---
title: Company Analysis — examining AI strategy
description: "In-depth analysis of corporate AI strategies, with charts, public sources, clearly identified interpretations and evidence of how they evolve."
lang: en
date: 2026-11-08
date_modified: 2026-11-08
---

# Company Analysis

We want to understand what each company aims to achieve with artificial
intelligence, the decisions it makes to pursue those goals, and how it adapts
as technology, competition and its own results change.

Each analysis starts with the business: how it creates value, the pressures it
faces and what AI could change. We examine resources, processes, organization,
suppliers, customers, risks and results. We test our thesis against its
limitations and alternative explanations.

The IBEX 35 will be our first collection. Each installment will include a full
dossier accompanied by explanatory charts and diagrams, a summary carousel and annotated sources in Spanish and English.
Market-cap positions will carry a reference date and may change. Each analysis
will retain its identity and revision history.

## How to read our analyses

Facts will link to openly accessible supporting passages. Corporate statements
will be attributed to the company, and announced targets will remain targets.
Where a source does not allow a claim to be checked, we will say so and avoid
presenting it as an achieved result.

We will label our contributions **Our interpretation**, **Scenario** or **Our
forecast**. We will explain their premises, assumptions and limitations.
Forecasts will include a time horizon and signals that could invalidate them.
Sources support the premises. The conclusion remains ours and may be revised.

Each dossier will show its evidence cutoff, open questions and changes since
the previous review. Limited public information constrains our analysis. It
does not establish that the company is inactive.


## First analysis

[Inditex and AI: coordinating the business, reshaping the experience](01_inditex.md). Applications, decisions, capabilities, investment and the limits of public evidence. Evidence cutoff: 6 November 2026.