Sebastian Barros Newsletter
Sebastian BarrosClarity 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 |
|---|---|---|---|---|---|
| Issues | 344 | Subscribers | Read | sebastianbarros.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Are We Overproducing AI Tokens?
The $10 trillion AI buildout guarantees a massive token glut. The infrastructure trap is set, and for Telcos entering the intelligence rush, the only profitable play is monetizing the constraints.
AI on Edge: Are you believer?
Moving bits was the past. Moving decisions is the new control point.
The Telecom Brandolini Law
Ten narratives the industry keeps repeating and the data that quietly disproves them
Is Huawei in Trouble?
Huawei built a $128 billion parallel universe to survive exclusion. Now it faces a harder problem: irrelevance in an open AI economy.
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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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