1 00:00:01,760 --> 00:00:03,679 Join us as we gather around the hedge, 2 00:00:03,679 --> 00:00:06,660 where we dig into technology, business, and culture 3 00:00:06,719 --> 00:00:09,139 with the finest minds in computer networking. 4 00:00:20,175 --> 00:00:22,355 Hello, Tom. Hello, Tom's plant. 5 00:00:23,454 --> 00:00:24,515 Good morning, Russ. 6 00:00:24,894 --> 00:00:26,250 The plant says good morning. 7 00:00:28,089 --> 00:00:30,109 We need a we need a plant interpreter. 8 00:00:30,570 --> 00:00:32,190 You need to put, like, a big, 9 00:00:32,729 --> 00:00:35,530 like, a big device around it and say, 10 00:00:35,530 --> 00:00:37,689 this is the plant interpreter. I can put 11 00:00:37,689 --> 00:00:39,369 it up here so we can hear what 12 00:00:39,369 --> 00:00:39,770 the plant 13 00:00:40,329 --> 00:00:42,994 it would look very, you know, sci fi 14 00:00:43,134 --> 00:00:45,854 looking. Yeah. Yeah. Well and we I'd like 15 00:00:45,854 --> 00:00:47,155 to announce that Yvonne, 16 00:00:47,454 --> 00:00:49,054 for anyone who didn't listen to the last 17 00:00:49,054 --> 00:00:51,534 episode, Yvonne has named the plant. The plant 18 00:00:51,534 --> 00:00:53,395 shall be called Audrey henceforth. 19 00:00:55,229 --> 00:00:58,510 Audrey. I like Audrey. I think that's really 20 00:00:58,510 --> 00:01:00,929 great. Do you know where it's from, George? 21 00:01:02,350 --> 00:01:03,869 Well, it could be from a lot of 22 00:01:03,869 --> 00:01:05,489 places. It's from a movie. 23 00:01:07,390 --> 00:01:09,170 I'm sure Audrey's in a movie somewhere. 24 00:01:09,694 --> 00:01:11,215 It's in the it's the name of the 25 00:01:11,215 --> 00:01:12,754 plant in Little Shop of Horrors. 26 00:01:13,295 --> 00:01:15,215 Oh, is that the oh, perfect. That's what 27 00:01:15,215 --> 00:01:16,354 it is. Yeah. 28 00:01:18,094 --> 00:01:20,415 I I think the plant interpreter wouldn't be 29 00:01:20,415 --> 00:01:22,974 some amazing high-tech Gizmo. It'd be like two 30 00:01:22,974 --> 00:01:23,474 wires, 31 00:01:24,210 --> 00:01:26,609 crinkly wires with crocodile clips, and one of 32 00:01:26,609 --> 00:01:28,689 them's had to be twisted on. You know? 33 00:01:28,689 --> 00:01:30,870 And it goes through a plant o matic 34 00:01:30,930 --> 00:01:32,150 meter that goes, 35 00:01:32,530 --> 00:01:34,870 yes, no, or good, bad. 36 00:01:35,329 --> 00:01:37,409 I I don't think plants have a higher 37 00:01:37,409 --> 00:01:39,170 logic going on here with a lot of 38 00:01:39,170 --> 00:01:39,670 interpreting. 39 00:01:45,465 --> 00:01:48,525 Water. Yeah. That that could be. And 40 00:01:48,905 --> 00:01:50,365 hello. Good morning, George. 41 00:01:50,825 --> 00:01:51,564 Good morning. 42 00:01:52,260 --> 00:01:54,579 Oh my goodness. Yeah. We got George Johnson. 43 00:01:54,979 --> 00:01:56,840 Here. No plants here? 44 00:01:57,540 --> 00:01:59,540 Well, if they were there, they'd be hanging 45 00:01:59,540 --> 00:02:01,879 from the ceiling in our perspective. They would. 46 00:02:02,340 --> 00:02:03,159 They would. 47 00:02:04,474 --> 00:02:06,715 Do not ask about the shark attacks. Why 48 00:02:06,715 --> 00:02:09,034 do we get three in one week? I 49 00:02:09,034 --> 00:02:10,974 mean, that is just insane. 50 00:02:11,514 --> 00:02:12,175 You know? 51 00:02:12,634 --> 00:02:16,254 Oh, interesting. Anyway Not good. Alright. So 52 00:02:16,900 --> 00:02:18,659 let's talk about what comes after five g. 53 00:02:18,659 --> 00:02:19,860 Now, we're gonna have a couple of shows 54 00:02:19,860 --> 00:02:22,020 here on five g because and what comes 55 00:02:22,020 --> 00:02:23,879 after because it's an interesting topic, 56 00:02:24,259 --> 00:02:26,039 and it does truly impact 57 00:02:26,500 --> 00:02:27,400 network engineering, 58 00:02:27,780 --> 00:02:29,719 particularly when you live in a 59 00:02:30,224 --> 00:02:31,125 resource constrained 60 00:02:31,425 --> 00:02:31,925 environment 61 00:02:32,705 --> 00:02:33,205 where 62 00:02:33,504 --> 00:02:34,245 some people 63 00:02:34,705 --> 00:02:36,305 may not be able to build the Wi 64 00:02:36,305 --> 00:02:38,224 Fi network they want. They may have to 65 00:02:38,224 --> 00:02:39,685 use five g or, 66 00:02:40,305 --> 00:02:41,044 god forbid, 67 00:02:41,425 --> 00:02:42,245 six g 68 00:02:42,860 --> 00:02:44,159 or 18 g 69 00:02:44,459 --> 00:02:47,259 or 99 g He gave away he gave 70 00:02:47,259 --> 00:02:48,879 away the whole show. 71 00:02:51,019 --> 00:02:52,159 What are you doing? 72 00:02:53,900 --> 00:02:56,234 So, George, talk to us. What happens after 73 00:02:56,234 --> 00:02:58,314 five g? And and and and do we 74 00:02:58,314 --> 00:02:58,814 care? 75 00:03:00,715 --> 00:03:01,215 So 76 00:03:01,514 --> 00:03:04,174 what happens after five g is the inductive 77 00:03:04,234 --> 00:03:07,275 reasoning from asking the question, what happens after 78 00:03:07,275 --> 00:03:08,094 two g? 79 00:03:09,150 --> 00:03:11,169 And the do we care part 80 00:03:11,550 --> 00:03:12,050 is 81 00:03:12,909 --> 00:03:13,409 yes 82 00:03:13,949 --> 00:03:17,229 and probably no. And so I kinda wanna 83 00:03:17,229 --> 00:03:19,629 roll I wanna roll the clock back. You 84 00:03:19,629 --> 00:03:20,129 know? 85 00:03:20,965 --> 00:03:23,685 Image of the calendar not peeling away, image 86 00:03:23,685 --> 00:03:26,324 of the calendar growing up as we put 87 00:03:26,324 --> 00:03:28,185 the leaves back on the sheet 88 00:03:28,884 --> 00:03:31,465 and go back to the heady days of 89 00:03:32,324 --> 00:03:32,824 AMPS, 90 00:03:33,290 --> 00:03:33,950 the predigital 91 00:03:34,650 --> 00:03:37,230 mobile telephony world. Oh my goodness. 92 00:03:38,250 --> 00:03:40,990 You remember those days? Oh my goodness. Yes. 93 00:03:41,210 --> 00:03:41,710 Continue. 94 00:03:42,569 --> 00:03:45,290 They they were actually pretty good pretty good 95 00:03:45,290 --> 00:03:47,469 days. And if you wanna talk about constraints, 96 00:03:48,525 --> 00:03:51,004 think about the constraint of the size of 97 00:03:51,004 --> 00:03:53,164 the handbag you need to put one of 98 00:03:53,164 --> 00:03:54,944 those funky phones in. 99 00:03:55,245 --> 00:03:57,025 I mean, they were big. Right? 100 00:03:57,324 --> 00:04:00,284 So the actual constraint in those days was 101 00:04:00,284 --> 00:04:01,264 really essentially 102 00:04:02,000 --> 00:04:05,439 space. These devices were large and powerful. Yeah. 103 00:04:05,439 --> 00:04:06,419 Yeah. Yeah. And lifetime. 104 00:04:06,799 --> 00:04:08,259 Yeah. And lifetime. And Yeah. 105 00:04:09,039 --> 00:04:09,859 This technology 106 00:04:10,400 --> 00:04:12,579 was about as straightforward 107 00:04:12,879 --> 00:04:15,205 as you can get. You take a microphone 108 00:04:15,985 --> 00:04:17,985 and a speaker, and you bang them onto 109 00:04:17,985 --> 00:04:20,625 some circuitry that plugs them out on the 110 00:04:20,625 --> 00:04:21,125 radio, 111 00:04:21,985 --> 00:04:22,485 and 112 00:04:23,024 --> 00:04:24,404 that's kind of it, guys. 113 00:04:24,705 --> 00:04:26,464 Yeah. In fact a mic, you attach it 114 00:04:26,464 --> 00:04:27,584 to a front end to a front end 115 00:04:27,745 --> 00:04:29,665 not even a front end processor. You attach 116 00:04:29,665 --> 00:04:30,350 it to 117 00:04:30,889 --> 00:04:31,389 basically 118 00:04:32,170 --> 00:04:33,230 a a tank circuit 119 00:04:33,930 --> 00:04:36,270 that modulates a carrier frequency, 120 00:04:37,129 --> 00:04:40,189 and off you go. That's the whole system. 121 00:04:40,889 --> 00:04:43,149 And if you're prince Charles and his girlfriend 122 00:04:43,290 --> 00:04:46,004 Dujour and you wanna take talk sweet nothings 123 00:04:46,004 --> 00:04:48,084 to each other over a mobile network, hey. 124 00:04:48,084 --> 00:04:50,084 You can do that. And the guy sitting 125 00:04:50,084 --> 00:04:52,245 in a car two blocks away with a 126 00:04:52,245 --> 00:04:55,064 journalist with him can tune in and listen. 127 00:04:55,524 --> 00:04:57,464 It it wasn't a private conversation. 128 00:04:58,245 --> 00:04:59,785 It was just radio, man. 129 00:05:00,220 --> 00:05:00,720 So 130 00:05:02,139 --> 00:05:04,779 what we have been engaged in from those 131 00:05:04,779 --> 00:05:05,600 heady days 132 00:05:06,220 --> 00:05:06,959 is essentially 133 00:05:07,500 --> 00:05:08,720 stepping up ladders. 134 00:05:09,339 --> 00:05:11,100 We can do better. Right? We can do 135 00:05:11,100 --> 00:05:12,620 better than this. Why are we doing this 136 00:05:12,620 --> 00:05:14,779 analog stuff when we could be doing digital 137 00:05:14,779 --> 00:05:17,865 encoding and have constant strength radio instead of 138 00:05:17,865 --> 00:05:19,324 all this amplitude modification 139 00:05:19,625 --> 00:05:21,084 nonsense, when we could have 140 00:05:21,384 --> 00:05:24,185 encrypted contents, when we could packetize this thing, 141 00:05:24,185 --> 00:05:25,884 when we could do all these additions? 142 00:05:26,345 --> 00:05:27,324 And the g's, 143 00:05:28,120 --> 00:05:30,199 two g. Interesting it kicks off with two 144 00:05:30,199 --> 00:05:32,199 g. Why did nobody wanna go with one 145 00:05:32,199 --> 00:05:33,259 g as the branding? 146 00:05:33,879 --> 00:05:36,360 And it's because it's the second generation. Right? 147 00:05:36,360 --> 00:05:37,259 The first generation, 148 00:05:37,959 --> 00:05:39,399 you don't have a name for it. It's 149 00:05:39,399 --> 00:05:41,274 just what it is. But when you're doing 150 00:05:41,274 --> 00:05:44,394 version two, you're in the second generation. So 151 00:05:44,394 --> 00:05:46,794 two g is kind of the entry point 152 00:05:46,794 --> 00:05:48,794 for a world where we were thinking, maybe 153 00:05:48,794 --> 00:05:51,435 it's not about people speaking. Maybe it's actually 154 00:05:51,435 --> 00:05:52,334 about data. 155 00:05:54,470 --> 00:05:56,069 And I don't know about you, but I 156 00:05:56,069 --> 00:05:58,169 found two g pretty unsatisfying. 157 00:05:59,589 --> 00:06:01,669 Do you remember an ETF when, 158 00:06:02,789 --> 00:06:05,910 the WAP protocol was gonna be shown off 159 00:06:05,910 --> 00:06:08,044 to us, and a guy came on stage 160 00:06:08,044 --> 00:06:11,504 to demonstrate the amazing technology that was gonna 161 00:06:11,644 --> 00:06:13,805 take over the world and be revolutionary. And 162 00:06:13,805 --> 00:06:15,964 there had been so much energy put into 163 00:06:15,964 --> 00:06:17,345 it called WAP. 164 00:06:17,725 --> 00:06:20,990 And straight after him, a lovely Japanese engineer 165 00:06:20,990 --> 00:06:22,589 got up and said, hey. We've been working 166 00:06:22,589 --> 00:06:24,829 on this idea in Japan where we're just 167 00:06:24,829 --> 00:06:26,610 gonna put IP in the phones. 168 00:06:26,990 --> 00:06:29,970 It's IP. There's no magic. It's just IP. 169 00:06:30,269 --> 00:06:32,930 And the room got up and went, yes. 170 00:06:35,404 --> 00:06:37,324 And the WAP engineer is like, oh my 171 00:06:37,324 --> 00:06:39,345 god. How am I gonna tell my bosses 172 00:06:39,485 --> 00:06:41,964 that they don't want what we've just sold 173 00:06:41,964 --> 00:06:42,464 them? 174 00:06:43,165 --> 00:06:44,464 WAP was a disaster. 175 00:06:45,165 --> 00:06:46,545 So two gs, 176 00:06:46,949 --> 00:06:49,529 kind of interesting, cut over to full digital 177 00:06:49,750 --> 00:06:50,250 ish, 178 00:06:51,110 --> 00:06:51,610 virtually 179 00:06:51,910 --> 00:06:52,410 zero 180 00:06:52,870 --> 00:06:55,849 real energy behind making this technology interesting. 181 00:06:56,629 --> 00:06:57,129 And 182 00:06:58,389 --> 00:07:00,789 I don't wanna go there this strongly, but, 183 00:07:00,789 --> 00:07:01,289 essentially, 184 00:07:01,985 --> 00:07:03,524 it's all about patents. 