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
Wardley maps
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
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
The Tron Network
I was not familiar with this ecosystem of payments and I wanted to learn a little bit on the basis. The TRON Network is a decentralized, open-source blockchain designed to be a “global settlement layer” for digital assets. They started in 2017 with the goal of decentralizing the internet and the entertainment industry (giving content … Read more
Stablecoins as tokenized versions of U.S. debt
I have been reading more about stablecoins and what are the mechanisms behind the scene. In this previous map I asked my question: what do these companies do with all these US dollars they have in custody? The answer before July 2025 was: where they obtain more benefits keeping the risk of lack of liquidity … Read more
Roblox move towards video
Reading some news about the evolution of Roblox, I discovered they has developed the ability to: Long story short: they are exploring how to monetize and incorporate videos into their platform. It would be interesting to understand how Google profits from this. When looking at the P&L of the company, there are two things that … Read more
Sovereign debt map
We did an event where we were discussing about sovereign debt. Very interesting conversation where we ended with this map. We discussed about many things, and for just 1 hour we did a lot. Is the map wrong? I’m sure it is, they all are wrong, some are useful.
Private Credits and debt dependencies
Listening the this episode of Kapital’s podcast titled “Too big to bail” (it’s in Spanish), I took my time to draw some of the dependencies commented there. It’s interesting to see how capital flows move from one place to other. After 2008, the commercial banks saw how the regulation limited their ability to get loans … Read more
Weight loss drugs, second session
10 months ago I organized a session to discuss about weight loss drugs. I have followed this sector and I found many advance in just 10 months, so that I felt interested to discuss again with others about it. This was the result map. But I would like to add some comments we reviewed. Notes: … Read more