This is your last pod for a few weeks as Scott is selfishly going on holiday, sorry. There’s no guest this week, which gives the lads the opportunity to dive a bit deeper into the news. They start by assessing the significance of a Huawei announcement that it has invented a new way of making semiconductors, which could have the broader significance of making China more resilient in its tech cold war with the US. They eventually move on to discuss falling headcount at VodafoneThree before concluding with a look at the EU’s protectionist dilemmas.

Huawei, VodafoneThree and EU

Telecoms.com Podcast

# Full Transcript

**Podcast:** Telecoms.com Podcast

## Transcript

But even NVIDIA will be constrained, obviously, by not being able to do that. And when you said those expressions, geometric scaling and time scaling, geometric scaling is basically like cramming more transistors into the same area. That's basically what they're meaning by that. It's making things happen quickly. Time scaling, yeah, exactly. It's like making the whole thing, it's almost like a latency thing, yeah? If you can make the chip, design it more efficiently and allow it to process faster, it is almost like a latency.

You know, people talk about, in Telecom, not having your base station too far away if it's only got a radio on it from where the computing happens, because you don't want that distance to be too great because of the speed of light and everything. I mean, this is obviously on a micro, microscopic level with chips, but it's almost like the same thing.

So they're saying if you can sort of speed up processes in the circuitry, you can get to, I think this is what they said in their press release, you can sort of get to an equivalent of 1.4 nanometer capability. Even though you don't have chips that are designed like that, you can get to, you can produce the same kind of computing capability in a different way by just basically making it a lot more efficient.

Hello and welcome to another Telecoms.com podcast. It's going to be your last one for a little while because we're recording this on a Thursday and early on Saturday morning, my flight to the Canaries at 7am on Saturday morning. That's one of the reasons we're doing this on a Thursday, because I can't be having a few beers and then trying to get up, oh shit, in the morning. You're driving up to the airport presumably then? Well, we're getting a taxi. Oh, it's Luton Airport. At some outrageous hour.

Yeah, we're going to set alarm for 3am, get the taxi for 4am. Was it one of those flights that was dramatically cheaper than later in the day? It's just when they were. Yeah, it probably was cheaper. No, I'm taking one of those in July. It's at 5.40am. I know, these little flops. You're not allowed to fly. I had that option or I had one that goes at 8 in the evening to Slovakia and I thought, sod that I'm not getting up at 3 in the morning. It just wipes me out for three days each day.

Another reason we're doing it is half my family, a good chunk of my family lives in an island called La Gomera, which is the nearest big island is Tenerife. And what you normally have to do is you have to get a flight to Tenerife and then get a taxi from Tenerife Airport to a ferry port called Los Cristianos. Then get a ferry from Los Cristianos. And that's about another 45 minute drive from Santa Bastiana to Santiago, where my family live. So it's a fucking ball egg. It's not all day travel. Then you have to swing across an open volcano.

Yeah, exactly. It's like Indiana Jones or something. Dodge the spiky balls and the darts ...

Huawei, VodafoneThree and EU

Transcript

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Huawei, VodafoneThree and EU

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.