Just a place to write
Coming from the idea that “Your new car is not 100% yours“ Tesla offers insurance based on telemetry data, enabling them to make discounts based on miles, driving patterns and other data extracted from the vehicle. Where? Some data they log Update 24/October/2025 I was wrong, Lemonade (Insurance company), is using the API to track … Read more
A Bitcoin treasury company is a firm that holds a significant portion of its corporate reserves or balance sheet assets in Bitcoin. More specifically, the term often refers to publicly traded companies that: Who are the main clients of these companies? Institutional Investors, specially Funds and Asset Managers, why? Many large institutions, such as retirement … Read more
This company became public in June, and I was curious about what they do and how they make profits. They do not attend final users, they reach them through exchange markets, payment processors or specific FinTech companies. I did a map to visualize what they do. Who are these clients? Category Examples of Clients / … Read more
AI is in the portfolio, and now it’s time to think about the next big thing. There are many advances in many fields but they are too far away to my knowledge, the closer one where I have some literacy is technology, so I have picked Quantum Computing as a field where to read. When … Read more
When operating in a competitive space without a clear business case, where should you invest? Rather than chasing specific opportunities, focus on identifying the patterns and characteristics that signal where investment makes sense. Once you recognize these patterns, seek out the providers that deliver those unusual characteristics—ones that may not yet be mainstream. If we … Read more
This September Simon Wardley organized a research around Space. I have participated in the Manufacturing subgroup. I’m documenting some of the things we have been discussing. The question to be answered, The question that serves as goal for the research is to identify the points where investment will go in the future of space industry, … Read more
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
Agentic AI as a field of exploration is raising as fast as new use cases are being discovered. Today I was looking at this territory from the perspective of the impact on the consumption of SaaS from the corporations. Let’s start with the abuse Some SaaS companies build and maintain a healthy relationship with their … Read more
The title of this post comes from a paper with the same name published by Jennifer Pahlka and Andrew Greenway for the Niskanen Center. John Grant pointed it to me. The paper is divided in sections: I will use this map as basis for some of the things highlighted in the paper. This basic map … Read more
Some Wardley Maps I have created to learn some concepts and make a list of questions for next January where we have a workshop with ServiceNow, ServiceNow Multi-Tenant Core with Tenant Inheritance ServiceNow RBAC Components (value stream) ServiceNow Security Topology (Value stream)