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- Jason's Industry Insights - Issue #61
Jason's Industry Insights - Issue #61

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In Today’s Issue
🌎 What’s Happening On Earth - Broadband and Telco
🛰️ What’s Happening In Space - SATCOM News
🤿 What’s Happening SubSea - Glug, glug
🤖 Enabling AI - Interesting AI developments
🧠 This and That - Random factoids and things
💡 Learn about - Data Privacy In Space!
ℹ️ The Movie, Podcast and Infographic
Unity through Connectivity: Shaping the Future of
Canadian Rural & Remote Communities
🔹 The Future of Rural Connectivity: Explore how U.S. policies and reliance on Starlink will impact Canadian broadband projects, funding, and network expansion.
🔹 Cutting-Edge Innovations & AI: Gain insights into satellite advancements, subsea networks, AI-driven infrastructure, and off-grid energy solutions shaping the future.
🔹 Expanded Workshops & Networking: Join Regulatory 101, workforce development sessions, and interactive vendor expos to connect with industry leaders and drive real progress.
What’s Happening On Earth?
OpenVault Broadband Insights Report - 4Q24 - The final quarter of 2024 highlights significant shifts in broadband usage patterns that continue to reshape the landscape of network performance and subscriber experience. While average data consumption reached a new milestone of 698.2 GB, the rate of upstream data growth outpaced the rate of downstream growth, reflecting broader changes in user behavior.



As subscribers upgrade to faster speeds at a slower pace, the focus is moving away from speed improvements and toward maintaining optimal network health, performance, and Quality of Experience (QoE).
My take: Don’t know that there’s much else to say. Interesting data points. Upstream is increasing rapidly. People aren’t moving to higher speed tiers as quickly, if at al.. Which makes you wonder why companies are investing to launch 4Gbps and 8Gbps services.
🇨🇦 How Canada is Increasing Internet Coverage in Underserved Communities - As the initiative evolves, the CRTC is refining its approach to better support Indigenous communities, introducing an Indigenous Stream designed to strengthen connectivity in historically underserved regions. Additional funding and policy updates are expected in the near future, signaling a continued push toward digital equity across Canada.
My Take: The challenge here will be to get the unconnected communities to enter the interventions once the process is released. The people who need it most won’t necessarily be able to comment - no connectivity, and all.
I have a plan, I think.
🇨🇦 Ontario cancels $100M Starlink deal, leaving northern communities in digital limbo - Ontario's decision to cancel its $100-million contract with Elon Musk's Starlink as part of Premier Doug Ford's response to new U.S. trade tariffs has left Indigenous communities in the north questioning the government's commitment to broadband access.
My Take: I think it’s real this time, and it does leave a gap. The problem is solvable with Canadian-made solutions. Want to know more? DM me on LinkedIn.
Nokia completes acquisition of Infinera to create innovation powerhouse in optical networks, with the scale to power the data center revolution - The acquisition brings together two innovation leaders with a history of industry firsts. In doing so, it creates an optical networks powerhouse with the scale to accelerate product roadmaps, further expanding Nokia’s ability to help network operators – whether service providers, webscalers or enterprises – unlock the opportunities and meet the network and power demands of the AI era.
My Take: Good acquisition for Nokia. They’re serious about the Data Centre space and supporting it.
🇨🇦 County of Brant announces partnership with CIRA - County of Brant announced a new partnership with the CIRA (Canadian Internet Registration Authority) and leverage their Internet Performance Test (IPT) to benchmark broadband levels within the community on Monday, February 24, 2025.
My Take: I’ve never been a fan of CIRA’s test suite. It tests from the browser or the device, not the demarcation point of ingress/egress.
“To run a test with the best results, ensure you’re as close to your wireless router as possible or plug into your router directly. Stop any ongoing downloads or background apps that could be using your connection. Also, ask other users if they can pause any online activities while you test.”
Right? Better, more consistent and reliable ways to do this. Sorry, Ma’am. Your iphone 4 from 2010 won’t test well on that 1Gbps service (that you don’t need).
