sebastianbarros.substack.com]]>https://sebastianbarros.substack.com/podcastSubstackFri, 15 May 2026 22:23:15 GMThttps://api.substack.com/feed/podcast/5880653.rssSebastian BarrosClarity 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.episodicSebastian Barrossebastianbarros@substack.comNoWelcome to the First Epidose of the B-Side of Telecom!

Get full access to Sebastian Barros Newsletter at sebastianbarros.substack.com/subscribe]]>https://sebastianbarros.substack.com/p/the-b-side-of-telecom-episode-1substack:post:195351544Fri, 24 Apr 2026 14:28:01 GMTSebastian BarrosNo138411full