In this episode of The 6G Podcast, Anshel Sag and Mike Dano cover the latest intersections of space, telecom, AI, and satellite connectivity. Topics include NASA’s Artemis II communications and imagery, 3GPP’s progress toward 6G standards, AT&T and T-Mobile’s new fixed-mobile bundles, the debate over AI-RAN and edge inferencing, SpaceX/Tesla/Intel chip ambitions, and the viability of direct-to-device satellite services.

Key Points

• NASA’s Artemis II mission highlights the growing importance of high-speed optical communications, real-time imagery, and consumer technology in space.
• 3GPP Release 21 is shaping the first official 6G specifications, with 5G standalone architecture expected to serve as the foundation.
• Non-terrestrial networks and satellite integration are becoming central to the 6G conversation.
• AT&T OneConnect and T-Mobile’s Mint-powered bundle show how fixed-mobile convergence is reshaping telecom pricing.
• The hosts debate whether AI inferencing at the far edge and GPUs in base stations will become a major 6G business model.
• SpaceX, Tesla, xAI, and Intel’s reported Terrafab direction raises questions about chip supply chains, foundry economics, and AI infrastructure.
• Direct-to-device satellite connectivity is promising, but its long-term consumer market size remains uncertain.

Watch the full episode here:

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show, its contents should not be taken as investment advice.