185 00:07:03,824 --> 00:07:05,845 It's totally about 186 00:07:06,305 --> 00:07:08,865 patents. We are used to working in a 187 00:07:08,865 --> 00:07:11,584 technology space where people are doing patent free 188 00:07:11,584 --> 00:07:12,805 technology design, 189 00:07:13,264 --> 00:07:15,044 and it's available for 190 00:07:15,829 --> 00:07:17,050 round, reasonable, 191 00:07:18,310 --> 00:07:18,970 and neutral 192 00:07:19,509 --> 00:07:21,990 Yeah. Technology. Right. Yeah. It's like a level 193 00:07:21,990 --> 00:07:23,689 playing field. Well, three g 194 00:07:24,550 --> 00:07:25,050 is 195 00:07:25,509 --> 00:07:27,129 the worldwide telephony 196 00:07:27,675 --> 00:07:30,794 community coming together saying, man, it would just 197 00:07:30,794 --> 00:07:32,954 totally suck if we wound up deep in 198 00:07:32,954 --> 00:07:35,194 a patent war. Wouldn't it be better if 199 00:07:35,194 --> 00:07:36,875 we all agreed that we were gonna work 200 00:07:36,875 --> 00:07:37,935 to own the patents 201 00:07:38,555 --> 00:07:40,794 and agree a technology base to do this? 202 00:07:40,794 --> 00:07:43,560 Because this market I mean, we've sold, like, 203 00:07:43,560 --> 00:07:44,060 what, 204 00:07:44,759 --> 00:07:47,399 one telephone for every 20 people? This is 205 00:07:47,399 --> 00:07:47,899 insane. 206 00:07:48,279 --> 00:07:50,279 We have so much growth ahead of us. 207 00:07:50,279 --> 00:07:52,680 Let's build a bigger market, guys. Let's actually 208 00:07:52,680 --> 00:07:55,639 make this technology fly a bit. So that 209 00:07:55,639 --> 00:07:57,659 cutover, two g to three g, 210 00:07:57,964 --> 00:08:01,404 that was really interesting because it's like, wow. 211 00:08:01,404 --> 00:08:03,964 People want bits. They don't actually wanna talk 212 00:08:03,964 --> 00:08:06,125 to each other. We can do bits. We've 213 00:08:06,125 --> 00:08:07,425 been doing bits forever. 214 00:08:07,884 --> 00:08:09,025 So three g 215 00:08:09,884 --> 00:08:12,764 was like this amazing moment where people went, 216 00:08:12,764 --> 00:08:14,449 okay. It's gonna be digital. 217 00:08:14,910 --> 00:08:17,650 Let's really make digital do something interesting. 218 00:08:18,029 --> 00:08:20,210 It was like for an old timer technology 219 00:08:20,509 --> 00:08:22,370 hand converting from slip 220 00:08:22,670 --> 00:08:25,170 as the protocol to manage bits on wire 221 00:08:25,230 --> 00:08:25,889 to PPP. 222 00:08:26,509 --> 00:08:27,009 Right? 223 00:08:27,365 --> 00:08:29,285 We actually need a frame here. We need 224 00:08:29,285 --> 00:08:32,164 a frame structure that says something. We need 225 00:08:32,164 --> 00:08:33,845 a way to say this packet is from 226 00:08:33,845 --> 00:08:36,085 a foreign network and I'm transiting it. We 227 00:08:36,085 --> 00:08:37,445 need a way to say that it's got 228 00:08:37,445 --> 00:08:40,404 these behaviors. We've got interesting codecs. We need 229 00:08:40,404 --> 00:08:42,089 a way to signal the codecs. Do you 230 00:08:42,089 --> 00:08:44,409 remember in three g when you'd have a 231 00:08:44,409 --> 00:08:46,809 phone call and one sender used one codec 232 00:08:46,809 --> 00:08:49,049 and the other guy used another codec, and 233 00:08:49,049 --> 00:08:51,289 the two wouldn't talk to each other? And 234 00:08:51,289 --> 00:08:53,389 you'd have these weird things going on. 235 00:08:53,690 --> 00:08:56,029 I mean, people were having fun. Right? 236 00:08:56,544 --> 00:08:58,565 And they were exploring things like, 237 00:08:59,264 --> 00:09:01,445 how small can we make the base station? 238 00:09:01,585 --> 00:09:03,504 How small can we make the power burden 239 00:09:03,504 --> 00:09:06,225 here? How do we make this legacy idea 240 00:09:06,225 --> 00:09:09,585 of text messages, which was only an add 241 00:09:09,585 --> 00:09:10,725 on using 242 00:09:11,309 --> 00:09:13,789 spare bits in the framing from when they'd 243 00:09:13,789 --> 00:09:16,910 originally designed this technology and brought paging into 244 00:09:16,910 --> 00:09:19,230 the modern era. How do we design this 245 00:09:19,230 --> 00:09:19,730 stuff? 246 00:09:20,750 --> 00:09:21,649 The three g, 247 00:09:22,990 --> 00:09:26,115 you couldn't do multiple protocols well. It was 248 00:09:26,115 --> 00:09:29,214 actually pretty difficult to live in a multiprotocol 249 00:09:29,235 --> 00:09:32,035 world, and we were emerging into this dual 250 00:09:32,035 --> 00:09:35,634 stack Internet world. We needed framing that could 251 00:09:35,634 --> 00:09:36,134 actually 252 00:09:36,995 --> 00:09:39,634 handle four and six, and we needed to 253 00:09:39,634 --> 00:09:40,375 talk about 254 00:09:40,754 --> 00:09:43,470 using a complex substrate of digital data. 255 00:09:43,850 --> 00:09:46,889 So three g actually wound up pretty early 256 00:09:46,889 --> 00:09:47,709 on being 257 00:09:48,809 --> 00:09:50,029 not quite good enough. 258 00:09:50,409 --> 00:09:52,829 Plus there's a second thing going on here. 259 00:09:53,784 --> 00:09:57,065 When you start selling phones at volume to 260 00:09:57,065 --> 00:09:58,044 the whole world, 261 00:09:58,664 --> 00:10:01,544 you need to think really carefully about how 262 00:10:01,544 --> 00:10:04,184 much capacity you are gonna need inside the 263 00:10:04,184 --> 00:10:05,565 radio waves. Right? 264 00:10:06,039 --> 00:10:07,960 I mean, you gotta plan for the future. 265 00:10:07,960 --> 00:10:10,360 You have to behave as if you're gonna 266 00:10:10,360 --> 00:10:11,960 be in a world when you've doubled the 267 00:10:11,960 --> 00:10:14,600 market share and then doubled the market share 268 00:10:14,600 --> 00:10:17,480 and doubled it again. How many bands do 269 00:10:17,480 --> 00:10:20,360 you need to have people using a device 270 00:10:20,360 --> 00:10:20,985 like that? 271 00:10:21,544 --> 00:10:24,184 So old school telephony, it was based on 272 00:10:24,184 --> 00:10:26,504 the idea of scarcity. Oh, you don't wanna 273 00:10:26,504 --> 00:10:28,745 be sending those bits, man. They are so 274 00:10:28,745 --> 00:10:30,985 expensive. So we're gonna send bits, and then 275 00:10:30,985 --> 00:10:32,524 we'll stop. And 276 00:10:33,379 --> 00:10:34,980 if you lived in a world where you 277 00:10:34,980 --> 00:10:36,899 were in the real world and you didn't 278 00:10:36,899 --> 00:10:39,399 care about data, that was just peachy. 279 00:10:39,940 --> 00:10:42,179 Now you start to make data so good 280 00:10:42,179 --> 00:10:43,940 that people start saying, oh, I think I 281 00:10:43,940 --> 00:10:45,720 might leave it on like, you know, 282 00:10:46,034 --> 00:10:47,914 stations tuned to country and western. I'm on 283 00:10:47,914 --> 00:10:50,195 a long drive along the road. People are 284 00:10:50,195 --> 00:10:52,434 leaving their data on. Are you using it? 285 00:10:52,434 --> 00:10:54,054 No. But I'm I'm on. 286 00:10:54,754 --> 00:10:57,815 So those bandwidths that you planned the scaling 287 00:10:57,954 --> 00:11:00,195 function that you'd have enough bandwidth for one 288 00:11:00,195 --> 00:11:03,850 phone conversation per person per day. No. 289 00:11:04,389 --> 00:11:07,029 That bandwidth is being used permanently. You need 290 00:11:07,029 --> 00:11:09,190 to make those bands smaller. You need a 291 00:11:09,190 --> 00:11:11,590 way to get more data down. So what's 292 00:11:11,590 --> 00:11:13,690 the classic way in the radio spectrum 293 00:11:13,990 --> 00:11:15,690 that you get more data 294 00:11:16,125 --> 00:11:18,465 into more bands. You got two tricks. 295 00:11:19,325 --> 00:11:20,865 You make the bands thinner, 296 00:11:21,245 --> 00:11:23,665 and you have to start using smarter encoding 297 00:11:23,804 --> 00:11:25,904 so that they don't collide with each other. 298 00:11:26,365 --> 00:11:28,759 And you move up the frequency map because 299 00:11:28,759 --> 00:11:29,980 the higher the frequency, 300 00:11:30,679 --> 00:11:32,620 the higher the information density 301 00:11:33,000 --> 00:11:34,299 inside that coding. 302 00:11:34,840 --> 00:11:37,080 Higher frequency just means that I can actually 303 00:11:37,080 --> 00:11:39,419 put more bits or more symbols 304 00:11:39,879 --> 00:11:40,620 per second 305 00:11:41,504 --> 00:11:43,904 Per Per per second per wavelength because my 306 00:11:43,985 --> 00:11:45,845 yep. Because my wavelength is shorter. 307 00:11:46,545 --> 00:11:49,365 And it also means my sidebands are narrower. 308 00:11:50,144 --> 00:11:52,884 Yeah. Okay. So the overlaps and the boundaries 309 00:11:53,105 --> 00:11:56,065 between things and you shave everything down, the 310 00:11:56,065 --> 00:11:58,709 engineering gets precision. We're getting a bit formula 311 00:11:58,709 --> 00:12:00,169 one here. Oh, 312 00:12:00,549 --> 00:12:03,029 hang on a moment. But but yours but 313 00:12:03,029 --> 00:12:03,850 your length, 314 00:12:04,549 --> 00:12:07,449 the if you lose three dB every wavelength, 315 00:12:08,309 --> 00:12:10,809 your power ratio goes way down, 316 00:12:11,134 --> 00:12:12,034 and you can't penetrate 317 00:12:12,414 --> 00:12:14,654 solid objects as well with low or higher 318 00:12:14,654 --> 00:12:16,034 bandwidth. What are we gonna do 319 00:12:16,654 --> 00:12:19,455 if there aren't enough mathematicians in the world 320 00:12:19,455 --> 00:12:22,095 to do smart coding to get data into 321 00:12:22,095 --> 00:12:24,335 narrower and narrower bandwidth? We need to start 322 00:12:24,335 --> 00:12:25,475 training more mathematicians. 323 00:12:26,230 --> 00:12:28,149 So you gotta plan long term when you 324 00:12:28,149 --> 00:12:29,129 start doing this. 325 00:12:29,750 --> 00:12:30,250 So 326 00:12:30,870 --> 00:12:32,250 three g to four g. 327 00:12:34,629 --> 00:12:36,789 What about all those handsets we sold that 328 00:12:36,789 --> 00:12:38,789 were doing two g? Do they still live 329 00:12:38,789 --> 00:12:40,330 in this world? Well, 330 00:12:40,804 --> 00:12:43,204 no. Because those two g handsets, you turn 331 00:12:43,204 --> 00:12:45,704 one of those babies on, and it's spreading 332 00:12:45,845 --> 00:12:48,024 data out to the edges of the signal. 333 00:12:48,325 --> 00:12:51,445 It's flooding the zone with bands. That's not 334 00:12:51,445 --> 00:12:53,830 good use of everyone's time. How about we 335 00:12:53,830 --> 00:12:55,669 tell everyone that two g is gonna get 336 00:12:55,669 --> 00:12:57,190 turned down and that you've got to be 337 00:12:57,190 --> 00:12:59,210 either three g or four g now? 338 00:12:59,590 --> 00:13:00,330 And then 339 00:13:00,710 --> 00:13:03,350 we could reuse those two g signal spaces 340 00:13:03,350 --> 00:13:04,950 to do things now that we know how 341 00:13:04,950 --> 00:13:06,730 to use tighter bands, 342 00:13:07,154 --> 00:13:09,714 narrower gaps between them, guardrails can be thinner. 343 00:13:09,714 --> 00:13:11,954 We could still use that because there's this 344 00:13:11,954 --> 00:13:13,574 horrible story emerging. 345 00:13:14,034 --> 00:13:15,975 Higher the frequency, more data, 346 00:13:16,355 --> 00:13:17,174 higher the frequency, 347 00:13:17,794 --> 00:13:20,214 less penetration through bricks and mortar. 348 00:13:20,589 --> 00:13:22,589 And higher power required to make the same 349 00:13:22,589 --> 00:13:23,809 distance. Higher power. 350 00:13:24,190 --> 00:13:26,370 So four g comes out, 351 00:13:26,750 --> 00:13:29,230 and we're starting to say it's digital. So 352 00:13:29,230 --> 00:13:30,529 the voice is encoded 353 00:13:31,230 --> 00:13:32,610 into digital bits. 354 00:13:33,225 --> 00:13:33,725 Now 355 00:13:34,345 --> 00:13:36,985 when four g was on the horizon, I 356 00:13:36,985 --> 00:13:39,384 went to some meetings where engineers were talking 357 00:13:39,384 --> 00:13:41,725 about the brave new world of four g, 358 00:13:42,264 --> 00:13:43,725 and they were telling us 359 00:13:44,184 --> 00:13:45,964 four g is gonna solve 360 00:13:46,309 --> 00:13:48,809 every problem you've got. It's the housewives 361 00:13:49,269 --> 00:13:51,929 housewives dream. It's the microwave cooking 362 00:13:52,549 --> 00:13:53,529 of our era. 363 00:13:53,830 --> 00:13:56,309 No more coal fires. You're gonna love four 364 00:13:56,309 --> 00:13:59,110 g. It's clean. It's new. It cooks your 365 00:13:59,110 --> 00:14:01,209 chicken in thirty seconds with radar. 