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.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
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sebastianbarros.substack.comLatest Issues
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Nokia has launched the first AI RAN you can actually order. A 2X spectrum efficiency roadmap, three upgrade paths, the quiet end of custom silicon, and the claim that matters most is not in the press
Yes, I know, in Telco, we are extremely...
Ericsson Needs a Growth Story
The Q2 2026 report was fine, but the strategy behind need to put the company in the path of the AI Gold rush.
Ericsson reported second-quarter results on July 14, 2026, and the market’s reaction was brutal. The stock fell about 8%, the wor...
Drones + Defense + AI Edge = Telco Money
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Is not your drone vacation movie
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Telcos are missing the most important and elusive component to make Network API a sucess: Developers, Developers, Developers.
Developers, Developers, Developers
Vodafone's New Biggest Shareholder Is Not Here to Watch
Every company Niel has ever bought into ended up with new management, fewer staff and a higher share price. Vodafone is next.
On the morning of July 10, 2026, while London sweated through a heatwave, Vodafone Group woke up to a new largest...
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Managing Director at a global digital technology company, leading large-scale transformation across Latin America, Europe, and Asia.
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