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Sebastian Barros Newsletter

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News


sebastianbarros.substack.com > p > generation-ai-and-the-impact-on-telecom

Generation AI: and the impact on Telecom

1+ day, 3+ hour ago   (390+ words) A few months ago, I was hired by a U.S. telecom operator to study a very specific question: what will “Generation AI” mean for telecom over the next five years? The work was not about how Telcos should deploy AI in…...


sebastianbarros.substack.com > p > telcos-dont-miss-voice-twice

Telcos, Don’t Miss Voice Twice

4+ day, 22+ hour ago   (109+ words) AI could change that situation. That creates a second chance around a product telecom once owned almost completely. The duration of the call has not changed but what has changed is the amount of value that can be created around…...


sebastianbarros.substack.com > p > telcos-mateo-doesnt-need-ai-he-needs

Telcos, Mateo Doesn’t Need AI. He Needs Help.

6+ day, 2+ hour ago   (352+ words) Sebastian Barros Newsletter Telcos, Mateo Doesn’t Need AI. He Needs Help. Why AI Agents Could Become Telecom’s Biggest Enterprise Opportunity Over the last six months, I have been spending time with small and mid-sized companies trying to understand what they…...


sebastianbarros.substack.com > p > an-unconnected-chihuaha-in-beverly

An unconnected chihuaha in Beverly hills

1+ week, 2+ day ago   (349+ words) A few weeks ago I took Pipa, my Chihuahua (in the picture above), for a walk around Beverly Hills. I thought she deserved the full Beverly Hills Chihuahua experience. She seemed perfectly happy with it. My phone, less so. This…...


sebastianbarros.substack.com > p > telcos-musk-is-coming-for-voice

Telcos, Musk is coming for Voice

1+ week, 5+ day ago   (461+ words) Sebastian Barros Newsletter Telcos, Musk is coming for Voice How Grok Voice, Starlink and AI agents could pull the value of enterprise Voice away from Telcos, one workflow at a time. Three operators on three continents moved on AI Voice…...


sebastianbarros.substack.com > p > telcos-in-ai-distribution-distribution

Telcos in AI: Distribution, Distribution, Distribution

1+ week, 6+ day ago   (204+ words) Last week I sat in a meeting between a Tier One telco and one of the frontier AI companies to discuss partnership opportunities. The AI model company quickly moved the conversation to enterprise distribution. Sadly, the telco’s immediate proposition was…...


sebastianbarros.substack.com > p > your-telco-has-an-ai-strategy-does

Your Telco Has an AI Strategy. Does It Have an Ontology?

2+ week, 3+ hour ago   (173+ words) Every telco wants AI agents. Marketing wants one to reduce churn. Care wants one to resolve complaints. Finance wants one to optimize investment. The NOC wants one to find root causes. RAN wants one to optimize performance. There is only…...


sebastianbarros.substack.com > p > open-ran-ended-up-being-a-fronthaul

Open RAN Ended Up Being a Fronthaul Standard. That's Basically It.

3+ week, 3+ hour ago   (495+ words) Sebastian Barros Newsletter Open RAN Ended Up Being a Fronthaul Standard. That's Basically It. After a decade of promises about Lego networks, commodity basebands and a new army of RAN vendors, the market has delivered something much less revolutionary: open…...


sebastianbarros.substack.com > p > people-keep-getting-musk-wrong-he

People Keep Getting Musk Wrong. He Doesn’t Want to Be a Telco.

3+ week, 1+ day ago   (276+ words) Telecom has a strange insecurity. We spend years complaining that our industry is low-growth, capital-intensive, heavily regulated, and chronically under-monetized, and then, the moment Elon Musk buys spectrum, we assume the richest technology entrepreneur on Earth has developed an irresistible…...


sebastianbarros.substack.com > p > you-are-doing-telecom-network-automation-ce2

You Are Doing Telecom Network Automation Wrong

3+ week, 3+ day ago   (1110+ words) Over the past few weeks, I have been doing some soul-searching regarding telecom network automation. If you have read my recent LinkedIn posts, you know I am constantly looking for the line between actual operational reality and the endless stream…...