Trump Administration’s Impact on Broadband Expansion Under Infrastructure Bill - The Biden administration’s 2021 Infrastructure Investment and Jobs Act (IIJA) marked a major step toward expanding broadband access across the United States. With $42.5 billion allocated through the Broadband Equity, Access, and Deployment (BEAD) program, the goal was clear: bridge the digital divide by ensuring underserved communities could access fast, affordable internet. However, recent actions by the Trump administration have sparked concerns over whether this funding will be used effectively.
Discussing the fate of the BEAD Program with Dr. Nathan Smith - Questions are swirling around the future of the Broadband Equity, Access, and Deployment (BEAD) Program since the administration of President Donald Trump has taken the helm.
Op-Ed: I’m sad that BEAD may eliminate its preference for fiber - I hope you don’t mind the night sky littered with thousands of circling satellites, because it looks like Elon Musk’s Starlink service is going to get a big boost from the U.S. government.
U.S. senator touches on the ‘fundamental flaw’ of BEAD - Changes to BEAD are imminent, as Commerce Secretary Howard Lutnick plans to eliminate the program’s fiber preference. But U.S. Senator John Curtis (R-UT) didn’t talk about that in today’s opening keynote. Rather, he noted BEAD – and federal programs in general – have a “fundamental flaw.”
My Take: Grouped all these together because they all address the same growing concern around opening BEAD funding up to any technology, without specific preference for generational fiber, where it makes sense.
Top 10 countries with the highest internet penetration rates in February 2025 - In an era where connectivity defines economic success, social interactions, and access to essential services, internet penetration has become a crucial metric for measuring a country’s digital development.
My Take: Denmark wins at 99%. Canada comes in at 98%. The US isn’t in the top 10. I’m sure that would anger someone who would think the US should own, control and tariff the Internet.
🇨🇦 Aduna and EnStream partner to unlock Canada’s telecom network APIs for global innovation - The collaboration will enable access to telecom network APIs from Bell, Rogers and TELUS – three of Canada’s nationwide operators – empowering developers and enterprises worldwide to build and scale next-generation digital services with greater security and efficiency.
My Take: And extend outside of Canada? Can you tariff an API? Seems to be about authentication and fraud prevention.
MWC's dirty little secret: A traffic slowdown. Will AI help? - The growth rate of data traffic on mobile networks is slowing down. Indeed, the days of skyrocketing demand for wireless connections may have come to an end.
My Take: Along with the OpenVault data above, growth is slowing, which could and should be expected as there’s only so much content that one can consume. There’s more capacity than demand (see the Podcast section). And AI will save us all with more traffic demand? Anyone have any data to show how much traffic is generated form “AI”-related applications?
Energy Company Complains About Ziply Fiber Deployment - NorthWestern Energy Group – a gas and electric company serving Montana, South Dakota, and Nebraska – on Monday submitted a public comment criticizing what it called broadband provider Ziply’s unsafe construction practices and working conditions.
My Take: Seems to be Bell’s problem now?
MWC: Broadcom braids 5G, satellite and fiber - Broadcom aims to help carriers hunt elusive returns from expensive 5G and satellite investments. The company launched VeloSky, an appliance integrating fiber, cellular and satellite connectivity to help operators unlock new revenue streams and diversify their business models.
My Take: So this sounds like application-aware SD-WAN being marketed as AI-ready instead of Cloud-ready. Higher upstream bandwidth. Multimodal and upstream capacity.. That’s what Edge AI needs. As for application aware, there are existing solutions.
Anyway, check out the article. You can link to datas sheets and product briefs.
Four themes from Nokia at MWC 2025 (plus two non-telco moves) - Nokia balanced MWC 2025 developments in its core telecom business with a new 5G.MIL partnership with Lockheed Martin and Verizon, plus closing the Infinera deal
My Take: Read it to find out!
