Buy or build decision in space of PE backed providers

by

Context New hype shows up, then capital values the opportunities and frantically they invest and invest. Suddenly the investors reach the time where the company promised returns, and many of them cannot provide it. This phenomenon happens a lot, now with everything that has “AI”. But it is not unique to the AI world, it … Read more

monetary expansion, without change of direction

by

M2 money supply refers to the total amount of money available in an economy, including cash, checking deposits, and easily convertible near money. As of April 2025, the M2 money supply in the United States was approximately $21.86 trillion. Using tradingview, I could see how a high level view of the change in this chart. … Read more

John Mathews is not who you think

by

This week something interesting happened. John contacted me, and I use to reject this type of connect requests, but this time I thought “let’s play” John sent me a note: I answered: John replied: And we stopped here. As we say in Spanish “against the vice of asking, the virtue of not giving”. This is … Read more

How do you manage the “New Legacy”?

by

The identification of the “New Legacy”, is a tough topic. Be right with the timing requires situational awareness. A simple example, When can we consider that SaaS CRM will be considered the new Legacy? There are many aspects to consider (external and internal), but there is a market factor that need to happen: the existence … Read more

Skin in the game

by

I have enjoyed a lot this book, by many reasons: the variety of topics and the way he writes. There are many concepts that are themselves models and enable to understand how things work. Now I will jump into a different book, but everybody talks about antifragile as the next Taleb’s book I should read.

Normative Theory Vs Stopping Strategy

by

There are many ways to make decisions, and it’s interesting to recognize how we do it. These 2 ways are interesting to have present in the way you build your habits about decision making in front of uncertainty. Normative theory It outlines how decisions should be made to achieve optimal outcomes, assuming rational behavior and … Read more

Digital Advertising Ecosystem

by

The Digital Advertising world is a huge ecosystem composed by thousand of players. This post is a way of exploration of this environment. Let’s start with some basic concepts: SSP and DSP Who are some of the main players in each side of the table? This is not an exclusive table, I have divided the … Read more

Year 8, Q1: Product Management

by

For this quarter my focus will be on product management stuff. I’m engaged on a product oriented initiative where I will be implementing many different things in the space of products and I want to catch up with respect the dynamics we have in terms of product development, roadmaps, . The plan So the V2MOM for this … Read more