Just the core crew again this week as they brave the foul weather to bring you your weekly fix of telecoms banter. Chinese vendor Huawei snuck out a singly financial data point last week but Ian and Scott still managed to bang on about it, and the inevitable tangents, for an hour or so. They eventually moved on to look at the current state of US chip firm Intel before briefly questioning Google’s principles when it comes to AI.
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2:03:31
DeepSeek, Nokia and Meta
No guest this week as the lads planned in advance to be hungover and Scott wanted to catch up on the Long Drink action. Pausing only to reflect on the pros and cons of falling off the wagon, they get straight into the big story of the week – DeepSeek – and analyse the implications of China suddenly catching up with the US on AI. After the obligatory Terminator references they eventually get on to discuss Nokia’s recent quarterly numbers before laughing at Meta’s continued attempts to repair its relationship with Donald Trump.
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1:49:29
Wifi, Ericsson and Stargate
In the last relatively sober pod of the month, the lads are delighted to welcome special guest Jussi from Hamina Wireless. Pausing only to introduce Iain to the Finnish drink lonkero, Jussi introduces his company’s focus on the optimisation of wifi. That leads to plenty of tangents around indoor connectivity, private 5G, etc, before they eventually move on to discuss Ericsson’s latest quarterly numbers and conclude with a look at America’s big Stargate AI infrastructure announcement.
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1:50:02
Trade shows, Europe and Huawei
Finally back in the studio, the lads are joined by Paul from CC Group PR and his colleague Rich, who ensures an extra long recording by his constant interruptions. They start by talking about an imminent webinar, hosted by CC and featuring elite telecoms hacks, that aims to set the scene for the Mobile World Congress trade show, leading to plenty of tangents around the show, journalism, and PR in general. They eventually move on to cover a couple telecoms moans about how rubbish the EU is, before concluding with a review of a new book about Huawei.
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2:09:45
Huawei, Open RAN and Meta
Iain and Scott are forced to do the first pod of the year over Zoom because their office was broken. Pausing only to reflect on Christmas and the misery glory of sobriety, they start by reflecting on a busy start to the year for the US versus China cold war, with Huawei playing a central part as ever. The lads then settle back immediately into their respective pet topics, with Iain having written comprehensively on Open RAN and Meta giving Scott an excuse to bang on about censorship.