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Unless you live in a rabbit hole, you know what recently happened with OpenAI. Yes, the company that created the famous, beloved, and vilified ChatGPT. Well… a Chinese company unexpectedly emerged with its own AI, Deepseek, which has shaken up the market and the industry. It offers the equivalent of the most advanced ChatGPT model but it’s free—at least for now. And not only that, Deepseek made its code open-source, making it accessible to anyone who wants to use or improve it. You’ll be able to do much more with less. How do you feel about? Still no bells… Well.. after the announcement, nearly all major tech companies saw their stock prices plummet. Nvidia, for example, the company that manufactures the chips used to build and train AI models, lost nearly $600 billion in market value in a single day. And this is the most important lesson hidden in this situation: Even the biggest, most famous, and wealthiest company can fall overnight. Even if it was the first to market. Not because they’re doing anything wrong. Simply because the moment your offering becomes a standardized product, a commodity within everyone's reach... You’re destined to be overtaken by a competitor sooner or later. There will always be someone who can commoditize your product even further, lower the price (or eliminate it entirely), and offer the same features as you. And this will happen to your company, or to you. Yes, to you. As a worker, as a professional… if you don’t keep evolving, improving, learning and getting far away of being a commodity… sooner or later… you’ll lose. Do you want to know anything different today? Here you are my pick.
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Parkinson’s Law: Work fills the space you give it. “If you give yourself three years to complete something, completion will take three years.” Now replace “three” with whatever number… like eight. That’s what I keep seeing in infrastructure. Projects designed to take 8… 10… 12 years. Not because they need it. Because nobody in the room knows how fast it can actually be done. Some clients hire advisors who have never delivered a project at scale. Or with no direct experience in the type of...
There is a project that I follow even if I live now at the other side of the Pacific. It is… or it was… or it will be one day, one of the most ambitious (and game changer) infrastructure projects in the world. It was also meant to be a PPP. California High-Speed Rail The idea sounded great: Connect major cities. Reduce emissions. Transform mobility. On paper, it had everything. In reality… it had a problem. The scope was never stable… and still it’s not. Routes changed. Stations moved....
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