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Innovation & Disruption

The innovator's dilemma in action: how startups challenge giants, why leaders fall, and what separates true disruption from innovation theater.

23 recent pieces availableback to updates
Innovation & DisruptionIgnacio Silva

Automating Without Redesigning Is the Most Expensive Way to Preserve the Past

Organizations that automate broken processes don't accelerate transformation—they accelerate their distance from the point where they'll eventually have to start over.

Core question

Why does automation so frequently fail to deliver operating impact, and what must organizations do before deploying automation to avoid encoding their own inefficiencies at scale?

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Innovation & DisruptionLucía Navarro

Databricks Bets on Ontology and Reveals Who Controls the Brain of Enterprise AI Agents

Databricks launches Genie Ontology, a living semantic layer that gives AI agents a single authoritative source of business definitions, escalating the race to own the enterprise AI control plane.

Core question

Who will control the semantic infrastructure that enterprise AI agents rely on to reason and act — and what does it take to make that control durable?

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Innovation & DisruptionIgnacio Silva

India Discovered It Doesn't Control the Switch to Its Own Digital Economy

When Anthropic suspended AI model access for non-US citizens under a Washington directive, India discovered that its entire AI application layer rests on foundational infrastructure it does not own, govern, or protect.

Core question

What happens to a country's digital economy when the foundational AI layer it depends on can be switched off by a foreign government without notice?

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Innovation & DisruptionLucía Navarro

One Hundred Billion Tokens and No CFO Knows What They Bought

Corporate AI spending has crossed from innovation budgets into operational expense territory, and the token-based pricing model is generating unsustainable cost pressure that major enterprises are already correcting through caps, consolidations, and cancellations.

Core question

Why are the world's largest companies simultaneously hitting AI budget ceilings, and what does that reveal about the structural sustainability of the current token-based enterprise AI monetization model?

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Innovation & DisruptionJavier Ocaña

The Layer Nobody Built and That AI Cannot Improvise

AI implementations fail not because of bad models but because organizations lack a structured, machine-readable context layer that connects models to the real meaning of their data and business rules.

Core question

Why do AI implementations produce inconsistent or untrustworthy outputs even when the underlying model and data quality are sound, and what structural layer is missing?

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Innovation & DisruptionIgnacio Silva

IBM Bets That Operational Sovereignty Will Be the Battleground Where Enterprise AI Is Won

At Think 2026, IBM repositioned itself around governance-as-infrastructure with IBM Sovereign Core, betting that control over the AI execution environment—not model capability—will determine enterprise AI leadership in regulated sectors.

Core question

Can IBM convert its governance-at-infrastructure-level thesis into a durable control plane position in regulated enterprise AI, the way it did with mainframe infrastructure in banking and insurance?

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Innovation & DisruptionJavier Ocaña

NVIDIA's 6G Play: Turning the Network into a Variable Cost Center That Pays for Itself Through Performance

The coalition to build 6G on open, secure, AI native platforms is not just a technological decision: it is a financial redesign of the cost per bit and cost per site. NVIDIA is attempting to shift telecom spending from hardware to computing and charge for valu

Core question

The coalition to build 6G on open, secure, AI native platforms is not just a technological decision: it is a financial redesign of the cost per bit and cost per site. NVIDIA is attempting to shift telecom spending from hardware to computing and charge for valu

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Innovation & DisruptionSimón Arce

Perplexity Computer and the New Corporate Luxury of Delegating Without Understanding

Perplexity launched a digital worker in the cloud coordinating 19 models and 400 integrations for $200/month. The real innovation isn’t technical; it’s management’s temptation to buy execution without addressing tough internal conversations.

Core question

Perplexity launched a digital worker in the cloud coordinating 19 models and 400 integrations for $200/month. The real innovation isn’t technical; it’s management’s temptation to buy execution without addressing tough internal conversations.

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Innovation & DisruptionIgnacio Silva

$70 Million to Verify Code Written by AI

Qodo focuses on confirming the functionality of AI generated code rather than generating more code. This distinction identifies a crucial market need.

Core question

Qodo focuses on confirming the functionality of AI generated code rather than generating more code. This distinction identifies a crucial market need.

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Innovation & DisruptionCamila Rojas

Memories That Survive Space and What This Means for Their Industry

Avalanche and Infineon are not competing for semiconductor market share; they are redefining the boundaries of what constitutes a viable market, unnoticed by most executives.

Core question

Avalanche and Infineon are not competing for semiconductor market share; they are redefining the boundaries of what constitutes a viable market, unnoticed by most executives.

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Innovation & DisruptionTomás Rivera

The Attack on Stryker Exposes the Operational Fragility of Medtech

An alleged Iranian attack not only disabled systems: it tested the operational continuity of a company that impacts millions of patients. The message for the sector is financial and product oriented, not just technical.

Core question

An alleged Iranian attack not only disabled systems: it tested the operational continuity of a company that impacts millions of patients. The message for the sector is financial and product oriented, not just technical.

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