News
One Starlink MVNO to Conquer All
12+ hour, 36+ min ago (112+ words) Sebastian Barros Newsletter One Starlink MVNO to Conquer All How US Mobile engineered a "unification layer" to merge three major terrestrial networks with Starlink's low-earth orbit satellites breaking the traditional broadband monopoly. The Birth of Multi-Orbit Connectivity Telecom moves slowly,…...
AT&T One Step Closer to Ambient Connectivity
1+ week, 2+ 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…...
Anyway, What Does AI-RAN Even Mean?
1+ week, 3+ 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....
Starlink Is Taking Revenues Telcos Couldn't Capture
1+ week, 5+ 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…...
Telcos: Throwing GPUs Alone in Your Network Is Stupid
2+ week, 11+ hour 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,…...
Telcos: are your products AI-agent ready?
2+ week, 1+ day ago (181+ words) Substack Telcos: are your products AI-agent ready? AI agents will not use your app, they will use your APIs or ignore you Your next customer is an API Last week, I built an agent that can answer my calls, transcribe…...
Walmart is the largest MVNO in the world
3+ week, 4+ hour ago (215+ words) Substack Walmart is the largest MVNO in the world Connectivity Stops Being the Product. It Becomes the Trigger for Everything Else. Walmart has quietly become one of the biggest telecom success stories in the world. Its brand Bait is already…...