designed to streamline enterprise network operations

- Comparison with competitors like HPE and Cisco in the private wireless space

SpaceX's Spectrum Acquisition from EchoStar

- SpaceX's $17 billion transaction for EchoStar's spectrum licenses

- Implications for Dish Network and the US mobile carrier landscape

- Discussion on potential Starlink direct-to-cell service for Boost Mobile subscribers

T-Mobile's Shift Away from CBRS Spectrum

- T-Mobile moving past CBRS spectrum for neutral host applications

- Analysis of the impact on the CBRS ecosystem and companies like Solana

- Discussion on T-Mobile's Advanced Network Solutions (ANS) and private network deployment

T-Mobile's Role in LA 2028 Olympics

- T-Mobile for Business to provide 5G connectivity for LA 2028 Olympics

- Coverage agreement for over 110 locations across Southern California

- Deployment of advanced network solutions, including network slicing and secure connectivity

Closing Thoughts

- Reflection on the power of 5G for large-scale events like the Olympics

- Invitation for listeners to provide insights on specific 5G topics

- Request for podcast ratings and subscriptions

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