How an organisation changes when the past is no longer enough
We follow companies that need to reorganise capital, culture, leadership, and priorities to hold the present without getting shut out of the next cycle.
What we are watching
Capital reallocation, distributed structures, governance changes, operating reorganisation, and moves where transforming a company demands more than a new speech.
Where it is being decided
In the ability to move resources, redesign incentives, coordinate multiple businesses at once, and build an organisation that does not depend on a single figure.
Why it matters
Because transforming a company is not announcing the future. It is building a structure capable of funding it, executing it, and sustaining it without emptying out what still keeps the business standing.
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Business Transformation
93% of the AI Budget Goes to Technology — The Remaining 7% Decides the Outcome
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 minLatest articles
AI Supply Chain Security: What the Market Still Isn't Buying
There's a phrase heard increasingly in cloud architecture conversations: 'the model comes from AWS, it's secure.' It's a short phrase that carries an enormous assumption — one no responsible auditor should let pass without scrutiny. An article published in Forbes Technology Council raises something that organizations with large AI adoption appetites don't yet want to hear: that the security of their AI systems cannot be solved by securing the infrastructure alone.
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.
The Memory That Robots Still Lack Defines How Much the Ones You Already Bought Are Worth
There is a gap that most executives in logistics and manufacturing have not yet calculated. Their robot fleets see with millimeter precision, navigate with growing autonomy, and execute repetitive tasks with a consistency no human operator can match. But at the end of every shift, they forget everything.
Why 97% of Companies Have AI Projects but Only 5% Have Data Ready to Use Them
According to a Dun & Bradstreet survey of 10,000 companies conducted in 2026, 97% report having active AI initiatives, while only 5% consider their data truly prepared to support them. That gap is not a minor technical detail. It is the distance between investing in infrastructure and having something that works reliably in production.
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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.
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Why 95% of Enterprise AI Projects Don't Survive the Pilot
There is a difference between a demo that dazzles in a boardroom and a system that works Monday through Friday without anyone having to rescue it. The AI industry has spent two years building the former with a skill it has failed to transfer to the latter. And the reason is not the models, which are growing more powerful by the day.
90
How Lip-Bu Tan Halved Intel and Multiplied Its Value by Five
There is an image that persists in the corporate memory of Silicon Valley: the label of a company that was once the undisputed king of semiconductors, now fighting to reclaim its throne under the radical leadership of Lip-Bu Tan — a CEO who cut Intel in half to make it worth five times more.
90
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.
89
Samba TV Bets on Autonomous Advertising and Reveals a Fragility the Industry Is Ignoring
Samba TV's acquisition of Bestever AI, announced on June 22, 2026, is not an ad tech news story. It is a statement about what kind of asset matters when artificial intelligence models become indistinguishable from one another. Samba knows this, which is why the move is not about the algorithm it bought, but the data it already had.
The Fastest AI Is Not the Smartest
There is a pattern that repeats itself in enterprise artificial intelligence projects and rarely appears in tracking dashboards: users start double-checking what they previously accepted without hesitation. Not because the system failed. But because the system moved forward before they could keep up.
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.
Accenture Dropped 20% Because the Market Stopped Believing in the Model
Some companies post solid results and still lose a fifth of their value in a single day. Accenture did exactly that on June 18, 2026. The consulting giant reported revenues of $18.7 billion in its third fiscal quarter, a 6% growth in dollar terms compared to the previous year.
When Autonomy Needs Guardians, Something About the Promise Doesn't Add Up
There is a specific moment when corporate language becomes self-incriminating. It happens when the same company that announces its artificial intelligence agents can work alone, in parallel, without supervision, and deliver results before anyone asks for them, presents at the same event a battery of tools whose sole function is to monitor those agents, correct them, and undo what they did wrong. That is exactly what happened at the AWS Summit in New York in June 2026.
Evaluating All the Time Is Not the Same as Understanding Better
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
When Destroying What Works Is Not Strategy But a Sign of Something Deeper
There is a moment in any organizational change where the messenger becomes the message. At CBS News, that moment arrived when Scott Pelley—a veteran of decades on America's most-watched news program—was fired days after publicly questioning whether the new executive producer of 60 Minutes had sufficient credentials to lead the show. The incident was not merely a clash of personalities: it was the kind of rupture that clearly reveals the power architecture behind a transformation and, more importantly, its real costs.
