European Telco Regulation Is Destroying Its Own Industry sebastianbarros.substack.com Dec. 22, 2025, 1:57 p.m.
Europe built modern telecommunications. Companies such as Ericsson, Nokia, and Marconi shaped fixed telephony, radio transmission, mobile systems, and global standards. GSM became the de facto mobile standard worldwide. For decades, Europe exported technology, engineering capability, and regulatory models.Roughly 150 years later, the economic position of the European telecom service provider industry is weak by any objective measure. Since the early 2000s, listed European telecom operators have lost approximately 70-80% of their equity value. Morningstar data indicate that European communications equities required more than 25 years to recover from their dotcom peak, despite substantial growth in mobile and broadband penetration and sustained traffic growth. This performance gap is not explained by demand. It is described by structure.
How Telco CEOs Are Preparing for a AI World? sebastianbarros.substack.com Dec. 21, 2025, 6:18 p.m.
Network operations represent 25–35% of total opex for integrated operators. Within that, field operations, NOC staffing, and incident management are the fastest-growing cost lines. CEOs are backing AI where it directly compresses these cost curves.Deutsche Telekom’s RAN Guardian is a representative case. The system uses AI agents to detect anomalies, correlate root causes across the RAN and transport layers, and trigger corrective actions. DT reports mean time-to-repair reductions from hours to minutes in specific domains, directly reducing escalations and truck rolls. This is not sold as innovation but as protection against rising operational headcount.
Telcos, Do You Have Sky Coverage? sebastianbarros.substack.com Dec. 21, 2025, 3:01 p.m.
Airspace activity has crossed the threshold where ignoring it becomes a strategic mistake. In 2024, commercial aviation operated approximately 40 million flights worldwide, carrying nearly 9 billion passengers. At the same time, tens of millions of drones are already active worldwide, with commercial fleets scaling at double-digit growth. Urban air mobility programs and military aviation introduce an additional layer of permanent airborne traffic. These systems require deterministic, high-availability connectivity. This could be a new trillion-dollar control-and-connectivity opportunity for Telcos.
The First AI-First Telco Will Not Be a Telco sebastianbarros.substack.com Dec. 20, 2025, 2:33 p.m.
Telcos are not greenfield software platforms. They are the accumulation of decades of design compromises. Stateful cores, batch-based charging, legacy billing, OSS stacks built around tickets and escalation trees, Several generations of radios, organizations optimized for human approval loops, and, in many cases, physical distribution and support. That baggage does not disappear because you deploy a few models. You carry it with you for decades unless you are willing to write off billions, shut things down, and accept revenue instability. No public operator will do that at scale.
Confessions: The Telco Cultural Shift sebastianbarros.substack.com Dec. 17, 2025, 1:21 p.m.
We are trying to operate technology companies using ideas formed decades ago. Decision-making is optimized for control planning and predictability, and incentives are optimized for avoiding error. Those ideas once protected critical infrastructure, but in 2025, they slowed learning and blocked accountability.I am increasingly convinced that no technical fix will work unless culture changes first. New platforms, new vendors, new architectures all fail when the underlying behavior stays the same. Culture is not a side issue; It is the constraint that shapes every outcome.
« La précarité a explosé » : la moitié des étudiants vit avec moins de 100 euros par mois  www.leparisien.fr Dec. 17, 2025, 10:38 a.m.
Une étude de l’Ifop pour l’association Cop1 montre que de nombreux étudiants peinent à boucler leur budget et renoncent parfois à se chauffer, faute de moyens.
The Biggest Enemy of 6G Is...5G sebastianbarros.substack.com Dec. 16, 2025, 3:41 p.m.
5G was always a strange creature. Not because the technology itself was weak, but because the story told to the market and the standard's structure evolved in opposite directions. On stage, 5G was presented as a civilizational leap. Driverless cars coordinating at intersections. Surgeons operating remotely with haptic feedback. Smart cities orchestrating traffic, energy, and safety in real time. Factories running lights out with autonomous robots connected wirelessly. The message conveyed in 2019 was existential: the promise was not faster mobile internet but a new system for society.
Who Will Own the Synthetic Subscriber? sebastianbarros.substack.com Dec. 15, 2025, 1:06 p.m.
The historical telecom model assumes one SIM per person, one plan per device, and a user-initiated data flow. That assumption is collapsing. The next generation of network consumers will not be humans, but machines with agency: AI agents, humanoid robots, driverless vehicles, autonomous drones, synthetic software agents, and transactional copilots.This is not IoT. These are not static “dumb” sensors or telemetry endpoints. They are intelligent systems, hardware-based or software-based, that make decisions, initiate interactions, and consume services on behalf of a human or an enterprise. They operate continuously, transact in real time, and function independently of human attention.
The End of Telco Gs sebastianbarros.substack.com Dec. 12, 2025, 5:53 a.m.
For the last twenty years, the Telco industry behaved like a controlled ecosystem in which one species dominated most of the investment, energy, and attention: radio. The G cycles were our Triassic, Jurassic, and Cretaceous. 3G, then 4G, then 5G—each presented as a new epoch, each delivering meaningful improvements, but none altering the underlying organism. More antennas, more mid-band, higher-order MIMO, better silicon, better spectral efficiency, yet the same radio architecture adapting within the same ecological niche. Approximately 70% of operator capex was allocated to radio networks, and approximately 60% of operator opex was related to radio performance, energy, and maintenance. What sustained dinosaurs' dominance for so long were stable environmental conditions. In telecom, the equivalent was data traffic.
