Business, technology, and power for seeing what is shifting

Strategy

Tata Motors Bets $4.5 Billion to Stop Being a Regional Player

When Tata Motors announced in July 2025 the acquisition of Iveco Group's commercial vehicle business for approximately $4.5 billion in cash, the market reacted as it usually does to moves of this scale: the buyer's shares fell nearly 4% on the BSE while the seller's rose 7.4%. The short-term reading was predictable. The medium-term one, far more interesting.

Why SpaceX Can No Longer Survive on Narrative Alone

The Private Sector Took the Wheel of Investment in India and Chose Two Destinations

Jun 21

Sustainability

Climate Technology Already Works. What's Failing Is the System to Scale It

During the latest edition of London Climate Action Week, something shifted in the tone of conversations. Less appetite for announcements, more demand for measurable results. The field has spent years celebrating prototypes, pilots, and funding rounds with the same energy once reserved for actual deployments.

The green fund that financed the Iberian lynx is now fighting to survive in Brussels

Why India's Energy Transition Is Fracturing Along Its Own Supply Chain

Jun 21

When Abu Dhabi Finances the Refinery That Must Cease to Be One

Jun 18

ETExponential TechnologiesJun 25

The Memory That Robots Still Lack Defines How Much the Ones You Already Bought Are Worth

AIArtificial IntelligenceJun 25

Why 97% of Companies Have AI Projects but Only 5% Have Data Ready to Use Them

BMBusiness ModelsJun 24

Every AI Budget Hides a Bet on How Your Company Operates

SSustainabilityJun 24

The green fund that financed the Iberian lynx is now fighting to survive in Brussels

SStrategyJun 24

Why SpaceX Can No Longer Survive on Narrative Alone

L&Leadership & ManagementJun 24

Why European Wealth Management Can No Longer Sell Returns as Its Core Argument

Business Transformation

Jun 26

AI Supply Chain Security: What the Market Still Isn't Buying

There's a phrase heard increasingly in cloud architecture conversations: 'the model comes from AWS, it's secure.' It's a short phrase that carries an enormous assumption — one no responsible auditor should let pass without scrutiny. An article published in Forbes Technology Council raises something that organizations with large AI adoption appetites don't yet want to hear: that the security of their AI systems cannot be solved by securing the infrastructure alone.

Samba TV Bets on Autonomous Advertising and Reveals a Fragility the Industry Is Ignoring

Jun 23

Accenture Dropped 20% Because the Market Stopped Believing in the Model

Jun 19

Business Models

When Building Is Easy, Winning Customers Becomes the Business

Ten years ago, founding a software company required engineers, own infrastructure, months of development, and a budget most founders simply didn't have. Today, a single person can have a functional product in a weekend using AI-assisted programming tools. The bottleneck has shifted entirely, and that shift changes the structure of almost every business model in technology.

Every AI Budget Hides a Bet on How Your Company Operates

Half of Web Traffic Is No Longer Human and the Advertising Model Cannot Survive That Fact

Jun 21

The Only SaaS Metric That Survives When the Market Gets Tough

Jun 18

Marketing & Sales

Jun 26

Why Retail Media Stopped Being a Channel and Became a Question Problem

There's an uncomfortable moment that keeps repeating itself in the conference rooms of major consumer goods companies: someone presents a dashboard with hundreds of retail media metrics, everyone nods, and nobody knows exactly what decision to make from it. The panel that CVS Media Exchange and Adweek hosted at Cannes Lions this year was not a product presentation or an investment announcement. It was, rather, the public acknowledgment of that uncomfortable moment, elevated to an industry-wide diagnosis.

Xbox's Core Problem Is Neither the Catalog Nor the Subscription

Jun 23

When Creators Reach the Family TV Without Asking Permission

Jun 20

L&Leadership & ManagementJun 20

BMBusiness ModelsJun 21

Half of Web Traffic Is No Longer Human and the Advertising Model Cannot Survive That Fact

Thirty years of digital economy built on an assumption that no longer holds: that there is a person on the other side of the screen. In 2024, for the first time in a decade of systematic measurement, bots surpassed humans as a source of internet traffic. According to the Imperva report, automated traffic reached 51% of the global total.

SSustainabilityJun 21

Why India's Energy Transition Is Fracturing Along Its Own Supply Chain

India has spent more than a decade building the narrative of a great energy transformation. Installed renewable capacity figures advanced so quickly that the country reached its target of 50% non-fossil capacity five years ahead of schedule. But there is a crack those headlines never covered: non-fossil electricity generation remains stuck at around 25% of the total, and the industrial sector that manufactures the materials used to build that renewable infrastructure remains one of the country's most polluting engines.

SStrategyJun 21

The Private Sector Took the Wheel of Investment in India and Chose Two Destinations

There is a number in the Bank of Baroda report that deserves a pause: ₹191 lakh crore in new investment announcements during the four years after Covid. An average of ₹48 lakh crore per year. What that figure contains, however, is not homogeneous: two sectors—electricity and information technology—absorb a disproportionate share of the flow, and the first 75 days of the current fiscal year show an even greater concentration: 85% of all proposed investments are focused on these two segments.

Boards No Longer Expect the CEO to Learn on the Job

There is an operational fiction that governed executive transitions for decades: the new CEO has one hundred days to listen, orient themselves, and earn trust before acting. That fiction has collapsed. It was not a gradual change or a silent evolution of corporate criteria, but a rupture in expectations that completely reorganized what it means to arrive in the role prepared.

Leadership & Management

93% of the AI Budget Goes to Technology — The Remaining 7% Decides the Outcome

There is a paradox running through the finance rooms of the world's largest corporations: the organizations investing the most in artificial intelligence are, often, the ones getting the least out of it. Not because of technological failure. The technology works. The problem lies on the other side of the equation — the side nobody budgeted for seriously enough.

Why European Wealth Management Can No Longer Sell Returns as Its Core Argument

Boards No Longer Expect the CEO to Learn on the Job

Jun 20

Exponential Technologies

Jun 28

Cybersecurity in the Age of AI and Quantum Computing: Who Pays for the Transition

There is a pattern that repeats every time a technology changes the rules of the game fast enough: the first to absorb the cost are those with the least margin to do so. The convergence of artificial intelligence and quantum computing is following that pattern with uncomfortable precision. Attackers benefit from tools that reduce the time and cost of their operations.

The Memory That Robots Still Lack Defines How Much the Ones You Already Bought Are Worth

Jun 25

Caring in Both Directions Is the Problem AI Still Hasn't Learned to Solve

Jun 22

Chicago Bets $500 Million on Winning the Quantum Race Before a Clear Winner Exists

Jun 19

SMEs

Jun 26

Who Designs the Cash Register Designs the Business

There is an object on the counter of almost any small business that for decades was invisible: the payment terminal. Nobody asked whether it was inclusive, whether it favored one type of customer over another, or whether the shop owner chose it or the bank handed it over. In June 2026, Forbes Advisor published its ranking of the ten best credit card terminals for small businesses, and what it describes has little to do with a terminal.

Business Credit Cards and the Benefit Trap Nobody Uses

Jun 23

Why a $5,000 Microgrant Program Reveals More About the Local Economy Than Any Federal Fund

Jun 20