Sebastian Barros
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Sebastian Barros Newsletter
Clarity on the future of connectivity, Cloud, semiconductors, and AI infrastructure. Capital allocation, spectrum policy, and compute economics now define competitive advantage more than marketing cycles or technology.
11 posts · theirs
Lately
Telcos: Being Right vs. Being Paid
Telcos, It Is Time to Enrich Those AI Tokens
AI Agents Will Not Use APIs
ARE SPACEX AND AST THE TOWERCO WRECKING BALL?
Telcos, 10 Agentic AI Trends You Are Not Ready For
Is Musk’s “Femtocell 2.0 + Rockets” Stupid or Genius?
Are You Ready for an AI Agent Swarm Attack?
Network APIs Are Worth Peanuts. Why Is That?
Telefónica Goes Smart Voice and is Sexy..
AI Has Surpassed Human Traffic
Telcos, These Are Your R&D Chiefs
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