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Sebastian Barros Newsletter

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.

Newsletter · By Sebastian Barros · English · Paid tier available · Official site

Indexed issues, last 90 days
27
Latest publication
Oct 1, 2026
Audience
Checking…
Earliest in this view
Sep 5, 2026

Latest issues

  1. Issue · Oct 1, 2026

    Nokia Is Building a LEO Constellation (opens the original)

    Excerpt

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!zYOc!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5ea971f5-8a35-4c07-8062-d4d2ead6e00b_1672x941.png"

  2. Issue · Sep 30, 2026

    Telcos, Zuckerberg Is Coming for Your Enterprise Market (opens the original)

    Excerpt · Critical tone

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!AGxG!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe1632732-ee3d-4b28-93ec-01c1a8105953_1672x941.png"

  3. Issue · Sep 29, 2026

    Starlink Will Have Capacity for 20 Americas by 2030. For Telcos, One Is Enough. (opens the original)

    Excerpt

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!0MVV!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F75889957-987c-4116-abf4-8916abab8cff_1672x941.png"

  4. Issue · Sep 28, 2026

    Telcos, You Can Learn a Lot From Akamai’s $13 Billion Anthropic Deal (opens the original)

    Excerpt · Neutral tone

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!ViKk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa6b0217c-dc5f-44ee-9124-1dcc17377e05_1672x940.png"

  5. Issue · Sep 27, 2026

    Telcos, Stop Selling Network APIs (opens the original)

    Excerpt · Neutral tone

    Read excerpt

    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!zqH5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2fe0bc8e-c735-4e1b-919c-e3648ea0d988_1672x941.png"

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About this data

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