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.