The Rise of the Resilient: A New Era of Rockstars and Dragonflies
Guillermo Valencia A
Founding Partner @ Macrowise & Scale | Investments, Navigator of a world in constant Motion| Co-host Game Changers Podcast
The world is transforming before our eyes. For decades, globalization powered growth, lifting billions out of poverty and reimagining borders and economies. But today, that era is giving way to something new—a competitive arena where nations strive for influence, resources, and the reins of reconfigured value chains. We’re not just witnessing a shift; we’re witnessing a fundamental transformation with profound implications.
After the Lehman Brothers crisis, we entered an era of zero interest rates and cheap capital. This environment created two types of companies. First, the ??????????????—businesses that coasted on endless refinancing, surviving rather than innovating, their resilience ???????????? ???? ?????? ?????????????????? ???? ??????????????. In today’s landscape, where localism rises and interdependence fades, these companies are now facing challenges they were never prepared for.
Then, we have the ????????????????—the darlings of Silicon Valley. These companies adopted a “???????? ???? ???????? ?????? ???????? ????” mindset, racing to scale at any cost, often without a sustainable business model. ???????????? ???? cheap money, they prioritized rapid growth and marketing over real, enduring impact.
And now, as globalization fades, a new economy is emerging—one built on resilience, on endurance, on the power to transform. New archetypes are rising with it.
Enter the ??????????????????—?????? ???????????? ???? ????????????????????????????. These are companies that commit to the long game, focusing on lasting impact over short-term gains. ?????????????? ????????????????, with its profound internal transformation, stands as an example. Industries like ?????????????????????? ?????? ??????????????, foundational to this new age, are evolving too, proving that change is possible. And perhaps the boldest Dragonfly yet? ??????????????, ?? ?????? ?????????? ???????? ?????? ???? ?? ???????????? ?????? ?? ??????????????????????????, ?????????????????? ??????????????.
Then, there are the ??????????????????—those who inspire, who set the pace, who refuse to settle. Companies like ?????????? ?????? ???????????????? ?????? ???????? ???????? ???????? ????????????????????; they are beacons of a new ???????????????????? ????????????, symbols of what is possible in this new age.
???? ?? ?????????? ????????’?? ???????????????? ???????? ???????????? ???? ??????????, ???????? ??????????-???????? ???? ??????????????????????, ???? ???????? ???????? ???????????? ?????? ???????????????? ?????? ??????????????. ???? ???????? ?????????? ???? ?????????? ?????? ???????????? ????????????????????, ????????????????????, ?????? ?????????????? ??????????. Because in the end, the real question is not how fast we can grow, but what kind of value we want to create—and sustain. And that will be what defines the new Rockstars in today’s changing world.
Thanks for reading,
Guillermo Valencia A
Cofounder of Macrowise
November 8th, 2024