Intelligence and Noise

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...

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...

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...

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 futur...

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 &...

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...