Gopalan重申T-Mobile视卫星为补充产品，并排除在消费者及物理/边缘AI领域与SpaceX达成MVNO合作。
我们已经说得很清楚，卫星对我们来说是一种互补性产品。如果谈的是SpaceX作为我们的客户或我们作为他们的客户，那纯粹是商业协议。但对于MVNO的问题，我认为无论在消费者领域还是在物理AI和边缘AI领域，都没有与SpaceX开展MVNO合作的余地。
原文 (en)
We've been very clear that in terms of satellite, we see it as a complementary product. If we're talking about SpaceX as a customer or us being a customer of them, that's a purely commercial agreement. But the answer to the MVNO [question] is I see no room for an MVNO with SpaceX either on the consumer side or on the physical and edge AI side.
Gopalan认为到2035年数百万联网机器人和无人机几乎是必然，关键问题是需要什么基础设施，但物理AI的收入仍处于很早期。
我们是否会看到数百万机器人、无人机以及各种其他联网移动物体，这在展望未来世界时几乎是必然的。现在的问题是，需要什么样的基础设施来支撑这一切？
原文 (en)
whether we're going to see millions of robots, drones, all sorts of other connected moving objects. That's kind of a given when you future-cast the world. Now the question is, what kind of infrastructure do you need to support that?
Gopalan认为物理AI的大规模部署到2035年必将到来，T-Mobile的全国性先进5G网络使其处于有利位置。
我不会在这里猜测大规模部署会发生在27年还是28年，但到2035年肯定会实现，而我们处于抢占这一发展的有利位置。
原文 (en)
I'm not going to sit here and guess whether it will happen in '27 or '28, but definitely by '35, and we are in a winning position to access this development.
Gopalan表示T-Mobile通过销售整体解决方案而非单独的连接或算力来变现物理AI，并分享设备成本下降的收益。
因此，我们迄今大部分变现来自提供整体解决方案并收费，同时分享设备成本下降带来的收益。
原文 (en)
So, most of our monetization to date has been through providing this solution as a whole, charging for it, and getting a share of the decline in the cost of the device.
Gopalan排除了与SpaceX在消费者或物理/边缘AI领域开展MVNO合作，卫星只被视为附加产品。
我认为无论在消费者层面还是物理AI和边缘AI层面，都没有与SpaceX合作MVNO的空间。
原文 (en)
I don't see a place for MVNOs with SpaceX, either at the consumer level or at the physical and peripheral AI level.
Gopalan认为除偏远农村外卫星宽带是FWA的劣化版本，因此协同空间有限。
我们有出色的FWA产品，除偏远农村地区外，卫星在很多方面是FWA的较差版本，限制更多，例如波束尺寸。
原文 (en)
We have a great FWA product, and in fact in many respects, except for remote rural areas, satellite is a worse version of FWA with even greater limitations, such as beam size.
Gopalan称行业补贴随设备涨价而增加，T-Mobile将补贴与高客户价值套餐挂钩，并预计第四季度波动加大。
我认为在过去3到5年里，补贴确实增加了，原因是设备价格上涨。我们对此非常谨慎，把补贴与更高客户终身价值的机会（如更高价套餐）挂钩。
原文 (en)
I think, if we take a period of 3-5 years, then we definitely saw an increase in subsidies, and this was due to the increase in device prices. We approached this very carefully; we tied our subsidies to opportunities with higher CLV, like more expensive pricing plans.
Gopalan不认同严格意义上的固移融合是万灵药，将光纤视为以回报为导向的独立业务，不追求覆盖户数。
我们不相信严格定义的融合，即固网加无线。我们非常相信捆绑套餐。
原文 (en)
Uh, back to the fact that we don't believe in convergence. Uh, if you define it as a very strict form of convergence, that is, a fixed line together with wireless. We are big believers in bundled deals
发言者（疑为T-Mobile技术负责人，归属不确定）称T-Mobile将率先在美国部署6G，并预计AI智能体与物理AI推高上行流量。
到2030年，我们也将看到6G网络的建设，T-Mobile将是美国第一个部署6G的运营商。
原文 (en)
In 2030, we will also see the construction of 6G networks, and T-Mobile will be the first with 6G in this country.
