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 | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 473 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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sebastianbarros.substack.comLatest Issues
Network APIs Are Worth Peanuts. Why Is That?
No operator reports network API revenue in its financials. That absence is not an accident
No operator reports network API revenue in its financials. Well, this is not an accident. The maths is simply too small, and the same maths will dec...
Telefónica Goes Smart Voice and is Sexy..
The Phone Number Is About to Get Interesting Again with AI.
Telefónica España made an announcement this week that keeps reinforcing my view that Voice is the sexiest AI monetization opportunity for Telcos today.
AI Has Surpassed Human Traffic
Telcos Are Not Ready for What Comes Next as machines take over the internet.
Machines are starting to generate more Internet requests than people. They will not use the network the way people do. Their payloads will often be smaller, but t...
Telcos, These Are Your R&D Chiefs
Telecom operators outsourced invention to vendors, then managed them for savings instead of growth.
Huawei, Ericsson, Nokia. ZTE, Samsung Networks, Cisco, Juniper, Qualcomm. NVIDIA, Intel, AMD, Broadcom, Marvell, Ciena, Blue Planet, Amdocs...
Will OpenAI Change Telco Traffic?
No. Not this one. But the strategy behind it might
OpenAI is building a new family of devices that can listen, see, and eventually act on our behalf. If this model works, the impact on telecom networks could be much bigger than another sma...
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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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