366 00:14:02,964 --> 00:14:05,445 And their version of that was telling us 367 00:14:05,445 --> 00:14:07,865 that we were gonna have this amazing ability 368 00:14:07,924 --> 00:14:11,284 to roam between Wi Fi and cellular, and 369 00:14:11,284 --> 00:14:14,084 we'd carry our conversations with us. And it 370 00:14:14,084 --> 00:14:17,160 would be doing this thing. You've never heard 371 00:14:17,160 --> 00:14:19,259 of this thing. It's called beamforming. 372 00:14:20,040 --> 00:14:22,540 What we do is we put trained ants 373 00:14:22,600 --> 00:14:25,960 inside every telephone and base station, and they 374 00:14:25,960 --> 00:14:27,100 swing the dishes 375 00:14:27,705 --> 00:14:30,045 to make your phone point at the tower 376 00:14:30,264 --> 00:14:32,665 so that the beams go just to you 377 00:14:32,665 --> 00:14:35,485 and we can have more customers with beams. 378 00:14:35,945 --> 00:14:37,245 Four g is beams. 379 00:14:37,865 --> 00:14:39,165 Four g is mobile 380 00:14:39,940 --> 00:14:40,839 voice circuitry, 381 00:14:41,459 --> 00:14:44,199 four g is cutting over to Wi Fi. 382 00:14:44,419 --> 00:14:46,519 So But it didn't solve one problem, George. 383 00:14:47,139 --> 00:14:48,120 What was that? 384 00:14:48,740 --> 00:14:50,579 Being able to sell the new generation of 385 00:14:50,579 --> 00:14:52,820 phones after the four g phones were all 386 00:14:52,820 --> 00:14:53,320 sold. 387 00:14:56,235 --> 00:14:57,534 I've got a plan here. 388 00:14:57,914 --> 00:15:00,095 So we've done two g to three g, 389 00:15:00,154 --> 00:15:01,914 and we've just done three g to four 390 00:15:01,914 --> 00:15:05,355 g. Let's start the hype machine and make 391 00:15:05,355 --> 00:15:07,774 people be interested in five g 392 00:15:08,450 --> 00:15:10,529 While we're putting four g out, we'll tell 393 00:15:10,529 --> 00:15:13,330 them there's a bright new future. Over the 394 00:15:13,330 --> 00:15:15,009 hill, when you get to the crest of 395 00:15:15,009 --> 00:15:17,490 hill, you will catch glimpses of this new 396 00:15:17,490 --> 00:15:20,529 technology. We call it five g. So four 397 00:15:20,529 --> 00:15:23,475 g goes wide. Four g has full dual 398 00:15:23,475 --> 00:15:23,975 stack, 399 00:15:24,355 --> 00:15:26,674 good framing. We're not in slip anymore, guys. 400 00:15:26,674 --> 00:15:29,714 It's full PPP. It's got voice over IP, 401 00:15:29,714 --> 00:15:32,375 and it is crisp and clean and beautiful. 402 00:15:32,835 --> 00:15:35,500 It's got voice over Wi Fi, and people 403 00:15:35,500 --> 00:15:37,820 see it flicker on in the indicator on 404 00:15:37,820 --> 00:15:40,879 their phone. Nobody knows what it actually means. 405 00:15:41,500 --> 00:15:42,399 It says 406 00:15:42,700 --> 00:15:43,600 VO Wi 407 00:15:44,059 --> 00:15:44,720 Fi enabled. 408 00:15:45,579 --> 00:15:46,079 And 409 00:15:47,125 --> 00:15:48,105 there's this hint 410 00:15:48,485 --> 00:15:50,404 that you could buy a thing if the 411 00:15:50,404 --> 00:15:52,325 carrier wants to sell it to you called 412 00:15:52,325 --> 00:15:53,225 a femtocell, 413 00:15:54,165 --> 00:15:56,085 which you can stick in your own home, 414 00:15:56,085 --> 00:15:57,144 which in principle 415 00:15:57,925 --> 00:16:00,725 would allow you to have stronger signal because 416 00:16:00,725 --> 00:16:03,419 people are starting to recognize now that this 417 00:16:03,419 --> 00:16:06,080 four g, him no go very far. 418 00:16:06,539 --> 00:16:09,039 If you're not close to a tower, 419 00:16:09,500 --> 00:16:11,919 four g is kind of off the cliff. 420 00:16:12,220 --> 00:16:15,100 So suddenly, the telephone companies are what we 421 00:16:15,100 --> 00:16:17,360 would call hoist on their own petard. 422 00:16:17,834 --> 00:16:19,774 They've sold this amazing technology 423 00:16:20,154 --> 00:16:22,475 that for people living in rural and remote 424 00:16:22,475 --> 00:16:25,774 areas is actually not better than two g, 425 00:16:26,074 --> 00:16:28,875 let alone three g. So there's a few 426 00:16:28,875 --> 00:16:31,115 hints that this three g g to four 427 00:16:31,115 --> 00:16:32,014 g transition 428 00:16:32,759 --> 00:16:35,899 didn't work well for some communities of people. 429 00:16:35,960 --> 00:16:37,100 This power budget, 430 00:16:37,480 --> 00:16:39,179 who's paying for all this power? 431 00:16:39,720 --> 00:16:42,519 This tap cell tower problem. You mean that 432 00:16:42,519 --> 00:16:45,160 cell towers have, like, eminent domain and can 433 00:16:45,160 --> 00:16:47,800 just say we're sticking a tower on your 434 00:16:47,800 --> 00:16:48,300 territory 435 00:16:48,975 --> 00:16:50,335 and I have to put up with this 436 00:16:50,335 --> 00:16:52,414 thing? Oh, that's okay. We're gonna make them 437 00:16:52,414 --> 00:16:53,875 look like pine trees. 438 00:16:55,054 --> 00:16:57,375 But we don't have pine trees here. We 439 00:16:57,375 --> 00:16:59,695 have maple trees. I'm sorry. We don't have 440 00:16:59,695 --> 00:17:02,335 maple tree shaped poles. You get a pine 441 00:17:02,335 --> 00:17:03,714 tree if you wanna 442 00:17:04,039 --> 00:17:06,059 hide your four g mask. 443 00:17:06,599 --> 00:17:07,099 So 444 00:17:07,720 --> 00:17:08,539 five g, 445 00:17:09,159 --> 00:17:11,720 what's five g gonna deliver that four g 446 00:17:11,720 --> 00:17:12,539 didn't deliver? 447 00:17:13,000 --> 00:17:13,500 More, 448 00:17:14,919 --> 00:17:15,419 more. 449 00:17:16,285 --> 00:17:16,785 Yep. 450 00:17:17,404 --> 00:17:20,625 And it's gonna have beam forming. Yes. Beams. 451 00:17:20,765 --> 00:17:22,464 It's gonna have beam forming. 452 00:17:22,765 --> 00:17:25,585 Five g, the ants can steer these dishes. 453 00:17:26,125 --> 00:17:26,625 So 454 00:17:27,164 --> 00:17:28,799 five g comes out. 455 00:17:30,720 --> 00:17:33,619 I don't think I have ever cared 456 00:17:34,080 --> 00:17:36,400 that my hand said could or could not 457 00:17:36,400 --> 00:17:37,619 do five g. 458 00:17:38,320 --> 00:17:40,815 I cared about two g to three g, 459 00:17:40,894 --> 00:17:42,815 and I had to care about three g 460 00:17:42,815 --> 00:17:44,335 to four g because I had to go 461 00:17:44,335 --> 00:17:45,954 out and buy a new handset. 462 00:17:46,335 --> 00:17:47,394 But the thing is, 463 00:17:47,934 --> 00:17:49,954 every single g generation 464 00:17:50,575 --> 00:17:51,075 subsumes, 465 00:17:51,534 --> 00:17:52,274 it engulfs 466 00:17:52,575 --> 00:17:56,269 its predecessors. And so all four g phones 467 00:17:56,269 --> 00:17:59,089 would also talk three g and two g, 468 00:17:59,309 --> 00:18:02,210 and all five g phones will all automatically 469 00:18:02,669 --> 00:18:04,609 talk four g and three g. 470 00:18:05,069 --> 00:18:07,835 And so an awful lot of the world 471 00:18:07,835 --> 00:18:10,075 is living in three g and four g 472 00:18:10,075 --> 00:18:12,414 radio space with a five g capability 473 00:18:13,115 --> 00:18:15,515 that they are not aware they're using if 474 00:18:15,515 --> 00:18:16,494 they use it. 475 00:18:17,274 --> 00:18:19,835 And I do know people who are using 476 00:18:19,835 --> 00:18:21,769 five g who live 477 00:18:22,869 --> 00:18:23,529 in constrained 478 00:18:23,830 --> 00:18:24,330 environments, 479 00:18:24,950 --> 00:18:28,250 like cities with planning regulations that restrict 480 00:18:28,630 --> 00:18:30,869 the amount of cell towers that can be 481 00:18:30,869 --> 00:18:32,330 deployed because they're heritage. 482 00:18:32,710 --> 00:18:33,210 And 483 00:18:33,724 --> 00:18:34,545 the chatter 484 00:18:35,085 --> 00:18:36,865 amongst those people is, 485 00:18:37,164 --> 00:18:39,404 cell sucks now. I used to be able 486 00:18:39,404 --> 00:18:41,244 to pick up cell no matter where I 487 00:18:41,244 --> 00:18:44,144 was inside the store. Now it's five g. 488 00:18:44,445 --> 00:18:45,744 I can't get anything. 489 00:18:46,090 --> 00:18:47,950 I was reading a story the other day 490 00:18:48,250 --> 00:18:50,809 about the new Cross River Rail system in 491 00:18:50,809 --> 00:18:51,309 London 492 00:18:51,690 --> 00:18:53,850 and how they were determined to make all 493 00:18:53,850 --> 00:18:56,350 telephones work inside that environment. 494 00:18:57,049 --> 00:18:59,595 And what they did is they built a 495 00:18:59,595 --> 00:19:00,095 gigantic 496 00:19:00,474 --> 00:19:03,775 single common carrier in the underground of London. 497 00:19:04,795 --> 00:19:06,315 The way they do it is that they 498 00:19:06,315 --> 00:19:09,515 put this cable throughout the tube system where 499 00:19:09,515 --> 00:19:10,255 they deliberately 500 00:19:10,634 --> 00:19:12,335 break holes in the insulation, 501 00:19:12,634 --> 00:19:14,970 and the thing becomes what's called the leaky 502 00:19:14,970 --> 00:19:15,470 pipe. 503 00:19:15,769 --> 00:19:16,750 It's radiating 504 00:19:17,609 --> 00:19:19,150 miniature radio signal 505 00:19:19,529 --> 00:19:22,170 out of holes every 50 meters down this 506 00:19:22,170 --> 00:19:23,869 thing, and they function 507 00:19:24,250 --> 00:19:27,210 like tiny cells. So as you go past 508 00:19:27,210 --> 00:19:28,829 them in a train, you can go. 509 00:19:30,255 --> 00:19:32,575 You flip between the cells going down there, 510 00:19:32,575 --> 00:19:33,875 and people are going, 511 00:19:34,335 --> 00:19:34,835 seriously? 512 00:19:35,214 --> 00:19:35,955 They're saying, 513 00:19:36,335 --> 00:19:38,654 I get better five g reception in the 514 00:19:38,654 --> 00:19:39,154 underground 515 00:19:39,775 --> 00:19:41,955 than I do up on the street. 516 00:19:42,430 --> 00:19:44,990 So a network engineer would be going, well, 517 00:19:44,990 --> 00:19:47,950 yeah, because, a, it's a single carrier network, 518 00:19:47,950 --> 00:19:50,109 and we're doing, like, tenancies for all of 519 00:19:50,109 --> 00:19:53,070 the phones, and, b, there's an antenna every 520 00:19:53,070 --> 00:19:55,070 50 feet away from you. What did you 521 00:19:55,070 --> 00:19:57,890 expect? Mhmm. And this is starting to mean, 522 00:19:58,535 --> 00:20:00,375 so if we want five g to work 523 00:20:00,375 --> 00:20:01,835 in the general space, 524 00:20:02,134 --> 00:20:03,734 we have to agree to be able to 525 00:20:03,734 --> 00:20:04,234 see 526 00:20:04,694 --> 00:20:05,194 multiple 527 00:20:05,815 --> 00:20:09,095 endpoints, cellular radio points. Yep. And that's like, 528 00:20:09,095 --> 00:20:11,755 yeah. Those ads need a lot of places 529 00:20:11,815 --> 00:20:13,769 to direct the beams to because it's all 530 00:20:13,769 --> 00:20:14,670 about beamforming. 531 00:20:15,930 --> 00:20:18,170 Yeah. Well, it's a big boat, by the 532 00:20:18,170 --> 00:20:19,690 way. A big boat, a ship. What we 533 00:20:19,690 --> 00:20:20,990 would call a ship. Right? 534 00:20:21,289 --> 00:20:23,710 Cruise ships, you don't realize how many 535 00:20:24,170 --> 00:20:26,970 Wi Fi access points there are or little 536 00:20:26,970 --> 00:20:27,470 femtocells 537 00:20:27,849 --> 00:20:29,855 there are on a cruise 538 00:20:30,394 --> 00:20:32,894 ship. That those boats, they are stuffed 539 00:20:33,355 --> 00:20:34,734 with wireless gear 540 00:20:35,035 --> 00:20:37,595 because bulkheads by code have to be a 541 00:20:37,595 --> 00:20:39,994 certain depth, and you just can't get five 542 00:20:40,154 --> 00:20:42,634 You can't punch a signal through them. Yeah. 543 00:20:42,634 --> 00:20:44,659 So there so there aren't just like, there's 544 00:20:44,659 --> 00:20:47,059 not just, like, one Wi Fi or one 545 00:20:47,059 --> 00:20:47,559 femtocell 546 00:20:48,339 --> 00:20:50,839 per there's, like, one Wi Fi or femtocell 547 00:20:51,059 --> 00:20:51,880 per stateroom. 548 00:20:52,339 --> 00:20:54,419 Like, it's Oh, yeah. Crazy. It's how many 549 00:20:54,419 --> 00:20:56,519 of the rooms there are. So 550 00:20:57,704 --> 00:20:59,085 let's come back a bit. 551 00:20:59,704 --> 00:21:02,125 These things are now running at frequencies 552 00:21:03,144 --> 00:21:04,044 that are 553 00:21:04,664 --> 00:21:05,164 everywhere. 