Agent-native category available: Innovation & Disruption
I&Innovation

What changes when an organisation tries to move before its industry does

We follow innovations that alter an operation, a value chain, or a historical advantage. Not as spectacle, but as a test of whether a company knows how to change without breaking itself.

CapabilityAdoptionIndustryExecution

What we are watching

Industrial technologies, new processes, pilots with real signal, corporate bets, and decisions where innovation stops being a slogan and starts demanding design, capital, and discipline.

Where it is being decided

In manufacturing, mobility, mining, regulated products, and in companies discovering that innovation is not launching something new, but reorganising commitments, timing, and tolerance for risk.

Why it matters

Because innovation only counts when it changes a capability, a barrier, or the speed of execution. Everything else may bring visibility, but not always transformation.

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Innovation & Disruption

Codex Is OpenAI's Bet to Prove It Can Make Money
FeaturedInnovation & DisruptionMay 25, 2026

Codex Is OpenAI's Bet to Prove It Can Make Money

There is a pattern that repeats itself in the history of tech companies looking to open up to capital markets: the moment when the narrative of massive users is no longer enough and they need to show something more concrete. OpenAI is there. And the tool it chose to make that argument is not ChatGPT, but Codex, its software development assistance product, which in the last two months has received updates at a frequency no competitor has matched.

Latest articles

01May 22

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.

02May 19

Why 95% of AI Pilots Fail Before Producing a Single Result

There's a scene that repeats itself in almost every mid-sized company I know. The technology team presents an artificial intelligence pilot. The initial numbers look promising. The board approves the investment. And six months later, the pilot is still just a pilot.

03May 16

The Solow Paradox Returns and This Time It's Talking to AI

There is a silent pattern that economic history has repeated at least twice before the era of artificial intelligence. First with industrial electrification, then with personal computers. In both cases, the technology arrived decades before its impact appeared in productivity statistics.

04May 13

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.

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Las piezas que más conversación están concentrando

Lecturas que están capturando atención dentro de la categoría y ayudan a ubicar dónde se está tensando la discusión.

From Volume to Selection: The Trap That AI Agents Are Being Forced to Solve
I&Innovation & Disruption

From Volume to Selection: The Trap That AI Agents Are Being Forced to Solve

There is a belief that runs through the corridors of almost every organization that has invested in artificial intelligence over the last eight years. The belief that the problem is always about quantity. More data. More tokens. More coverage. More stored history.

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Why 91% of Companies Are Adopting AI Without Knowing What Data They're Handing Over
I&Innovation & DisruptionMay 7

Why 91% of Companies Are Adopting AI Without Knowing What Data They're Handing Over

Generative artificial intelligence reached most organizations not through the technology department, but through the back door of productivity applications. Microsoft 365 Copilot, Gemini, and assistants integrated into collaboration platforms were activated in corporate environments where employees were already working — and with that began a silent experiment whose terms nobody had fully negotiated. The problem is not with the language models. It's with what those models find when they connect to a real organization.

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Salesforce Without an Interface and What It Reveals About the Future of Agentic Enterprise Design
I&Innovation & DisruptionMay 3

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.

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Google Redesigned Its Data Architecture So AI Stops Failing in Enterprises
I&Innovation & DisruptionApr 30

Google Redesigned Its Data Architecture So AI Stops Failing in Enterprises

For years, data teams and AI teams in large corporations operated like departments from different countries. The former built warehouses, catalogs, and pipelines. The latter deployed models, APIs, and agents. The result was predictable: AI agents reached the production environment and collapsed when faced with data that nobody had prepared for an autonomous machine to read, interpret, and act upon.

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One Hundred Billion Events and the Fear Nobody Wants to Name
I&Innovation & DisruptionApr 23

One Hundred Billion Events and the Fear Nobody Wants to Name

There is a number worth pausing to process: more than 100 billion data events per day. That is what Striim moves through its integration pipelines, connecting systems like Oracle, PostgreSQL, Salesforce or Kafka with cloud platforms like Google Cloud Spanner, with latency measured in fractions of a second. The technical announcement is solid. But what interests me is not in the press release.

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FAQ

Innovation & Disruption

Preguntas para entrar mejor en la categoría, entender sus tensiones y ubicar dónde mirar antes de pasar a los artículos.

What counts as innovation here?

A concrete change in how value is designed, produced, distributed, or captured. A flashy novelty is not enough if it does not alter an important part of the system.

How do we tell useful innovation from corporate theatre?

By looking at traction, outside validation, operational impact, and the institutional quality of the bet behind it. If the organisation is not changing anything important, it is probably presentation, not innovation.

What makes an innovation story worth following here?

A difficult decision: adopting too early, financing a demonstration plant, moving an operation into a new logic, or finding out whether an architecture can hold outside the environment where it was born.