HeyJaredT-Mobile Landscape Update
T-Mobile Perspectives is a weekly podcast that examines developments in the telecommunications industry with a focus on T-Mobile’s activities and market presence.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 21, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
T-Mobile tests Nokia-Nvidia AI-RAN (opens the original)
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Verizon and T-Mobile are betting on two very different futures for wireless networks. While Verizon’s CTO is dismissing the idea of putting power-hungry GPUs in radio units as “unnecessarily complicated,” T-Mobile is all-in, preparing to test new AI-powered radios from Nokia and Nvidia that could unlock up to 100% more capacity by 2028. If T-Mobile’s AI-RAN gamble delivers even a slice of that promise, it could mean faster home internet and a major edge in crowded urban markets—but if the tech p
T-Mobile Shrugs Off Starlink (opens the original)
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T-Mobile drew some firm lines this week, with outgoing CFO Peter Osvaldik taking shots at SpaceX’s Starlink Mobile—calling it no 5G threat due to physics and indoor coverage limits. Yet the tension is real: T-Mobile still has an exclusive device partnership with Starlink, while SpaceX has 650 direct-to-cell satellites in orbit and ambitions to use EchoStar spectrum with rooftop nodes to overcome those limitations. The big three carriers are countering with a proposed satellite joint venture to p
T-Mobile Cools On Megamerger (opens the original)
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T-Mobile’s being pulled in every direction: activist investors are pushing parent company Deutsche Telekom to unlock value with bigger buybacks and less merger talk, just as a complex CFO transition unfolds in Bellevue. With Elliott Investment Management taking a fresh stake, DT is facing pressure to close the gap between its $157 billion valuation and T-Mobile US’s $200 billion market cap—possibly scrapping dreams of a $300 billion cross-Atlantic merger in favor of shoring up its own stock pric
T-Mobile Braces For Price War (opens the original)
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T-Mobile is doubling down on digital and artificial intelligence to protect its margins, just as rivals like AT&T and Verizon get aggressive on pricing and satellite upstarts like Starlink crowd the field. Wall Street is split: Wolfe Research downgraded the stock, warning of rising competition and a looming capital spending surge for broadband and the next wave of wireless tech, while BofA argues T-Mobile’s urban dominance shields it from the satellite threat—at least for now. The next 1–2 quart
T-Mobile Cuts Cable, Stops Hack (opens the original)
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T-Mobile’s week is a study in contrasts: on one end, the company raced to shut down a China-linked hack targeting phone records and U.S. officials, going as far as physically cutting a cable in a Bellevue data center to block access. The breach, part of the Salt Typhoon campaign that hit over 80 countries and multiple telecom giants, was contained at T-Mobile’s network “edge”—not the core where voice and text data lives. That quick action has turned into a badge of honor, but also shines a spotl
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