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
Meta Is Putting AI on Your Face. Telcos Are Missing From the Architecture.
AI is escaping the smartphone and spreading across glasses, wearables and new personal devices. Most still depend on Wi-Fi or a phone, and telecom risks being left underneath the entire architecture.
Meta showed a strange collection of dev...
Telcos Will Need a New Type of CEO
AI is becoming one of the biggest capital-allocation decisions for the company. Telecom still selects CEOs for a different era.
On September 1, Apple handed its top job to an engineer. John Ternus, the company’s long-time hardware engineer...
6G Is Being Standardized Backwards
We are already solving the migration problem before proving why customers need another G
I have been going through the latest 3GPP discussions on 6G, including the outcomes of RAN #113 last week, and I am getting a very familiar feeling. W...
SpaceX’s D-Day to Conquer Home Broadband Is Set: Sept. 28
Starlink already solved coverage. Now Starship is supposed to industrialize capacity, and that could turn satellite broadband from a rural alternative into a much bigger threat to fixed networks.
September 28 may be one of the most importa...
AI Has Started Improving Itself
Recursive self-improvement is no longer science fiction. AI is starting to improve the machinery that builds the next generation of AI.
For years, recursive self-improvement, or RSI, was mostly something we talked about as a future thresho...
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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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