Issue #110

Telus has a new CEO | FCC OKs 4,500 new satellites for Amazon | Why does Thread Matter? | Where is AI tearing through corp America? | Bell wants a DC Campus in Saskatchewan | Open standards for MDUs | Identity token management for CSPs | More States considering DC pause | Why is Elon pivoting to the Moon? | Billing issues drive 2.5x churn | ASTMobile 2,400 sq' BlueBird 6 | Telus outspends peers in spectrum auction | Starlink, Amazon Leo, TeraWave - what's different? | AirPod Pro 4 with earbud cameras? | What supercharged Uranus with radiation and more!

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Broadband / Telco

🇨🇦 Telus names CEO as Entwistle embraces retirement - Telus has named Victor Dodig as its new president and CEO, replacing Darren Entwistle, who will retire after 26 years in charge at the Canadian operator. Dodig joins Telus having most recently served as president and CEO of the Canadian Imperial Bank of Commerce (CIBC) from 2014 to 2025.

My Take: A well-deserved retirement. That’s all. 🐸

Verizon sues T-Mobile, alleging false advertising - Frustrated with its inability to get T-Mobile to change its advertising through self-regulatory means, Verizon took its complaints to court this week, asserting that T-Mobile is manufacturing “mathematical fiction” to lure customers away from Verizon.

My Take: Verizon is suing T-Mobile, saying its ads mislead customers by claiming they can save more than $1,000 a year by switching. Verizon argues T-Mobile is comparing promo prices to regular rates and leaving out Verizon’s own discounts, while inflating the value of bundled perks.

First-responders network faced with calls for change - A House Energy and Commerce subcommittee is headed toward a markup Tuesday after holding a hearing this week on a bipartisan bill that would make structural changes to the public-private First Responder Network Authority, known as FirstNet. Meanwhile, a Senate Commerce subcommittee also held its first hearing on the issue, though it does not yet have a draft bill.

My Take: FirstNet is run by AT&T under a public-private model, and its authority expires in 2027. Lawmakers are now debating whether to renew it, tighten oversight, and allow more competition. Recent outages, including during the Maui wildfires and a major AT&T disruption in 2024, raised concerns.

🇨🇦 BCE focused on premium telecom customers even as peers offer lower prices: CEO - The chief executive of BCE Inc. says the company is focusing its attention on premium wireless customers even as competitors push deep discounts.

My Take: A competitive, slow-growth market means adjusting strategy as required.

What Is Thread? We Explain the Smart Home Network Protocol - Thread is a protocol designed to connect smart home devices in a wireless mesh network. It works much like Wi-Fi but requires less power. With Thread, devices from any manufacturer can create a separate low-latency mesh and share encrypted data. Thread enables supported devices to connect and speak to each other without any configuration or management on your part, and it works locally without going back and forth to the cloud.

My Take: Smart homes have long been messy and incompatible. Thread and Matter are positioned as the fix, promising interoperability, lower power use, and faster local control.

🇨🇦 Canadian telecoms eye paying down debt amid sluggish market - Canada’s largest telecom companies are gearing up for another active year of dealmaking, as they prepare to shed non-core assets, pay down debt and fund new areas of growth.

My Take: Canada’s big telecom companies are moving from growth mode into cleanup mode. In a slow market, being careful with money matters more than chasing big deals.

🇨🇦 Rogers Raising Internet Prices by $10 Per Month for Some Customers - Numerous readers of iPhone in Canada shared their most recent bill, which shows a significant jump for their high-speed service. Some customers currently subscribed to the Xfinity Premier 1.5 Gbps plan on a two-year term are seeing the $10 price jump. While they benefit from bundled savings for home and wireless services, their monthly rate is still set to climb.

My Take: If they’re on a 2-year term, should the pricing change? Something to be said for these 5-year pricing schemes.

The Biggest Source of Power in Every Province and State

My Take: Just a nice infographic..

Are open standards the future of smart MDU connectivity? - Titled “Connectivity Strategies for Smart Multi‑Dwelling Units (MDUs): Convergence for Connected Living at Scale,” the paper argues that fully managed, open-standards architectures are needed to handle rising device counts, expanding IoT ecosystems and higher resident expectations.

