10+ hour, 22+ min 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…...

3+ day, 9+ hour ago   (199+ words) So I started wondering about something very simple. Where is the Opex reduction? And this week Bain added another twist. Its latest analysis warns that AI may actually increase telco operating costs if Telcos keep adding agents, tokens, and AI…...

4+ day, 5+ 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…...

5+ day, 9+ 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…...

1+ week, 4+ 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…...

1+ week, 5+ 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…...

1+ week, 6+ day 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…...

2+ week, 6+ hour ago   (215+ words) Marcus Weldon ran Bell Labs and served as Nokia’s chief technology officer until 2021, so when he loses his temper about Bell Labs in public, the industry should pay attention. Decades later, Yann LeCun’s work at AT&T Bell Labs showed…...

2+ week, 4+ day ago   (385+ words) Sebastian Barros Newsletter Anthropic at $2 Trillion: What Telcos Can Learn From the New Trillion game Anthropic will reportedly pitch investors a $30 trillion opportunity. The number may be theology, but it shows telcos exactly how Wall Street now prices the future…...

2+ week, 5+ day ago   (258+ words) Sebastian Barros Newsletter In 5 Years, Everyone Will Have a Humanoid Robot The cheapest humanoid already cost less than $5,000, and is moving into homes. By the beginning of the next decade, Physical AI will become biggest consumer electronics category since the…...