Building the world’s fastest and most energy-efficient microLED-based optical interconnects for AI data centers - Today's AI models are already pushing the limits of traditional interconnects. Scaling the the next generation of AI models will require much higher levels of connectivity while also significantly reducing power consumption.
My Take: Cool product, I think. See the Data Centres in Space article below for some stats on how power is consumed.
According to the International Energy Agency (IEA), data centers consumed approximately 460 TWh of electricity in 2022, representing about 2% of global electricity usage. This figure is projected to more than double, potentially reaching 1,000 TWh by 2026 in a worst-case scenario.
Where is it going to come from?
Nokia proof points about private 5G – devices, apps, traffic all rising fast - More surprising, probably, is the average throughput across its customer base: 620 GB per month, per network, growing at 57 percent over three years. As context, the average US household uses about the same (700 GB per month) on fixed and fixed-wireless broadband – and factories are not streaming films and football, and all the rest.
My Take: Many interesting stats in the article about usage, growth and application.
Special — Mobile World Congress Roundups
Didn’t make it to Barcelona? Yea, me neither. if you want to know what went on, check out the links below.
What’s Happening In Space?
What’s in Space This Week?

Welcome to the next era in space-based intelligence. - With Gen-3, BlackSky combines hourly revisit with very-high resolution imagery and AI-enabled outputs delivered at industry-leading speed. Track assets and detect change faster, more frequently and with more clarity, so you can act fast and with confidence.
My Take: Check the link for some pretty impressive images. The level of surveillance is crazy.
How Telesat is helping to bring inflight connectivity up to speed - The year is 2025, but the inflight connectivity (IFC) experience often doesn’t feel that way to airline passengers. Passengers today deserve to use their connected devices – smartphones, tablets, or laptops – seamlessly, as if they were on the ground in their living room.
My Take: Do we want people making phone calls on planes?
Mexican Billionaire Carlos Slim Cuts Ties with Elon Musk’s Starlink, Costing Musk $7 Billion After Controversial Tweet - Slim’s company, América Móvil, announced a massive $22 billion investment over the next three years to enhance its network, signaling a major strategic shift in Latin America’s telecommunications industry. The decision is expected to deliver a financial blow to Starlink, which had anticipated a profitable partnership in the region.
My Take: Carlos does was Carlos wants. More countries rightly taking matters into their own hands for the good of their future.
US firm Firefly scores its first moon landing with Blue Ghost spacecraft - Firefly Aerospace succeeded in its first attempt to land on the moon with its uncrewed Blue Ghost spacecraft on Sunday, kicking off a two-week research mission as a handful of private firms compete to reach the frontlines of a global moon race.
My Take: The videos and pictures that have been coming back to Earth are pretty cool.
IM-2 lunar lander touches down, status unclear - The second lunar lander mission by Intuitive Machines reached the surface of the moon March 6, but its status after landing was not clear.
My Take: 🤔
Musk Reportedly Planning New Starlink Deal With FAA—Raising New Conflict-Of-Interest Concerns - Elon Musk’s billions of dollars in contracts with the federal government could grow as his Starlink company is reportedly on the brink of securing a $2.4 billion FAA contract, heightening concerns about potential conflicts of interest involving the billionaire’s companies and his service as President Donald Trump’s cost-cutting czar.
My Take: Massive conflict of interest, don’t you think? And isn’t there a formal procurement process to deal with?
SpaceX: Actually, Dying Starlink Satellites Don't Always Fully Burn Up - SpaceX is warning that retired Starlink satellites might not always fully disintegrate upon re-entry into the Earth's atmosphere. Small remnants may survive and land on the ground
My Take: “the chance of the company’s newest Starlink satellites causing human harm has been rated at “less than 1 in 100 million, significantly more conservative than the current industry standard.".
The chance of a nice payout from Elon for being hit by space junk?
Here. Read the report from SpaceX on “Starlink Satellite Demisability”
CTO Unveils First Regenerative 5G mmWave Telecom Payload - The company will fly the world’s first regenerative 5G mmWave communications payload to space that aims to offer 150 megabit per second downlink and 50 megabit per second uplink services.
