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

July 3, 2026Leadership & Management

Why 65% of Companies Rewrite Their Model Every Two Years and Still Fail to Execute It

There is something revealing about the fact that a survey of more than 700 senior executives across 12 countries produces as its central finding a gap that any chief operating officer would recognize instantly: organizations know they must change, approve the change, frame it within a strategy, and then go no further. The Project Management Institute has just published the results of that research, alongside a Business Agility Manifesto developed in collaboration with Agile Alliance, and the numbers that emerge are not those of an industry in the process of maturing. They are those of an industry with a structural design problem that has gone without precise diagnosis for years.

Ignacio Silva9 min

June 25, 2026Innovation & Disruption

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

There is a sequence of decisions that repeats with surprising consistency in large companies with substantial digital transformation budgets: they identify a process causing friction, hire automation technology, deploy the tool over the existing workflow, and report progress. Executive dashboards show speed. Committee presentations talk about efficiency. And six months later, the same problems reappear, now packaged inside a system that is even harder to dismantle.

Ignacio Silva8 min

June 20, 2026Leadership & Management

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.

Ignacio Silva8 min

June 15, 2026Innovation & Disruption

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

Late Friday afternoon. An Anthropic press release landed in the inboxes of its global partners with the neutral, contained tone of a system maintenance notification. The text announced that the Fable 5 and Mythos 5 models were being suspended for all foreign nationals, including the company's own employees who did not hold US citizenship. India, which both Anthropic and OpenAI describe as their second-largest market after the United States, had just discovered something its founders, investors and officials preferred to keep in the realm of abstraction: access to the tools underpinning a large part of its technological bet can be shut down with a call from Washington, with no prior hearing and no defined restoration timeline.

Ignacio Silva12 min

June 11, 2026Business Models

Xbox and the Premium Hardware Trap Amid an Unprecedented Component Crisis

Microsoft has spent two decades building Xbox on a simple premise: sell hardware near cost, recover the margin in software and services. That model worked while components were predictable and console generations were stable. Today, a severe contraction in the global memory and storage market—informally dubbed 'RAMageddon'—is pushing that structure to the point where its own executives describe the situation as a crisis affecting the entire industry.

Ignacio Silva8 min

June 6, 2026Business Transformation

Why Digital Fragmentation Forces a Redesign of Where and How to Compete

The Digital Evolution Index 2026, produced by Digital Planet at the Fletcher School of Tufts University together with Via Science Inc., is not just a ranking of 125 countries. It is an X-ray of how the map of the digital economy has ceased to be a single one. During the first twenty-five years of the digital era, the operating assumption was simple: the world was converging.

Ignacio Silva9 min

June 1, 2026Innovation & Disruption

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

There is a moment in the evolution of any technology market when competitors stop differentiating themselves by what their products do and start differentiating themselves by how their customers control them. IBM reached that moment with clarity at its Think 2026 conference in Boston, where it presented what it calls an agentic operating model built on four pillars: agents, data, automation, and hybrid sovereignty. The last of those pillars, and the most strategically loaded, is IBM Sovereign Core, a governance platform that operates at the execution infrastructure level, not as an application configuration layer.

Ignacio Silva9 min

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