Welcome and Milestone

- Will Townsend and Anshel Sag discuss the upcoming 5-year anniversary of their podcast.

- Reflection on the longevity of their roles as analysts.

AT&T's Fiber Expansion

- AT&T acquires Lumen's fiber portion for nearly $6 billion.

- Expansion adds over 4 million consumer locations, primarily on the West Coast.

- AT&T's goal to reach 60 million locations by 2030.

Spectrum Auctions and Political Involvement

- Discussion of President Trump's tweet about auctioning 600 MHz spectrum.

- Analysis of the potential for spectrum auctions in the 1.5 to 10 GHz band.

- Consideration of revenue generation through government spectrum monetization.

Upper 12 GHz Spectrum for Satellite Connectivity

- FCC chairperson's comments on freeing up spectrum for low Earth orbit satellite providers.

- Potential impact on companies like AST Space Mobile and Starlink.

- Importance of fair allocation in potential auctions.

Apple's 6G Preparations

- Indications of Apple's focus on 6G development and hiring.

- Analysis of Apple's potential strategies for 6G involvement and IP portfolio building.

- Discussion on the importance of Apple's participation in 6G standard-setting.

AWS Ends Private 5G Solution

- AWS announces the end of its private 5G solution launched in 2021.

- Analysis of challenges faced, including competition and complexity.

- Reflection on the difficulties of entering the telco space for hyperscalers.

Xiaomi's New SoC Launch

- Introduction of Xiaomi's Xring 01 SoC using ARM technology.

- Analysis of the SoC's positioning and potential market impact.

- Discussion of Xiaomi's simultaneous agreement with Qualcomm for flagship chips.

Closing Thoughts

- Invitation for listener engagement and topic suggestions.

- Memorial Day wishes for veterans.