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Top Insights from Mobile World Congress 2025 (with Earl Lum and Marc Pous)
Manage episode 470173535 series 3556820
Welcome to the neXt Curve reThink series that focuses on the present and the future of mobile wireless technologies and industry - The Radio to the RIC.
In this installment of the Radio to the RIC series, Leonard and Earl and special guest, Marc Pous, the IoT Giant, provide their full recap of their puts and takes from Mobile World Congress 2025 held in Barcelona. The trio just finished grueling week of analyst briefings, interviews, dinners, and receptions settling at Fonda Peppa, a wonderful restaurant by a Michelin-star chef to enjoy good food and drink while synthesizing thoughts on the key takes and insights from #mwc2025
The trio talk about:
* (3:11) Initial impressions
* (8:02) What is the state of AI-RAN? Is it Open RAN Season 2?
* (12:51) Has GenAI hype been hiding good stuff happening in AI for telco?
* (15:54) The year of some strange geopolitics that trouble the industry
* (19:02) 10 years of IoT Stars! Congrats!
* (23:18) A MWC 2024 retrospective. How did we do?
* (30:29) The GSMA seems to have learned its lesson - Connectivity First!
* (37:11) Where will we land at MWC 2026?
* (44:56) Delusions of grandeur
Feel free to comment and share your disagreement and argumentation. We are happy to learn from you.
Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.
Check out EJL Wireless Research at www.ejlwireless.com and contact Earl Lum for his new Radio report.
Chapters
1. Top Insights from Mobile World Congress 2025 (with Earl Lum and Marc Pous) (00:00:00)
2. Initial impressions (00:03:11)
3. What is the state of AI-RAN? Is it Open RAN Season 2? (00:08:02)
4. Has GenAI hype been hiding good stuff happening in AI for telco? (00:12:51)
5. The year of some strange geopolitics that trouble the industry (00:15:54)
6. 10 years of IoT Stars! Congrats! (00:19:02)
7. A MWC 2024 retrospective. How did we do? (00:23:18)
8. The GSMA seems to have learned its lesson - Connectivity First! (00:30:29)
9. Where will we land at MWC 2026? (00:37:11)
10. Delusions of grandeur (00:44:56)
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