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Top 10 Telecom Startup Investment Strategies
How Tier-One Telcos and Vendors Use Venture Capital to Control the Future Network Stack
20 hrs ago
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Sebastian Barros
3
1
AI Agents Are Not Employees! Calling Them That Is Technical Bullcrap.
Why equating AI agents with human employees is a category error and what it reveals about the current agentic AI hype cycle
Jan 15
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Sebastian Barros
4
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The Butterfly Effect: How the Venezuela Crisis Will Shape Telecom Again
Critical Infrastructure, Power Politics, and the Second Reshaping of Global Networks
Jan 15
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Sebastian Barros
3
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Resuscitating Open RAN: Does it Need a Doctor or a Priest?
Why Phase-1 failed and what must change for Open RAN to remain relevant
Jan 14
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Sebastian Barros
6
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5G Standalone Is Out. Still waiting revenue
Standalone cores, slicing, and early 5G Advanced are live across leading markets, yet operator revenues remain flat. What this gap really means and what…
Jan 13
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Sebastian Barros
1
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Friends by Necessity: Telcos and the AI Stack
Why Power, Sovereignty, and Agents Forced Telcos, Clouds, and AI Labs into Alliance
Jan 12
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Sebastian Barros
4
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"Telco" is the New Fintech Feature
Why the SIM Card is the Ultimate 2026 Customer Retention Hack
Jan 11
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Sebastian Barros
12
10 Telco CEOs, 10 AI Strategies
10 Telco CEOs, 10 Paths to AI: Strategies Shaping the Future of Connectivity
Jan 10
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Sebastian Barros
15
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Confessions: The Real Telco Trends to Watch in 2026
What five top analysts say off the record when the sponsored slides are closed
Jan 9
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Sebastian Barros
10
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The Most Expensive Air on Earth: Telcos Spent $1T on Spectrum
How Spectrum Economics Reshaped Telecom Investment and Performance
Jan 8
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Sebastian Barros
7
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You Will Not Know If This Is a Human. Telcos Will.
Why telecom networks become the last enforceable trust layer
Jan 7
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Sebastian Barros
4
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Telcos Are Returning to Data Centers With GPUs Not Racks
AI inference sovereignty and power density are changing the economics that killed the first wave
Jan 6
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Sebastian Barros
5
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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.
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