Episode Archive -- The J Curve Podcast | The J Curve

Paulo Passoni on why speed is the last moat, and why CloudWalk trades at an eighth of Ramp's multiple

Dec 22, 2025

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15 min read

Paulo Passoni on why speed is the last moat, and why CloudWalk trades at an eighth of Ramp's multiple

Olga Maslikhova

Brazil is better than its story

Dec 18, 2025

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9 min read

Brazil is better than its story

Olga Maslikhova

$100M growth checks prefer caipirinhas now

Dec 11, 2025

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21 min read

$100M growth checks prefer caipirinhas now

How the market that humbled global operators became the most compelling bet in emerging market tech

Olga Maslikhova

The Alpha Is in the Plumbing

Dec 4, 2025

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17 min read

The Alpha Is in the Plumbing

Olga Maslikhova

AI is the new supermarket

Nov 20, 2025

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13 min read

AI is the new supermarket

Olga Maslikhova