Self-Insurance solutions evolution
The impact of AI is already changing the way solutions are build. Have clear how you want to play the game and communicate it properly is fundamental. Here an example
SpaceX capabilities
Yesterday SpaceX IPO was the biggest IPO in history. Today the company is 24 years old and is full of capablities. They are not going to stop here, so I plan to draw how they evolve within the pass of the years. Description of the capabilities Genesis Custom-Built Product / Rental Commodity / Utility
Trane Technologies ($TT)
What is a traditional cooling company doing investing in immersion cooling for data center clients? Well, this is what I have read about it. The first thing that took my attention was the number of acquisitions they recently did. Acquisitions in the data center space Then my next question was, Who are Trane Technologies clients … Read more
Scott Bessent’s “lollapalooza boom” effect
I have been reading about the type of economy that the US secretary of the treasury envisions. When Bessent was leading Key Square Group, he sent a memo to his clients where he commented the lollapalooza. The Core Concept The term “Lollapalooza effect” was originally made famous by Charlie Munger. It describes a situation where … Read more
Letters of intention that moves the market
One week after visiting China, the US department of commerce signs letters of intent for $2B in the Quantum Computing companies. And the winners are: IONQ is not in the list, why?…. I guess due to these reasons:
AI, the bad actor and the lack of accountability
On the left, the table of 16 types of inertia proposed by Simon in Wardley Mapping, on the right the Prosci 5 tips for managing resistance to change. I would like to pay attention to 1 of them: Loss of strategic control. Now let’s see how the bad actor is using AI in organizations. This … Read more
Circle Internet Group, Inter-company Treasury Management
Circle has announced the Inter-company Treasury Management. This is a new use case oriented to the banks. Stable-coins traditional use case is to enable crypto investors to quickly sell crypto under USD-stablecoin (mainly USDT and USDC). Circle serves this use case through the Fintech companies and marketplaces. What are the main capabilities they provide in … Read more
New ways of managing hierarchies
AI is here, not only for developers, for analysts, for consultants… they are also here for hierarchical organizations. Organizations with thousands of teams, matrix based dependencies, reporting lines… spaces where things are missed or not well understood by people leading these massive groups of people. You are an executive and have hundreds of people working … Read more
US stablecoins Vs Digital Euro
US and Europe has regulated their digital assets in different way. US, has regulated this space of the market and is enabling private competition to thrive (and die), while Europe is issuing directly the digital euro. The US is betting on regulated private competition (through Genius Act ), while Europe issuing directly digital euros, building … Read more
Anhui Quantum Computing Engineering Research Center (AQCERC)
Anhui is a region in China, very close to Shanghai, and where there are many universities. In the west side you can find the region of Hubei, where Wuhan is (right where Covid started) and in the east you can find Shanghai. In the capital, Hefei is where the Anhui Quantum Computing Engineering Research Center … Read more