554 00:21:06,265 --> 00:21:08,585 There are frequency bands that are right up 555 00:21:08,585 --> 00:21:10,744 the top of the radio spectrum we're used 556 00:21:10,744 --> 00:21:11,404 to using. 557 00:21:12,345 --> 00:21:12,845 They're 558 00:21:13,180 --> 00:21:14,000 they're fringing 559 00:21:14,700 --> 00:21:17,500 into the region that we call terahertz. And 560 00:21:17,500 --> 00:21:19,660 there's a whole conversation to be had about 561 00:21:19,660 --> 00:21:22,720 what these labels mean, but they are astronomically 562 00:21:23,500 --> 00:21:24,240 high frequency 563 00:21:24,859 --> 00:21:25,680 data rates 564 00:21:26,244 --> 00:21:28,664 up at the top, but they also include 565 00:21:28,724 --> 00:21:31,284 bands that go all the way down into 566 00:21:31,284 --> 00:21:33,784 the spaces we used to use for VHF 567 00:21:34,005 --> 00:21:34,505 TV 568 00:21:35,284 --> 00:21:38,085 that we loved because they would punch I 569 00:21:38,085 --> 00:21:38,904 Love Lucy 570 00:21:39,309 --> 00:21:41,710 through bricks and mortar to get to your 571 00:21:41,710 --> 00:21:44,830 TV with rabbit antennas sitting in home. And 572 00:21:44,830 --> 00:21:45,490 we have 573 00:21:45,869 --> 00:21:46,369 stolen 574 00:21:46,830 --> 00:21:48,450 all of that radio spectrum 575 00:21:49,150 --> 00:21:52,130 to use it to provide this telephone service. 576 00:21:52,190 --> 00:21:53,250 Now the thing is, 577 00:21:53,549 --> 00:21:54,529 you can't actually 578 00:21:55,444 --> 00:21:58,644 steal radio because other people put their hand 579 00:21:58,644 --> 00:22:00,884 up to say they need it. The police, 580 00:22:00,884 --> 00:22:04,585 the military, the emergency response teams, local government, 581 00:22:04,724 --> 00:22:06,984 engineers who are out in the field, truckers, 582 00:22:07,045 --> 00:22:08,424 ten four, big buddy, 583 00:22:08,805 --> 00:22:10,025 microwave ovens. 584 00:22:10,890 --> 00:22:11,630 Wi Fi. 585 00:22:12,330 --> 00:22:14,910 Everybody wants a chunk of radio 586 00:22:15,210 --> 00:22:17,210 they can use to do some of the 587 00:22:17,210 --> 00:22:18,670 things they need to do. 588 00:22:19,210 --> 00:22:22,490 And it's interesting to say Wi Fi because 589 00:22:22,490 --> 00:22:24,670 an awful lot of these cell bands 590 00:22:25,125 --> 00:22:28,085 fringe into the area that is kind of 591 00:22:28,085 --> 00:22:30,565 the neighbor next door to the Wi Fi 592 00:22:30,565 --> 00:22:31,065 bands. 593 00:22:32,085 --> 00:22:32,585 Right? 594 00:22:32,884 --> 00:22:33,384 Now 595 00:22:34,005 --> 00:22:35,224 you're making chips 596 00:22:35,684 --> 00:22:38,585 that are able to consume radio in 597 00:22:38,884 --> 00:22:39,384 slots, 598 00:22:40,230 --> 00:22:42,549 and you have an upper limit and lower 599 00:22:42,549 --> 00:22:45,029 limit that is kind of defined that you 600 00:22:45,029 --> 00:22:45,529 can't 601 00:22:46,150 --> 00:22:47,289 break out of. 602 00:22:47,990 --> 00:22:50,309 You are constrained at the low and the 603 00:22:50,309 --> 00:22:52,490 high end. They are like fence lines 604 00:22:52,815 --> 00:22:55,214 you just cannot get out of. And that 605 00:22:55,214 --> 00:22:57,454 essentially is the problem that hit two g 606 00:22:57,454 --> 00:22:59,214 to three g and three g to four 607 00:22:59,214 --> 00:23:02,255 g. Four g had to have wider fence 608 00:23:02,255 --> 00:23:04,434 lines to get all these wonderful high frequencies, 609 00:23:04,974 --> 00:23:06,815 and they had to fringe down into the 610 00:23:06,815 --> 00:23:08,960 low ones to use them. The two g 611 00:23:08,960 --> 00:23:11,059 phones could only share bandwidth 612 00:23:11,599 --> 00:23:12,900 in that lower segment. 613 00:23:13,680 --> 00:23:16,019 So five g has got this 614 00:23:16,320 --> 00:23:18,019 enormous spread of footprint 615 00:23:18,400 --> 00:23:20,820 that fringes into the Wi Fi region, 616 00:23:21,335 --> 00:23:23,174 And people are starting to look at Wi 617 00:23:23,174 --> 00:23:23,914 Fi going, 618 00:23:25,494 --> 00:23:28,474 awfully nice bandwidth you've got there in the 619 00:23:28,535 --> 00:23:29,035 unregulated 620 00:23:29,654 --> 00:23:32,214 bandwidth space. It would be a shame if 621 00:23:32,214 --> 00:23:35,349 somebody fringed into that and started using it 622 00:23:35,349 --> 00:23:36,169 for commercial 623 00:23:36,549 --> 00:23:37,049 services, 624 00:23:37,509 --> 00:23:38,329 wouldn't it? 625 00:23:38,789 --> 00:23:40,730 So behind the scenes, 626 00:23:41,429 --> 00:23:43,910 in the three g p p, the forum 627 00:23:43,910 --> 00:23:46,309 where people do spec design on this work, 628 00:23:46,309 --> 00:23:47,369 and in the IEEE 629 00:23:48,065 --> 00:23:50,724 where people do the engineering work to constrain 630 00:23:50,785 --> 00:23:52,325 chips and make them behave. 631 00:23:52,704 --> 00:23:55,345 There is a lot of engineering horse trading 632 00:23:55,345 --> 00:23:57,045 going off where people are saying, 633 00:23:58,144 --> 00:24:00,304 same chip. I could I could sell you 634 00:24:00,304 --> 00:24:02,085 one chip that does this stuff. 635 00:24:02,400 --> 00:24:04,080 Yeah. I can I can lock out that 636 00:24:04,080 --> 00:24:06,480 region that's Wi Fi, and there's other people 637 00:24:06,480 --> 00:24:06,980 muttering, 638 00:24:07,359 --> 00:24:09,279 why don't we allow these phones to just 639 00:24:09,279 --> 00:24:11,539 use the Wi Fi and do stuff there? 640 00:24:11,920 --> 00:24:13,840 If we if we ever tried that, have 641 00:24:13,840 --> 00:24:16,559 we ever tried just sharing Wi Fi and 642 00:24:16,559 --> 00:24:19,625 using it? Why, yes. We have. There's a 643 00:24:19,625 --> 00:24:21,964 technology system called FON, 644 00:24:22,265 --> 00:24:23,945 f o n, that a friend of mine 645 00:24:23,945 --> 00:24:27,144 was working on engineering, where if you agreed 646 00:24:27,144 --> 00:24:29,305 to allow a percentage of your Wi Fi 647 00:24:29,305 --> 00:24:31,910 bandwidth to be used for general 648 00:24:32,369 --> 00:24:34,690 purpose, you got a rebate on your bill. 649 00:24:34,690 --> 00:24:37,350 And while I was walking down the street, 650 00:24:37,570 --> 00:24:40,390 I could fringe into different people's Wi Fi 651 00:24:40,450 --> 00:24:41,590 and send messages. 652 00:24:42,210 --> 00:24:42,710 And 653 00:24:43,170 --> 00:24:44,710 I'm looking at that going, 654 00:24:46,045 --> 00:24:48,765 okay. That was FON was kind of when 655 00:24:48,765 --> 00:24:51,164 home Wi Fi was operating at, like, 50 656 00:24:51,164 --> 00:24:51,664 megabits, 657 00:24:52,045 --> 00:24:54,845 and my home network now is maybe 300 658 00:24:54,845 --> 00:24:57,105 megabits, and my home fiber connection 659 00:24:57,565 --> 00:25:00,609 is 500 megabits in and maybe a 150 660 00:25:00,609 --> 00:25:01,910 to 200 out, 661 00:25:02,369 --> 00:25:03,829 and I'm using, like, 662 00:25:04,289 --> 00:25:05,670 2% of that, 663 00:25:06,369 --> 00:25:08,950 I I could be offering that radio bandwidth 664 00:25:09,089 --> 00:25:11,910 to hundreds of people and barely notice. 665 00:25:12,404 --> 00:25:14,585 If we organize this commons 666 00:25:15,205 --> 00:25:16,424 of radio frequency 667 00:25:16,725 --> 00:25:18,965 better, we could be doing this stuff. This 668 00:25:18,965 --> 00:25:21,225 stuff could be too cheap to meter. 669 00:25:22,244 --> 00:25:23,384 It's so ubiquitously 670 00:25:24,085 --> 00:25:24,585 fantastic, 671 00:25:25,159 --> 00:25:27,640 and it's pretty much the same chipsets at 672 00:25:27,640 --> 00:25:28,940 the radio layer 673 00:25:29,319 --> 00:25:30,380 that could do it. 674 00:25:31,159 --> 00:25:32,839 Could make it work. We could have an 675 00:25:32,839 --> 00:25:35,240 interesting world. The problem is it's kinda hard 676 00:25:35,240 --> 00:25:37,319 to charge for it, so it's probably not 677 00:25:37,319 --> 00:25:38,059 gonna happen. 678 00:25:38,865 --> 00:25:42,724 So what comes next after five g? 679 00:25:44,305 --> 00:25:47,184 Well, inductive logic tells us it's gonna be 680 00:25:47,184 --> 00:25:47,684 called 681 00:25:48,065 --> 00:25:48,964 six g. 682 00:25:49,265 --> 00:25:50,085 Right. And 683 00:25:50,799 --> 00:25:54,160 inductive reasoning tells us that somebody's gonna say 684 00:25:54,160 --> 00:25:56,980 it involves significant amounts of beamforming. 685 00:25:57,599 --> 00:25:59,039 I was gonna say, yeah. It's gonna be 686 00:25:59,039 --> 00:26:00,339 it's gonna be beamforming. 687 00:26:01,519 --> 00:26:02,259 So whatever. 688 00:26:03,154 --> 00:26:05,634 But there is something that has been going 689 00:26:05,634 --> 00:26:09,414 on in telephony lately that actually has potential 690 00:26:09,474 --> 00:26:11,714 to be very interesting, and that is the 691 00:26:11,714 --> 00:26:14,694 fact that although these incredibly high frequencies 692 00:26:16,100 --> 00:26:19,320 don't have good signal strength in some ways, 693 00:26:19,859 --> 00:26:23,400 it is actually possible to punch this stuff 694 00:26:23,619 --> 00:26:24,119 upwards 695 00:26:24,740 --> 00:26:26,039 in a fairly unconstrained 696 00:26:26,420 --> 00:26:29,539 manner. And so the big deal that's been 697 00:26:29,539 --> 00:26:30,359 going on 698 00:26:30,715 --> 00:26:33,035 in the four g, five g space that's 699 00:26:33,035 --> 00:26:35,434 kind of been bubbling under the counter and 700 00:26:35,434 --> 00:26:36,815 not really getting sold 701 00:26:37,195 --> 00:26:38,815 is cellular telephone 702 00:26:39,115 --> 00:26:40,975 to low earth orbit satellite. 703 00:26:41,674 --> 00:26:44,255 It's called d to c, direct to cell, 704 00:26:44,359 --> 00:26:46,920 or d to d, direct to device. Which 705 00:26:46,920 --> 00:26:50,200 we're seeing with, like, Starlink and Kupia and 706 00:26:50,200 --> 00:26:52,140 stuff like that. We're starting to see 707 00:26:52,599 --> 00:26:53,580 direct Yeah. 708 00:26:54,759 --> 00:26:55,259 And 709 00:26:56,039 --> 00:26:56,779 the world, 710 00:26:57,160 --> 00:26:59,259 as in the engineers who run 711 00:27:00,234 --> 00:27:02,015 cellular communication systems, 712 00:27:02,634 --> 00:27:05,115 are looking at that cost problem of power 713 00:27:05,115 --> 00:27:08,494 budget and available sites to put antenna 714 00:27:08,875 --> 00:27:11,515 and the need for more antenna, and they're 715 00:27:11,515 --> 00:27:13,054 looking at the availability 716 00:27:13,869 --> 00:27:16,529 of cellular space in a worldwide framework. 717 00:27:16,990 --> 00:27:20,029 And they're looking at things like that leaky 718 00:27:20,029 --> 00:27:22,829 pipe model where you construct a common carrier 719 00:27:22,829 --> 00:27:25,149 bus, and then people just rent bandwidth on 720 00:27:25,149 --> 00:27:26,909 top of it. And they're looking at the 721 00:27:26,909 --> 00:27:29,169 low Earth orbit satellites thinking, 722 00:27:29,815 --> 00:27:31,115 maybe this is the model 723 00:27:31,575 --> 00:27:33,994 we have to go to. So five g 724 00:27:34,295 --> 00:27:36,474 introduced this thing called NTN, 725 00:27:36,775 --> 00:27:38,075 the non terrestrial 726 00:27:38,615 --> 00:27:39,115 network, 727 00:27:39,815 --> 00:27:40,955 which is the beginnings 728 00:27:41,414 --> 00:27:43,974 of the ideas that were shoehorned into four 729 00:27:43,974 --> 00:27:47,480 g to do direct satellite. Four g's satellite 730 00:27:47,619 --> 00:27:50,180 was like low bandwidth. It was putting people 731 00:27:50,180 --> 00:27:51,320 back into SMS. 732 00:27:51,860 --> 00:27:54,180 And the cell line was, be out in 733 00:27:54,180 --> 00:27:55,860 the world, be in the hills. If you 734 00:27:55,860 --> 00:27:58,660 get lost, your satellite commons is gonna work 735 00:27:58,660 --> 00:28:00,514 its EPIRB, the emergency 736 00:28:00,815 --> 00:28:01,315 beacon 737 00:28:01,694 --> 00:28:04,034 of satellites. Right? Right. Yeah. 738 00:28:04,335 --> 00:28:06,014 You've got a Because it's low band it's 739 00:28:06,014 --> 00:28:08,014 low bandwidth. You're not sending a whole lot 740 00:28:08,014 --> 00:28:10,014 of data. You know? It's just it's just 741 00:28:10,014 --> 00:28:12,269 it's like your cell location or whatever. 