Intelligence and Noise
Intelligence & Noise is a podcast from GSMA Intelligence, the research and data arm of the GSMA, the organisation that represents the global mobile industry. Each week, hosts Peter Jarich and Tim Hatt cut through the hype to have honest, evidence-based conversations about mobile, connectivity, and the technology trends shaping our world. The show focuses on separating meaningful signal from the constant noise generated by the telecoms industry.
Episodes
Networks in Transition: From HAPS to the Race for AI | Episode 21
High-altitude platforms, public safety networks and satellite connectivity are reshaping the telecom landscape, while AI is creating new opportunities and challenges for operators and technology companies. Peter Jarich and Tim Hatt explore the rise of HAPS, the future of critical communications, Meta’s push into frontier AI, smartphone affordability, satellite spectrum and the challenges of turnin
The Business of AI: From Revenue Growth to the Race for Connectivity | Episode 20
AI is opening up new revenue opportunities for telecom operators, but turning the hype into real business value remains a challenge. From AI monetisation and sovereign AI to satellite connectivity and the future of telecoms, Peter Jarich and Tim Hatt explore the technologies, strategies and market shifts reshaping the industry.00:00 – Welcome to Intelligence and Noise 00:41 – India Mobile Congress
Signals, Satellites & the Next Big Leap | Episode 19
5G monetisation, network slicing and satellite connectivity are reshaping the telecom industry, while AI and emerging technologies are opening up new opportunities and challenges. Peter Jarich and Tim Hatt explore differentiated connectivity, the economics of millimetre wave, AI agents, compute in space, the growing satellite opportunity and the role of 6G in the future of telecom. Intelligence &a
The New Frontiers of Telecoms: AI Traffic, Drone Detection, eSIMs & Mobile Money | Episode 18
What happens when mobile networks start sensing the physical world, AI traffic accelerates, travel eSIMs go global, and mobile money attracts major investment? This week on Intelligence and Noise, Peter Jarich and Tim Hatt unpack the developments shaping the telecoms and technology landscape, from drone detection and network sensing to Deutsche Telekom’s travel eSIM, the rise of AI-powered devices
Four Trends to Watch: AI Voice, EU Social Media Rules, Drones & Satellite Sovereignty | Episode 17
What happens when Europe tightens the rules for social media, voice technology makes a comeback, drones move beyond line of sight, and countries take greater control of satellite connectivity? This week on Intelligence and Noise, Peter Jarich and Tim Hatt unpack four major developments shaping the telecoms and technology landscape, from the EU’s proposed social media limits for children and the re
The Shifts Shaping Tech: Satellite Spectrum, Foldable Devices & the Race to Manage AI | Episode 16
What do Europe’s satellite spectrum plans, Apple’s foldable iPhone and Nokia’s edge AI push tell us about where tech is heading? This week on Intelligence and Noise, Peter Jarich and Tim Hatt unpack these developments and explore what they mean for telcos, satellite providers, device makers and the wider technology ecosystem. They also examine the growing risks around AI development and regulation
The Big Questions Shaping Telecom: Satellite, Private 5G & Connectivity | Episode 15
What happens when telecom meets hurricanes, sovereign AI, private 5G and the rapidly evolving AI ecosystem? In this episode of Intelligence and Noise, Peter Jarich and Tim Hatt explore Verizon’s use of satellite technology for disaster resilience, why private 5G is becoming more focused, NVIDIA’s expanding AI strategy, Apple’s next move in AI and hardware, and why LTE still has a role in the next
Episode 14: The next AI wave: Social media regulation,AI data centres & the rise of humanoid robots
Meta’s $18 billion settlement over child safety raises bigger questions about how social media should be regulated, from age verification to algorithmic feeds. Tim Hatt and Radhika Gupta explore what the settlement means for Meta, regulators and the future of online safety. The episode also covers AI data centres, satellite connectivity in India and the rapid rise of humanoid robots and what these
AI's $500B Financing Boom, Satellite Competition & Sunlight From Space | Episode 13
AI is transforming telecom, from voice services and autonomous networks to cybersecurity and sustainability challenges. Peter Jarich and Tim Hatt explore AI-powered voice, Vodafone’s AI RAN trial, the rise of physical AI, AI agent risks and how operators are adapting to a rapidly changing technology landscape. This episode of Intelligence and Noise looks beyond the headlines to separate the intell
The Telecom Pulse: Smartphone Prices, Memory Shortages & Market Shifts | Episode 12
Smartphones are getting more expensive, memory shortages are putting pressure on the market, and AI is reshaping both devices and telecom networks. Peter Jarich and Tim Hatt explore the latest smartphone launches, rising device costs and what they mean for adoption in emerging markets, alongside the growing challenges of AI security and the use of AI across telecom networks. This episode of Intell
