Hyper Times

The future is identity. Here's a problem nobody's pricing in yet: everything about a connected device is designed to change. The eSIM profile switches carriers. The IP address conundrum. The device itself gets swapped, upgraded, replaced. That's not a flaw, it's the whole point of programmable connectivity, we've spent this entire newsletter making that case.
But if everything about a device can change, what tells you it's still the same device you trusted yesterday?
Right now, mostly, nothing does. Trust gets rebuilt from scratch every time something rotates, because most systems were built to track the bearer, the SIM, the IP, the certificate, not the thing underneath it. That's fine until the bearer changes, which in a programmable world, it constantly will.
We think the answer isn't a better bearer. It's a orchestration layer that sits underneath all of them, one that doesn't care that the eSIM profile changed carriers this morning or that the device got a new IP an hour ago, because it was never tracking those things in the first place. It tracks the device itself and lets everything attached to it, the connectivity, the orchestration, the hardware profile, rotate freely without ever losing the thread of what's actually being trusted.
That matters more with every year that passes, because it isn't just SIMs and IPs anymore. Increasingly, it's software making decisions on a device's behalf, reconfiguring it, acting through it, sometimes without a person in the loop at all. An identity layer that only recognises a device by its current bearer breaks the moment that bearer rotates. An identity layer built for change doesn't.
We're not going to pretend this is solved. It's genuinely one of the harder problems in connected infrastructure, and we'd be suspicious of anyone claiming otherwise. What we will say is where we've landed: identity has to be the thing that persists while everything else, network, profile, hardware, is free to change underneath it. That's the layer we're building. You will see it on the simsonic mangent platform, we called it a “Hyper ID”.
Today, that's still early, a few years out from being the thing procurement teams ask for by name. But we've been early before, and we know what it looks like right before it becomes obvious.
When AI becomes the purchasing department.
For twenty-five years, connectivity got bought by procurement teams reading coverage maps and pricing sheets. That's ending and not in ten years, in the next few.
Increasingly, the thing deciding which network a device attaches to, which carrier it fails over to, which route a call takes, isn't a person in a NOC anymore. It's an agent, managing a fleet, a deployment, a building. And an agent doesn't read a datasheet. It reads an API.
Here's our actual bet and we'll tell you plainly it's a bet, not a certainty: the pipe gets dumber and the value moves up, into whatever's doing the deciding. Not because connectivity stops mattering, someone always has to actually move the data, but because the bearer, cellular, WiFi, satellite, private radio, becomes interchangeable, chosen and swapped by software based on cost, latency and reliability in the moment, not locked in by a two-year contract signed by a human who read one pricing sheet once.
That's exactly what embedded, programmable eSIM enables for the physical side of this: a robot, a vehicle, a piece of edge equipment carrying its own connectivity, provisioned and reprovisioned by whatever's orchestrating it, without a technician and a SIM tray anywhere in the loop. The eSIM isn't the smart part. It's the part that finally gets to disappear, doing its job invisibly while the orchestration above it does the choosing.
We've built simsonic to be that orchestration layer, not betting on one bearer, not caring which network wins in any given place, just making sure whatever's managing the fleet, human or agent, can move traffic to wherever it connects best, through an API, not a contract renegotiation.
We could be early. We've been early before. But if the pipe is going to get dumber, we'd rather be the layer above it.
We are excited to launch this new connectivity software defined service and we believe it will save you a lot of pain. Let’s see where the journey takes us this time but I am convinced in 25 years it will be a very different communications landscape than it is today. Elon has already put a more satellite constellations than anyone in the sky and made your phone stop caring whether it's talking to a tower or a spacecraft. O2 did the same thing here and most of their customers didn't even notice the switch, because that was the point. Somewhere in Texas, a rocket company is being seriously discussed, by name, by Wall Street analysts, as the next owner of a mobile network, not because it wants to sell you a phone plan, but because it's already decided the network is just plumbing underneath something bigger.
That's not the future. That shipped. The only question left is whether your connectivity is built to move as fast as the bearer underneath it is already changing or whether you're still pricing it like it's 2015 and the SIM only ever meant one card, one carrier, one place.
We didn't build simsonic to catch up with this. We built it before it arrived, which is the only reason we're not scrambling now, like everyone else just started to.

Phil Cole