My Take: The report says current MDU connectivity is too fragmented. Many buildings rely on proprietary systems that do not integrate well. That makes networks harder to scale, manage, and upgrade. The recommendation is to adopt open standards like EasyMesh, OpenRoaming, and Matter to create unified, managed Wi-Fi environments.

Orange Business, Cisco unveil new quantum security services - Orange Business is beefing up its quantum toolkit, as it’s teamed up with Cisco to launch Post-Quantum Cryptography (PQC)-secured services. PQC refers to algorithms that are designed to fend off attacks by quantum computers and help enterprises get ready for Q-Day, the anticipated moment those computers become powerful enough to break the public-key encryption that currently secures most of the world’s digital communications.

My Take: Orange is starting with PQC-secured MPLS WAN services and plans to extend this to managed SD-WAN later this year. Unlike Quantum Key Distribution (QKD), which requires specialized fiber networks and has distance limits, PQC runs over existing IP networks. That makes it easier to scale globally.

Billing systems are breaking customer loyalty and costing carriers billions - Billing issues drive customer churn at 2.5x the rate of other factors, costing each major carrier over a billion dollars annually, according to Recon Analytics. T-Mobile's cloud-native billing platform delivers a persistent NPS advantage over its rivals.

My Take: The data show that simpler pricing models, such as prepaid or fixed wireless, outperform complex bundled cable and legacy broadband plans. Keep it simple, they say.

Opinion: A reality check on AI latency: The 30 ms milestone - The bottom line here is that U.S. telecom networks, both mobile and fixed, do show progress toward the 30 ms latency milestone, especially when measured by "minimum latency." However, the specific demands of diverse AI applications – and the types of latency that might match up with those applications – remain largely unknown.

My Take: Latency can be measured in different ways: minimum latency, multi-server latency, loaded latency, CDN latency, and more. Depending on the metric used, U.S. mobile and fixed networks look very different. For example, minimum latency on mobile may be under 30 ms, but multi-server latency is much higher. Loaded latency under congestion can spike dramatically. Network builders need to ensure that the infrastructure is optimized for the proper metric.

Regulatory

Discord to roll out age verification next month - Discord is rolling out age verification globally starting next month, the company announced on Monday. All users will be put into a “teen-appropriate experience” by default. Only users verified as adults will be able to change certain settings and access age-restricted content.

My Take: “To complete age verification, users need to either complete a facial age estimation or submit an ID to Discord’s vendor partners. The platform plans to add more options in the future. Discord notes that some users may be asked to use multiple methods when additional information is needed to assign an age group.” — Will some standard emerge for age verification? Some systems are scraping social media platforms, looking at images to profile age.

The Telecom Act Turns 30 - February 8 is the thirtieth anniversary of the Telecommunications Act of 1996. The legislation brought sweeping changes to the industry and was the impetus for me to start my consulting company in 1997. This blog includes some of my thoughts about the impact of the Act.

My Take: Back then, lawmakers believed that cutting regulations and increasing competition would lower prices, expand services, and speed up network investment. This article looks at what actually happened over the last 30 years. Did it really deliver on what it promised?

Updated Analysis Estimates 1.1 Million Locations Could Remain Unfunded After BEAD - Using the FCC’s Broadband Funding Map and state BEAD Final Proposal data, the ACLP estimates that approximately 1.1 million locations without 100/20 Mbps service will remain unfunded after BEAD awards.

BEAD will leave many locations unserved: Report - The Broadband Equity, Access, and Deployment (BEAD) Program is falling short, according to a new report by the Advanced Communications Law and Policy Institute at the New York Law School.

My Take: Mapping gaps, cost overruns, provider withdrawal, or deployment challenges. It raises concerns about whether the program’s structure fully accounts for the hardest-to-serve areas.

🇨🇦 Telus Outspends Rogers and Bell in Ottawa’s $415M 5G Airwave Selloff - The auction focused on residual licences, which are frequencies that either didn’t sell in previous auctions or were given back to the government. Out of 207 available licences, 196 were snatched up by Bell, Rogers, and Telus, bringing in more than $415 million for the federal treasury.

