Please confirm you are human
This browser or connection looks automated. Press and continuously hold the control for 3 seconds to enable Google-hosted web results and, when separately allowed, AI-assisted answers.
A successful check enables 100 search requests. Interactive access does not authorize scraping, systematic collection, or reuse of search output.
News
Telcos, 10 Agentic AI Trends You Are Not Ready For
7+ hour, 34+ min ago (208+ words) The next customer may be an agent that sits between both. Several pieces are already real. Agents can operate computers, retain memory, write software, use payment rails, and run across distributed inference infrastructure. Those are no longer research demos dressed…...
Is Musk’s “Femtocell 2.0 + Rockets” Stupid or Genius?
1+ day, 9+ hour ago (252+ words) Satellites are hot again, and SpaceX has decided the next prize is mobile. On its Q2 call, Gwynne Shotwell pointed at AT&T, Verizon, and T-Mobile, framed the opportunity at roughly $600 billion, and said SpaceX expects to take customers from them....
Are You Ready for an AI Agent Swarm Attack?
1+ day, 23+ hour ago (357+ words) Sebastian Barros Newsletter Are You Ready for an AI Agent Swarm Attack? How autonomous AI turns cyberattacks into machine scale search Telco security teams are used to ridiculous cyber numbers. For example, in the first six months of 2026, Cloudflare blocked…...
Network APIs Are Worth Peanuts. Why Is That?
3+ day, 10+ hour ago (463+ words) No operator reports network API revenue in its financials. Well, this is not an accident. The maths is simply too small, and the same maths will decide who captures the value when AI agents start transacting. A tier-one European operator…...
Telefónica Goes Smart Voice and is Sexy..
5+ day, 5+ hour ago (156+ words) Telefónica España made an announcement this week that keeps reinforcing my view that Voice is the sexiest AI monetization opportunity for Telcos today. They are adding generative AI capabilities to enterprise voice, including fixed lines, mobile lines, and their Centrex…...
AI Has Surpassed Human Traffic
6+ day, 2+ hour ago (169+ words) Cloudflare has reported an important shift in Internet traffic. Automated systems now generate more requests than humans across the web activity it measures, and Cloudflare CFO Thomas Seifert recently suggested that nonhuman traffic could eventually exceed human traffic by a…...
Will OpenAI Change Telco Traffic?
1+ week, 1+ day ago (215+ words) Sebastian Barros Newsletter Will OpenAI Change Telco Traffic? No. Not this one. But the strategy behind it might OpenAI is building a new family of devices that can listen, see, and eventually act on our behalf. If this model works,…...
SpaceX Q2 Freakonomics: Yes, Musk is an Alien
1+ week, 2+ day ago (262+ words) Sebastian Barros Newsletter SpaceX Q2 Freakonomics: Yes, Musk is an Alien How rockets, satellites, AI, telecom and chips start to add up to $1 trillion. I have a theory about Elon Musk. He is an alien who got stranded on Earth and…...
How Musk Wants to Take Over the U.S. Fixed and Mobile Market, Part 2
1+ week, 3+ day ago (560+ words) A few weeks ago, I mapped five ways SpaceX could enter the U.S. mobile market. A greenfield build, an MVNO agreement, a major carrier acquisition, distressed asset purchases, and a decentralized small cell grid. At that point, Musk clearly wanted the…...
SpaceX Is Coming for Wireless, Fixed, Your Car, Your Home, Your Job and Everything Connected
1+ week, 3+ day ago (329+ words) Sebastian Barros Newsletter SpaceX Is Coming for Wireless, Fixed, Your Car, Your Home, Your Job and Everything Connected Revenue jumped 92%. Starlink became the cash engine. AI investment exploded. Musk is targeting a $100 billion revenue run rate before 2027 and $1 trillion by…...