The lads return from the Easter break by welcoming special guest Dag Peak of Alianza. Pausing only to reflect on the passing of the Pope, they start by asking Dag about his company and how it fits into the great telecoms scheme of things. That leads to a broader interrogation of the operator business model and what they can do to improve their fortunes. They eventually move on to discuss the latest news from Ericsson before reflecting on the growing hostility of the US state towards its own companies.
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1:53:37
Trade war, Huawei and vRAN
Just the lads this week so they get to be nice and self-indulgent over subject matter. Thereās no getting past the trade war declared by the US on the rest of the world, which affects all industries, so Iain and Scott spend a good chunk of time exploring the concept of tariffs and macroeconomics in general before pondering how telecoms will be affected. They eventually move on to examine Huaweiās full-year 2024 numbers before concluding with a look at the pros and cons of virtual RAN.
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2:05:07
Juniper Networks, 6G and Open RAN
Producer Pierre wasnāt well this week, so we were forced to speak to special guest Neil McRae of Juniper Networks over Zoom. Broadcasting from his pinball den, Neil offered an update on his company before reflecting on the recent MWC trade show. They covered a lot of hot mobile topics, including private 5G vs wifi, but definitely not 6G. That eventually led to speculation about whether 6G will ever be a big deal, before concluding with a look at a buzzword that has already lost its lustre ā Open RAN.
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2:00:34
Telecoms law, global trade and Nvidia
The guys came straight from an early lunch to welcome the podās first ever lawyer ā David Hunt ā as their special guest. David specialises in the interface between companies and governments, so the conversation covered a wide range of topics, covering all parts of the globe. The US, Europe, and China inevitably featured strongly as the implications of recent developments on global trade were also explored, before they concluded with an analysis of Nvidiaās attempts to get into telecoms.
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2:06:03
MWC, geopolitics and Huawei
The lads have one more assessment of the recent Mobile World Congress trade show, this time with the benefits of hindsight and special guest, analyst John Strand. Geopolitics, along with AI, dominated the chat at this yearās show, so they discuss as much of that at telecoms purist Iain can tolerate, before moving on to more sector-specific stuff. They conclude by examining the news that some EU officials are being investigated on suspicion of receiving bribes from Chinese vendor Huawei.
South Africa