Long-form work on the problems we actually get hired to solve. Free to read in full — the formatted PDF is a click and an email away.
How AI search decides which retail brands get recommended — and what operators can do about it
Less than a third of Google searches still send a click. AI referral traffic is under 1% of visits — and it grew 16x in two years. This is the cheapest strategic bet on the table for LatAm retail, and almost nobody in the region has made it.
Marketplace unit economics for retail operators — and the one ratio that separates profitable scale from expensive volume
Marketplaces are the fastest-growing channel in LatAm retail and the easiest place to grow revenue while destroying margin. This is the operator's view: how reputation becomes a cost of capital, why logistics is a conversion lever rather than a cost line, and the single ratio that separates profitable scale from expensive volume.