742 00:28:12,670 --> 00:28:14,690 So five g, the NTN, 743 00:28:15,150 --> 00:28:16,990 people are saying, well, why do we have 744 00:28:16,990 --> 00:28:19,070 to say that it's not actually much data? 745 00:28:19,070 --> 00:28:22,269 I mean, these these dishies, these square antennas, 746 00:28:22,269 --> 00:28:24,509 they're getting, like, two, three hundred megabits out 747 00:28:24,509 --> 00:28:25,330 of this service. 748 00:28:26,054 --> 00:28:28,554 Inside the technology of one of these fractally 749 00:28:28,774 --> 00:28:31,335 designed antennas in a handset, we ought to 750 00:28:31,335 --> 00:28:33,514 be able to get five, ten, 751 00:28:34,134 --> 00:28:34,634 15. 752 00:28:35,174 --> 00:28:37,494 That's usable bandwidth, guys. I mean, there are 753 00:28:37,494 --> 00:28:40,054 places around the world where you don't get 754 00:28:40,054 --> 00:28:42,420 that on the cellular frequencies terrestrially. 755 00:28:42,960 --> 00:28:43,460 So 756 00:28:43,840 --> 00:28:46,080 how about we punch up? So I think 757 00:28:46,080 --> 00:28:48,559 it's reasonable to say that six g is 758 00:28:48,559 --> 00:28:51,440 gonna take the NTN model five g has 759 00:28:51,440 --> 00:28:52,259 as a concept 760 00:28:52,720 --> 00:28:54,900 and run with it a lot harder. 761 00:28:55,275 --> 00:28:57,674 We're not maybe gonna be seeing beams in 762 00:28:57,674 --> 00:29:00,095 the sense of steerable stuff on the ground, 763 00:29:00,234 --> 00:29:02,255 but we may well be seeing beaming 764 00:29:02,634 --> 00:29:05,375 in terms of steerable stuff going into space. 765 00:29:05,755 --> 00:29:09,059 But that also means a technology shift in 766 00:29:09,059 --> 00:29:12,099 terms of implementing this stuff because rolling out 767 00:29:12,099 --> 00:29:13,079 a new g 768 00:29:13,619 --> 00:29:15,640 is just about selling a handset. 769 00:29:16,019 --> 00:29:17,859 I mean, you sure want to sell that 770 00:29:17,859 --> 00:29:18,359 handset. 771 00:29:18,820 --> 00:29:20,660 That is a lot of income here is 772 00:29:20,660 --> 00:29:22,599 selling people upgradable handsets. 773 00:29:23,065 --> 00:29:25,384 But behind the scenes, you have to go 774 00:29:25,384 --> 00:29:26,445 out and reengineer 775 00:29:26,904 --> 00:29:30,605 every single cellular radio mast with new technology. 776 00:29:31,065 --> 00:29:33,005 We might have reached the point where 777 00:29:33,384 --> 00:29:36,265 the bandwidth constraints, the upper and lower gates 778 00:29:36,265 --> 00:29:39,210 on those chipsets doing the radio layer. Maybe 779 00:29:39,210 --> 00:29:41,130 that's got big enough that it's got the 780 00:29:41,130 --> 00:29:41,630 capability 781 00:29:41,930 --> 00:29:43,869 baked in to be reprogrammed 782 00:29:44,809 --> 00:29:47,309 so that you can do narrower signal processing 783 00:29:47,450 --> 00:29:49,769 tricks here. Maybe they're not gonna have to 784 00:29:49,769 --> 00:29:51,690 do a significant amount of work to go 785 00:29:51,690 --> 00:29:53,414 five g to six g, But I wouldn't 786 00:29:53,414 --> 00:29:55,735 hold my breath on it because I'm pretty 787 00:29:55,735 --> 00:29:58,315 damn sure they had to do major uplift 788 00:29:58,455 --> 00:30:00,455 to go three g to four g. And 789 00:30:00,455 --> 00:30:02,795 I've been getting a sense that the technology 790 00:30:02,934 --> 00:30:05,255 shift four g to five g has been 791 00:30:05,255 --> 00:30:06,715 shrinking the radio 792 00:30:07,250 --> 00:30:10,130 distance footprint of a cell tower and putting 793 00:30:10,130 --> 00:30:12,450 a lot more cell towers out there on 794 00:30:12,450 --> 00:30:13,110 the ground. 795 00:30:13,490 --> 00:30:14,390 We see 796 00:30:14,930 --> 00:30:17,809 billboards posted on telegraph poles here when a 797 00:30:17,809 --> 00:30:20,095 new cell is being deployed, And it's the, 798 00:30:20,095 --> 00:30:21,954 you know, you have the right to complain, 799 00:30:22,015 --> 00:30:24,015 you may write to, if you are concerned 800 00:30:24,015 --> 00:30:26,835 about type thing. And you'd see them 801 00:30:27,294 --> 00:30:29,694 you'd probably see three or four on a 802 00:30:29,694 --> 00:30:32,174 walk downtown, and it's like you see one 803 00:30:32,174 --> 00:30:35,259 every other telegraph pole now. Yeah. So those 804 00:30:35,259 --> 00:30:37,519 cell counts are rising massively. 805 00:30:37,980 --> 00:30:40,779 I think it's possible that they're gonna try 806 00:30:40,779 --> 00:30:43,660 and avoid having to do major reengineering at 807 00:30:43,660 --> 00:30:46,460 the physical layer and do software tricks to 808 00:30:46,460 --> 00:30:48,554 do the uplift, but there's a lot of 809 00:30:48,554 --> 00:30:50,554 back end technology that's gonna have to go 810 00:30:50,554 --> 00:30:52,714 on here. So what so what I I 811 00:30:52,714 --> 00:30:54,394 wanna go back to direct to device real 812 00:30:54,394 --> 00:30:54,894 quick. 813 00:30:55,515 --> 00:30:58,234 So do you see a future where that's 814 00:30:58,234 --> 00:30:59,994 a hybrid thing, sort of like Wi Fi 815 00:30:59,994 --> 00:31:01,755 was allowed to oh, yeah. We can use 816 00:31:01,755 --> 00:31:03,099 Wi Fi. We get this other thing. Do 817 00:31:03,099 --> 00:31:04,079 we see a a 818 00:31:04,700 --> 00:31:07,179 terrestrial low earth orbit hybrid type of arrangement 819 00:31:07,179 --> 00:31:08,960 with multiple beams at the same time? 820 00:31:09,419 --> 00:31:09,919 Well, 821 00:31:10,779 --> 00:31:13,099 if you ask on the technology space, I 822 00:31:13,099 --> 00:31:15,659 think it's possible the technology is gonna, in 823 00:31:15,659 --> 00:31:16,125 principle, 824 00:31:21,005 --> 00:31:23,605 pumping this stuff down low is more than 825 00:31:23,605 --> 00:31:25,184 making people go high. 826 00:31:25,565 --> 00:31:27,325 But the problem is I don't think the 827 00:31:27,325 --> 00:31:28,865 constraint here is technical. 828 00:31:29,220 --> 00:31:31,220 The constraint here is people who want to 829 00:31:31,220 --> 00:31:32,759 make that a money stream. 830 00:31:33,220 --> 00:31:33,720 So 831 00:31:34,019 --> 00:31:36,919 you said just earlier, Starlink and Kuiper, 832 00:31:37,299 --> 00:31:39,380 and we've got the European equivalent and the 833 00:31:39,380 --> 00:31:40,919 emerging Chinese equivalent. 834 00:31:41,394 --> 00:31:44,035 I don't understand the money behind these guys, 835 00:31:44,035 --> 00:31:46,535 but I don't believe the AT and Ts 836 00:31:46,914 --> 00:31:49,494 and the T Mo's and the SoftBank's 837 00:31:50,035 --> 00:31:51,795 have got a huge amount of sway in 838 00:31:51,795 --> 00:31:54,115 this. So if this stuff is gonna happen, 839 00:31:54,115 --> 00:31:54,615 Tom, 840 00:31:55,119 --> 00:31:57,380 there's gonna be some money conversations 841 00:31:57,759 --> 00:32:00,579 going on here about cross licensing and charging 842 00:32:00,640 --> 00:32:01,700 to make it happen. 843 00:32:02,240 --> 00:32:04,259 And that is gonna be fascinating. 844 00:32:04,799 --> 00:32:06,319 Yeah. That's gonna be the big thing is 845 00:32:06,319 --> 00:32:08,259 who makes money and how. So 846 00:32:08,825 --> 00:32:10,585 so you would say that six g is 847 00:32:10,585 --> 00:32:13,244 primarily the hype around six g is primarily 848 00:32:13,944 --> 00:32:14,605 the direct 849 00:32:15,384 --> 00:32:16,125 to satellite 850 00:32:16,744 --> 00:32:18,045 play that I haven't 851 00:32:18,424 --> 00:32:18,924 yet 852 00:32:19,384 --> 00:32:22,470 I haven't yet seen anyone describe a device 853 00:32:22,630 --> 00:32:25,429 because the horizon for six g deployment is 854 00:32:25,429 --> 00:32:26,329 twenty thirty. 855 00:32:26,950 --> 00:32:28,169 And in some senses, 856 00:32:28,630 --> 00:32:31,029 it's like they're sweating the asset a lot 857 00:32:31,029 --> 00:32:33,429 harder than they did. When four g came 858 00:32:33,429 --> 00:32:35,690 out, we kind of knew there was technology 859 00:32:35,829 --> 00:32:38,250 that hadn't made the cut. And I think 860 00:32:38,444 --> 00:32:40,284 if they'd been honest, they would have said 861 00:32:40,284 --> 00:32:41,884 it's actually 3.5 862 00:32:41,884 --> 00:32:43,904 g, but nobody liked the branding. 863 00:32:44,204 --> 00:32:46,684 And I think four to five g, they 864 00:32:46,684 --> 00:32:48,764 packed in some of the technology that didn't 865 00:32:48,764 --> 00:32:51,085 make the cut for four, and the stuff 866 00:32:51,085 --> 00:32:52,845 that got left off the edge is what's 867 00:32:52,845 --> 00:32:55,309 gonna be packaged into what's coming in six. 868 00:32:55,690 --> 00:32:58,970 Now there are various aspects to this that 869 00:32:58,970 --> 00:33:01,210 I think are a reflection of the shift 870 00:33:01,210 --> 00:33:03,049 in behavior. I mean, when it was three 871 00:33:03,049 --> 00:33:05,210 g to four g, it really was the 872 00:33:05,210 --> 00:33:07,710 beginnings of my phone is always on. 873 00:33:08,174 --> 00:33:10,174 Before then, people had viewed the phone as 874 00:33:10,174 --> 00:33:12,495 the constrained channel. I get a message. It 875 00:33:12,495 --> 00:33:15,215 stops. I'm billed per message. Four g is 876 00:33:15,215 --> 00:33:17,134 I'm paying for the service of data all 877 00:33:17,134 --> 00:33:17,795 the time. 878 00:33:18,495 --> 00:33:20,674 Five g is now saying, 879 00:33:21,079 --> 00:33:24,059 wow. We have the entire population of developed 880 00:33:24,119 --> 00:33:27,400 economies carrying two devices, an Ooyah Ring and 881 00:33:27,400 --> 00:33:29,660 a phone and an Apple Watch, three devices, 882 00:33:29,720 --> 00:33:32,039 and a pacemaker that can be remotely managed 883 00:33:32,039 --> 00:33:33,799 by the doctor, and their car has a 884 00:33:33,799 --> 00:33:35,019 chip, five devices 885 00:33:35,674 --> 00:33:38,095 permanently on per person walking around. 886 00:33:38,554 --> 00:33:40,234 We need to have a heck of a 887 00:33:40,234 --> 00:33:42,974 lot more device capacity in the network. 888 00:33:43,275 --> 00:33:45,674 And I think that's also partly why people 889 00:33:45,674 --> 00:33:48,279 are saying service no good here, Because they 890 00:33:48,279 --> 00:33:51,180 were used to being bleeding edge, new phone. 891 00:33:51,400 --> 00:33:54,380 I get 300 megabits of download. I'm watching 892 00:33:54,599 --> 00:33:56,859 the NFL finals on my screen. 893 00:33:57,559 --> 00:34:01,115 And then suddenly now there's, you know, 200 894 00:34:01,115 --> 00:34:03,994 more customers sharing the cell. You're not getting 895 00:34:03,994 --> 00:34:06,734 that experience anymore. You're getting a more constrained 896 00:34:06,875 --> 00:34:07,375 bandwidth. 897 00:34:07,835 --> 00:34:10,255 Five g is bringing a lot more bandwidth 898 00:34:10,315 --> 00:34:12,795 to the table because it fringes up into 899 00:34:12,795 --> 00:34:13,295 terahertz. 900 00:34:13,980 --> 00:34:16,219 Six g is gonna be living its best 901 00:34:16,219 --> 00:34:16,719 life 902 00:34:17,019 --> 00:34:17,519 solidly 903 00:34:18,139 --> 00:34:21,659 in terahertz frequency rates when it can. There 904 00:34:21,659 --> 00:34:24,380 is not gonna be ubiquity of bandwidth, but 905 00:34:24,380 --> 00:34:26,460 there's going to have to be a lot 906 00:34:26,460 --> 00:34:26,960 more. 907 00:34:27,454 --> 00:34:30,114 Okay. A lot. And I think that satellite 908 00:34:30,175 --> 00:34:32,894 uplift could well be we can all see 909 00:34:32,894 --> 00:34:34,974 the sky. If we can see the sky, 910 00:34:34,974 --> 00:34:36,594 we can see the sky cells. 911 00:34:37,054 --> 00:34:39,315 Yeah. Which is which is going to improve 912 00:34:39,534 --> 00:34:40,034 bandwidth 913 00:34:40,494 --> 00:34:40,994 dramatically. 914 00:34:42,449 --> 00:34:46,150 Now will it harm delay and jitter? Yes. 915 00:34:46,369 --> 00:34:48,469 And so I always find it funny when 916 00:34:48,610 --> 00:34:51,090 when we get into this thing of, well, 917 00:34:51,090 --> 00:34:53,030 six g is gonna be better for gaming. 