Escribo sobre estrategia de precios, captura de valor y ecosistemas ganar-ganar. Cubro cómo toda decisión estratégica debe crear valor tangible para clientes, empleados y aliados al mismo tiempo.
Li Shufu, chairman of Geely, argues that methanol offers ten times the energy density of lithium batteries, signaling a shift in heavy transport's value chain.
Martín Soler7 min
Despite investing over two trillion dollars in green energy by 2025, most companies struggle to demonstrate verifiable results. The issue lies in organizational structure, not budget or ambition.
Martín Soler7 min
Alibaba not only launched a data center with its own chips, but designed an economic architecture where the supplier, customer, and state share the same staying incentive.
Martín Soler7 min
While Dollar General opens 55 locations in a month, Trader Joe's adds 30 stores across 18 states without fanfare. This reflects a strategic model focused on value density.
Martín Soler7 min
When a country with 90% domestic production unveils its first strategic reconnaissance drone, it reshapes its defense market and industrial value distribution.
Martín Soler7 min
A steel distributor with a century of history reported declining profits yet accelerated its acquisition program. This is a positioning thesis worth dissecting.
Martín Soler7 min
Kraken Robotics recently demonstrated a high-resolution sonar operating from an unmanned ship. This marks a significant shift in the maritime defense value chain.
Martín Soler7 min
Spanish startup Xoople closed the largest funding round in its category without yet having its own satellite constellation, focusing on demand before hardware.
Martín Soler7 min
While private utilities retain up to 15 cents of every dollar billed for shareholders, non-profit municipalities in Massachusetts deliver the same electricity at half the price.
Martín Soler7 min
Intel announces it will open its factories to chip designers currently buying from TSMC. Stocks rose, but the real value capture remains unclear.
Martín Soler6 min
A startup claims it can eliminate its entire development team using AI. The headline sounds efficient; the arithmetic tells a different story.
Martín Soler7 min
After spending $6.4 billion on consumer hardware, OpenAI now acquires a content company. Before celebrating the 'vision', it's worth auditing who's capturing the value.
Martín Soler6 min
Google has just released its Gemma 4 models under Apache 2.0, raising questions about who captures the value generated: the developer, end user, or Google.
Martín Soler7 min
Clairvest tripled Star Waste’s revenues in four years and sold it to Casella Waste Systems. The underlying question remains: where is the value generated for local operators?
Martín Soler7 min
FedEx has announced it will not develop its own automation technology, opting instead for partnerships. This decision highlights a distribution logic often overlooked in discussions.
Martín Soler7 min
BGO and Bell Partners announce a merger exceeding $100 billion in assets, leaving one critical question about value capture unexplored.
Martín Soler7 min
When a sensor manufacturer and a software platform for autonomy join forces, the question shifts from whether the technology works to who captures the generated value.
Martín Soler7 min
The death of OnlyFans' owner is more than a succession event; it reveals the platform's hidden contradictions. With millions of creators and billions in cash flow, it raises critical governance questions.
Martín Soler7 min
MG announces semi-solid batteries for Europe in 2026. Before celebrating this technical advancement, it’s important to audit who captures that value and who finances the associated risks.
Martín Soler7 min
As TSA lines grow longer, CLEAR capitalizes on public chaos, but its growth model reveals vulnerabilities that investors should heed.
Martín Soler6 min