Sebastian Barros Newsletter newsletter by Sebastian Barros: latest issues, cadence and price
by Sebastian Barros · Substack · Free · 8 a week · last issue Oct 5, 2026 · Active
Clarity on the future of connectivity, Cloud, semiconductors, and AI infrastructure. Capital allocation, spectrum policy, and compute economics now define competitive advantage more than marketing cycles or technology.
Issues
20 on file since Sep 17, 202620 of 20 issues
| Issue | ||
|---|---|---|
| Oct 5today | AI and agents | |
| Oct 4yesterday | AI and agents | |
| Oct 32 days ago | AI and agents | |
| Oct 23 days ago | AI and agents | |
| Oct 14 days ago | AI and agents | |
| Sep 305 days ago | Tech business and strategy | |
| Sep 296 days ago | Starlink Will Have Capacity for 20 Americas by 2030. For Telcos, One Is Enough AI and agents Sep 29 6 days ago | AI and agents |
| Sep 287 days ago | AI and agents | |
| Sep 278 days ago | Software engineering | |
| Sep 269 days ago | AI and agents | |
| Sep 2510 days ago | Chips and infrastructure | |
| Sep 2411 days ago | Meta Is Putting AI on Your Face. Telcos Are Missing From the Architecture AI and agents Sep 24 11 days ago | AI and agents |
| Sep 2312 days ago | AI and agents | |
| Sep 2213 days ago | AI and agents | |
| Sep 212 weeks ago | AI and agents | |
| Sep 212 weeks ago | AI and agents | |
| Sep 202 weeks ago | Product and growth | |
| Sep 192 weeks ago | AI and agents | |
| Sep 182 weeks ago | AI and agents | |
| Sep 172 weeks ago | AI and agents |
About this newsletter
Clarity on the future of connectivity, Cloud, semiconductors, and AI infrastructure. Capital allocation, spectrum policy, and compute economics now define competitive advantage more than marketing cycles or technology.
Photo
None found, so the logo or initials show. Photos come from Wikimedia Commons or official company pages, never LinkedIn or image search.
Free or paid
Free on Substack. From its subscribe page.
Issues per week, last 26 weeks
Issues by month
Writes about
AI and agents (16), Tech business and strategy (1), Software engineering (1) in the last six months.
History
Listed on Newsletters Oct 5, 2026. No changes to its feed, price, platform, status or cadence since.