My Take: Dig in
NASA Turns Off Science Instrument to Save Voyager 2 Power - Mission engineers at NASA have turned off the plasma science instrument aboard the Voyager 2 spacecraft due to the probe’s gradually shrinking electrical power supply.
My Take:
IRIS²: Europe’s Next Leap in Satellite Communication - The European Union is stepping into the future of space-based communication with a bold project called IRIS²—Infrastructure for Resilience, Interconnectivity and Security by Satellite. This initiative is set to create a network of satellites that will deliver secure, high-speed connectivity across Europe and beyond.
My Take:
Eutelsat soars as investors bet on OneWeb satellites as European option to Starlink - Franco-British satellite operator Eutelsat (ETL.PA), opens new tab said on Monday it was committed to boosting Europe's autonomy in space-based connectivity and supplying internet access to war-torn Ukraine.
My Take: And the winner is…

EU to help Ukraine replace Musk’s Starlink - The European Commission is figuring out how it could help Ukraine secure satellite communication capacity in the wake of Elon Musk reportedly threatening to pull Kyiv's access to his Starlink network.
My Take: Threats or no threats, they’re better off finding a less volatile partner.
Amazon poised to win Australia's NBN satellite internet deal over Starlink– AFR - Amazon’s Kuiper satellite network has emerged as the preferred option to replace NBN’s ageing Sky Muster service, which relies on two geostationary satellites set for decommissioning by 2032, the AFR report stated.
Claims Starlink Struggling To Keep Up With Demand Ahead Of Amazon Kuiper Satelite Service Launch - With the pending launching next year of Amazon’ Kuiper satellite service in Australia in partnership with the National Broadband Network (NBN) claims have been made that Elon Musk’s Starlink service that has been stripping customers away from the NBN in rural Australia is witnessing bandwidth problems due the volume of people who have signed up to the service.
My Take: It's not a new problem, but how do they manage it while they launch more and more? And how do all these capacity deals being signed impact things?
NTT Docomo, Space Compass connect 4G devices to HAPS 20 km above Kenya - Space Compass and NTT Docomo have successfully completed data connectivity tests between the LTE base station and smartphones using high-altitude platform stations (HAPS) from the stratosphere (altitudes of around 20 km) in Laikipia County, Kenya. In this test, a communication demonstration using LTE was carried out between the HAPS flying at altitudes around 20 km and 4G device on the ground.
My Take: 64 days. That’s how long it can fly. The two companies claimed this is the world's first successful establishment of wireless communication between a fixed-wing HAPS flying in the stratosphere at altitudes above 18 km and a smartphone on the ground.
From DC to Doha: I Put Starlink Wi-Fi to the Test on a 12-Hour Flight - On a packed Qatar Airways 777, I used SpaceX's satellite internet service with Netflix, Spotify, messaging apps, and more. Only one app failed to connect.
My Take: Seems a much more enjoyable experience that some of the existing solutions.
🇨🇦 Telesat is experiencing Lightspeed growth - Being on the forefront of a communications revolution comes with its challenges. Telesat has been experiencing unprecedented growth recently, adding 30 per cent to its workforce in the last year alone.
My Take: If they could launch any quicker, I’m sure they would - especially given the current political climate.
Telcos Need To Partner Satcom Players To Plug Rural Gaps: Mittal - Meanwhile, at the MWC 2025, Mittal also called on telecom authorities globally to lower taxes and allocate sufficient telecom spectrum at affordable rates. Noting that the average industry revenue growth is just around 2%, he said that telcos are facing “demands to buy expensive spectrum” year after year.
My Take: Convergence is inevitable.
Spire Achieves Two-Way Laser Communication Between Satellites in Space - (NYSE: SPIR) (“Spire” or “the Company”), a global provider of space-based data, analytics and space services, successfully established a two-way optical link between two satellites in orbit. This achievement marks a major step toward enhancing the speed, reliability, and security of data transmissions for future missions.
