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Sebastian Barros Newsletter

Technology · English · by Sebastian Barros

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.

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Recent content

Nokia GPU RAN Is Showing Its Teeth

42h

Meta Is Putting AI on Your Face. Telcos Are Missing From the Architecture.

2d

Telcos Will Need a New Type of CEO

3d

6G Is Being Standardized Backwards

4d

SpaceX’s D-Day to Conquer Home Broadband Is Set: Sept. 28

5d

AI Has Started Improving Itself

5d

Starlink Is Not Better Than Fiber. Customers Don’t Seem to Care.

6d

Telcos in AI, Play the Over the Top of the Over the Top

7d

We Are Starting to Have Feelings for ChatGPT

9d

Starlink Will Provide a 5G-Like Experience by 2028... Wait, What?

10d

The Licensed AI Telco

10d

The AI Smartphone Supercycle That Never Came

11d

Topics

Telecom infrastructure Satellite broadband Enterprise AI adoption AI in telecommunications GPU computing in RAN

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Telecom executives Telecom engineers Network architects AI researchers Telecom industry leaders R&D managers in telecommunications Carrier operators 5G/6G technology leaders

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