The Visionary Investor
Do you have a business in supply tech innovation? Are you trying to scale? You’re in the right place. Welcome to a wealth of articles written by Luis Solana, a seasoned pro in supply chain management and your trusted guide to transforming good ideas into great businesses.
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ADVANTAGE - Decision Velocity Is the New Supply Chain Moat:
Slow decisions—not bad ones—are the biggest risk in 2026.
The advantage is no longer where you think it is
For decades, supply chain competitive advantage was built on three pillars:
Cost efficiency
Scale
Reliability
Over time, resilience was added to that list.
Today, all four are converging.
Technology has democratized access to data. Global networks have matured. Even resilience strategies—multi-sourcing, buffer inventory, redundancy—are becoming standard practice.
The result is a quiet but important shift:
The traditional sources of supply chain advantage are no longer differentiators.
So what is?
TRANSFORMATION - The Rise of Autonomous Supply Chain Decisions: From planning cycles to continuous, AI-driven orchestration.
The old model didn’t just break—it exposed its limits
In the first quarter of 2026, it became clear that supply chains have crossed a structural threshold.
Volatility is no longer episodic. Stability is no longer the baseline. And traditional supply chain operating models—built on planning cycles, functional silos, and human coordination—are increasingly outmatched by the environment they operate in.
But recognizing the problem is only the first step.
The more important question is: what replaces it?
Because if supply chains can no longer rely on periodic planning and reactive execution, then the entire model of how decisions are made must evolve.
And that evolution is already underway.
INFLECTION - Supply Chains Have Crossed a Point of No Return: The first 90 days of 2026 are forcing a new supply chain operating model
The beginning of 2026 didn’t disrupt supply chains — it exposed them
In the first quarter of 2026, global supply chains faced yet another wave of pressure.
Trade corridors remain fragile. Geopolitical tensions continue to reshape sourcing strategies. Demand signals are increasingly volatile, distorted by pricing pressure and shifting consumer behavior. Labor availability remains inconsistent across critical nodes.
Corporate Venture Capital: How to Keep Investments Innovative and Aligned
Last month, I covered the why behind corporations investing in supply chain startups. Now, let’s use my investment thesis as a framework for how to decide where to invest and with whom to partner.