Strategy & CorpDev
Querétaro's Data Center Map: CloudHQ, Kio, Plan México, and the US-MX Bargain
Who is actually building in Querétaro (CloudHQ, Kio, ODATA, AWS, Microsoft, Equinix, Ascenty, Scala, Layer 9), what Plan México can fund, and the FDI and power numbers that tie the U.S. and Mexico together.
AI and Data Centers Are Carrying North America's Growth Story
Hyperscaler AI capex toward $720–830B, U.S. data-center construction above $50B annualized, and Querétaro inventory up ~450% YoY: how AI infrastructure is carrying North America's 2026 growth story while rates stay sticky near 3.6%.
How to Evaluate a New Market Before Entering It
A systematic process for evaluating new market opportunities — demand signals, competitive density, regulatory barriers, and the minimum viable market test.
How to Build a Competitive Moat in a Commoditized Industry
Practical strategies for building defensibility when your product or service faces commoditization — network effects, switching costs, data advantages, and brand positioning.
Nearshoring Trends: What the Data Says About US-Mexico Supply Chains
The latest data on nearshoring to Mexico — trade flows, FDI patterns, industrial real estate trends, and which sectors are moving fastest.
Mexico as a Strategic Market: A Data-Driven Entry Framework
A comprehensive framework for entering the Mexican market — regulatory landscape, talent availability, nearshoring dynamics, and sector-specific opportunities.
Porter's Five Forces Applied to Emerging Markets
How to apply Porter's Five Forces in emerging market contexts — where the framework breaks down, what to add, and practical examples from Latin America and Southeast Asia.
How to Conduct a Market Sizing Analysis (TAM, SAM, SOM)
A practical methodology for calculating TAM, SAM, and SOM — top-down vs. bottom-up approaches, common pitfalls, and how investors evaluate market sizing claims.
Product-Market Fit: How to Measure It and Know When You Have It
Frameworks and metrics for measuring product-market fit — including the Sean Ellis test, retention curves, and leading indicators that signal PMF.