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Publications


AI Moats Are Still Verticals - Late 2025.
By late 2025, vertical AI models—hyper-specialised, efficient, and data-driven—are eclipsing general-purpose LLMs as the new moat for enterprise AI, delivering superhuman accuracy in narrow domains at a fraction of the cost.


The Data Moat 2.0: Escaping LLM Commoditisation by Owning the Endless Feedback Loop
By Didier Vila, PhD. Founder and MD of Alpha Matica. The foundational shift in the AI economy has already happened: raw intelligence is commoditising fast. Frontier labs are releasing models that are “good enough” for most tasks, open-source alternatives are catching up within months, and inference prices are collapsing.[1] For any company that wants to build a durable AI business (or defend an existing one from the “LLM tsunami”), the battleground has permanently shifted upw


Deconstructing the Data Center: A Look at the Cost Structure Igniting the AI Boom!
By Didier Vila, PhD Founder and MD of Alpha Matica. The global digital infrastructure is undergoing a fundamental rewiring, driven by the seismic force of artificial intelligence. The current boom in AI has triggered a massive wave of data center construction, but the sheer scale of the financial commitment required is often difficult to grasp.This article deconstructs the economic fundamentals of the modern data center, providing a clear and accessible breakdown of the costs


Assessing Risks in AI Infrastructure Finance
Explore the financial vulnerabilities in AI infrastructure, including circular funding, amortization practices, debt escalation, energy demands, and supply chain risks. Insights from Goldman Sachs, McKinsey, and J.P. Morgan highlight potential bubbles and sustainability challenges as of November 2025.


Navigating the GenAI Total Cost of Ownership in Late 2025: A Practitioner Perspective
By Didier Vila, PhD, founder and MD of Alpha Matica. The early alarms over skyrocketing Generative AI (GenAI) costs have faded into tactical mastery. By November 2025, enterprises have tamed the basics—treating tokens as currency and deploying caching, batching, and fine-tuning to curb API bills. Yet this progress has spotlighted a deeper layer: the Total Cost of Ownership (TCO), encompassing latency drags, infrastructure complexities, and initiatives that hum along but fail


Fast Flow & Servant Leadership as a Platform
By Didier Vila, PhD, Founder and MD of Alpha Matica. In the modern digital economy, the ability to deliver value to customers quickly and reliably is not just a competitive advantage; it is a prerequisite for survival. Organisations invest heavily in tools and methodologies to accelerate their delivery, yet many struggle to escape the friction of traditional structures and processes. The key to unlocking sustainable speed lies in a powerful combination: an intentional organis


Supply Chain Resilience Amid Tariffs and Uncertainty
By Dr Didier Vila, Founder and MD of Alpha Matica. Global supply chains, the intricate networks powering international commerce, are navigating unprecedented turbulence in 2025. Escalating tariffs and heightened geopolitical uncertainty are fundamentally reshaping trade flows, challenging long-held assumptions about efficiency and cost optimisation. The historical focus on lean, cost-minimised operations is proving insufficient in the face of systemic shocks. Businesses must


Beyond AI Regulations and Fines: The Importance of the Risk Culture in Organisations
By Didier Vila, PhD - Founder and MD of Alpha Matica and Alberto Barroso, PhD - Global Head of Decision Science at Tetra Pak* In the rapidly evolving landscape of artificial intelligence, regulations and compliance are no longer optional but very soon mandatory. Building a robust AI risk culture is crucial for navigating the complexities of this new era. This article delves into the importance of such a culture, focusing initially on upcoming EU regulations, the need for inte


The Agentic Revolution: Reimagining Workflows and Governance, Redefining Organizational Morphologies and Rediscovering Human Potential
By Didier Vila, PhD - Founder and MD of Alpha Matica and Alberto Barroso, PhD - Global Head of Decision Science at Tetra Pak* The emergence of intelligent agents, capable of learning, adapting, and executing complex tasks, is heralding a new era of automation. Of course, this new technology will require scientific supervision, continuous audits and robust governance with human supervision. However, this isn't just about efficiency gains; it's about a fundamental shift in how


Beyond LLM Proliferation: Knowledge Management, Performance Measurement and Creativity
By Didier Vila, PhD, Founder and MD of Alpha Matica. The proliferation of Large Language Models (LLMs) has sparked a wave of excitement...


People, Process and Technology: An Agentic Perspective.
By Didier Vila, PhD. Founder and MD of Alpha Matica. The endless creation of Large Language Models (LLMs) has led to the emergence of AI...
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