Business ModelsTomás Rivera The SaaS sector is not collapsing but undergoing a selection process where only providers that demonstrate measurable, verifiable value survive the new capital and buyer scrutiny.
Core question
Has the SaaS business model fundamentally broken, or has it simply been forced to prove what it always should have proven?
SustainabilityGabriel Paz The 2026 US-Israel strikes on Iran triggered an oil shock that made renewables structurally competitive without subsidies, shifting the energy transition argument from climate morality to energy security arithmetic.
Core question
Can a geopolitical military shock do what decades of climate policy failed to achieve: make the energy transition economically irreversible?
Thailand's decision to triple the mandatory refining margin reduction from 2 to 5 baht per liter, amid WTI crude above $100, places the full cost of consumer protection on the most capital-intensive segment of the energy chain—with foreseeable long-term consequences for energy security.
Core question
When a government compresses refining margins by mandate during a high-crude-price cycle, who actually absorbs the cost, and what are the structural consequences for the energy chain?
Leadership & ManagementIgnacio Silva UCLA Anderson School of Management launches two undergraduate minors in Real Estate and Sports Leadership, signaling a deliberate shift from generalist education toward structured sectoral specialization anchored in Los Angeles's economic infrastructure.
Core question
Is expanding a business school's curriculum into sector-specific minors a strategic institutional repositioning or merely a response to student demand?
Marketing & SalesAndrés Molina Made By All launches Made By Us Studios, a Hollywood-grade production studio built on a 1.5B-follower creator network, betting that integrated ownership and distribution can replace traditional entertainment intermediaries.
Core question
Can a studio built around creator-native distribution and ownership structures actually overcome the cognitive and operational friction that has historically prevented digital creators from succeeding in long-form, premium content production?
Pronto's Anjali Sardana doubled her startup's valuation to $200M in weeks after a 20-minute meeting with investor Lachy Groom, exposing how conviction capital moves through trust networks rather than traditional due diligence.
Core question
What does a 20-minute, $20M investment decision reveal about how early-stage capital actually moves, and what risks does founder-centric conviction capital create for the companies it funds?
Most SME owners seek financing under pressure and sign without understanding total cost, repayment structure, approval criteria, or post-signing operational integration — four questions that determine whether a loan helps or harms the business.
Core question
What should a small business owner evaluate before signing any financing contract to avoid structural traps built into SME credit products?
Business TransformationSofía Valenzuela 95% of generative AI pilots in 2025 never reached production because organizations lacked the data architecture to sustain them — 2026 forces a structural reckoning, not just more spending.
Core question
Why do most AI pilots fail to scale, and what structural conditions separate organizations that will compete in 2027 from those that will not?
AngloGold Ashanti posted record 2025 financials — $2.9B free cash flow, $6.3B EBITDA, zero net debt — and is now deploying capital into a 4.9M-ounce Nevada project as a jurisdictional hedge against African operational risk.
Core question
How did AngloGold Ashanti convert a gold price supercycle into structural financial advantage, and is the Nevada bet a sound long-term strategy or an expensive diversification gamble?
Innovation & DisruptionElena Costa Most enterprises activate AI copilots on top of unclassified, over-permissioned data environments, creating invisible risk surfaces they cannot quantify or govern.
Core question
What happens to corporate data when AI assistants are activated in environments that were never audited or governed for machine-speed access?
Exponential TechnologiesMartín Soler Colin Angle's post-iRobot bet, the Familiar robot, shifts domestic robotics from task-based utility to emotional companionship, restructuring the entire value capture logic of the industry.
Core question
Can a robot that sells emotional bonds rather than functional tasks become a sustainable business, and what does that require architecturally?
Artificial IntelligenceFrancisco Torres Enterprise AI agents are proliferating faster than identity governance frameworks can track them, creating a structural security gap that traditional IAM was never designed to handle.
Core question
How should organizations govern the identities and access rights of AI agents that are already operating inside their systems without adequate oversight?
The historical separation of security and backup within MSP service portfolios has become an exploitable attack vector, and MSPs that fail to integrate them now face contractual liability, competitive disadvantage, and structural business model failure.
Core question
Why is the operational separation of security and backup no longer a viable MSP service model, and what does convergence actually require in business and architectural terms?
SustainabilityLucía Navarro The China-ASEAN comprehensive strategic partnership has built a decade-long, three-layer climate cooperation model—capital, technology transfer, and local capacity building—that outperforms conventional North-South multilateral frameworks in execution speed and political friction.
Core question
Can South-South climate cooperation, structured around economic complementarity rather than donor conditionality, serve as a replicable governance model for the Global South?