🇨🇦 Government rakes in over $415M from Big Three carriers in residual spectrum auction - The federal government announced the provisional results of its latest auction of residual spectrum licences on Friday, with Canada’s major telecommunications carriers committing hundreds of millions of dollars to expand their wireless coverage across the country.

My Take: The auction was designed to put leftover spectrum to productive use and expand wireless coverage. While most licences were sold, 11 blocks remain unsold, mostly in remote northern and rural regions. Link to the auction results.

FCC Announces Intent to Re-charter CSRIC - The FCC announces its intent to re-charter the Communications Security, Reliability, and Interoperability Council on or before March 26, 2026, and seeks nominations for membership.

My Take: “Specifically, Chairman Brendan Carr will ask CSRIC X to consider and address six topics: National Security Implications of the Dark Fiber Market; Ensuring Submarine Cable Security and Resiliency; Malicious SIM Farm Mitigation; Reducing Common Causes of Sunny Day Outages; Expanding NG911’s Multimedia Availability and Increasing 911 Accessibility; and Enhancing Communications Network Security.”

National Security Implications of the Dark Fiber Market, Ensuring Submarine Cable Security and Resiliency, Enhancing Communications Network Security — all three are great applications where Fiber Optic sensing can be used to harden the infrastructure.

Commerce Secretary Lutnick blasts SpaceX’s proposed BEAD rider - Commerce Secretary Lutnick told senators NTIA has rejected SpaceX’s proposed BEAD subgrantee agreement. Lutnick added that if SpaceX does not comply with BEAD requirements, states are free to select an alternate provider. Lutnick confirmed the Treasury will not rescind BEAD non-deployment funding, though he did not address whether Trump’s AI order will impact disbursement

Opinion: We've given huge hunks of BEAD to satellite. Now what? - But alas, now that Musk’s Starlink and Bezo’s Amazon Leo have won big hunks of the Broadband Equity, Access and Deployment (BEAD) eligible locations, they’re whining and complaining about the rules.

My Take: So you can’t take the money and then change the rules. One can try, I suppose. I’d bet many of the states are hoping they have the opportunity to select an alternate provider.

Fiber Optic Sensing

No news this week. Maybe I should start posting case studies.

Remember, I have a couple of white papers on my Website for your reading pleasure.

What’s Happening In Space?

FCC clears Amazon Leo to boost satellite broadband coverage and cover polar regions - The approval would add more than 4,500 satellites to the previously authorized constellation of 3,232 Gen 1 spacecraft, expanding coverage to the entire globe, including the poles.

My Take: I made this fancy infographic to explain it all. Well, NotebookLM made it, but I told it what to do.. like loosening the top of a jar for someone else. Anyway, a much larger constellation is planned now.

Europe's most powerful rocket launches for 1st time, carrying 32 Amazon internet satellites to orbit (video) - It was the Ariane 6 rocket's sixth flight overall, and the first to feature its most powerful variant.

My Take: Cool video. This was the first flight of the Ariane 64 variant, which has four solid rocket boosters and can carry more than 20 metric tons to orbit.

Why would Elon Musk pivot from Mars to the Moon all of a sudden? - As more than 120 million people tuned in to the Super Bowl for kickoff on Sunday evening, SpaceX founder Elon Musk turned instead to his social network. There, he tapped out an extended message in which he revealed that SpaceX is pivoting from the settlement of Mars to building a “self-growing” city on the Moon.

Elon Musk Wants to Build an A.I. Satellite Factory on the Moon - In a meeting with employees at his company xAI, Mr. Musk revealed a vision for a facility that includes a giant catapult to launch his satellites into space.

A city on the moon: Why SpaceX shifted its focus away from Mars - "For those unaware, SpaceX has already shifted focus to building a self-growing city on the moon, as we can potentially achieve that in less than 10 years, whereas Mars would take 20+ years," the billionaire wrote on Sunday afternoon (Feb. 8) via X, the social media platform he bought in 2022.

