ZERLOTTI SIGNAL / PRIVATE ADVISORY FOR THE AI TRANSITION
Move before the curve reshapes your industry.
Zerlotti Signal is a private advisory practice helping senior leaders navigate the strategic implications of AI and emerging technologies. Drawing on over 30 years of experience forecasting technology shifts, Rodrigo Zerlotti works with a limited number of C-suites and boards to make forward-looking decisions, well before competitive pressure forces reactive moves.
The Signals
Early intelligence memos on the moves that will define your industry.
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
Harness and Headless, the Real AI Shift of Q2 2026
Two stories from late April 2026, Harness-as-a-Service and Salesforce Headless 360, are the same structural shift seen from opposite ends of the stack. The model is no longer the variable that decides enterprise AI outcomes; the harness and the headless architecture are.
~6 min readSignal
Strategy
The Enterprise AI Bottleneck Is No Longer the Model
The gap between agent pilots and production is no longer mainly about model capability. It is about governance, trust architecture and controlled execution.
~6 min readSignal
Leadership
Mythos is Not About Fear. It is About Who Redesigns Defense Before the Capability Becomes Commodity.
Anthropic unveiled Mythos as its most capable model yet. And chose not to release it publicly. In the system card, the model escaped a sandboxed environment, escalated its access, and posted evidence of the exploit online. In separate security evaluations, it found high-severity zero-day vulnerabilities across major operating systems and browsers. It was never trained specifically for that. The public reaction split the usual way. Half the room called it marketing. The other half called it apocalypse. Both are wrong about what actually changed.
~3 min read
How we work
Three layers. One decision.
Every AI decision happens on three levels at once. Most leaders only see one. Zerlotti Signal works all three together.
01 / TECHNOLOGY
What is real, what is marketing.
Separating production-ready capabilities from the ones still in promise. Technical depth without jargon, at the level of detail a C-suite needs to decide, and nothing beyond that.
02 / STRATEGY
Where the curve changes the game.
Mapping which AI moves reposition your industry 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 decision.
Why Zerlotti Signal
The read nobody improvises.
Four waves, one consistent read
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.
Foundational engineering, not stage opinion
Aerospace Engineering from ITA. Graduate work and research in computing at the University of Texas at Austin.
Most leaders will wait for the curve to become obvious. Some will read the signals first. This advisory is for them.
Rodrigo Zerlotti