ZERLOTTI SIGNAL / PRIVATE ADVISORY FOR THE AI TRANSITION
Read the curve before it reshapes your industry.
Zerlotti Signal is a private AI strategy advisory practice for CEOs, founders, and boards. The Strategic Reading approach anticipates structural shifts before the market prices them in. Rodrigo Zerlotti works with a limited number of C-suite leaders at a time. The window to decide from a position of strength is twelve to twenty-four months.
The Signals
Early intelligence memos on the moves that will define your market.
Each Signal is a short, direct brief on a technology shift that will force a strategic decision, usually before most leadership teams realize it is coming. No commentary. No trend summaries. Just the implication for whoever is in the room when it matters.
Signal
Strategy
AI Is Splitting Between Consumption and Work
The article argues that AI has begun to split into two operational categories: consumption and work. The distinction matters because consumer AI changes habits, while work AI reorganizes the way a company operates.
~5 min readSignal
Strategy
AI Has Entered the Era of Token Scarcity
The article explains why AI has stopped behaving like a software license and has started behaving like scarce infrastructure. Its central thesis is that tokens have become an operational constraint, with direct consequences for cost, governance, agents and executive decision-making.
~5 min readSignal
Strategy
The CEO who asked the difference between ChatGPT and Claude
The article explains why the difference between ChatGPT and Claude is the wrong question for leaders who still treat AI as a vendor choice. Its central thesis is that operational advantage appears when a company learns to operate with agents in real work, before that gap becomes an order-of-magnitude difference.
~6 min read
The Strategic Reading approach
Three layers. One decision.
The Strategic Reading approach runs every analysis through three layers: technology, strategy, decision. Most leaders only see one. Zerlotti Signal works all three together.
01 / TECHNOLOGY
What is real, what is marketing.
Separating production-ready capabilities from those still theoretical. Technical depth without jargon, at the level of detail a C-suite leader needs to decide, and nothing beyond that.
02 / STRATEGY
Where the curve changes the game.
Mapping which AI moves reposition your market and which are noise. Identifying where competitive advantage is forming, before the market prices it in.
03 / DECISION
What to do now.
Translating technical and strategic reading into concrete choices: capital, organization, timing. The final deliverable of the advisory is not understanding. It is a decision.
Why Zerlotti Signal
Thirty years of pattern recognition. Operator, not commentator.
Four waves, one consistent reading
Internet, cloud, mobile, SaaS. Now agentic AI, the wave that compresses all the others. Thirty years reading the same curve.
Four companies built and sold
DbLive (IoT/weather, patent granted), Suiteplus (NetSuite Brazil), Rezolve (e-learning on ERP frameworks, acquired by DOT Digital Group), Enlizt (recruitment). Operator, not commentator.
C-suite at global scale
CAIO, CTIO, and COO at DOT Digital Group. GM LatAm at Avalara. Operations across the US, Brazil, and Latin America.
Technical foundation, not keynote opinion
Aerospace Engineering from ITA. Graduate work and research in computing at the University of Texas at Austin.
Most executives will understand AI too late. A few will not. This advisory is for them.
Rodrigo Zerlotti