What's on my mind this month.
A living page. Updated every couple of weeks with what I'm actually doing, reading, and thinking.
- Building
Yáneken's internal workshop — IRIS validating stores over WhatsApp across 160+ stores, Draper piloting commercial agents with Hoka, and Project Cerebro putting the whole market on the pricing table. What we used to buy as SaaS, we now build.
- Operating
Yáneken — designing the 2026 operating plan: how we keep growing inorganically while consolidating the omnichannel operation and shaving another point off cost-to-serve.
- Writing
El Tío Bold/Drops — the site's series: my side of the stories, paired with what I post on LinkedIn. Writing Nº 002 now: how Bold began, and why betting on sneaker culture in Chile made sense before the market was obvious.
- Publishing
Two whitepapers at Menlo & Oak. One on why citation replaced ranking in AI search, and what a retail operator can actually do about it. The other on marketplace unit economics: if ACOS exceeds contribution margin, you are paying for the privilege of selling. Both full text, no signup.
- Reading
Work in Progress — Michael Eisner. The memoir of the CEO who rebuilt Disney through the '80s and '90s. Fresh off the Jamie Dimon biography: trading banking for the experience business, told from the inside.
- Listening
Acquired — the Costco episode. Four hours. Ten times more useful than any MBA on retail strategy. I re-listen every time I'm about to make a big pricing decision.
- Training
Coming back to triathlon base after a couple of months off for travel. Aiming for Ironman 70.3 Pucón in January.