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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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Nokia GPU RAN Is Showing Its Teeth
42hMeta Is Putting AI on Your Face. Telcos Are Missing From the Architecture.
2dTelcos Will Need a New Type of CEO
3d6G Is Being Standardized Backwards
4dSpaceX’s D-Day to Conquer Home Broadband Is Set: Sept. 28
5dAI Has Started Improving Itself
5dStarlink Is Not Better Than Fiber. Customers Don’t Seem to Care.
6dTelcos in AI, Play the Over the Top of the Over the Top
7dWe Are Starting to Have Feelings for ChatGPT
9dStarlink Will Provide a 5G-Like Experience by 2028... Wait, What?
10dThe Licensed AI Telco
10dThe AI Smartphone Supercycle That Never Came
11dTopics
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