918 00:34:53,409 --> 00:34:55,190 Well, it's gonna be better for gaming, 919 00:34:55,505 --> 00:34:57,425 or five g is better for gaming than 920 00:34:57,425 --> 00:35:00,065 four g. And you're like No. It's not. 921 00:35:00,224 --> 00:35:01,684 Not. It's not. 922 00:35:02,065 --> 00:35:04,545 I mean, higher bandwidth does give you lower 923 00:35:04,545 --> 00:35:05,045 delay 924 00:35:05,505 --> 00:35:07,905 and potentially lower jitter depending on how you 925 00:35:07,905 --> 00:35:08,644 play things. 926 00:35:09,050 --> 00:35:11,530 But that doesn't necessarily translate because you're using 927 00:35:11,530 --> 00:35:12,590 so much more bandwidth. 928 00:35:13,050 --> 00:35:16,269 That doesn't necessarily translate into anything useful. 929 00:35:16,889 --> 00:35:17,949 And I mean, 930 00:35:18,489 --> 00:35:19,309 this this 931 00:35:20,090 --> 00:35:20,590 compulsion 932 00:35:21,449 --> 00:35:22,109 to say 933 00:35:22,605 --> 00:35:25,804 because it's higher frequency and smarter encoding, it's 934 00:35:25,804 --> 00:35:26,304 better 935 00:35:26,605 --> 00:35:28,445 in those spaces. I look at it and 936 00:35:28,445 --> 00:35:31,664 think, and in aggregate, across all the customers 937 00:35:31,724 --> 00:35:32,224 available, 938 00:35:32,844 --> 00:35:34,900 there is less loss, there is less drop, 939 00:35:34,900 --> 00:35:37,039 there is less jitter and less delay. 940 00:35:37,340 --> 00:35:38,720 For a single individual, 941 00:35:39,500 --> 00:35:40,559 is that necessarily 942 00:35:40,860 --> 00:35:43,260 gonna be your Lyft experience if you choose 943 00:35:43,260 --> 00:35:44,079 to absolutely 944 00:35:44,539 --> 00:35:45,760 soak this machine 945 00:35:46,059 --> 00:35:47,820 with a stream of bits so that you 946 00:35:47,820 --> 00:35:50,014 can be what we call colloquially 947 00:35:50,315 --> 00:35:51,694 a loping bastard. 948 00:35:52,155 --> 00:35:52,655 Well, 949 00:35:53,114 --> 00:35:55,194 no. I don't think so. Yeah. Because I 950 00:35:55,194 --> 00:35:57,835 think the layering effect of taking care of 951 00:35:57,835 --> 00:36:00,234 all that forward error correcting down in the 952 00:36:00,234 --> 00:36:02,680 link layer and doing the cell to cell 953 00:36:02,680 --> 00:36:04,539 jump and the frequency hopping 954 00:36:04,840 --> 00:36:06,920 in broad brush sense, and then on top 955 00:36:06,920 --> 00:36:09,480 of that, intruding an IP packet, and then 956 00:36:09,480 --> 00:36:12,360 on top of that, intruding the question, where 957 00:36:12,360 --> 00:36:13,579 is the game server? 958 00:36:14,224 --> 00:36:16,784 I I don't think there's some Nirvana of 959 00:36:16,784 --> 00:36:19,585 fantastic gameplay out there. No. I don't I 960 00:36:19,585 --> 00:36:21,505 don't either. I think, you know and and 961 00:36:21,505 --> 00:36:23,344 even so the other thing you talked about 962 00:36:23,344 --> 00:36:24,085 was, like, 963 00:36:24,545 --> 00:36:25,045 cars 964 00:36:25,505 --> 00:36:27,925 in particular are becoming data hogs. 965 00:36:28,670 --> 00:36:31,489 They are becoming holy mackerel. How much data 966 00:36:31,789 --> 00:36:34,769 a car puts off or consumes is insane. 967 00:36:35,469 --> 00:36:37,950 And Yep. You know, so here you are 968 00:36:37,950 --> 00:36:40,930 on your gaming console in your house using 969 00:36:40,989 --> 00:36:42,824 five g or six g. 970 00:36:43,224 --> 00:36:45,704 Bada bing bada bing. And then an all 971 00:36:45,704 --> 00:36:46,204 electric, 972 00:36:46,744 --> 00:36:49,704 all autonomous car drives by and consumes a 973 00:36:49,704 --> 00:36:51,005 100% of the revenue. 974 00:36:53,864 --> 00:36:56,125 And you and your character dies. 975 00:36:59,670 --> 00:37:00,570 That's So 976 00:37:01,269 --> 00:37:02,010 you talked 977 00:37:02,389 --> 00:37:04,890 a little bit earlier when we started this 978 00:37:04,949 --> 00:37:05,449 rap 979 00:37:05,750 --> 00:37:06,230 about 980 00:37:07,909 --> 00:37:08,409 strength 981 00:37:09,829 --> 00:37:12,150 for the engineers was the amount of power 982 00:37:12,150 --> 00:37:14,364 you could physically carry around with you to 983 00:37:14,364 --> 00:37:15,184 drive these 984 00:37:15,484 --> 00:37:18,284 in an almost pre VLSI world. And we 985 00:37:18,284 --> 00:37:21,264 have somehow arrived at this rather odd situation. 986 00:37:21,644 --> 00:37:23,244 We want the phones to be as thin 987 00:37:23,244 --> 00:37:25,340 as a sheet of paper, and we want 988 00:37:25,340 --> 00:37:27,440 them to send the highest frequency 989 00:37:27,739 --> 00:37:28,239 signals 990 00:37:28,539 --> 00:37:29,760 we have ever done. 991 00:37:30,140 --> 00:37:32,160 And we need to have the cells 992 00:37:32,619 --> 00:37:33,119 significantly 993 00:37:33,660 --> 00:37:36,300 closer to me, the phone holder, to do 994 00:37:36,300 --> 00:37:37,519 the join over 995 00:37:37,905 --> 00:37:40,485 tiny battery, thin device, and high frequency. 996 00:37:41,585 --> 00:37:43,265 So all we've done is take the power 997 00:37:43,265 --> 00:37:45,184 budget that was in the handset with the 998 00:37:45,184 --> 00:37:47,505 giant battery, and we've moved it to the 999 00:37:47,505 --> 00:37:50,065 static site where the cell is. But that 1000 00:37:50,065 --> 00:37:50,565 cell 1001 00:37:50,864 --> 00:37:53,445 now needs a lot of volts and current, 1002 00:37:53,719 --> 00:37:56,219 and it's radiating a lot of heat budget. 1003 00:37:56,519 --> 00:37:58,599 And there is a back end burden of 1004 00:37:58,599 --> 00:38:01,480 fiber connecting these things together that has to 1005 00:38:01,480 --> 00:38:03,480 go to the moral equivalent of a main 1006 00:38:03,480 --> 00:38:05,339 data frame somewhere in the streetscape. 1007 00:38:05,719 --> 00:38:08,824 We're building out street furniture to provide this 1008 00:38:08,824 --> 00:38:11,784 communications hub. And, like, kitties sleep on top 1009 00:38:11,784 --> 00:38:14,505 of these things because they're radiating so much 1010 00:38:14,505 --> 00:38:15,005 heat. 1011 00:38:15,625 --> 00:38:17,864 Yeah. You know? Yeah. It's We we are 1012 00:38:17,864 --> 00:38:18,364 consuming 1013 00:38:19,065 --> 00:38:21,005 amazing amounts of power 1014 00:38:21,339 --> 00:38:23,980 to flood the world with radio waves. And 1015 00:38:23,980 --> 00:38:26,719 for what, I ask you, so that Audrey 1016 00:38:27,099 --> 00:38:30,000 can have an ongoing conversation with her fellow 1017 00:38:30,059 --> 00:38:33,280 plants. That's right. That's right. That's exactly right. 1018 00:38:33,585 --> 00:38:36,224 And and, you know, beyond all that, there's 1019 00:38:36,224 --> 00:38:38,804 still the centralizing effect of all of this. 1020 00:38:39,105 --> 00:38:41,525 You can't break into being a cell provider 1021 00:38:41,824 --> 00:38:44,385 any longer. Oh, no. No. That No. No. 1022 00:38:44,385 --> 00:38:45,284 No. This 1023 00:38:46,065 --> 00:38:48,644 this market is no longer about a competitive 1024 00:38:49,059 --> 00:38:51,960 hub of 15 or 20 local providers. 1025 00:38:52,500 --> 00:38:54,279 We are seeing the reconcentration 1026 00:38:54,819 --> 00:38:56,599 down to a much more 1027 00:38:57,460 --> 00:38:59,319 rational number of providers. 1028 00:38:59,699 --> 00:39:02,605 Which, comrade, begs the question, why do we 1029 00:39:02,605 --> 00:39:04,144 even have competition? 1030 00:39:04,684 --> 00:39:07,324 Yeah. Exactly. Do we? I mean, if this 1031 00:39:07,324 --> 00:39:10,125 is a utility function, don't we just want 1032 00:39:10,125 --> 00:39:13,239 one substrate that is available to everyone? Yeah. 1033 00:39:13,239 --> 00:39:15,320 It does Is that where we're going? Is 1034 00:39:15,320 --> 00:39:16,300 physical connectivity 1035 00:39:17,880 --> 00:39:18,380 such 1036 00:39:18,680 --> 00:39:20,460 a such a thing as a commodity 1037 00:39:21,400 --> 00:39:24,280 that we shouldn't even bother? Like, there should 1038 00:39:24,280 --> 00:39:27,420 just be physical connectivity providers in each geographic 1039 00:39:27,480 --> 00:39:27,980 location. 1040 00:39:28,635 --> 00:39:30,815 Now, of course, we all know 1041 00:39:31,195 --> 00:39:31,695 that 1042 00:39:32,155 --> 00:39:33,135 that doesn't necessarily 1043 00:39:33,994 --> 00:39:35,934 work out well for the consumer. 1044 00:39:38,155 --> 00:39:40,335 I'm living in an economy with a national 1045 00:39:40,394 --> 00:39:41,454 broadband network, 1046 00:39:42,489 --> 00:39:45,289 and we're not delighted, but we're not so 1047 00:39:45,289 --> 00:39:48,010 angry we're rioting on the streets. We have 1048 00:39:48,010 --> 00:39:48,510 vibrant 1049 00:39:48,809 --> 00:39:49,309 competition 1050 00:39:50,170 --> 00:39:52,750 above that in the provision of Internet services 1051 00:39:52,890 --> 00:39:54,190 over the common substrate. 1052 00:39:55,125 --> 00:39:57,364 And I would be perfectly happy if the 1053 00:39:57,364 --> 00:39:59,545 radio masts were all owned by 1054 00:40:00,005 --> 00:40:02,724 a single provider and were implemented as a 1055 00:40:02,724 --> 00:40:04,025 common data fabric. 1056 00:40:04,324 --> 00:40:07,125 And my ability to move between masts was 1057 00:40:07,125 --> 00:40:10,199 about their engineering of cell handoff, and the 1058 00:40:10,199 --> 00:40:12,760 build cycle is just like a thin veneer 1059 00:40:12,760 --> 00:40:14,840 on top. I'd be fine in that world, 1060 00:40:14,840 --> 00:40:17,239 Russ. I really don't have a problem. If 1061 00:40:17,239 --> 00:40:19,420 we sweat the acid a bit more rationally 1062 00:40:19,880 --> 00:40:20,699 and compete 1063 00:40:21,000 --> 00:40:23,239 in a more abstract layer above it, I 1064 00:40:23,239 --> 00:40:24,139 could be okay. 1065 00:40:25,074 --> 00:40:27,555 Interesting. Not not that it's an equivalent, but 1066 00:40:27,555 --> 00:40:29,715 in a previous life, I had some exposure 1067 00:40:29,715 --> 00:40:30,614 to metropolitan, 1068 00:40:31,715 --> 00:40:33,574 you know, city run networks. 1069 00:40:34,114 --> 00:40:37,015 And Oh, yeah. It was it was interesting 1070 00:40:37,074 --> 00:40:39,394 the things that were there because it's not 1071 00:40:39,394 --> 00:40:41,150 like they could hire lots of engineers. 1072 00:40:41,449 --> 00:40:43,609 Right? It's not like these and and I'm 1073 00:40:43,609 --> 00:40:45,849 talking city government. I'm not talking national government. 1074 00:40:45,849 --> 00:40:46,730 But but, 1075 00:40:47,449 --> 00:40:49,690 you know, I it it does make me 1076 00:40:49,690 --> 00:40:50,889 wonder, you know, in in the in The 1077 00:40:50,889 --> 00:40:53,130 United States at least, what the the federal 1078 00:40:53,130 --> 00:40:55,049 government is seeing it in exodus of talent 1079 00:40:55,049 --> 00:40:57,364 for various reasons. But, like, if you can't 1080 00:40:57,525 --> 00:40:59,764 like, I I the federal government in The 1081 00:40:59,764 --> 00:41:02,105 US has always had a problem having competitive 1082 00:41:02,244 --> 00:41:02,744 salary. 1083 00:41:03,045 --> 00:41:05,204 Like, if there's an and and, obviously, this 1084 00:41:05,204 --> 00:41:07,684 becomes regional very quickly. But I I don't 1085 00:41:07,684 --> 00:41:08,344 know. Like, 1086 00:41:08,644 --> 00:41:10,644 what happens when you want if you want 1087 00:41:10,644 --> 00:41:13,340 this national substrate, but you can't pay anybody 1088 00:41:13,340 --> 00:41:14,400 to build it for you. 1089 00:41:14,940 --> 00:41:16,619 You know, and and in the meantime, we 1090 00:41:16,619 --> 00:41:18,699 poured all this tax money into building this 1091 00:41:18,699 --> 00:41:20,559 thing and then and we can't pay engineers 1092 00:41:20,619 --> 00:41:21,840 to make it actually work. 1093 00:41:22,539 --> 00:41:23,840 I don't know. I'm I'm skeptical. 1094 00:41:24,140 --> 00:41:26,300 Well, so so so in The US, of 1095 00:41:26,300 --> 00:41:28,925 course, it would never be federal government. 1096 00:41:29,545 --> 00:41:30,765 It would be regional 1097 00:41:31,385 --> 00:41:32,365 like TVA, 1098 00:41:33,224 --> 00:41:34,445 the Texas grid, 1099 00:41:34,825 --> 00:41:36,445 the Florida grid, whatever. 1100 00:41:36,905 --> 00:41:39,005 All the regions have their grids. 