Podcasts

12.29.2025 — The importance of building models that use consumer and enterprise data is discussed, as well as the need for privacy and trust in AI platforms. OpenAI's model context protocol is emphasized, along with the potential for AI to be ad-funded and monetized. The need for a value exchange with privacy is also emphasized, along with the potential for AI to be ad-funded and the opportunity to provide actionable insights to guide investment in AI. Investing in privacy and creating a trusted data infrastructure are necessary for success in the future.

12.22.2025 — The speakers discuss the importance of protecting MVOs's value brands and the need for value segment and prepaid models in the European market. They also emphasize the importance of differentiation and app-focused offerings for customers to save money on their plans, as well as the need for price and network access pricing in the marketplace. They also discuss the success of the wireless industry and the importance of investing in a brand like Total. They emphasize the importance of balancing net ads and ARPU in the industry and the need for customer care and customer service.

12.15.2025 — The speakers discuss the super-owner economics of Charter and Comcast's CBRS strategy. Comcast plans to offload 30% of their macro traffic onto their own CBRS network, which will have a negative impact on their friends at Verizon. The potential profitability of cable companies due to the transition of subscribers is also discussed, along with the importance of addressing customer issues with customer service. The speakers emphasize the importance of technology and loyalty in the industry, and the benefits of sharing spectrum and addressing customer issues with customer service.

12.8.2025 — The speakers discuss the recent report on the satellite in the US and the potential for Starlink to lord over everyone. They also talk about the dual source initiative with the Golden Dome project, the success of the Amazon Leo program, and the government involvement. They also discuss the potential for a " Charlie spirit" with Elon Musk and the " Charlie spirit" with Don. They suggest keeping an eye on the situation and mention the potential for " Charlie ghost" with Starlink. They suggest cutting trees and not bidding for spectrum, and mention the potential for " Charlie spirit" with Elon Musk and Don.

12.1.2025 — In a conversation between speakers, they discuss potential spectrum auctions and potential wireless auctions. They mention a bill executed by the FCC to auction spectrum, which is expected to happen before Independence Day. They also discuss competition from Amazon's Bead service and the potential for fiber to fill unanswered spots in rural areas. They suggest that governments should not run businesses and wireless carriers, and that the environment may be different in the past auction. They also discuss the potential for FWA to be used in urban and rural areas, and suggest spending $47,000 on Verizon on the c band.

11.24.2025 — T-Mobile is hosting an Un carrier event to offer analysts and other consumers access to T-Mobile's data services. The event is being organized by T-Mobile to make switching easier for customers, and the focus is on fixing issues that may arise from a previous carrier. The benefits of switching from one carrier to another, including disenfranchising, the need for a new device, and the profitability of upselling digital products and insurance programs are discussed. The shift to a new carrier is seen as a result of a difficult situation, and the impact of switching on consumers and the upcoming year are also discussed.

11.17.2025 — The conversation between analysts and technology expert Roger Entner discusses the importance of the Christmas period for Verizon's revenue generation and the need for layoffs. Verizon plans to cut costs and increase prices in Q4, but they suggest cutting employees or raising prices. The conversation also touches on third-party stores and violent disagreeing with Roger on a podcast. Don suggests cutting dividends or raising prices, but suggests optimizing the network and automating the network. The election is one of the most pivotal years in wireless history, and there are a few more episodes until the upcoming television episode.

11.10.2025 — In a conversation about EchoStar, the speakers discuss their involvement in T-Mobile's spectrum acquisition and their potential for wireless companies to switch to their services. They also touch on the era of dead zones and the potential for EchoStar to alleviate problems in remote areas. They briefly mention the electric car industry and the potential for a "roaming agreement" with AT&T. They agree to speak again next week.

11.3.2025 — Verizon, Comcast, and Charter have experienced poor performance in the first quarter, with negative net adds and negative promotions. The issue of customers rejecting Charter's network and a potential wholesale change in corporate culture are discussed. The benefits of a five g network for customers are discussed, along with the success of T-Mobile's wireless plans and ad campaigns. The goal is for the end of the year to be number one in The US, with T-Mobile losing over 200,000 subscribers. The industry's focus on fiber and FWA is also discussed, with cable companies losing value due to the industry's focus on fiber and FWA.

10.27.2025 — During an earnings call, representatives from AT&T discussed their growth in wireless and fiber broadband, their strategy for convergence, and the potential for growth in the postpaid network. They also addressed the use of price lock guarantees and ARPA, the use of satellite coverage, and the potential impact on advertising campaigns and T-Mobile's claims business. They emphasized the importance of network parity and speed and reliability in wireless industry, and discussed the potential impact of the upcoming lightning game. They also addressed the use of advertising campaigns and new technology, including satellite coverage, and the use of advertising campaigns and new technology by AT&T.

10.19.2025 — During a conversation between various speakers, they discuss the CEO of Verizon, Dan Scheler, and his focus on service revenue, EBITDA margin, and free cash flow. They also discuss his background in finance and banking, his involvement in PayPal, and his focus on digital payments. Roger expects Dan to make more investment and expand his business, and is optimistic about Verizon's position as the most affordable postpaid carrier in the country. They also discuss challenges of integrating Frontier and T Mobile and the potential for a shift in wireless carrier pricing.