Telecoms.com Podcast

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.