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Sebastian Barros Newsletter

  • 20articles · 30d
  • 12+ hour agolatest article
  • Aug 15, 2026earliest in window
  • 95%with images
  • 286avg words
articles per day
Categories
  • Internet & Telecom 12
  • Economy, Business & Finance 11
  • Finance & Business 9
  • Science & Technology 9
  • News 7
  • Science & Nature 6
  • Software Dev. 3
  • Hardware 2

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News

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

Telcos, Musk is coming for Voice

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…...

Sebastian Barros Newsletter
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, 12+ hour 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…...

Sebastian Barros Newsletter
sebastianbarros.substack.com > p > is-musks-femtocell-20-rockets-stupid

Is Musk’s “Femtocell 2.0 + Rockets” Stupid or Genius?

4+ week, 1+ day 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....