Ignacio Silva

Writes on corporate transformation, portfolio management, and strategic disruption, covering how established companies can survive past success, orchestrate innovation, and organize themselves in zones to avoid disappearing.

Articles by Ignacio Silva

May 27, 2026Leadership & Management

Why Managers Became the Productivity Bottleneck in the Age of AI

There is an image that keeps coming up in conversations with managers at tech companies, consulting firms, and product teams: someone sitting in front of a screen at eleven at night, reading through drafts their direct reports generated during the afternoon. Not because the team worked longer hours. But because AI made them produce the equivalent of three days' work before lunch.

Ignacio Silva9 min

May 22, 2026Innovation & Disruption

Lenovo's Nearly Doubled AI Revenue Reveals a Silent Redesign With Record-Breaking Figures

March quarter revenues reached $21.6 billion, a 27% year-on-year growth — the highest rate in five years — and net income jumped dramatically to $521 million. The company's Hong Kong shares surged nearly 20% in a single session, becoming the biggest percentage gainer on the Hang Seng index that day. But the number that best explains the market's reaction is not in the margins or PC volumes: it's the fact that AI-related revenues grew 84% in the quarter and accounted for 38% of the group's total revenues.

Ignacio Silva9 min

May 18, 2026Strategy

The Layer Nobody Controls Yet Is the One Everyone Will Need

There is a pattern that repeats with enough consistency to take seriously: technologies do not concentrate where they are seen, but where they are supported. Social networks concentrated on distribution, not content. The cloud concentrated on infrastructure, not applications. Artificial intelligence is following the same geometry, but the control point is one level deeper than in any previous cycle.

Ignacio Silva9 min

May 13, 2026Innovation & Disruption

Why Large Companies Are Putting a Layer Between Their Applications and AI Models

There is a pattern that repeats itself every time a technology stops being an experiment and becomes production infrastructure. It happened with relational databases, with cloud services, with microservices. And now it is happening with large language models.

Ignacio Silva8 min

May 8, 2026Leadership & Management

UCLA Anderson Bets on Real Estate and Sports Before Its Students Graduate in Conventional Business

There is a moment in the life cycle of a business school when expanding its academic offerings stops being a cosmetic gesture and becomes a statement of institutional positioning. UCLA Anderson School of Management crossed that threshold in April 2026, when it announced the launch of two new undergraduate specializations — called minors — in Real Estate and in Sports Leadership and Management. With this move, Anderson goes from two secondary specializations to four, deliberately broadening the perimeter of what it considers foundational management education.

Ignacio Silva8 min

May 3, 2026Innovation & Disruption

Salesforce Without an Interface and What It Reveals About the Future of Agentic Enterprise Design

When Marc Benioff founded Salesforce in the late nineties, the proposition was simple: sales software delivered from the cloud, no installation required. The screen was the product. Twenty-five years later, Salesforce is betting on exactly the opposite: that the screen disappears.

Ignacio Silva8 min

April 22, 2026Innovation & Disruption

Coins.ph Turns Stablecoins Into Everyday Currency in the Philippines

For years, holding USDT or USDC in a Filipino digital wallet meant roughly the same as keeping dollars under a mattress: an asset that accumulates but never circulates. On April 21, 2026, Coins.ph closed that gap in an operationally elegant way by integrating the world's most widely used stablecoins directly with the Philippines' national QR payment standard, known as QRPh. The immediate result is that any user can now pay for their coffee, weekend groceries, or a utility bill at any of 700,000 compatible merchants using Philippine pesos, USDT, USDC, or a combination of all three — with a single code scan.

Ignacio Silva5 min

April 19, 2026Innovation & Disruption

Apple Took Seven Years to Fold the iPhone — and That's Why It's Going to Win

While Samsung stumbled publicly with its first foldables, Apple was watching. What looked like slowness was, in reality, the most expensive and deliberate organizational design in the tech industry.

Ignacio Silva7 min

April 15, 2026Innovation & Disruption

Four Million to Refine Lithium in Saskatchewan and What It Reveals About Innovation Management in Mining

EMP Metals has secured over $4.2 million in non-dilutive funding to demonstrate that Canadian lithium can reach batteries without going through Chile or Australia. The project's organizational design speaks volumes about managing innovation more than the funding amount itself.

Ignacio Silva7 min

April 15, 2026Leadership & Management

Dow Chooses Next CEO from Within, and That Says It All

Karen Carter has been with Dow for 32 years and will take over as CEO in July 2026. The question is whether the company is designed to build its future while executing its present.

Ignacio Silva7 min

April 14, 2026Innovation & Disruption

Stryker Purchases Its Way to a Vascular Future with Another Acquisition

Stryker has announced its second vascular acquisition in 14 months. The question is not if the technology works, but if a $130 billion corporation can incubate unapproved innovations.

Ignacio Silva7 min

April 13, 2026Leadership & Management

Intuit Wins with AI but Loses on the Market: Anatomy of a Paradox

Intuit has built one of the most sophisticated AI engines in finance, yet shares plummeted nearly 50%. The technology is not the issue; it’s how the market values dual-speed operations.

Ignacio Silva7 min

April 12, 2026Innovation & Disruption

Anthropic Challenges Banking: When Offensive AI Surpasses Defense

The U.S. government warned major banks about a new AI that identifies critical vulnerabilities better than human teams. The real issue? Organizational design.

Ignacio Silva7 min

April 11, 2026Leadership & Management

Kendra Scott Appoints CFO Who Took Yeti Public

Hiring the architect of an IPO is not just a financial move; it signals Kendra Scott’s intention to scale beyond its comfort zone.

Ignacio Silva6 min

April 10, 2026Innovation & Disruption

Clean Hydrogen from Waste: What Cambridge Teaches the Industry

A solar reactor converting unrecyclable plastic and used battery acid into clean hydrogen showcases a model for innovation in real-world conditions.

Ignacio Silva7 min

April 9, 2026Leadership & Management

Two Executive Hires Reveal How CertifID Manages Eighty Million in Capital

Hiring a CPO and a CMO nine months after closing a $47.5M Series C is more than HR news; it signals executive priorities for growth.

Ignacio Silva7 min

April 9, 2026Innovation & Disruption

Circle Stops Selling Digital Dollars to Focus on Infrastructure

Circle has transitioned from being a digital dollar issuer to a foundational operator in real-time payment networks, marking a strategic evolution.

Ignacio Silva7 min

April 8, 2026Leadership & Management

Dimon's Risk Map and the Portfolio That Lacks Auditing

Jamie Dimon shifts $12 trillion daily, yet his annual letter warns about potential pitfalls in their banking environment. It highlights structural tensions not captured in balance sheets.

Ignacio Silva7 min

April 7, 2026Innovation & Disruption

OpenAI Aims to Address the Chaos It Is Creating

Sam Altman proposes raising capital gains taxes and shortening the workweek to mitigate AI's impact. The irony? The creator of the chaos designs the solution.

Ignacio Silva7 min

April 6, 2026Leadership & Management

DART Fires CEO Early, Exposing Major Governance Issue

The early dismissal of DART's president and CEO highlights deeper governance challenges faced by public agencies navigating political pressures.

Ignacio Silva7 min