My Take: I guess SpaceX needs to build the economic engine first and leave the planetary leap for later. Vision still matters, but you can’t build rockets with hope.

Viasat and BMW demo direct-to-car satellite connectivity - Viasat is using its GEO constellation to demo direct-to-car connectivity. There are several good reasons why consumers might want the service. Top car manufacturers have a heightened interest in direct-to-car satellite service

My Take: Didn’t SpaceX embed an antenna in the roof of a Tesla? Seems this problem has been solved? ;)

Musk denies SpaceX is developing a Starlink phone - 'We are not developing a phone,' Elon Musk posted on social media in response to a story claiming that SpaceX is exploring the development of a Starlink smartphone. However, Musk has expressed some interest in such a project.

My Take: "Reuters lies relentlessly." I know you are, but what am I?

Amazon Expects to Increase Spending on Amazon Leo by $1B in 2026 - “Our enterprise-grade customer terminal, Leo Ultra, is the fastest satellite internet antenna ever built, delivering simultaneous download speeds of up to 1 gigabit per second and upload speeds of up to 400 megabits per second,” Jassy said. “Leo will offer enterprise-grade performance and advanced encryption with secure private networking that bypasses public internet, connecting directly to AWS.” 

My Take: Hopefully, they will be able to prove it at scale! The private network and AWS direct are pretty key differentiators. $1B doesnt seem like a lot.

Blue Origin’s TeraWave Constellation: Analysts Size Up Competitive Positioning - Blue Origin is now targeting the satellite constellation market, in one of the biggest and perhaps even most surprising story of the year, Blue Origin announced it was going to build TeraWave, a new constellation of optically linked satellites in Low-Earth Orbit (LEO) and Medium-Earth Orbit (MEO), geared toward enterprise users and data centers. A satellite constellation is a new space venture for Blue Origin, which develops launch vehicles, engines, a lunar lander, and the Blue Ring in-space mobility vehicle. Given Jeff Bezos’s role in both Blue Origin and Amazon Leo, it is a fascinating development.

What’s the Difference Between SpaceX’s Starlink, Amazon Leo, and Blue Origin’s TeraWave? - These constellations are all key players within a new generation of space-based internet providers, but differ wildly in terms of scale, deployment, purpose, and target market.

My Take: SpaceX has scale. Amazon Leo has private ground transport and a direct path to AWS. TeraWave will have massive bandwidth and a specific, larger B2B focus only. The better comparison would be TersWave and Telesat Lightspeed. Says me.

AST SpaceMobile Successfully Completes Unfolding of BlueBird 6, the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit - BlueBird 6 features the largest commercial communications array antenna ever deployed in Low Earth Orbit (LEO). Spanning approximately 2,400 square feet, the satellite is engineered to support peak data speeds of up to 120 Mbps with plans to deliver up to ten times the bandwidth capacity of the BlueBird 1-5 series. The aperture enables full 4G and 5G cellular broadband services, including voice, data, and video to standard, unmodified smartphones everywhere. The company is on track to launch 45–60 satellites by the end of 2026, with launches planned every one or two months on average.-

My Take: Very different approach from Starlink. They need to prove they can fund, launch, and integrate it reliably at scale.

My Take: “According to Ookla Speedtest conducted in the third quarter of 2025, Starlink’s median download and upload speeds are rising across all major markets, with the number doubled between Q3 2022 to Q1 2025.“ We’ll see what sort of damage Amazon Leo can inflict in the market!

Data Centres

Why the economics of orbital AI are so brutal - In a first analysis, today’s terrestrial data centers remain cheaper than those in orbit. Andrew McCalip, a space engineer, has built a helpful calculator comparing the two models. His baseline results show that a 1 GW orbital data center might cost $42.4 billion — almost 3x its ground-bound equivalent, thanks to the up-front costs of building the satellites and launching them to orbit. 

My Take: The naysaying continues. Launch costs, maintenance models, and hardware refresh cycles all affect the business case, but what I don’t think any of the cases take into consideration is the cost to build power/transmission and physical infrastructure on Earth.