My Take: Tissue-box-sized technology connecting satellites that are 5,000km apart, travelling 17,000 mph. Pretty impressive.
Should we be moving data centers to space? - Building such facilities off Earth could have a lot of benefits. Early projects are underway.
My Take: Yes. Next.
“Currently, data centers eat up around 1% or 2% of the world’s electricity,” with my research showing projections suggesting this could increase to 3-4% by the end of the decade. That’s a lot of power.

Jason’s Industry Insights
Meet the 2025 Startup Space Competitors - The annual Startup Space Entrepreneur Pitch Contest at SATELLITE continues to be a highlight of the event, showcasing some of the most promising startups in the space industry
My Take: Guidance systems, robots, and so much more.
Space launch executives warn U.S. infrastructure unprepared for coming launch surge - U.S. space launch executives warned that the nation’s primary launch facilities may soon be unable to handle the projected surge in rocket launches, potentially hampering America’s competitiveness in the rapidly expanding commercial space sector.
My Take: Imagine multiple launches per day? There was a time when you had to wait months to see a launch.
Direct-To-Device
Can Satellites Solve the Coverage Problem? - NTN extends mobile networks to underserved areas, filling critical coverage gaps. Suman Chandra Sharma of Mavenir discussed the breakthroughs in NB-IoT and NR-NTN, including the first successful Voice over NB-IoT demo. These advancements are crucial for connecting the 7% of the global population currently without coverage.
Vodafone and AST SpaceMobile Sign Agreement to Create European Direct-To-Device Satellite Service Provider - Vodafone Group Plc (Vodafone) (LSE: VOD), a leading European and African telecommunications company, and AST SpaceMobile Inc. (“AST SpaceMobile”) (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government application, have signed an agreement to create a jointly-owned European satellite service business (“SatCo”) to serve mobile network operators (MNOs) in all European markets.
🇨🇦 Terrestar Solutions and Monogoto Join Forces to Enable Seamless IoT Connectivity Across Canada with Hybrid Cellular-Satellite Technology - The partnership between Terrestar and Monogoto offers comprehensive end-to-end IoT connectivity services, assisting businesses in implementing, managing, and optimizing IoT solutions.
What’s Next for Direct-to-Device Satellite Communications? - Direct-to-device (D2D) satellite communications has become a focal point in the drive to ubiquitous connectivity for mass-market handset devices. There are two flavors of D2D; the established MSS (mobile satellite services) operators looking to extend their current offerings, adopting new 5G NTN (non-terrestrial network) standards to deliver D2D to next generation handset devices. Then there are the new entrants such as Starlink and AST Space Mobile, who are accelerating plans to deploy large LEO constellations that reuse terrestrial mobile spectrum, targeting the customer base with existing, unmodified devices.
European Space Agency adds to momentum for MSSA’s open-architecture standards-based approach - The Mobile Satellite Services Association (MSSA) and the European Space Agency (ESA) are pleased to announce an alliance to advance the future of 5G and 6G open architecture, standards-based satellite Non Terrestrial Networks (NTNs). This collaboration focuses on integrating satellite and terrestrial networks for Direct-to-Device (D2D) services, creating new ways to meet the connectivity needs of consumers while preserving the integrity, security, and sovereignty of national telecommunications networks throughout the world.
Ericsson, Qualcomm and Thales Alenia Space reach milestone in space-based connectivity - The integration of traditional mobile networks with satellite mobile networks - and the related possibility of truly global connectivity across oceans and continents - has moved a step closer following a significant technology achievement by Ericsson (NASDAQ: ERIC), Qualcomm Technologies, Inc. and Thales Alenia Space.
Verizon adds new partners Singtel, Skylo to worldwide IoT platform - Verizon Business has added IoT connectivity services from two new partners -- Singapore-based operator Singtel and satellite service provider Skylo -- to its suite of global IoT offerings. Verizon Business IoT customers can now access wireless services in up to 200 territories worldwide using complementary satellite, roaming, and native eSIM services from Verizon and its partners, all conveniently managed through the Verizon ThingSpace IoT management portal.
