17+ hour ago  (185+ words) Sebastian Barros Newsletter AI on Edge: Are you believer? Moving bits was the past. Moving decisions is the new control point. AI edge: Are you a believer? The telecom industry possesses an almost supernatural ability to weaponize technology hype cycles....

2+ day, 3+ hour ago  (182+ words) Sebastian Barros Newsletter The Telecom Brandolini Law Ten narratives the industry keeps repeating and the data that quietly disproves them Brandolini's Law says that the amount of energy required to refute bullshit is orders of magnitude higher than the energy…...

3+ day, 2+ hour ago  (115+ words) sebastianbarros. substack. com Is Huawei in Trouble? Huawei built a $128 billion parallel universe to survive exclusion. Now it faces a harder problem: irrelevance in an open AI economy. When Huawei released its 2025 financials, the eyeballs were not on the massive…...

6+ day, 2+ hour ago  (211+ words) Sebastian Barros Newsletter The RAN Semiconductor War: Ericsson vs Intel vs NVIDIA vs The Rest Layer 1, not spectrum, will define the future of telecom. Three architectures are colliding while the rest of the ecosystem tries to stay relevant. There is…...

6+ day, 22+ hour ago  (116+ words) Sebastian Barros Newsletter Dissecting the physics of a planetary monopoly, the alchemy of a 200x multiple, and the ultimate test of market gravity. There is a concept in astrophysics known as the Roche limit, the invisible boundary at which the gravitational…...

1+ week, 1+ day ago  (89+ words) Substack AT&T One Step Closer to Ambient Connectivity Collapsing the subscription is easy, now we need to converge the systems. Nerds like me are obsessed with RAN, FWA, Wi Fi, copper, fiber, and satellite. But the 99% of People who…...

1+ week, 2+ day ago  (252+ words) Substack Anyway, What Does AI-RAN Even Mean? Despite the crazy hype, there is no definition for AI-RAN. Today it is at best a vibe, a dangerous reality for an industry that moves on strict standards that are currently completely absent....

1+ week, 3+ day ago  (154+ words) Musk: "AI in Space Will Be Cheaper Than on Earth" Umm'Substack Musk: "AI in Space Will Be Cheaper Than on Earth" Umm" The Physics and Economics of a 1 GW Orbital Data Center Recently, Elon Musk pushed the idea further, not…...

1+ week, 4+ day ago  (152+ words) Substack Starlink Is Taking Revenues Telcos Couldn't Capture About $200 B sits outside traditional telco economics across rural broadband, remote enterprise, and mobility. Fiber and mobile never closed the business case. Starlink now does. The Revenue Pool Telcos Never Built For…...

1+ week, 6+ day ago  (131+ words) Substack Telcos: Throwing GPUs Alone in Your Network Is Stupid AI will generate trillions of tokens. Value will not come from hardware, but from controlling where inference runs and what cannot be moved. Telcos are rushing to throw GPUs, NPUs,…...