The big split driving the tricky politics of AI data centers - Despite opposition, a new POLITICO poll suggests data centers aren’t unpopular nationwide. But that changes when one shows up in your backyard, both the AI industry and its foes say.

My Take: If tech companies and governments don’t align incentives with communities, the infrastructure behind AI could become its biggest political obstacle.

HVAC giant Trane buys LiquidStack to bolster AI data center cooling portfolio - HVAC giant Trane has acquired liquid cooling specialist LiquidStack, signaling a strategic shift beyond air cooling as demand for AI-driven, high-density data center cooling accelerates.

My Take: There was an interesting article in an earlier newsletter about using lasers for cooling. Anyway, remember, “nothing stops a Trane.”

🇨🇦 Proposal for massive new data centre in Olds, Alta. has some residents concerned - Plans for a huge new data centre, one the company proposing to build it says will be the largest in Canada, is creating some controversy in the small Alberta community where it would be located.

My Take: Interesting discussion on my LinkedIn post about the NIMBY excuse about the traffic light that doesn’t work. Some are concerned that the return for the city will be minimal, including fiber assets built by a service provider (O-Net), which was ultimately sold to Telus.

🇨🇦 Bell files to develop data center campus in Saskatchewan, Canada - The site totals around 160 acres. Built out over multiple phases, the campus would see multiple 50MW buildings developed, totaling around 46,575 sqm (or 501,345 sq ft). The first building, spanning 8,500 sqm (91,025 sqm), could see development start in 2026.

My Take: I wonder how SaskTel will like that? The campus would include its own power substation and may partner with the University of Regina on projects like greenhouses that reuse waste heat from the data center. Bell says the facility will support AI research, healthcare, public services, and Canadian businesses with secure, domestic computing capacity. Lots of space to upport a 160 acre facility.

Enabling AI

xAI lays out interplanetary ambitions in public all-hands - On Wednesday, xAI took the rare step of publishing a full 45-minute all-hands meeting video on X, making it publicly accessible. Details of the Tuesday night meeting were previously reported by The New York Times, which may have influenced xAI’s decision to post the video online. The full video reveals significant new details about Musk’s plans for the AI lab, including its product roadmap and its ongoing ties to the X platform.

My Take: I wanted to sit through the 45 minute video - even at 2x speed.. but I haven’t yet.

Reddit looks to AI search as its next big opportunity - Reddit suggested on Thursday that its AI-powered search engine could be the next big opportunity for its business — not just in terms of product, but also as a revenue driver impacting its bottom line. During the company’s fourth-quarter earnings call on Thursday, it offered an update on its plans to merge traditional and AI search together and hinted that although search is not yet monetized, “it’s an enormous market and opportunity.”

My Take: Reddit already sits on one of the largest collections of user-generated discussions online. As AI tools become more advanced, there is an opportunity to turn that data into a smarter search experience and potentially a new revenue stream. Different search results from Google. Many people look to Reddit for research on real problems.

🇨🇦 Bell sees rapid growth in AI-powered businesses, says CEO - CEO Mirko Bibic said in a conference call with investors that the company’s AI-powered enterprise solutions businesses are “collectively growing approximately 60% year-over-year to around CAD700 million ($512 million).”

My Take: “This represents largely net new revenue and EBITDA for Bell, which complements rather than replaces our core connectivity and communication services,” the executive said.”

O2 TelefĂłnica leads sovereign AI consortium - German telco O2 TelefĂłnica is at the helm of a new consortium dubbed Sovereign Platform for Intelligent Network Evolution (SPINE) that has applied for European Commission funding for the development of home-grown AI-based applications for mobile networks. 

My Take: AI infrastructure is quickly becoming strategic national infrastructure. Just like energy or telecom networks, whoever controls AI systems controls economic leverage, data, and security posture.

Anthropic closes in on $20B round - Anthropic is in the final stages of raising $20 billion in new capital at a valuation of $350 billion, Bloomberg reports, with investor demand leading the company to raise twice the funding it set out to obtain. The company raised $13 billion in equity funding just five months ago, but intense competition between frontier labs and the ongoing cost of compute has made it eager to raise as quickly as possible.