Francisco Torres8 min
When AI Arrives in Procurement, the Greatest Resistance Isn't in the Software
There is a pattern that repeats itself in nearly every organization going through a deep technological transformation: the hardest part was not choosing the platform. It was discovering, weeks after launch, that the underlying problem was not technological at all. In the case of artificial intelligence applied to procurement and supply areas, that pattern is becoming so common it already has a name of its own.
Valeria Cruz9 min
Why 95% of Enterprise AI Projects Don't Survive the Pilot
There is a difference between a demo that dazzles in a boardroom and a system that works Monday through Friday without anyone having to rescue it. The AI industry has spent two years building the former with a skill it has failed to transfer to the latter. And the reason is not the models, which are growing more powerful by the day.
Tomás Rivera9 min
Governance as the Entry Requirement for Enterprise AI
Microsoft made a quiet but significant decision at Build 2026 that deserves more attention than it received: instead of unveiling a more powerful model or a more capable agent, it made the Agent 365 SDK generally available and surrounded it with identity, policy, and data controls that activate at design time — not after the agent has already broken something in production. The implicit bet is that model capability has stopped being the bottleneck for large organizations. What stalls agent projects is not system power, but the inability to prove that someone knows what that agent is doing, with what data, under what authorization, and on whose behalf.
Isabel Ríos8 min
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
Enterprise AI Leaves the Lab and Exposes Who Has Foundations and Who Has Slides
The moment a technology abandons pilot mode and enters real operations is also the moment fragile architectures get exposed. Accenture has spent months repeating that message across the region: 2026 marks the year enterprise artificial intelligence stops being an internal experiment and becomes the customer-facing front. The consultancy presents it as a sector milestone.
Sofía Valenzuela9 min
Microsoft and Nvidia Bet on AI to Solve a Problem Developers Have Been Avoiding for Years
There is an implicit promise in every dominant platform: that software that already works will keep working. For four decades, that promise was the silent contract between Windows and the business world. Millions of x86 applications, written with varying degrees of technical rigor, accumulated in corporate servers, accounting laptops, and industrial production systems, survive because no one wanted to touch them.
Simón Arce9 min
Maruti Reclaims Lost Ground with Its First Real Market Share Gain in Six Years
There is one number that sums up six years of strategic history in the Indian automotive industry: 42%. That is the market share Maruti Suzuki India Limited recorded in April 2026, the first month of fiscal year 2026-27. The previous year had closed at 39%.
Tomás Rivera7 min
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
The Layer Nobody Built and That AI Cannot Improvise
There is a form of business failure that never appears on AI adoption dashboards. It is not measured in processed tokens or active users. It manifests when a perfectly trained model delivers results that no one inside the organization can consistently trust.
Javier Ocaña8 min
How Lip-Bu Tan Halved Intel and Multiplied Its Value by Five
There is an image that persists in the corporate memory of Silicon Valley: the label of a company that was once the undisputed king of semiconductors, now fighting to reclaim its throne under the radical leadership of Lip-Bu Tan — a CEO who cut Intel in half to make it worth five times more.
Simón Arce8 min
Companies Using AI to Cut Costs Are Missing the Biggest Value Creation Bet of the Last Decade
There is a gap between what executives say they believe about artificial intelligence and what their organizations actually do with it. It is not a knowledge gap. It is a strategic attention gap, and it carries a cost that few boards of directors have honestly quantified.
Valeria Cruz9 min
The Herd Mentality That Finances the Future and Its Hidden Costs
Three quarters of the venture capital raised in the last year went to just five companies. Not five sectors. Not five categories. Five companies. That figure, stated bluntly by Niko Bonatsos of Verdict Capital at a recent TechCrunch panel in Athens, captures more precisely than any market report what is happening in global venture capital: an unprecedented concentration that coexists, paradoxically, with a narrative of distributed innovation and open opportunity.
Diego Salazar8 min