1101 00:41:39,730 --> 00:41:41,730 Power grids, it'd be the same thing. It 1102 00:41:41,730 --> 00:41:42,630 would be regional. 1103 00:41:43,010 --> 00:41:44,930 It would not be the federal government doing 1104 00:41:44,930 --> 00:41:46,550 it. That's that's my impression. 1105 00:41:47,489 --> 00:41:50,230 So the funny thing is that before cellular 1106 00:41:51,010 --> 00:41:53,430 phones really took off as a national 1107 00:41:54,125 --> 00:41:57,025 activity with this competitive tension between the providers. 1108 00:41:57,085 --> 00:41:59,264 There were some early attempts to do this 1109 00:41:59,644 --> 00:42:01,885 in the markets that people thought would work, 1110 00:42:01,885 --> 00:42:04,125 and one of them was London. There was 1111 00:42:04,125 --> 00:42:05,105 a pre cellular 1112 00:42:06,219 --> 00:42:09,760 distributed network put up around the Finance District 1113 00:42:10,140 --> 00:42:12,460 to be the way that day traders and 1114 00:42:12,460 --> 00:42:14,539 people like that could be online all the 1115 00:42:14,539 --> 00:42:17,260 time. And it involved the equivalent of what, 1116 00:42:17,260 --> 00:42:18,640 I guess, we call femtocells, 1117 00:42:18,940 --> 00:42:21,744 because the street furniture in London is just 1118 00:42:21,744 --> 00:42:22,244 everywhere. 1119 00:42:22,545 --> 00:42:25,105 Sticking up another white pole with a antenna 1120 00:42:25,105 --> 00:42:26,784 on the top of it was like, well, 1121 00:42:26,784 --> 00:42:29,264 who's gonna notice against the background of all 1122 00:42:29,264 --> 00:42:31,284 the other things we have in the streetscape? 1123 00:42:32,465 --> 00:42:33,284 It tanked. 1124 00:42:33,789 --> 00:42:35,789 I don't think they lasted two years. It 1125 00:42:35,789 --> 00:42:37,569 was just financially unviable. 1126 00:42:38,190 --> 00:42:39,170 But on a technology 1127 00:42:39,469 --> 00:42:39,969 basis, 1128 00:42:40,510 --> 00:42:43,630 everything they were doing then to radiate the 1129 00:42:43,630 --> 00:42:44,609 whole of the cityscape 1130 00:42:45,069 --> 00:42:47,230 with a fabric that people can use to 1131 00:42:47,230 --> 00:42:49,425 do what they're going to do, It's pretty 1132 00:42:49,425 --> 00:42:51,664 much what we are now living in right 1133 00:42:51,664 --> 00:42:54,305 now, but with a different market model, with 1134 00:42:54,305 --> 00:42:56,724 a different charging model. And so 1135 00:42:57,105 --> 00:42:59,344 five g to six g, we're all going 1136 00:42:59,344 --> 00:43:01,505 up into the sky. How many carriers are 1137 00:43:01,505 --> 00:43:03,425 there up in the sky? Well, right now, 1138 00:43:03,425 --> 00:43:04,325 there's one. 1139 00:43:04,929 --> 00:43:07,730 And yet the cellular provider model is that 1140 00:43:07,730 --> 00:43:10,630 there's probably four viable three or four viable 1141 00:43:10,690 --> 00:43:13,190 cellular carriers per nation state. 1142 00:43:13,809 --> 00:43:16,369 All of those guys competing for airtime to 1143 00:43:16,369 --> 00:43:19,110 speak with one company floating up in Liye, 1144 00:43:19,815 --> 00:43:21,755 that is a political nightmare. 1145 00:43:22,295 --> 00:43:24,855 Something's gotta give here. And I think your 1146 00:43:24,855 --> 00:43:27,734 skepticism, Tom, is well grounded. I can dream 1147 00:43:27,734 --> 00:43:29,655 of a nirvana where the city is run 1148 00:43:29,655 --> 00:43:31,734 by people like you, and I would, of 1149 00:43:31,734 --> 00:43:34,474 course, as a consumer, be absolutely delighted 1150 00:43:34,789 --> 00:43:36,170 that you're paid beans. 1151 00:43:36,550 --> 00:43:38,089 But as a comms engineer, 1152 00:43:38,550 --> 00:43:40,710 I can't say the prospect fills me with 1153 00:43:40,710 --> 00:43:41,849 glee because 1154 00:43:42,150 --> 00:43:44,150 it's not a viable living if you can't 1155 00:43:44,150 --> 00:43:45,829 afford to pay them. And if you don't 1156 00:43:45,829 --> 00:43:47,989 have people coming into the sector, you don't 1157 00:43:47,989 --> 00:43:50,684 have the engineers, and the maintenance goes down, 1158 00:43:50,844 --> 00:43:52,864 and the whole thing's looking pretty shaky. 1159 00:43:53,164 --> 00:43:54,844 So there kind of has to be an 1160 00:43:54,844 --> 00:43:57,565 equipoise. Right? We have to have enough people 1161 00:43:57,565 --> 00:44:00,285 behind the scenes running this stuff, pulling good 1162 00:44:00,285 --> 00:44:02,224 wage to be at the level of competency 1163 00:44:02,525 --> 00:44:03,184 and capacity 1164 00:44:03,809 --> 00:44:06,469 to provide what we want. And we demand 1165 00:44:07,090 --> 00:44:09,489 five nines out of this baby. Right? I 1166 00:44:09,489 --> 00:44:10,309 mean, individually, 1167 00:44:10,610 --> 00:44:12,690 all of us experience a lot less than 1168 00:44:12,690 --> 00:44:14,070 that, but this technology 1169 00:44:14,369 --> 00:44:15,110 is now 1170 00:44:15,410 --> 00:44:16,630 lifesaver technology. 1171 00:44:17,335 --> 00:44:19,655 You're gonna die if your cell phone goes 1172 00:44:19,655 --> 00:44:22,954 off because you can't call emergency services. 1173 00:44:23,255 --> 00:44:25,735 You can't call the police. Your mom can't 1174 00:44:25,735 --> 00:44:27,355 call to say I'm having anaphylactic 1175 00:44:27,735 --> 00:44:30,315 shock. This fabric has become 1176 00:44:30,855 --> 00:44:31,675 must work. 1177 00:44:32,949 --> 00:44:35,829 Yeah. Yeah. That's true. And the other thing 1178 00:44:35,829 --> 00:44:37,130 is without the competition, 1179 00:44:37,750 --> 00:44:39,929 it's not only just hard to justify 1180 00:44:41,190 --> 00:44:42,010 the pay, 1181 00:44:42,390 --> 00:44:44,170 it's hard to build a career 1182 00:44:45,074 --> 00:44:45,574 that 1183 00:44:46,034 --> 00:44:48,534 is anything other than stability focused. 1184 00:44:49,554 --> 00:44:51,815 Put it that way. Right? Like, 1185 00:44:52,755 --> 00:44:54,614 road engineers don't become multimillionaires 1186 00:44:55,155 --> 00:44:57,714 most of the time because they work for 1187 00:44:57,714 --> 00:45:00,355 state governments. They're guaranteed never to lose their 1188 00:45:00,355 --> 00:45:02,590 job for the most part, that is true, 1189 00:45:03,210 --> 00:45:04,670 but they're never, 1190 00:45:05,130 --> 00:45:07,550 like, you know, you don't you don't see 1191 00:45:07,930 --> 00:45:09,869 a road engineer on YouTube 1192 00:45:10,730 --> 00:45:12,510 with a following of 10,000,000, 1193 00:45:13,385 --> 00:45:14,984 you know, or what? No. It's more a 1194 00:45:14,984 --> 00:45:16,445 following of 5,000. 1195 00:45:16,664 --> 00:45:19,644 But those 5,000 kids with their Tonka trucks, 1196 00:45:19,945 --> 00:45:21,704 at least a thousand of them are gonna 1197 00:45:21,704 --> 00:45:24,105 grow up to be road engineers. They're feeding 1198 00:45:24,105 --> 00:45:26,789 the beast. But those guys also have a 1199 00:45:26,789 --> 00:45:29,829 significant component of pay that is effectively danger 1200 00:45:29,829 --> 00:45:32,309 money Yeah. Because they signed on the dotted 1201 00:45:32,309 --> 00:45:34,630 line. They will be out at 2AM 1202 00:45:34,630 --> 00:45:37,684 in the snow hooking the wires up. Yeah. 1203 00:45:37,684 --> 00:45:40,565 And this is serious stuff. Yeah. That's true. 1204 00:45:40,565 --> 00:45:41,925 So I don't know. It's it's a different 1205 00:45:41,925 --> 00:45:43,925 kind of career field. And so it's it 1206 00:45:43,925 --> 00:45:45,945 is hard sometimes to figure out 1207 00:45:46,244 --> 00:45:48,025 economically how to make that 1208 00:45:48,565 --> 00:45:49,065 viable, 1209 00:45:50,085 --> 00:45:52,210 in some way. This is part of what 1210 00:45:52,210 --> 00:45:53,890 you get with the electrical grid in The 1211 00:45:53,890 --> 00:45:55,670 United States, is that 1212 00:45:56,210 --> 00:45:57,190 while consumers 1213 00:45:58,289 --> 00:46:01,489 don't move someplace because of consistency of electrical 1214 00:46:01,489 --> 00:46:03,349 grid, it's not something we think about, 1215 00:46:03,809 --> 00:46:04,309 businesses 1216 00:46:04,690 --> 00:46:05,190 do. 1217 00:46:05,684 --> 00:46:06,425 And therefore, 1218 00:46:07,045 --> 00:46:08,105 electrical grids 1219 00:46:08,485 --> 00:46:10,105 do compete with one another 1220 00:46:10,485 --> 00:46:11,704 in the sense of, 1221 00:46:12,085 --> 00:46:14,724 can we draw that new factory? Can we 1222 00:46:14,724 --> 00:46:16,505 draw that new office building 1223 00:46:16,965 --> 00:46:19,949 into our city? And if we don't have 1224 00:46:19,949 --> 00:46:21,409 good electrical grid, 1225 00:46:22,349 --> 00:46:24,130 if we don't have the reputation 1226 00:46:24,510 --> 00:46:25,170 of supporting 1227 00:46:25,949 --> 00:46:26,849 always on, 1228 00:46:27,230 --> 00:46:29,070 then that company is gonna look at us 1229 00:46:29,070 --> 00:46:32,369 less seriously for for putting that new building 1230 00:46:33,054 --> 00:46:35,934 in our in our environs, which is gonna 1231 00:46:35,934 --> 00:46:36,594 hurt us 1232 00:46:36,974 --> 00:46:38,974 from a tax base and other things like 1233 00:46:38,974 --> 00:46:40,994 this. So there's still some 1234 00:46:41,454 --> 00:46:43,875 some kind of competition there, I would think. 1235 00:46:45,030 --> 00:46:48,250 So there is a sell in six g 1236 00:46:49,110 --> 00:46:50,809 that we haven't talked about. 1237 00:46:52,070 --> 00:46:54,869 And I have a feeling it probably is 1238 00:46:54,869 --> 00:46:57,750 going to figure in the marketing materials when 1239 00:46:57,750 --> 00:47:00,864 eventually people decide it's coming around the corner 1240 00:47:00,864 --> 00:47:03,184 and they need to start selling it. And 1241 00:47:03,184 --> 00:47:04,884 it's a two letter acronym, 1242 00:47:06,304 --> 00:47:08,224 and it starts at the beginning of the 1243 00:47:08,224 --> 00:47:08,724 alphabet. 1244 00:47:09,744 --> 00:47:11,844 Six g is going to be 1245 00:47:13,969 --> 00:47:14,469 AI. 1246 00:47:14,849 --> 00:47:17,010 Oh, oh, yes. Yeah. We know that's gonna 1247 00:47:17,010 --> 00:47:17,989 be the big thing. 1248 00:47:18,929 --> 00:47:19,429 So 1249 00:47:19,809 --> 00:47:21,670 let's riddle me this. 1250 00:47:22,289 --> 00:47:23,429 What is the component 1251 00:47:23,730 --> 00:47:26,150 of AI in six g? 1252 00:47:27,035 --> 00:47:29,454 And I have a couple of ideas 1253 00:47:29,755 --> 00:47:32,894 about how this might work. Bandwidth utilization and 1254 00:47:33,835 --> 00:47:34,335 beamforming. 1255 00:47:37,355 --> 00:47:38,335 You're too cynical. 1256 00:47:41,355 --> 00:47:43,950 Yes. But also no, because 1257 00:47:44,650 --> 00:47:47,789 I think there's a thing emerging here 1258 00:47:48,250 --> 00:47:49,230 that is probably, 1259 00:47:50,010 --> 00:47:50,829 in part, 1260 00:47:51,289 --> 00:47:53,470 hopefully, gonna improve the horizon. 1261 00:47:54,090 --> 00:47:56,030 It's improve the local experience. 1262 00:47:56,894 --> 00:47:59,635 So the handset is gonna have NPUs, 1263 00:47:59,934 --> 00:48:02,275 GPUs. The handset's gonna be operating 1264 00:48:02,655 --> 00:48:04,914 a complex local agent model. 1265 00:48:05,295 --> 00:48:07,054 There's going to be a lot more memory 1266 00:48:07,054 --> 00:48:09,474 in the handset once we get over this 1267 00:48:09,840 --> 00:48:12,320 bump in the road of availability of RAM 1268 00:48:12,320 --> 00:48:13,780 chips. These devices 1269 00:48:14,160 --> 00:48:16,820 are gonna be operating some kind of constrained 1270 00:48:17,119 --> 00:48:18,019 machine learning, 1271 00:48:18,960 --> 00:48:19,460 LLM 1272 00:48:20,000 --> 00:48:20,500 environment. 