My Take: $20B… must be the increase in memory prices..

Here’s Where AI Is Tearing Through Corporate America - Stocks of major software firms such as Salesforce, Intuit and ServiceNow have dropped 10% or more in recent days. It marked an abrupt acceleration of a trend that’s been playing out for months, with the closely watched IGV software index down around 30% from its late September peak.

My Take: most enterprises are not software shops. Building internal tools means maintaining them, securing them, auditing them, and ensuring compliance. That’s expensive, a distraction and risky.

New York Is the Latest State to Consider a Data Center Pause - Red and blue states alike have introduced legislation in recent weeks that would halt data center development, citing concerns from climate to high energy prices.

My Take: No one wants them, but everyone uses them, even though they don’t know it.

Amazon Shares Slide As Huge AI Spending Plan Rattles Investors - Amazon’s share price has taken a sharp hit after the tech giant revealed plans to spend an eye-watering US$200 billion (A$285 billion) on capital expenditure in 2026, largely to scale up AI infrastructure – a move that unnerved investors despite solid cloud growth.

My Take: Getting rid of 30,000 people is a low single-digit percentage of that spend. I’m sure the Leo group is sucking up its fair share as well. Hugely capital intensive business.

Trial starts in L.A. lawsuit alleging Instagram and YouTube knew apps harmed kids - A landmark civil trial that will ask jurors to decide whether social media companies can be held liable for pushing a product that they allegedly knew was harmful to children began Monday in Los Angeles County Superior Court, with attorneys sparring for more than four hours in combative opening arguments.

Tech Oversight Report: Unsealed Court Documents Show Teen Addiction Was Big tech’s “Top Priority” - New documents show the tactics Meta, Google, Snap, and TikTok execs used to disrupt learning, prey on minors, and co-opt the PTA to control the narrative with parents

My Take: Now, what do they do about it, if anything?

Identity token management is critical for CSPs in the AI era - Identity tokens are cryptographically signed digital credentials — such as JSON Web Tokens, OAuth or OpenID Connect tokens — that allow users and devices to prove who they are to gain access to sensitive applications, services and data.

My Take: The rise of AI agents that operate autonomously means many more “non-human identities” will require secure authentication and authorization. Who or what you are becomes a strong security challenge.

This and That!

🇨🇦 What Ottawa can do to protect Canadians from cybercrime - Blocking malicious internet traffic could be made easier for telecommunications service providers.

My Take: Canadian telecom carriers already have the tech needed to stop a lot of bad traffic, but they aren’t deploying it because they would be legally liable if they accidentally blocked something legitimate. Is this a process or a policy issue?

Anthropic buys Super Bowl ads to slap OpenAI for selling ads in ChatGPT - One 30-second spot expected to air on the NBC television network during Super Bowl LX from Anthropic takes a thinly veiled jab at OpenAI's intentions to introduce ads to its AI-powered chatbot, ChatGPT.

Testing ads in ChatGPT - Today, we’re beginning to test ads in ChatGPT in the U.S. The test will be for logged-in adult users on the Free and Go subscription tiers. Plus, Pro, Business, Enterprise, and Education tiers will not have ads. Ads do not influence the answers ChatGPT gives you, and we keep your conversations with ChatGPT private from advertisers. Our goal is for ads to support broader access to more powerful ChatGPT features while maintaining the trust people place in ChatGPT for important and personal tasks. We’re starting with a test to learn, listen, and make sure we get the experience right.

My Take: Now you need to be skeptical of all the results, especially the ones that seem to lead to a product.

Verizon and AT&T refuse to release documents on Salt Typhoon attack - Experts warn that the hacker group linked to the Chinese state may remain active in US networks.

My Take: Proof that these companies have properly secured networks that carry private communications for millions of Americans will help them feel safer online. Can you ever really prove it?

Senator, who has repeatedly warned about secret US government surveillance, sounds new alarm over ‘CIA activities’ - A senior Democratic lawmaker with knowledge of some of the U.S. government’s most secretive operations has said he has “deep concerns” about certain activities by the Central Intelligence Agency. 

