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.