Fairphone, téléphone reconditionné… Comment choisir un smartphone éthique ? vert.eco Dec. 11, 2025, 9:27 p.m.
On se jette, allô ? S’il est impossible de trouver un téléphone portable 100% écologique et éthique, certains produits sont meilleurs que d’autres. Éco-conception, réparabilité, reconditionnement… Vert vous aide à faire le tri pour choisir le smartphone le moins problématique, écologiquement et socialement.
Quel est le prix moyen d'un forfait mobile en Décembre 2025 ? www.zoneadsl.com Dec. 10, 2025, 12:31 p.m.
Orange et Bouygues Telecom conservent les tarifs les plus élevés du marché, avec des prix moyens supérieurs à 21 €, misant sur la qualité de service et la fidélisation de leurs abonnés SFR reste dans une gamme similaire, autour de 20,28 €, tandis que Free et Sosh se positionnent légèrement en dessous, autour de 16 €, pour conserver leur attractivité sans basculer dans le low-cost À l’inverse, les MVNO comme Lebara, YouPrice, NRJ Mobile ou Prixtel affichent des prix très compétitifs, souvent sous la barre des 10 €. Ces acteurs misent sur la simplicité et l’absence de services superflus pour proposer les forfaits les plus abordables du marché, tout en s’appuyant sur les réseaux des grands opérateurs.
Telcos, Execute code 66  sebastianbarros.substack.com Dec. 9, 2025, 6:10 p.m.
In Star Wars, Order 66 erased the Jedi from within. In telecom, the legacy operator model is being decommissioned by its own internal logic. Between 2025 and 2030, telcos will streamline operations, retire legacy systems, reduce headcount, and refactor their digital and physical stacks. This is not a cost-cutting exercise but a structural reset.
Formal Methods for Mobile Ad Hoc Networks: A Survey arxiv.org Dec. 7, 2025, 6:47 p.m.
In a mobile ad hoc network (MANET), communication is wireless and nodes can move independently. Properly analyzing the functional correctness, performance, and security of MANET protocols is a challenging task. A wide range of formal specification and analysis techniques have been employed in the analysis of MANET protocols. This survey presents an overview of rigorous formal analysis techniques and their applications, with a focus on MANET routing protocols. Next to functional correctness, also real-time properties and security are considered. Moreover, an overview is given of formal frameworks that target MANETs specifically, as well as mobility models that underlie performance analyses of MANET protocols. The aim is to give a comprehensive and coherent overview of this rather scattered field, in which a variety of rigorous formal methods have been applied to analyze different aspects of a wide range of MANET protocols.
OpenMANET openmanet.net Dec. 7, 2025, 6:41 p.m.
OpenMANET is an open-source project for building Raspberry Pi–based MANET radios on Wi-Fi HaLow (915 MHz) using Morse Micro chipsets. A MANET (Mobile Ad-Hoc Network) is a self-forming wireless mesh where each node connects directly without centralized infrastructure. This technology is especially useful in the civilian space for search and rescue, disaster response, airsoft events, and any disconnected communications scenario. Designed to be budget-friendly with excellent long-range performance. The build is designed to integrate with ATAK over multicast, but works equally well over standard IP and internet links.
5G Was the Last Mobile Network Built for Humans sebastianbarros.substack.com Dec. 6, 2025, 4:31 p.m.
The next decade forces telecom to abandon human centric assumptions and design a network that can support continuous inference, real time robotics and machine generated traffic at global scale.
L’économie collaborative www.ecologie.gouv.fr Dec. 6, 2025, 3:59 p.m.
La consommation collaborative ou participative se définit communément comme la manière traditionnelle de partager, d'échanger, de prêter, de louer et d'offrir, repensée à la faveur de la technologie moderne et des communautés.
Économie collaborative : définition, avantages, exemples climate.selectra.com Dec. 6, 2025, 3:53 p.m.
L’économie collaborative a révolutionné le modèle économique actuel. En quoi consiste-t-elle et quels sont ses avantages pour notre société ? Zoom sur quelques exemples de plateformes collaboratives.
Telcos, if you have +1000 plans you do not have a plan. sebastianbarros.substack.com Dec. 5, 2025, 12:12 p.m.
Many operators today support 500-2,000 plan variants in billing and provisioning. I have seen Telcos with more than 2,000. The visible retail catalogue may show 50 options. Still, the internal configuration space is an uncontrolled forest of legacy plans, micro bundles, expired promotions, seasonal offers, roaming packs, device finance combinations, and regional conditions.The internal narrative is always the same: We have a plan for every need. That is the wrong story. If you have one thousand plans, you do not understand your segments. You are shooting in the dark. Quantity replaces insight.
The Telco Organizational Black Hole sebastianbarros.substack.com Dec. 4, 2025, 10 a.m.
Why Telcos Are Spending Billions on Transformation, Only to Feed the Ghost of Yesterday... The industry is not just underperforming; it is actively using its massive capital expenditure to service the maintenance and complexity of its own past, leading to a permanent state of diminishing returns. The key challenge we are facing is that the problem is not the telco’s technology stack; it is the telco’s DNA.
Elf Labs Inks $3.5 Million Development Deal to Launch First Mobile Network Built Around Iconic Characters www.businesswire.com Dec. 4, 2025, 9:35 a.m.
Elf Labs has signed a $3.5 million development deal with CompaxDigital to launch Elf Mobile—the first wireless service built around iconic character IP and immersive family entertainment. Powered by T-Mobile’s network, the service will blend 5G connectivity with immersive original content and branded experiences inspired by beloved classics like Snow White, Pinocchio, and Peter Pan.