My Take: Real, enforceable oversight is critical if we want to protect privacy without weakening national security.

Pricier iPhones? Global memory chip crunch puts spotlight on Apple - The iPhone maker (AAPL.O), predicted strong sales growth last week, spurred by demand for its iPhone 17 models. CEO Tim Cook told investors he expected memory chip prices to increase sharply, but declined to answer analysts' questions about whether Apple would raise prices in response.

My Take: I need a new phone. Memory prices are already on the rise. If they want to maintain sales momentum, they may need to eat it.

Loyalty Is Dead in Silicon Valley - Since the middle of last year, there have been at least three major AI “acqui-hires” in Silicon Valley. Meta invested more than $14 billion in Scale AI and brought on its CEO, Alexandr Wang; Google spent a cool $2.4 billion to license Windsurf’s technology and fold its cofounders and research teams into DeepMind; and Nvidia wagered $20 billion on Groq’s inference technology and hired its CEO and other staffers.

My Take: Everything, and everyone, has their price, as they say. And, of course, money talks.

AirPods Pro 4 Could Feature Cameras to 'See Around You' - In a new post on X, Kosutami said that the next AirPods Pro will be able to see around the wearer, presumably via cameras in each earbud. Supply chain analyst Ming-Chi Kuo said that the 2026 AirPods Pro will feature a "more significant" hardware upgrade in the form at least one tiny infrared camera. He previously said AirPods with infrared cameras could recognize hand gestures and provide an enhanced spatial audio experience with Apple's Vision Pro headset.

My Take: ..for hand gestures, of course.. My mother always suggested she had eyes in the back of her head. Pair this with a set of VR glasses, and you’re all set.

Olympic fans are loving the petty commercial battle between Team Canada and Team USA: 'They are so focused on us' - The Canada-USA hockey rivalry has sparked a seemingly direct battle between the nations waged through patriotic commercials

My Take: They’re entertaining. You can see both commercials in the article.

The Trump phone is real(ish) — report - Two executives from Trump Mobile talked to The Verge, providing a first look at the nearly finished version of the Trump phone

My Take: Well, we know it won’t be made in China.. or Canada. Gaudy.

Google expands tools to let users remove sensitive data about themselves from Search - The “Results about you” tool already allows users to remove Search results containing their phone number, email address, or home address, and it can now also be used to request the removal of results that include information such as a driver’s license, passport, or Social Security number, the company said in the update Tuesday.

My Take: Always amazed by how much info there is online. Google is making it pretty easy to manage it.

Something supercharged Uranus with radiation during Voyager flyby 40 years ago. Scientists now know what. - Forty years ago, Voyager 2 flew past Uranus and observed radiation levels that defied explanation. Now, scientists may finally know exactly what happened.

My Take: It said Uranus, so…

Infographic Of The Week

My Take: â€œIsrael ranks first, spending nearly $5,000 per person on defence in 2024. This figure reflects the country’s ongoing security challenges and mandatory military service. Despite a total defense budget of $47 billion—small compared to global superpowers—the per-person cost is unmatched.”

Movie/Streaming Recommendation

IMDb: 6.8/10

JMDb: 🍿🍿🍿🍿🍿🍿🍿🍿/10

“Danger Close: The Battle of Long Tan” is a muscular, immersive recreation of the 1966 Vietnam War battle fought by Australian and New Zealand troops at Long Tân.

Director Kriv Stenders stages the combat with relentless urgency, using tight framing, muddy vistas, and pounding artillery to convey the chaos and fear of being outnumbered in hostile terrain. The film’s greatest strength is its visceral battlefield realism: bullets shred trees, rain and mud obscure sightlines, and the sound design keeps you on edge. Travis Fimmel delivers a steely, contained performance as Major Harry Smith, anchoring an ensemble that conveys mateship more through action than words.

Characterization can feel thin, and the script leans on familiar war-movie beats, but as a pure combat picture and national tribute, “Danger Close” is gripping and respectfully mounted.

Until Next Time

Jason’s Industry Insights is produced by Verity Aptus.

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