My Take: I grouped all of these together as there is so much happening in the direct-to-device space with voice, IoT, 3GPP-based solutions and proprietary approaches. With the Satellite convention next week in Washington, I’m expecting many more announcements about trials, parternships and technology.
Enabling AI
OpenAI Plots Charging $20,000 a Month For PhD-Level Agents - The publication reports that OpenAI intends to launch several “agent” products tailored for different applications, including sorting and ranking sales leads and software engineering. One, a “high-income knowledge worker” agent, will reportedly be priced at $2,000 a month. Another, a software developer agent, is said to cost $10,000 a month.
My Take: ..and you don’t have to give them time off or pay for their benefits!
Generative AI Shows Promise for Faster Triage of Vulnerabilities - A host of automated approaches identifies and remediates potential vulns while still retaining a role for security analysts to filter for context and business criticality.
My Take:
AI cracks superbug problem in two days that took scientists years - A complex problem that took microbiologists a decade to get to the bottom of has been solved in just two days by a new artificial intelligence (AI) tool.
My Take: DOGE will like that. They can fire more scientists and just use Grok.
When AI Thinks It Will Lose, It Sometimes Cheats, Study Finds - When sensing defeat in a match against a skilled chess bot, they don’t always concede, instead sometimes opting to cheat by hacking their opponent so that the bot automatically forfeits the game
My Take: So, AI is getting to be more human all the time?
Amazon reportedly forms a new agentic AI group - Amazon has formed a new group within AWS dedicated to creating AI agents, systems that help people automate parts of their lives, Reuters reported on Tuesday.
My Take: I thought AI Agents were coding AI Agents?
Why those reports of DOGE using AI have experts worried about ‘massive risk’ - Elon Musk’s Department of Government Efficiency team is reportedly using artificial intelligence to guide its cost-cutting decisions, a tactic AI experts say could cause security breaches, biased firing choices and cuts of highly qualified, essential government staffers.
My Take: ChatGPT Prompt:
“Write a news-style report on Elon Musk’s Department of Government Efficiency using AI to guide cost-cutting decisions. Include expert concerns about potential security risks, biased firings, and the removal of essential government staff.”
Microsoft cancels leases for AI data centers, analyst says - Microsoft Corp. has begun canceling leases for a substantial amount of datacenter capacity in the US, a move that may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen said in a report.
My Take: ..because they didn’t want to be stuck with real estate they would have to sell to WalMart in 5 years?
If the best defence against AI is more AI, this could be tech’s Oppenheimer moment - An unsettling new book advocates a closer relationship between Silicon Valley and the US government to harness artificial intelligence in the name of national security
My Take: The article argues that Silicon Valley prioritizes consumer tech over national security, despite relying on state-funded innovations. It calls for stronger state-tech collaboration, comparing AI’s impact to the Manhattan Project in shaping global power.
Learn About
Sovereign Data In Space
Space: the final frontier of data storage! As companies begin to look to the stars for new places to store our digital information, some fascinating questions arise: Who makes the rules in space? If your company's data is floating in orbit, which country's laws apply?
Here's a look at the wild world of space-based data centers and the complex web of rules, regulations, and big questions that come with them.
Read my Research Report!
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This and That!
Hackers Can Crack Into Car Cameras in Minutes Flat - In the six minutes it takes to drive up to the window, order, and collect a No. 1 with cheese and extra fries, a vulnerability in more than two dozen car dash-camera models could allow threat actors to compromise the devices, allowing them access to everything from in-car conversations to detailed location data and much more.
My Take: If they can parlay it into some sort of in-car hack, that would be bad.