Telecom’s next frontier: SpaceX, AI data centres & 6G | Episode 11
SpaceX is pushing deeper into mobile, while South Korea is betting big on AI data-centre infrastructure and telecom operators continue to rethink their role in the wider technology ecosystem. Peter Jarich and Tim Hatt explore Starlink’s femtocell strategy, satellite spectrum and rural connectivity, the power and cooling demands of AI, MTN’s approach to tower infrastructure, Intel’s involvement in
6G, Quantum Computing & AI Agents: The Next Wave of Telecom Innovation | Episode 10
The future of telecom is taking shape. In this episode of Intelligence and Noise, Peter Jarich and Tim Hatt discuss the new US-led 6G alliance, quantum computing's growing role in telecom, Amazon's expanding satellite ambitions, AT&T's telecom-specific AI model, and why AI agents are raising new questions about security, competition and governance. Join us as we separate the intell
The New Telecom AI Era: Voice AI, Autonomous Networks & Sustainability Challenges | Episode 9
AI is transforming telecom, from voice services and autonomous networks to cybersecurity and sustainability challenges. Peter Jarich and Tim Hatt explore AI-powered voice, Vodafone’s AI RAN trial, the rise of physical AI, AI agent risks and how operators are adapting to a rapidly changing technology landscape. This episode of Intelligence and Noise looks beyond the headlines to separate the intell
AI RAN, 5G Sensing and Smartphone Costs: The Next Shift in Telecom Innovation I Episode 8
What happens when the AI boom starts changing the phones in our pockets, the networks that connect us, and the future of telecom innovation? In this episode of Intelligence & Noise, Peter Jarich and Pau Castells unpack the hidden impact of AI on the connectivity ecosystem , ,from rising smartphone costs and digital inclusion challenges to the race for AI-powered networks and 5G sensing breakth
Inside Europe's Telecom Future: Investment, Policy and Competition | Episode 7
What do Europe's AI strategy, telecom competitiveness, market consolidation, and SpaceX have in common? In this episode of Intelligence & Noise, Peter Jarich and GSMA Intelligence Chief Economist Pau Castells explore the biggest developments shaping the future of connectivity: from AI infrastructure and digital sovereignty to 5G, 6G, and the policy decisions that will define the next era o
The Future of Satellite Connectivity, 6G & Network Sharing: What's Changing? | Episode 6
What do the Tour de France, satellite megadeals, AI infrastructure, and 6G have in common? In this episode of Intelligence and Noise, Peter Jarich and Tim break down the biggest stories shaping the future of connectivity, from Rocket Lab's acquisition of Iridium and sovereign satellite networks to network sharing, AI investments, and the next wave of wireless innovation. Tune in for expert ins
Satellite Strategy, Smart Glasses and Data Trends What Is Hype and What Is Real? | Episode 5
What is actually driving the next wave of tech and telecom innovation, and what is just noise? In this episode, Peter Jarich and Tim Hatt cut through the hype as they unpack the biggest trends shaping the industry right now, from agentic AI and data sovereignty to the real future of smart glasses.00:00 – Intro & podcast overview02:00 – AI, data, and privacy: real-world implications05:30 – Top
Social Media Bans, Sovereign AI & China's AI Token Economy: What's Next for Telecoms? | Episode 4
What do social media bans, sovereign AI, and China's AI token economy have in common? They could all reshape the future of telecoms—and that's exactly what Peter Jarich and Tim Hatt discuss in this week's Intelligence & Noise. They unpack the UK's proposed social media ban for under-16s, the growing role of age-verification APIs, Europe's push for sovereign AI, and why Chin
Sovereignty, Satellites & AI: The New Infrastructure Race - Episode 3
AI, space, and telecoms are colliding faster than the industry can price in. In this episode of Intelligence and Noise from GSMA Intelligence, Peter Jarich and Tim unpack the AI infrastructure boom in China and India, the rise of token-based pricing models, and how telcos are trying to monetise the next wave of compute and connectivity. They also dig into digital sovereignty in Europe, the future
SpaceX IPO Reality Check, Network Resilience & the AI Agent Race | Episode 2
SpaceX says their total addressable market is $28.5 trillion. We ran the numbers — and Starlink Mobile's realistic market may be just 5% of that. This week we break it down, plus everything else worth paying attention to in mobile and connectivity. 00:00 Welcome & intro 01:00 Tour de France & connectivity at major events 02:44 Network resilience: Somalia & Japan 09:50 6G & inte
AI Tokens, Sovereign Tech & the Themes Defining 2026 - Episode 1
In the inaugural episode of Intelligence & Noise from GSMA Intelligence's Peter Jarich and Tim Hatt cut through the noise on the biggest stories shaping the telecoms and tech industry in the first half of 2026.From AI monetisation and the rise of tokens as a service, to sovereign cloud becoming a genuine competitive edge for mobile operators plus why quantum computing deserves more attention
