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
Why does Musk want to be a Telco anyway? Five competing hypothesis
No, Musk is not spending tens of billions building a mobile network so you can watch 4K cat videos. He is after something much bigger, and telecom might be just one piece of the plan.
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Wow: STARLINK + QUALCOMM TO BUILD THEIR OWN TERRESTRIAL 5G RADIOS
SpaceX is preparing tens of thousands of 5G macro sites using Qualcomm, including 64T64R Massive MIMO at 2 GHz. The deal could challenge the traditional radio equipment industry.
Qualcomm Will Supply the Brains. SpaceX Will Build the Radio...
Nokia Predicts AI Will Generate Al 50% of Network Traffic by 2035. I Am Not Convinced
AI will transform Telecom, but I suspect we are measuring the wrong thing. The number of machines and AI agents using our networks may become far more important than the amount of data they transfer.
Nokia has just published its Global Net...
Only 2% of Telco Revenues Come From AI. Another Missed Opportunity?
Almost four years into the AI revolution, telecom operators still generate only around 2.5% of their revenues from AI, according to GSMA estimates.
AI is creating enormous new businesses, but telecom operators are barely participating. Whi...
Musk Plan B? SpaceX Is Looking at Boost Mobile to Get Back to Earth
SpaceX is reportedly discussing a Boost Mobile acquisition. The satellites are the easy part. Musk still needs somebody’s terrestrial network.
Elon Musk wants to become a mobile operator. That is becoming increasingly difficult to dispute....
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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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