Gopalan欢迎FCC即将举行的频谱拍卖，但强调估值纪律及自建与购买的权衡。
总体而言，我们始终欢迎市场上出现更多频谱，因为它带来许多机会，但这不意味着我们会为此付出不合理的价格。
原文 (en)
Overall, we always fundamentally welcome the emergence of more spectrum on the market, as it opens up a multitude of opportunities. This doesn't mean we're going to pay an unreasonable price for it .
Gopalan 认为物理 AI 与生成式 AI 一样需要专门的基础设施建设，T-Mobile 的全国 5G SA Advanced 网络占据先机。
我们都看到了生成式 AI 的发展，随之而来的是庞大的基础设施建设和市场空间。我们对物理 AI 的看法是，要支撑物理 AI，尤其是数以百万计依赖 AI 的机器人和移动设备，同样需要基础设施建设。
原文 (en)
We've all seen what's happened in GenAI, whereas GenAI has grown, there's been a huge infrastructure build-out and TAM to support that technology. Now our view on physical AI, and I think it's a view that most people agree with is you'll need an infrastructure build-out to support physical AI, especially with millions of robots, moving things, et cetera, et cetera, that rely on AI, what we call physical AI loosely.
Gopalan 称 Kinetic Edge 早期变现靠销售整体方案、分享设备成本下降，而非单独卖连接或算力。
早期用例并不是单独销售连接或算力，而是销售解决方案。这些方案降低了设备成本，因为设备不再需要那么多电池。
原文 (en)
the early use cases have really not been about selling connectivity or selling compute separately. They've been about selling solutions. And those solutions typically what they've done, and this is the important bit, they've reduced the cost of the device because suddenly, you don't need as much battery.
Gopalan 排除与 SpaceX 的 MVNO 合作，认为卫星只是互补产品，除偏远农村外逊于 FWA。
我们将卫星视为互补产品，因此在这种情况下看不到与卫星或 SpaceX 开展 MVNO 的空间。
原文 (en)
we see it as a complementary product. And therefore, we don't really see the room for an MVNO for satellite or SpaceX in that context.
Gopalan 认为除深度农村外，卫星宽带逊于 FWA。
我们的 FWA 产品很出色，除某些偏远农村地区外，卫星在很多方面是 FWA 的劣质版本，波束大小等方面限制更多。
原文 (en)
We've got a great product in FWA and really, in many ways, except for some deep rural parts satellite is an inferior version of FWA with even more constraints in terms of things like what is the size of the beam, right?
Gopalan 称 FWA 并未放缓，远超 2030 年 1500 万客户目标的进度。
我们看到持续强劲的势头，不存在减速。我们远超进度，有望在 2030 年达到 1500 万客户的目标。
原文 (en)
we're seeing continued very strong momentum. So deceleration, et cetera, is not where we are. We're seeing really strong momentum, and we're tracking really well ahead of pace to our goal of hitting 15 million customers by 2030.
Gopalan 不认同严格固移融合是灵丹妙药，更看重广义捆绑，并以独立回报评估光纤。
如果把融合定义为严格的固网加无线，我们并不相信。我们坚信捆绑，包括多线手机账户、FWA 加手机账户、信用卡，也可以加光纤。
原文 (en)
we don't believe in convergence when you define it as there is a very strict form of convergence, which is fixed line, along with wireless. We're huge believers in bundling, which is multiple line phone accounts, which is FWA with our phone account, which is more and more often actually our credit card and which can also be fiber with that.
Gopalan 表示欢迎新频谱拍卖，但不会为此支付不经济的价格。
原则上我们欢迎更多频谱进入市场，但这不意味着我们会付出不经济的价格。
原文 (en)
We, in general, in principle, always welcome the coming of more spectrum to the market because it opens up a ton of possibilities. That doesn't mean we're going to pay an uneconomic price for it.
Gopalan 称 AI 与数字化转型旨在减少客服来电，客服来电有望降低 75%，并降低技术栈成本。
这不是为了成本，而是改善体验，让人们不需要打电话求助。
原文 (en)
this is not about cost. This is about improving the experience so that people don't need to call, so that people don't need that service.