As AI becomes more strategic, more proprietary, and more embedded inside organizations with no incentive to disclose what they have built, the share of progress that will be directly observable will shrink....
LEADERSHIP
AI: «It’s not TECH, ………, It’s LEADERSHIP!!!»
AI works. The technology is not the bottleneck! 80,3% of AI projects fail to deliver their intended business value. Of those failures, 33.8% are abandoned before production, 28,4% reach completion but don't deliver any value, and 18.1% deliver marginal output that cannot justify the cost. Only 19,7% achieve their objectives. The organizations that get the processes and measures right will compound their advantages. The ones that keep treating AI as a technology procurement exercise, launching pilots without metrics, losing executive interest after the initial announcement and underinvesting in the human side of the equation, will keep feeding the 80% failure statistic.
THE «BERKSHIRE OF SOFTWARE» IS AT A TURNING POINT?
The enterprise software landscape of 2026 is defined by a profound tension between the disruptive potential of generative artificial intelligence and the enduring resilience of mission-critical systems of record. At the epicenter of this conflict is Constellation Software Inc. (TSX: CSU), a Canadian-based holding company that has spent three decades refining a decentralized model of capital allocation that many now refer to as the "Berkshire of Software". As the organization navigates its first year under the leadership of President Mark Miller following the resignation of legendary founder Mark Leonard, the market is grappling with a fundamental question, Can a model built on the acquisition of thousands of small, niche software businesses survive an era where AI promises to commoditize code? Analysis of the firm’s operational trajectory, financial architecture, and recent strategic acquisitions suggests that the "Architecture of Permanence" is not only intact but is being fortified by the very technological shifts that skeptics feared would destroy it.
THE FOUR CONDITIONS FOR LEADERSHIP by Mario Alonso Puig
Mario Alonso Puig explicitly states in this video that there are four key elements that define a leader's capacity to influence. These conditions are crucial for what the speaker defines as "liderar" (to lead), which is distinct from merely "mandar" (to order) and instead focuses on inspiring, mobilizing, and fostering alignment between mind and heart to create a shared, exciting vision.
CORPORATE CULTURE- «…THE RIGHT GUYS IN THE RIGHT SEATS…»
Nick Saban gives us so many lessons about Corporate Culture in just one minute!
Summer readings – authors worth to be read
Looking to read this summer and actually make it worthwhile? This isn't another "top 10 books to read" list. We're taking it a step further. This summer, don't just pick books. Pick minds. Choose authors whose thinking will challenge yours, reshape how you work, decide, invest, and make sense of the world.
QUALITATIVE VALUATION – WHY THE TOP MANAGEMENT MATTERS MORE THAN YOU THINK
Are you relying solely on financial statements for company valuation? You might be missing a critical piece of the puzzle. While balance sheets and income statements provide essential data, they often overlook the profound impact of top management on a company's true worth. This quote by Peter Seilern, "A company is always as good and only as good as its top management," from Only the Best Will Do, isn't just a catchy phrase, It challenges us to look beyond the numbers and recognize that the quality of leadership is a critical determinant of a company's success and valuation.
WHY YOUR COMPANY NEEDS A «FREE» EXERCISE PROGRAM … YESTERDAY!!!
It’s that time again—2025 is already here, and “New Year, New Me” resolutions are popping up left and right. But what about the goals your company is setting for the new year? Let me throw out an idea: a free (subsidized), exercise program for your employees...
The Symphony of Silliness: Decoding Your Organization’s Unique Blend of Brilliance and Blunders – The Stupidity Paradox
Every organization, from nimble startups to corporate giants, conducts its own peculiar orchestra of intelligence and absurdity. The question isn't whether your company experiences moments of folly—it's about identifying which movements in this grand symphony of stupidity tend to dominate your workplace's performance (and how often...)...
THE (REALLY?) LEADERSHIP TEST: A Comprehensive Self-Assessment
Leadership is not just about holding a title or managing a team. It requires a complex blend of skills, empathy, and self-awareness that enable you to effectively guide, empower, and motivate your team. While some of these skills are well-known, others might surprise you. However, many who consider themselves effective leaders might not be as accomplished as they think.
Irrational Investors 