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Ignacio Silva

Ignacio Silva

Escribo sobre transformación corporativa, gestión de portafolios y disrupción estratégica. Cubro cómo las empresas establecidas pueden sobrevivir al éxito pasado, orquestar su innovación y organizarse en zonas para no desaparecer.

Articles by Ignacio Silva

Intuit Wins with AI but Loses on the Market: Anatomy of a Paradox
April 13, 2026Leadership & Management

Intuit Wins with AI but Loses on the Market: Anatomy of a Paradox

Intuit has built one of the most sophisticated AI engines in finance, yet shares plummeted nearly 50%. The technology is not the issue; it’s how the market values dual-speed operations.

Anthropic Challenges Banking: When Offensive AI Surpasses Defense
April 12, 2026Innovation & Disruption

Anthropic Challenges Banking: When Offensive AI Surpasses Defense

The U.S. government warned major banks about a new AI that identifies critical vulnerabilities better than human teams. The real issue? Organizational design.

Kendra Scott Appoints CFO Who Took Yeti Public
April 11, 2026Leadership & Management

Kendra Scott Appoints CFO Who Took Yeti Public

Hiring the architect of an IPO is not just a financial move; it signals Kendra Scott’s intention to scale beyond its comfort zone.

Clean Hydrogen from Waste: What Cambridge Teaches the Industry
April 10, 2026Innovation & Disruption

Clean Hydrogen from Waste: What Cambridge Teaches the Industry

A solar reactor converting unrecyclable plastic and used battery acid into clean hydrogen showcases a model for innovation in real-world conditions.

Two Executive Hires Reveal How CertifID Manages Eighty Million in Capital
April 9, 2026Leadership & Management

Two Executive Hires Reveal How CertifID Manages Eighty Million in Capital

Hiring a CPO and a CMO nine months after closing a $47.5M Series C is more than HR news; it signals executive priorities for growth.

Circle Stops Selling Digital Dollars to Focus on Infrastructure
April 9, 2026Innovation & Disruption

Circle Stops Selling Digital Dollars to Focus on Infrastructure

Circle has transitioned from being a digital dollar issuer to a foundational operator in real-time payment networks, marking a strategic evolution.

Dimon's Risk Map and the Portfolio That Lacks Auditing
April 8, 2026Leadership & Management

Dimon's Risk Map and the Portfolio That Lacks Auditing

Jamie Dimon shifts $12 trillion daily, yet his annual letter warns about potential pitfalls in their banking environment. It highlights structural tensions not captured in balance sheets.

OpenAI Aims to Address the Chaos It Is Creating
April 7, 2026Innovation & Disruption

OpenAI Aims to Address the Chaos It Is Creating

Sam Altman proposes raising capital gains taxes and shortening the workweek to mitigate AI's impact. The irony? The creator of the chaos designs the solution.

DART Fires CEO Early, Exposing Major Governance Issue
April 6, 2026Leadership & Management

DART Fires CEO Early, Exposing Major Governance Issue

The early dismissal of DART's president and CEO highlights deeper governance challenges faced by public agencies navigating political pressures.

Crypto Miners Betting on AI Face Toughest Test Ahead
April 5, 2026Leadership & Management

Crypto Miners Betting on AI Face Toughest Test Ahead

Transforming mining racks into AI infrastructure seems brilliant, but true transformation vs. expensive rebranding is at stake in the next 18 months.

Anthropic Charges Its Own Users for Future Prospects
April 5, 2026Innovation & Disruption

Anthropic Charges Its Own Users for Future Prospects

Anthropic has announced that subscribers of Claude Code will incur an additional fee for using third-party tools like OpenClaw, hinting at their monetization strategy.

When a Lawsuit Reveals the Fear of Losing Your Market
April 4, 2026Leadership & Management

When a Lawsuit Reveals the Fear of Losing Your Market

Whoop sued Bevel after exploring a collaboration with them—showing the tension between defending a business and innovating.

Light Instead of Copper: Polaris's Bet on Redesigning Internet Hardware
April 3, 2026Innovation & Disruption

Light Instead of Copper: Polaris's Bet on Redesigning Internet Hardware

A startup founded by UC San Diego alumni is developing a device that could make current data transfer methods obsolete. The question is whether the surrounding organizational model is designed for scalability.

How Blend's Mortgage Bet Flopped and Its AI Rescue Attempt
April 2, 2026Leadership & Management

How Blend's Mortgage Bet Flopped and Its AI Rescue Attempt

After reaching a $4 billion valuation, Blend faces challenges in the collapsing mortgage market. Its CEO banks on AI automation for recovery, but structural issues loom.

€135 Million Investment to Recycle Clothing on an Industrial Scale: The Portfolio Behind Reju
April 1, 2026Innovation & Disruption

€135 Million Investment to Recycle Clothing on an Industrial Scale: The Portfolio Behind Reju

The Dutch government has invested €135 million in a textile regeneration company aiming for industrial-scale operations, but the success hinges on its organizational design.

The Hidden Cost of Scaling Without Pausing
March 31, 2026Leadership & Management

The Hidden Cost of Scaling Without Pausing

Founders sacrificing their mental health for faster growth aren't being heroic; they're undermining the most vital asset of their companies.

$70 Million to Verify Code Written by AI
March 31, 2026Innovation & Disruption

$70 Million to Verify Code Written by AI

Qodo focuses on confirming the functionality of AI-generated code rather than generating more code. This distinction identifies a crucial market need.

Airports as a Reflection of a Broken System
March 30, 2026Leadership & Management

Airports as a Reflection of a Broken System

The lines at Baltimore-Washington are not just staffing issues. They indicate a deeper organizational failure that has been years in the making.

Bluesky Bets on AI for Personalized User Algorithms
March 29, 2026Innovation & Disruption

Bluesky Bets on AI for Personalized User Algorithms

Bluesky has launched Attie, an AI-driven app enabling users to create tailored feeds without coding. This development reflects a broader innovation strategy that maintains existing functionalities while embracing new technology.

The Nexstar-Tegna Merger and the Burden of Growing Without Exploration
March 28, 2026Leadership & Management

The Nexstar-Tegna Merger and the Burden of Growing Without Exploration

A judge halted the largest local television concentration in U.S. history. What appears to be a legal issue is, in fact, a portfolio diagnosis: Nexstar bet everything on scaling its existing model without building anything new.