The lads were delighted to welcome back special guest Gabriel Brown of analyst firm Omdia. Pausing only to reflect on some mixed sporting news, they get straight into the big new of the week, which emanated from Nokia’s capital markets day. It was the opportunity for Nokia’s newish CEO to reveal his cunning plan for the company. Given events that preceded, that inevitably leads to discussion of Nvidia’s increasing influence over Nokia and the telecoms world in general, before they conclude by reflecting on a recent event held by BT International.
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1:48:57
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1:48:57
Telco survey, AI and geopolitics
The lads are delighted to welcome special guest Zoe Osy de Zegwaart of PR agency CC Group/Hoffman this week. The three of them recently hung out in Dublin, so they start by reflecting on that before getting into an exclusive preview of a telecoms industry survey conducted by Zoe and her colleagues. Spoiler alert: it turns out operators can be a bit risk-averse and the returns from AI investments in telecoms can be a bit hit-and-miss. After an especially meandering and tangential discussion of the findings, they eventually conclude by analysing signs of growing suspicion towards Chinese companies in Europe.
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1:58:24
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1:58:24
FYUZ, Huawei and BT
Just the two lads back in the studio this week, back from their adventures in Dublin. They start by reviewing the reason for being in Dublin, the FYUZ industry gathering, and reflect on encounters and conversations they had there. The elephant in the room was the recent major investment in Nokia by Nvidia and they explore the implications of that, and the broader interest of mega US tech companies, to the telecoms sector. They eventually move on to discuss the latest developments in Germany regarding its policy on Huawei, before concluding by reviewing BT’s latest earnings announcement.
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1:48:28
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1:48:28
Cohere, FYUZ and ISAC
For this special edition of the podcast we partner with Cohere Technologies to explore a number of areas of wireless innovation. The main segment is recorded at Cohere’s stand at the FYUZ industry gathering in Dublin, featuring Cohere’s CEO Ray Dolan, Brad Stimpson of Bell Canada and Paco Pignatelli of Vodafone. They discuss radio innovation, the FYUZ event, recent Cohere announcements, the road to 6G and much more, with some valuable insights from the operators. This pod then moves to a purely audio segment recorded the previous day from the Stag’s Head pub in Dublin, featuring Ray and US defense industry insider Tom Rondeau, and exploring the emerging field of integrated sensing and communication..
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1:51:01
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1:51:01
Totogi, public cloud and Nokia
The guys are delighted to welcome back special guest Danielle Rios of Totogi this week. Pausing only to acknowledge Danielle’s continued contribution to the pod’s refreshment resources, they get straight into Totogi’s recent initiative to make even the creation of telecoms software ‘AI-native’. Among the topics explored are the pros and cons of automating such things, as well as inevitable concerns about overly powerful and ubiquitous AI, before they eventually move on to give the public clod the same treatment and conclude with a look at Nokia’s recent quarterly earnings report.
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