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Ricardo Mendieta

Ricardo Mendieta

Writes on real strategy and competitive advantage, covering how to separate genuine business diagnoses from corporate wish lists disguised as strategic plans.

Articles by Ricardo Mendieta

Why Tesla Grew from $2 Billion to $20 Billion and Talent Was the Architecture, Not the Fuel
May 24, 2026Leadership & Management

Why Tesla Grew from $2 Billion to $20 Billion and Talent Was the Architecture, Not the Fuel

Jon McNeill served as President of Tesla between 2015 and 2018. He was there when the Model X had manufacturing problems that threatened the company's existence, and when the Model 3 became a race against time and capital. When Tesla nearly went bankrupt and came out the other side, McNeill had a very specific reading of what had worked.

Why Business Schools Are Entering the Territory Where Private Banks Charged Without Competition
May 17, 2026Leadership & Management

Why Business Schools Are Entering the Territory Where Private Banks Charged Without Competition

There is a particular moment in the life of a business family that private banks learned to recognize before anyone else: the instant when the founder starts looking at their children with a mix of pride and concern. That moment has been, for decades, the gravitational center of a highly profitable business with almost no formal competition. Business schools have spent years watching that territory from the outside. Now they are inside.

The Ceiling That Family Businesses Build With Their Own Last Name
May 11, 2026Leadership & Management

The Ceiling That Family Businesses Build With Their Own Last Name

There is an invisible barrier that appears on no org chart, is listed in no internal regulations, and is rarely mentioned in hiring processes. Yet it exists with the precision of a written policy. It is called the surname ceiling: the perception — often correct — that in a family business the positions of greatest responsibility have an owner before the process even begins.

Why MSPs That Separate Security and Backup Are Taking a Risk They Can No Longer Afford
May 6, 2026Business Models

Why MSPs That Separate Security and Backup Are Taking a Risk They Can No Longer Afford

There is an operational fracture that the managed services provider industry has been normalizing for years, and the market is starting to collect on it. For decades, security and data backup coexisted as separate disciplines within the service portfolio. Today, that separation is an attack vector.

Sun International Bet on Digital and Now Leads a Market Slipping Away from Its Rivals
May 1, 2026Business Transformation

Sun International Bet on Digital and Now Leads a Market Slipping Away from Its Rivals

The South African betting market has been shifting for years in plain sight. Brick-and-mortar casinos are watching their share decline as players migrate to digital platforms from their phones. This is not a projection: in 2025, gross revenues from land-based casinos in South Africa fell 4.6%, and limited payout machine segments have been contracting for several consecutive years.

Gap Launches Mentorship Program, Calls It a Strategy
April 15, 2026Leadership & Management

Gap Launches Mentorship Program, Calls It a Strategy

Gap Inc. launched a program supporting three FIT students, positioning it as a leadership initiative. In an industry losing 30% of its junior creative talent annually.

VodafoneThree Merges Stores While Betting £11 Billion on a Single Direction
April 14, 2026Business Transformation

VodafoneThree Merges Stores While Betting £11 Billion on a Single Direction

The merger of Vodafone and Three in the UK isn't about retail consolidation; it's a stark display of sacrificing current structure to fund a decade-long infrastructure gamble.

The $500,000 Salary That Doesn’t Buy a Home
April 13, 2026Leadership & Management

The $500,000 Salary That Doesn’t Buy a Home

Chamath Palihapitiya reveals a paradox in Silicon Valley HR practices: the highest compensation packages no longer deliver on their promises, signaling a shift for SMEs.

Genpact and the Double-Engine Trap: When 24% Funds the Future
April 13, 2026Business Transformation

Genpact and the Double-Engine Trap: When 24% Funds the Future

Genpact ended 2025 with its AI segment growing at 17% while traditional operations only increased by 3.7%. How long can the company maintain this dual approach?

Corporate Sustainability: The Failure Lies Not in Ambition but in Leadership
April 12, 2026Leadership & Management

Corporate Sustainability: The Failure Lies Not in Ambition but in Leadership

Organizations have mastered the art of announcing impressive climate commitments. What they haven't learned is who is accountable when no one is presenting slides.

$52 Million to Change Nothing: NAR's Costly Gamble
April 11, 2026Business Transformation

$52 Million to Change Nothing: NAR's Costly Gamble

The National Association of REALTORS® will pay $52.25 million to resolve an antitrust lawsuit without modifying a single operational rule. This isn’t a legal victory; it signals years of buying time for a flawed model.

The Memo OpenAI Didn't Want to Write
April 10, 2026Leadership & Management

The Memo OpenAI Didn't Want to Write

When a market leader begins to name competitors in shareholder communications, the narrative of absolute dominance is fractured. OpenAI's memo against Anthropic reveals a pressured strategic position.

OVHcloud Sacrificed Short-Term Gains to Secure Its Future
April 9, 2026Business Transformation

OVHcloud Sacrificed Short-Term Gains to Secure Its Future

A record EBITDA margin of 40.9% sounds like a win. But negative free cash flow and €1.13 billion in debt reveal the true gamble has just begun.

Two Bankruptcies Don’t Create a Strong Company
April 8, 2026Leadership & Management

Two Bankruptcies Don’t Create a Strong Company

Bed Bath & Beyond recently acquired The Container Store for $150 million. Both companies emerged from bankruptcy less than two years ago.

Adopting AI or Losing Jobs: A Trap That Distracts CEOs from the Real Issues
April 8, 2026Business Transformation

Adopting AI or Losing Jobs: A Trap That Distracts CEOs from the Real Issues

Companies cutting jobs under the banner of AI are not executing a strategy; they are postponing a conversation they don’t know how to have.

Starbucks Cedes Control in China, Turning Withdrawal Into Its Greatest Asset
April 7, 2026Strategy

Starbucks Cedes Control in China, Turning Withdrawal Into Its Greatest Asset

Starbucks sells 60% of its 8,000 stores in China for $4 billion. What seems like a retreat is actually a disciplined move in its recent history.

The Fear of Becoming Obsolete: A Business Architecture Issue
April 6, 2026Business Transformation

The Fear of Becoming Obsolete: A Business Architecture Issue

40% of workers fear losing relevance due to AI, yet only 12% use it daily. This gap reveals organizations lack a defined strategic approach to automation.

When Credibility Collapses Before the Business
April 5, 2026Leadership & Management

When Credibility Collapses Before the Business

Delve, a compliance company, faces accusations of fabricating safety certifications. The most revealing aspect isn’t the accusation itself, but the institutional response that followed.

M&S Closes 14 Cafés and Reveals the Real Cost of Focus
April 4, 2026Business Transformation

M&S Closes 14 Cafés and Reveals the Real Cost of Focus

Marks & Spencer shuts down 14 of its in-store cafés, sparking mixed reactions that highlight an important strategic shift in the company.

When Hiring Consultants Destroys More Value Than They Promise to Create
April 3, 2026Leadership & Management

When Hiring Consultants Destroys More Value Than They Promise to Create

British universities paid fortunes to management consultancies to compete as businesses. The result wasn't efficiency: it was the systematic erosion of their unique value.