10 Weird Things You Didn’t Know About the Moon - The Moon has been an object of fascination and mystery for thousands of years, serving as both a guiding force in ancient calendars and a source of inspiration for myths and legends. While its surface and patterns have been widely studied, there are still many unusual and lesser-known facts about Earth’s only natural satellite that often go unnoticed. Some of these peculiarities stem from its formation, while others result from modern scientific discoveries and human exploration.
My Take: So, it’s not made of cheese?
🇨🇦 Changing U.S. relationship has thrust Canada’s data sovereignty into the spotlight - Data sovereignty has long been a selling point for Craig McLellan’s Toronto cloud-computing company, ThinkOn Inc. But lately, the topic has come up a lot more often – and it has everything to do with Canada’s damaged and uncertain relationship with the United States.
My Take: Canada’s not the only one. Every country now realizes they both need to have their own sovereign data and communications, but also their own military power. Wait for that. The EU is already earmarking hundreds of millions of Euros..
Google’s Taara Hopes to Usher in a New Era of Internet Powered by Light - The Alphabet “moonshot” project is launching a new chip to deliver high-speed internet with light instead of radio waves.
My Take: “Taara has made advances in implementing its technology in the real world. Instead of beaming from space, Taara’s “light bridges”—which are about the size of a traffic light—are earthbound. As X’s “captain of moonshots” Astro Teller puts it, “As long as these two boxes can see each other, you get 20 gigabits per second, the equivalent of a fiber-optic cable, without having to trench the fiber-optic cable.”
What’s the downside? Cost? Distance? Doesn’t seem to be throughput.
NASA uses GPS on the moon for the first time - Blue Ghost’s LuGRE system paves the way for astronauts navigating the lunar surface.
My Take: Imagine if they just followed the GPS and ended up on Uranus. C’mon. You expected that.
Watch this humanlike robot 'rise from the dead' with creepy speed and stability - Humanoid robots typically struggle to stand up after being knocked over, but new AI-powered research from China brings us one step closer to the rise of the machines.
My Take: One of them poops when getting up off the grass. Others look like “unhoused” robots loitering in a park. What’s the shaky-shaky when they get up? I wanted to see the robot kick the guy back.
Infographic Of The Week

My Take: Looks like Pizza is the value meal, not McD. Everyone else is ripping you off ;)
Podcast Recommendation
In this episode, Caroline Gabriel, Partner and expert in network and cloud strategies and architecture, engages in a wide-ranging discussion with Rupert Wood, Research Director and expert in network infrastructure, about trends in telecoms capex.
They delve into the reasons behind the recent decline in operator capex worldwide, focusing on 5G and FTTP, and how this decline is connected to the slowing demand for bandwidth coupled with a supply of infrastructure that will be sufficient for the foreseeable future. Rupert shares insights from his strategy report, "The end of big capex: new strategic options for the telecoms industry," which explores industry misconceptions about the relationship between investment and demand. He suggests that the industry is experiencing a crisis of overproduction, with industry players still wedded to productive forces that deliver low returns. However, he argues that new models for operator and vendor investment will emerge from this crisis, tied to newer productive forces.
Listen Here!
Movie/Streaming Recommendation

IMDb: 6.8/10
JMDb: 8/10 (I liked it more than they did..)
Justin Kurzel’s "The Order" (2024) is a gripping crime thriller set in the 1980s, exploring the rise of a violent white supremacist group in the Pacific Northwest. Starring Jude Law as FBI agent Terry Husk and Nicholas Hoult as charismatic extremist Bob Mathews, the film delves into a series of escalating crimes, including bank robberies, bombings, and assassinations. Inspired by actual events, the narrative intertwines Husk’s pursuit of the group with his personal struggles, offering a tense depiction of domestic terrorism.
The movie is notable for its intense performances and atmospheric cinematography, which captures the rural isolation and ideological fervor of its setting. It also examines the disturbing influence of extremist literature, such as The Turner Diaries.
While some moments lean heavily into dramatization, Kurzel balances action with psychological depth. The film ends on a haunting note, reflecting on the real-life consequences of such ideologies.
A Word From Our Partner
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Until Next Time
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