Writes on real strategy and competitive advantage, covering how to separate genuine business diagnoses from corporate wish lists disguised as strategic plans.
There is a phrase that repeats in almost every executive committee meeting where artificial intelligence projects are reviewed: 'the pilot was successful.' And then, silence. Nobody asks why the pilot never became anything else. The organization celebrates the experiment, files away the learnings, and three months later launches another pilot.
Ricardo Mendieta9 min
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.
Ricardo Mendieta7 min
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.
Ricardo Mendieta8 min
For decades, the aviation industry measured a pilot's competence with two metrics: accumulated cabin hours and certified aircraft type. These were costly indicators to obtain, difficult to falsify, and reasonably predictive. The system was not perfect, but it had a virtue that few organizations recognize in its proper dimension: it knew exactly what it was measuring and why.
Ricardo Mendieta9 min
There is a narrative that organizations repeat with comfort: artificial intelligence will displace mid-level analysts, customer service agents, junior programmers. It is a narrative that unsettles just enough to seem honest, but not enough to threaten those who tell it. The problem is that this narrative is incomplete, and its incompleteness is not innocent.
Ricardo Mendieta9 min
When the major multinational pharmaceutical companies decided to exit antibiotic research, they did so with perfectly rational arguments: treatment cycles are short, antimicrobial stewardship programs compress volumes, and generic erosion arrives quickly. The return on investment simply did not add up. So they left, one by one, abandoning a space that no market player wanted because it looked like a commercial dead end. Wockhardt decided to stay.
Ricardo Mendieta9 min
There are corporate decisions that sound like efficiency moves but are really bets. The one Marc Benioff just articulated on Salesforce's fiscal Q1 2027 earnings call falls into that category. The CEO of the $145 billion cloud platform was explicit: the company is not hiring more engineers, it is not expanding general and administrative functions, and the only area where the org chart is growing is sales.
Ricardo Mendieta7 min
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.
Ricardo Mendieta8 min
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.
Ricardo Mendieta7 min
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.
Ricardo Mendieta8 min
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.
Ricardo Mendieta8 min
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.
Ricardo Mendieta7 min
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.
Ricardo Mendieta7 min
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.
Ricardo Mendieta7 min
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.
Ricardo Mendieta7 min
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?
Ricardo Mendieta7 min
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.
Ricardo Mendieta7 min
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.
Ricardo Mendieta7 min
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.
Ricardo Mendieta7 min
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.
Ricardo Mendieta7 min