Sebastian Barros Newsletter | Substack

D2D: Niche or Mainstream Opportunity?

If D2D isn’t a new consumer broadband pipe, what is it?

8 hrs ago • Sebastian Barros

How to Build an AI-Native Telco (And Why 99% of Operators Will Fail)

Moving beyond the vendor hype to rebuild your organization around closed loops, token maxing, and zero human middleware.

Apr 27 • Sebastian Barros

"Telco Convergence is an elevated name for discounts"

Commercial bundling is a margin-crushing bear trap. A Phase 2 technical pivot required to escape the commoditization nosedive.

Apr 25 • Sebastian Barros

The B-Side of Telecom: Episode 1

First Episode: Semiconductor war, AI in Telecom, Geopolitics and more

Apr 24 • Sebastian Barros

23:04

Q1 Results: Nokia´s AI Gambit is working

Breaking down the Q1 print: How managing flat cellular growth secured €1 billion in hyperscaler orders and a 54% profit jump.

Apr 23 • Sebastian Barros

Sebastian Barros Newsletter

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