Telcos, It Is Time to Enrich Those AI Tokens
The big AI opportunity for telcos is not building intelligence, but enriching every token that moves through the network.
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.
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AI Agents Will Not Use APIs
As swarms scale to thousands of temporary agents, intelligence will move above the API layer and runtimes will handle the machinery underneath.
ARE SPACEX AND AST THE TOWERCO WRECKING BALL?
If mobile traffic really moves to orbit, some terrestrial radios should disappear. The question is how many and whether the towers that survive become more valuable than ever.
Telcos, 10 Agentic AI Trends You Are Not Ready For
AI Agents Are Becoming Telecom’s Next Customer, Buyer, Worker and Operator
Is Musk’s “Femtocell 2.0 + Rockets” Stupid or Genius?
SpaceX says satellites, Starlink dishes and millions of Small cells could take customers from AT&T, Verizon and T-Mobile. Any radio engineer who remembers the first femtocell wave should be skeptical.
Are You Ready for an AI Agent Swarm Attack?
How autonomous AI turns cyberattacks into machine scale search
Network APIs Are Worth Peanuts. Why Is That?
No operator reports network API revenue in its financials. That absence is not an accident
Telefónica Goes Smart Voice and is Sexy..
The Phone Number Is About to Get Interesting Again with AI.
AI Has Surpassed Human Traffic
Telcos Are Not Ready for What Comes Next as machines take over the internet.
Telcos, These Are Your R&D Chiefs
Telecom operators outsourced invention to vendors, then managed them for savings instead of growth.