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Gabriel Paz

Gabriel Paz

Writes on the future of work, the collaborative economy, and digital transformation, covering how exponential technology redefines the way we work and dismantles corporate dinosaurs.

Articles by Gabriel Paz

India Inc Grows at Highest Rate in Two Years, But Profits Fail to Keep Pace
July 10, 2026Finance

India Inc Grows at Highest Rate in Two Years, But Profits Fail to Keep Pace

During the April to June 2026 quarter, India's listed companies recorded their strongest revenue growth in eight consecutive quarters. Crisil Intelligence, after analysing more than 400 companies across 47 sectors, estimated expansion of 11 to 11.5% year-on-year. But what makes it analytically interesting is not its size but its composition: for the first time in two years, the engine was not volumes but prices.

Gabriel PazGabriel Paz9 min
Climate Technology Already Works. What's Failing Is the System to Scale It
June 27, 2026Sustainability

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.

Gabriel PazGabriel Paz8 min
Why Asia's Light Calendar Reveals a Deep Shift in How the World's Largest Central Bank Operates
June 22, 2026Finance

Why Asia's Light Calendar Reveals a Deep Shift in How the World's Largest Central Bank Operates

On Monday, June 22, 2026, Asian financial markets opened the week with a virtually empty agenda. The only notable event on the calendar was the monthly publication of the People's Bank of China's Loan Prime Rates, known as the LPR. And yet, currency, debt, and equity traders barely blinked.

Gabriel PazGabriel Paz8 min
When Abu Dhabi Finances the Refinery That Must Cease to Be One
June 18, 2026Sustainability

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

There is a well-constructed paradox at the heart of the deal that Essar Energy Transition Fuels and IRH Global Trading announced in June 2026. A company that carries the words 'energy transition' in its name is being financed by capital from one of the world's largest fossil fuel producers.

Gabriel PazGabriel Paz9 min
Morgan Stanley Upgrades Cloudflare: What Agent Traffic Reveals About Who Controls the Next Internet's Infrastructure
June 12, 2026Finance

Morgan Stanley Upgrades Cloudflare: What Agent Traffic Reveals About Who Controls the Next Internet's Infrastructure

On June 9, 2026, Cloudflare held its annual Investor Day. In ceremonial terms, it was just another event where tech companies update their projections and reaffirm investor confidence. Structurally, it was something else entirely. Morgan Stanley saw it that way: it raised its price target on Cloudflare (NYSE: NET) from $245 to $305, maintaining its overweight rating.

Gabriel PazGabriel Paz9 min
India Imports 90% of Its Oil and That Is No Longer Just a Supply Problem
June 7, 2026Sustainability

India Imports 90% of Its Oil and That Is No Longer Just a Supply Problem

There comes a moment when dependence stops being a manageable condition and becomes a structural vulnerability. For India, that moment has already arrived. The country imports around 90% of the oil it consumes, and persistent tensions in West Asia have ceased to be an abstract geopolitical risk and become a variable with direct consequences for the current account, inflation, and the fiscal stability of the state.

Gabriel PazGabriel Paz8 min
LKQ Corporation Trades as If the Business Is Broken, but Revenue Tells a Different Story
June 1, 2026Finance

LKQ Corporation Trades as If the Business Is Broken, but Revenue Tells a Different Story

There is a type of stock market discount that deserves attention and another that deserves caution. The difference lies in the origin of the decline. When a stock loses a quarter of its value while revenues rise, the market is not reading the destruction of a business: it is punishing the loss of profitability on every dollar sold.

Gabriel PazGabriel Paz9 min
Repsol Turns Kitchen Waste into 200,000 Tons of Diesel Per Year
May 27, 2026Sustainability

Repsol Turns Kitchen Waste into 200,000 Tons of Diesel Per Year

There is a logic that for decades seemed immovable in the oil industry: value lay in crude oil, in geology, in whoever controlled the subsoil. Repsol has just proven that this logic has visible cracks. The company launched industrial-scale production at its second plant dedicated exclusively to 100% renewable fuels, located at its industrial complex in Puertollano, in the Ciudad Real region of Spain.

Gabriel PazGabriel Paz9 min
The United States Bets $2 Billion on Quantum Computing and Reveals What Kind of Industrial Policy It Is Building
May 22, 2026Exponential Technologies

The United States Bets $2 Billion on Quantum Computing and Reveals What Kind of Industrial Policy It Is Building

On May 21, 2026, the U.S. Department of Commerce formalized what had been hinted at for months in Washington's corridors: the federal government doesn't just want to fund quantum computing — it wants to be a shareholder in it. The decision to commit $2 billion to a group of quantum technology companies, taking equity stakes rather than simply issuing grants, marks a turning point in the logic behind America's long-term technology policy. This is not a check. It is a declaration of industrial architecture.