1273 00:48:21,280 --> 00:48:23,780 And so I think the hope is 1274 00:48:24,275 --> 00:48:26,855 you or I will be walking along going, 1275 00:48:27,075 --> 00:48:27,894 hey, Siri. 1276 00:48:28,195 --> 00:48:30,515 Could you construct the purchasing list for the 1277 00:48:30,515 --> 00:48:32,515 food I need by asking the fridge what 1278 00:48:32,515 --> 00:48:34,434 we're gonna have for dinner tomorrow? And then 1279 00:48:34,434 --> 00:48:36,275 when I get to the shop, could you 1280 00:48:36,275 --> 00:48:38,035 guide me round the shop so that I 1281 00:48:38,035 --> 00:48:39,175 can pick the cans 1282 00:48:39,489 --> 00:48:42,610 of premade ultra processed fat to put in 1283 00:48:42,610 --> 00:48:45,110 my shopping pod that is autonomously 1284 00:48:45,570 --> 00:48:48,210 following me along the road? And Siri's gonna 1285 00:48:48,210 --> 00:48:49,989 say, I can do that. 1286 00:48:50,289 --> 00:48:52,950 And what Siri is not gonna say is, 1287 00:48:53,574 --> 00:48:56,695 I'm sorry, George. I can't do that because 1288 00:48:56,695 --> 00:48:59,735 the cell tower doesn't have the bandwidth for 1289 00:48:59,735 --> 00:49:02,135 me to speak to the AI remotely in 1290 00:49:02,135 --> 00:49:02,795 the DC 1291 00:49:03,175 --> 00:49:04,695 for it to do the job and tell 1292 00:49:04,695 --> 00:49:07,574 me what to do. Siri's gonna say, I'm 1293 00:49:07,574 --> 00:49:08,795 running in your phone. 1294 00:49:09,469 --> 00:49:11,469 I can do that. I can handle that 1295 00:49:11,469 --> 00:49:14,349 right now. I'll do low data rate behind 1296 00:49:14,349 --> 00:49:17,010 the scenes. I can handle delay and jitter 1297 00:49:17,309 --> 00:49:20,190 because it's not you experiencing it. I'm gonna 1298 00:49:20,190 --> 00:49:23,054 handle the packet loss and delay. I'll construct 1299 00:49:23,114 --> 00:49:26,235 the world model of George's ideal meal of 1300 00:49:26,235 --> 00:49:26,735 pizza, 1301 00:49:27,114 --> 00:49:29,355 and I will help you buy that pizza 1302 00:49:29,355 --> 00:49:30,894 for one low, low price 1303 00:49:31,195 --> 00:49:34,094 and take it home. I think the belief 1304 00:49:34,155 --> 00:49:35,295 is the AI 1305 00:49:35,889 --> 00:49:38,469 fronted services running in your device 1306 00:49:38,849 --> 00:49:39,829 are gonna homogenize 1307 00:49:40,210 --> 00:49:41,989 the data plane out the back, 1308 00:49:42,289 --> 00:49:44,710 and the phone engineers are all gonna go, 1309 00:49:45,969 --> 00:49:47,109 we dodged a bullet 1310 00:49:47,409 --> 00:49:51,065 because now it's constant plane. George is consuming 1311 00:49:51,284 --> 00:49:53,385 50 megabits all the time, 1312 00:49:53,684 --> 00:49:55,224 but he doesn't peak 1313 00:49:55,605 --> 00:49:57,385 up into the hundreds of megabits. 1314 00:49:57,765 --> 00:49:59,925 He's just on a layer, and I can 1315 00:49:59,925 --> 00:50:03,349 engineer a layer cake of bandwidth behavior to 1316 00:50:03,349 --> 00:50:06,090 handle George's AI constrained agent 1317 00:50:06,469 --> 00:50:07,449 in his handset, 1318 00:50:07,989 --> 00:50:09,849 I think that's gonna be the sell. 1319 00:50:10,949 --> 00:50:13,449 That's interesting. That's a very interesting concept. 1320 00:50:15,284 --> 00:50:17,704 You have been speaking to a simulacrum 1321 00:50:18,244 --> 00:50:19,625 of George Michaelson. 1322 00:50:20,885 --> 00:50:21,444 Yeah. That's 1323 00:50:22,164 --> 00:50:24,244 yeah. That's an interesting that's an interesting sell 1324 00:50:24,244 --> 00:50:24,744 point. 1325 00:50:25,924 --> 00:50:27,784 Now will people want that? Yes. 1326 00:50:28,085 --> 00:50:29,605 Will it be good for them? Well, that's 1327 00:50:29,605 --> 00:50:30,824 another entire show. 1328 00:50:31,569 --> 00:50:34,369 Yeah. Yeah. That's that's another entire set of 1329 00:50:34,369 --> 00:50:34,869 problems. 1330 00:50:35,329 --> 00:50:37,409 I ain't doing that. No. I'm not doing 1331 00:50:37,409 --> 00:50:39,589 it either, but, you know, that's me. 1332 00:50:41,250 --> 00:50:42,849 And I know a lot of people, they 1333 00:50:42,849 --> 00:50:43,909 choose convenience 1334 00:50:44,255 --> 00:50:47,775 over everything, and I'd I worry anyway, that's 1335 00:50:47,775 --> 00:50:48,594 another entire 1336 00:50:49,454 --> 00:50:51,635 that's another, like I said, another entire show. 1337 00:50:51,695 --> 00:50:52,835 You young whippersnapper. 1338 00:50:53,295 --> 00:50:53,795 Yeah. 1339 00:50:54,335 --> 00:50:55,775 I don't know. You know, I go back 1340 00:50:55,775 --> 00:50:57,535 to music, and I think everybody on the 1341 00:50:57,535 --> 00:50:59,519 last podcast recording when I was talking to 1342 00:50:59,519 --> 00:51:01,760 Mike about this, about when we were talking 1343 00:51:01,760 --> 00:51:03,519 with Mike about this, and I was saying 1344 00:51:03,519 --> 00:51:05,440 how much better the music was back in 1345 00:51:05,440 --> 00:51:06,099 the nineties 1346 00:51:06,400 --> 00:51:07,300 and the eighties. 1347 00:51:07,680 --> 00:51:09,760 And even going back a bit into the 1348 00:51:09,760 --> 00:51:10,260 seventies 1349 00:51:10,559 --> 00:51:12,340 when there was that bend over 1350 00:51:12,684 --> 00:51:14,204 where the people who knew how to play 1351 00:51:14,204 --> 00:51:16,864 musical instruments were giving act given access 1352 00:51:17,244 --> 00:51:18,065 to digitalized 1353 00:51:18,764 --> 00:51:20,224 versions of those instruments. 1354 00:51:20,525 --> 00:51:22,204 And they knew what they were trying to 1355 00:51:22,204 --> 00:51:24,784 do, but they could never express it before. 1356 00:51:25,085 --> 00:51:27,069 And all of a sudden, you have people 1357 00:51:27,069 --> 00:51:28,829 like the guy who did Boston, which was, 1358 00:51:28,829 --> 00:51:30,369 by the way, one guy 1359 00:51:30,670 --> 00:51:31,409 sitting in 1360 00:51:31,789 --> 00:51:32,690 in his garage, 1361 00:51:33,230 --> 00:51:35,969 making up things that you attach to electrical 1362 00:51:36,030 --> 00:51:38,130 guitars to make them sound different. 1363 00:51:38,429 --> 00:51:39,949 A lot of people don't realize that's how 1364 00:51:39,949 --> 00:51:42,605 Boston ever really was. And, you know, Kansas 1365 00:51:42,605 --> 00:51:43,984 and all these other big groups. 1366 00:51:44,364 --> 00:51:46,605 But anyway, I was also noticing that I 1367 00:51:46,605 --> 00:51:48,764 was watching, like, the year by year number 1368 00:51:48,764 --> 00:51:51,744 one hits because there's a video out there. 1369 00:51:52,525 --> 00:51:54,385 All the different record labels 1370 00:51:55,500 --> 00:51:56,000 and 1371 00:51:56,460 --> 00:51:59,260 how they competed against each other in different 1372 00:51:59,260 --> 00:52:00,320 styles of music 1373 00:52:00,699 --> 00:52:03,260 and with different artists, and they were looking 1374 00:52:03,260 --> 00:52:04,000 for something. 1375 00:52:04,460 --> 00:52:05,199 And nowadays, 1376 00:52:05,820 --> 00:52:07,920 all music is owned by, like, three companies. 1377 00:52:08,300 --> 00:52:09,045 All of it. 1378 00:52:09,525 --> 00:52:11,545 And and you get to this homogeneity 1379 00:52:12,085 --> 00:52:12,744 that's like, 1380 00:52:13,045 --> 00:52:15,224 no. It's just it's just, 1381 00:52:15,684 --> 00:52:16,184 stop. 1382 00:52:16,724 --> 00:52:19,045 So I don't know. Maybe that's that's just, 1383 00:52:19,605 --> 00:52:21,525 but that that's actually kind of what worries 1384 00:52:21,525 --> 00:52:23,610 me about the scenario you're talking about. 1385 00:52:23,930 --> 00:52:25,630 George's ideal pizza 1386 00:52:25,930 --> 00:52:27,150 is gonna be identical 1387 00:52:27,769 --> 00:52:29,070 to 500,000 1388 00:52:29,130 --> 00:52:31,070 other people's ideal pizzas, 1389 00:52:31,450 --> 00:52:33,390 and George is never gonna realize 1390 00:52:33,769 --> 00:52:36,250 that he's actually not getting his ideal pizza 1391 00:52:36,250 --> 00:52:36,750 anymore. 1392 00:52:37,215 --> 00:52:39,954 He's getting the average of all ideal pizzas. 1393 00:52:40,974 --> 00:52:41,934 And that's there's, like 1394 00:52:43,055 --> 00:52:44,894 But the but the thing here is we 1395 00:52:44,894 --> 00:52:47,695 didn't enter this talking about what you or 1396 00:52:47,695 --> 00:52:49,474 I or Tom as consumers 1397 00:52:50,175 --> 00:52:51,715 would want from a ubiquitous 1398 00:52:52,440 --> 00:52:52,940 data 1399 00:52:53,320 --> 00:52:54,059 lake of 1400 00:52:54,519 --> 00:52:55,659 cellular capability. 1401 00:52:55,960 --> 00:52:58,519 We talked about what are the companies going 1402 00:52:58,519 --> 00:53:00,679 to want to do. Yep. What are they 1403 00:53:00,679 --> 00:53:01,900 trying to sell us? 1404 00:53:02,280 --> 00:53:04,699 And I gotta tell you, it's beams. 1405 00:53:05,159 --> 00:53:07,954 Yeah. It's beams. It's beam forming. 1406 00:53:09,454 --> 00:53:12,494 Yeah. Instead of instead of ball bearings now, 1407 00:53:12,494 --> 00:53:13,235 it's beams 1408 00:53:14,494 --> 00:53:15,315 or plastics. 1409 00:53:16,575 --> 00:53:18,575 The future is plastic. Wait a minute. Isn't 1410 00:53:18,575 --> 00:53:21,775 that, is that, Dustin Hoffman? Is that the 1411 00:53:21,775 --> 00:53:22,275 graduate? 1412 00:53:22,599 --> 00:53:23,339 It is. 1413 00:53:24,119 --> 00:53:26,679 The plastics. All ball bearings or the yeah. 1414 00:53:26,679 --> 00:53:28,059 Or plastics? Plastics. 1415 00:53:28,519 --> 00:53:30,519 Yeah. Yeah. It actually goes all the way 1416 00:53:30,519 --> 00:53:32,139 back to It's a Wonderful Life. 1417 00:53:32,679 --> 00:53:35,079 Plastics, I tell you. I'm offering you a 1418 00:53:35,079 --> 00:53:37,980 a place on the Ground Floor of plastics. 1419 00:53:38,414 --> 00:53:38,914 Like 1420 00:53:41,775 --> 00:53:43,855 Yeah. George got the better deal. He got 1421 00:53:43,855 --> 00:53:45,394 the girl. Just say it. 1422 00:53:46,574 --> 00:53:48,655 You have your plastics. I'll take the girl. 1423 00:53:48,655 --> 00:53:49,155 Thanks. 1424 00:53:49,614 --> 00:53:52,559 You made the right choice. Yep. So anyway, 1425 00:53:52,940 --> 00:53:54,859 alright. Well, I think we've kinda beat this 1426 00:53:54,859 --> 00:53:55,519 to death, 1427 00:53:55,980 --> 00:53:58,000 and maybe we ought to give up 1428 00:53:58,780 --> 00:54:01,839 on any further six g for the moment. 1429 00:54:01,900 --> 00:54:03,980 We'll eventually have Doug Dawson on to talk 1430 00:54:03,980 --> 00:54:04,480 about 1431 00:54:04,994 --> 00:54:07,174 hype, how the hype cycle works on this. 1432 00:54:07,315 --> 00:54:09,494 And, so anyway alright. Great. 1433 00:54:09,875 --> 00:54:12,914 George, anything else before we No. I had 1434 00:54:12,914 --> 00:54:14,914 a blast talking here. I love you guys, 1435 00:54:14,914 --> 00:54:17,014 and Audrey's looking better and better. 1436 00:54:17,980 --> 00:54:20,059 He's got he's gotta do some Audrey needs 1437 00:54:20,059 --> 00:54:20,640 a haircut. 1438 00:54:21,660 --> 00:54:23,760 Oh, Audrey. He didn't mean it. 1439 00:54:26,300 --> 00:54:28,000 Okay. A leaf cut. Whatever. 1440 00:54:29,420 --> 00:54:31,039 So, Tom, anything else? 1441 00:54:31,934 --> 00:54:34,094 Nope. Alright. Nope. Cool. It's been good. Alright, 1442 00:54:34,094 --> 00:54:35,315 Tom. Say your word. 1443 00:54:38,175 --> 00:54:41,454 LinkedIn. Alright. Cool. George, where can people find 1444 00:54:41,454 --> 00:54:43,775 you if they want to follow you? Or 1445 00:54:44,015 --> 00:54:46,755 I'm on the IP Nick blog. Okay. Cool. 1446 00:54:47,420 --> 00:54:48,619 I'm Ross White. You can find me here 1447 00:54:48,619 --> 00:54:50,480 at the hedge, rule eleven dot tech. 1448 00:54:50,780 --> 00:54:51,599 On LinkedIn, 1449 00:54:52,460 --> 00:54:55,260 occasionally on x, more or less depends on 1450 00:54:55,260 --> 00:54:56,539 the time of day and what I feel 1451 00:54:56,539 --> 00:54:58,460 like. And most of the time, it's I 1452 00:54:58,460 --> 00:55:00,780 don't, but anyway. And you can also find 1453 00:55:00,780 --> 00:55:03,039 me connected to a five g network someplace. 1454 00:55:06,514 --> 00:55:09,335 Likely. Likely. Very, very likely possibility. 1455 00:55:09,755 --> 00:55:10,255 And, 1456 00:55:10,675 --> 00:55:11,175 anyway, 1457 00:55:11,954 --> 00:55:12,454 alright. 1458 00:55:12,994 --> 00:55:14,835 We know we live in an attention driven 1459 00:55:14,835 --> 00:55:16,434 economy, and we thank you for listening all 1460 00:55:16,434 --> 00:55:17,954 the way to the bitter end of this 1461 00:55:17,954 --> 00:55:19,769 episode of The Hedge, and and we will 1462 00:55:19,769 --> 00:55:20,269 catch 1463 00:55:22,090 --> 00:55:23,150 you next