ISAC, satellite and UK M&A

The lads are delighted to welcome back special guest telecom consultant William Webb. Also a prolific author, William has published two books since his last appearance, so they get straight into the first topic of ISAC (integrated sensing and communications) and whether it will be the defining new feature of 6G. His other book focuses on direct-to-device satellite services, especially the economics of consumer provision. This coincides with some recent news concerning Starlink and its owner Elon Musk, so they go off on those tangents before concluding with a look two contrasting recent developments in the UK telecoms M&A scene.

Just Iain and Scott this week, so the lads take the opportunity for a deeper dive into some broader telecoms topics. They start by exploring the current state of play of 6G, now just a few years away from its expected launch. They ask whether another ‘G’ is even needed and, if so, what purpose it will serve, noting there seems to be little industry excitement around the concept. They eventually move on to discuss the prospects for Swedish radio kit vendor Ericsson, as its new CEO takes the helm, before concluding by assessing the opportunities and threats posed by the rapid proliferation of AI agents.

The lads are delighted to welcome special guest Mahesh Krishnaswamy, CEO of wireless innovator Taara, this week. After an opening tangent comparing travel anecdotes they get into what Taara does, which is using infra-red light to transmit high capacity telecoms signals that Scott reckons should be called ‘wireless fibre’. Taara originated in Google’s ‘moonshot’ division so they start there, before moving to the present-day applications of its tech. They eventually move on to discuss the emergence of the voice user interface as the likely eventual replacement to today’s touch UI, before concluding with a sceptical look at the growing presence of AI agents.

The lads are delighted to welcome back former Telecoms.com deputy editor Jamie Davies, in his first appearance on the pod for six years. As you would expect of people so familiar with each other, the conversation is exceptionally open and unstructured. Among the major themes are Vodafone, which was going through its bid to merge with Three when Jamie worked there. They eventually move on to look at the vendor prospects for 6G before reflecting on the latest panic about losing control of AI.

In their second recording in two days, the lads are delighted to welcome back special guest Danielle Rios, CEO of Totogi. It is also the second day in a row of kicking-off with some bourbon, with Danielle significantly raising the bar with some extra special treats. They start by exploring how Totogi is going about introducing the latest AI developments into much of the telecoms stack. This inevitably leads to a broader AI discussion in the light of recent alarm bells raised by whistleblowers, before they have a quick chat about the latest iPhone and conclude with an Iain scoop about Nokia’s R&D division Bell Labs.

The lads celebrate a return to the studio by recording a pod two days in a row, so the lucky audience gets a bonus one this week. They’re delighted to welcome back special guest Ray Dolan, CEO of Cohere Technologies and they start with an update on the clever radio technologies Cohere is involved in. One of those involves the introduction of ISAC (integrated sensing and communication) so they move on to discuss the opportunities that offers, before concluding with an analysis of Huawei’s first new smartphone chip in years, including its geopolitical implications.

A studio pod is thwarted once more, this time due to train trouble, so the IRL reunion will have to wait another week. The lads start by talking about 5G+ - the marketing name for 5G Standalone – because Vodafone followed in EE’s footsteps by launching a dedicated slice of the network for super-duper performance. To labour the point they even held an event at a race track, which Iain attended just a few days after going to Tottenham Hotspur stadium with HPE to learn how great the wifi is there, so they go on to chat about that before concluding by noting the death of the telecoms ‘fair share’ debate.

The lads have just about finished their summer breaks but this is still a remote one because Scott is in the Canaries. They start by assessing the plausibility of claims made by super-entrepreneur Elon Musk that his satellite-based mobile communications tech can compete with the incumbent US mobile network operators. Another novel mobile initiative is then put under the microscope in the form of EE’s new ‘Fast Lane’ service, before they conclude by examining the growing moral panic around social media, which is causing it to be blamed for almost anything.

This special episode of the pod was recorded remotely with tech and science fiction author Cory Doctorow. Cory has recently published a book titled: The Reverse Centaur's Guide to Life After AI, so they start by exploring what a reverse centaur is in this context. Spoiler alert – it’s about the relationship between humans and machines. That takes them down a number of timely rabbit holes regarding what’s in store for us as AI becomes ever more powerful and ubiquitous. They eventually move on to discuss Cory’s previous book, called Enshittification, before concluding with a quick look at the Electronic Frontier Foundation. 

The lads are back after a break for Iain’s summer holiday in Slovakia. After some opening tangents on the country, they get into a review of recent news coming from Nokia regarding AI RAN. The broader topic concerns what role AI should have in the radio access network and thanks to its relationship with Nvidia, Nokia reckons it will benefit from the introduction of GPUs. They eventually move on to discuss several stories that document the looming AI dystopia, as agents escape containment and autonomous devices are increasingly inspired by the Terminator films, before concluding with a look at a GSMA report on the cost of replacing Huawei kit.