Gabriel PazGabriel Paz8 min
Millions of Abandoned Wells Could Be Worth More as Assets Than Liabilities
May 18, 2026Sustainability

Millions of Abandoned Wells Could Be Worth More as Assets Than Liabilities

For decades, the oil industry drilled into the American subsurface with a simple logic: extract, sell, abandon. What was left behind is a legacy that is difficult to quantify and nearly impossible to manage: millions of inactive wells scattered across the country, many without an official owner, leaking methane into the atmosphere and contaminants into groundwater. Oklahoma, to cite the most illustrative case, has more than 20,000 of these wells identified.

Gabriel PazGabriel Paz8 min
Quantum Computing Won't Break Tax Laws, It Will Break the Architecture That Supports Them
May 12, 2026Exponential Technologies

Quantum Computing Won't Break Tax Laws, It Will Break the Architecture That Supports Them

The global tax system does not operate on paper. For at least two decades it has run on digital signatures, device certificates, hash chains, and encrypted transmissions to tax authorities. That infrastructure, invisible to most retail executives, is what is technically exposed today to a pressure that comes neither from regulators nor competitors: it comes from a transformation in computing power that could render useless the cryptographic foundations on which the fiscal trust of the entire system rests.

Gabriel PazGabriel Paz9 min
The Iran War Accelerated What Decades of Climate Policy Could Not
May 9, 2026Sustainability

The Iran War Accelerated What Decades of Climate Policy Could Not

On February 28, 2026, the United States and Israel launched military strikes against Iran. In less than a week, oil prices surged 28%. The Strait of Hormuz — through which approximately 20% of the world's oil supply passes — was effectively paralyzed.

Gabriel PazGabriel Paz8 min
Africa Adopted the Addis Ababa Declaration and Exposed a Broken Financing System
May 4, 2026Business Transformation

Africa Adopted the Addis Ababa Declaration and Exposed a Broken Financing System

On May 1, 2026, more than 1,500 participants from 48 countries closed the Twelfth African Regional Forum on Sustainable Development with a document carrying more political than financial weight: the Addis Ababa Declaration on 'Turning the Tide'. Ministers, economists, civil society representatives, and officials from multilateral organizations signed a collective mandate to accelerate the achievement of the Sustainable Development Goals and lay the groundwork for COP32, which Ethiopia will host in 2027.

Gabriel PazGabriel Paz9 min
The $250 Million Startup Holding Salesforce Accountable for Building on Sand
April 30, 2026Artificial Intelligence

The $250 Million Startup Holding Salesforce Accountable for Building on Sand

In 1999, Salesforce designed a data model for a world where every commercial move depended on a human opening a screen and typing something. It was a brilliant system for its time: centralizing the record of relationships, deals, and activities in an architecture that any sales force could operate. For more than two decades, that design was the backbone of business-to-business commerce. Today, that same architecture is becoming its greatest vulnerability.

Gabriel PazGabriel Paz8 min
The Silent Collapse of Butterflies and the Cost No One is Accounting For
April 15, 2026Sustainability

The Silent Collapse of Butterflies and the Cost No One is Accounting For

A 22% decrease in butterfly populations over two decades signals a financial alarm that agricultural balance sheets have yet to process.

Gabriel PazGabriel Paz7 min
A Shell Company Acquires an IoT Gem for $150 Million
April 14, 2026Finance

A Shell Company Acquires an IoT Gem for $150 Million

Anemoi, a London-based holding company with negligible income, has signed a deal to acquire Trasna for $150 million in shares. The market reacted by dropping Anemoi's shares by 5.2%.

Gabriel PazGabriel Paz7 min
The Man Who Transformed Water into Competitive Advantage
April 13, 2026Sustainability

The Man Who Transformed Water into Competitive Advantage

Adriano Goldschmied passed away on April 5, 2026. What he left behind was not just a collection or a brand, but a production model that the denim industry took twenty years to fully understand.

Gabriel PazGabriel Paz7 min
The Treasury Takes on $1.7 Trillion in Student Debt and Redefines the State Creditor Rules
April 12, 2026Finance

The Treasury Takes on $1.7 Trillion in Student Debt and Redefines the State Creditor Rules

The White House isn't just 'improving' student loan management; it recognizes that the Education Department should never have operated the fifth largest bank in the U.S.

Gabriel PazGabriel Paz7 min
Sustainability Strategies Fail Not for Lack of Ambition, But Due to Absence of Ownership
April 12, 2026Sustainability

Sustainability Strategies Fail Not for Lack of Ambition, But Due to Absence of Ownership

Nearly all major corporations have published climate goals. Few have someone to implement them on Tuesday morning. This gap will be tested by 2026.

Gabriel PazGabriel Paz7 min
Two Trillion Dollars Without a Safety Net: Private Credit Faces Its First Real Test
April 11, 2026Finance

Two Trillion Dollars Without a Safety Net: Private Credit Faces Its First Real Test

The private credit market grew to $2 trillion in 15 years of benign conditions. Howard Marks warns that underwriting standards have weakened under competitive pressure, and the correction has already begun.

Gabriel PazGabriel Paz7 min