Topic
Markets & SaaS
5 essays
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Estado de la IA 2025: resumen ejecutivo
Mi resumen en doce secciones del State of AI Report 2025 de Nathan Benaich. Modelos de razonamiento, abierto vs cerrado, geopolítica del cómputo, IA agéntica y predicciones a 12 meses.
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SaaS, AI and the Next Cycle
Personal musings on the state of SaaS, the frozen IPO market, the role of private equity write-downs, and how AI is rewriting budgets and strategy.
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State of AI 2025: an executive summary
My twelve-section summary of the State of AI Report 2025 by Nathan Benaich. Reasoning models, open vs closed, the geopolitics of compute, agentic AI, and predictions for the next twelve months.
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Four Generations of Integration Platforms — and Where Hotelbeds Group Sat in Each
The four-tier evolution of integration platforms has played out on the PMS side but stalled on the inventory-wholesale side. A taxonomy for travel-tech operators and investors.
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Anatomy of a Surge: The Late-October 2025 Global Hotel Booking Spike
A comprehensive analysis of the confluence of factors — market forces, commercial strategies, external events — that precipitated the unanticipated 20%+ global hotel booking surge in late October 2025