In 2007, No Telco Wanted the iPhone
How Apple’s rejected pitch to America’s biggest carriers became the deal that rewired the balance of power in telecom.| Sebastian’s Substack
How Apple’s rejected pitch to America’s biggest carriers became the deal that rewired the balance of power in telecom.| Sebastian’s Substack
Nine practical steps to rebuild your company around intelligence, without the buzzwords, vanity pilots, or million-dollar frameworks.| Sebastian’s Substack
How telecom operators can turn AI from a set of isolated pilots into a new organizational operating system, transforming decision-making, talent, and culture across the enterprise.| Sebastian’s Substack
Telco CEOs have changed as much as the networks they run. Two decades ago, most were engineers obsessed with coverage maps; today, they’re diplomats managing politics, investors, and cloud partners.| Sebastian’s Substack
Huawei predicts 600 GB a month per mobile user by 2030. The old data-tsunami myth just got a 6G upgrade.| Sebastian’s Substack
Rebuilding free cash flow, credibility, and growth in a yield-obsessed industry| sebastianbarros.substack.com
A policy built for fairness in 2005 became a straitjacket for innovation in 2025. AI just proved that meaning, not neutrality, drives progress.| Sebastian’s Substack
In 2008, Europe’s telcos were the most valuable companies in technology. Today, their worth has fallen by more than 80%. We spoke to insiders to understand how the empire collapsed.| Sebastian’s Substack
In the AI era, transporting data is no longer enough. Networks must understand the context of what they carry, extracting relevance, compressing redundancy, and enabling systems that act on meaning| Sebastian’s Substack
How Europe’s telco CEOs expose twenty years of policy paralysis, evaporated equity, and a region reduced to building networks that others profit from.| sebastianbarros.substack.com
GSMA can turn fragmented telcos into a fabless AI giant, owning the models that will run the networks of the future.| Sebastian’s Substack
As telcos juggle infrastructure and services, a split at the top may be more solution than gimmick.| sebastianbarros.substack.com
For the first time in mobile history, geopolitics may fracture the next generation of networks into two incompatible worlds , one U.S.-led, one China-led, ending the global standards model.| sebastianbarros.substack.com
Why the cloud AI race is crowded, and why the open frontier is physical AI. Telcos can win if they deliver timing, context, and safety instead of gigabytes.| sebastianbarros.substack.com
Telcos couldn’t make it work, devices won’t carry it, but physics still hold the key to niche breakthroughs.| sebastianbarros.substack.com
A clear look at what AI agents actually are, what they can do today, and how to deploy them without the hype| Sebastian’s Substack
The architectural debt you ignored for 15 years is finally coming due. AI is the collector.| Sebastian’s Substack
From bricks and flip phones to the first iPhone, these devices didn’t just sell millions, they defined entire eras of mobile culture and technology.| Sebastian’s Substack
In the late 1980s, AT&T Bell Labs quietly deployed neural networks to read ZIP codes and keep phone lines clear, decades before Silicon Valley turned AI into a buzzword.| Sebastian’s Substack
Three insiders reveal the forces shaping telco’s next chapter: boards built for stability, debt that defines strategy, and the new math of funding 6G.| Sebastian’s Substack
Telcos keep pretending to be Amazon or Google with digital make-up, but the brutal truth is they’ll never be TechCos, and maybe they shouldn’t even try.| sebastianbarros.substack.com
My personal Substack. Click to read Sebastian’s Substack, by Sebastian Barros, a Substack publication with thousands of subscribers.| sebastianbarros.substack.com
On $2 trillion in global revenue, even fractional efficiency gains have outsized impact. Scale matters.| sebastianbarros.substack.com
