AI won’t set you apart. Your decisions will.

But there's something we're not pricing in.

What happens when the AI you depend on disappears overnight?

A few weeks ago, companies using Claude woke up to revoked access. No explanation. No human support. Just a cold intake form. Entire teams—50, 60+ people—suddenly stripped of a mission-critical tool.

We're rushing to adopt AI. But we're centralizing critical workflows into black-box platforms we don't control. That creates something new: a single point of failure we didn't have before.

We've seen this playbook. It took ~50 years to ban smoking indoors, even knowing it was harmful. We even made movies about it. Same pattern: hype, dependency, delayed accountability.

The EU just launched an age verification system — not a debate. An implementation. That's what it looks like when regulation catches up. And yes — some will call it “slowing down innovation.”

Most companies are using AI to accelerate broken processes. Same inefficiencies. Just faster. And now, more fragile.

At our company we started assessing the problem — not the technology. Working with an energy distributor, we cut planning time by 50%. But the real outcome wasn't efficiency. It was control. And something more important: their teams stopped spending hours cross-checking spreadsheets — and started focusing on higher-value, strategic work.

While everyone hires AI engineers, BlackRock is investing in electricians and plumbers. Not data scientists. Because AI is infrastructure. And infrastructure has dependencies.

Not data scientists.

Because AI is not just software. It’s infrastructure. It’s dependency.

Don't ask: "Where can we use AI?"

Ask: "What breaks if this disappears tomorrow?"

That's the real test. Will you build with that in mind — or wait until someone else forces you to?

With human love, Juanca