Sebastian Barros Newsletter
Sebastian BarrosClarity on the future of connectivity and is converging with cloud, semiconductors, and AI infrastructure. Capital allocation, spectrum policy, and compute economics now define competitive advantage more than marketing cycles or technology.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 159 | Subscribers | Read | sebastianbarros.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Ghost in the Machine: Why Telco Operators Never Found Their Inner Engineer-CEO
While techcos crowned engineers, telcos promoted accountants. A decade-by-decade analysis of a massive, self-inflicted wound.
The week in Review
A fast scan of the most important shifts in AI, networks, and compute this week.
Telcos, Stop Renting Intelligence. Start Building Brains.
Only a handful of operators have built their own AI brains. The rest are feeding someone else’s model. It’s time for telecom to move from renting cognition to manufacturing it
GPU-on-RAN: Does It Make Economic Sense?
Turning Towers into Thinkers: Why Energy-to-Intelligence Works in Physics but still fails in Telco Economics
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Authors
The writers behind this newsletter.
Managing Director at a global digital technology company, leading large-scale transformation across Latin America, Europe, and Asia.
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