Your Default Outcome Is Failure

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The Idiosyncratic Bet

Brazil is better than its story

$100M growth checks prefer caipirinhas now

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

The Alpha Is in the Plumbing

AI is the new supermarket

The Founder’s Guide to Building in Volatile Markets

When Everyone Has AI, Nobody Has a Moat

Enjoy Christmas. We’ll figure it out on the 26th.

The ROI of Obsession

The Exit Nobody Tweets About

The dichotomy of success: a founder's meditation on what we're actually building

The Fintech That Closes At 5pm

The Future of Healthcare Looks Like Cloud Computing

The Best VC Returns Aren’t in Silicon Valley

Brazil's Future May Be Made in China

The Operating System Powering Brazil’s SMB Economy

The Anti-Freedom Guide to Financial Products

The Three Business Models VCs in Brazil Can’t Stop Funding

The End of Silicon Valley Supremacy Starts in Sao Paulo

The Health Insurance Company That Thinks Like a Tech Startup

Dolce Far Niente: Why Doing Nothing Might Be Your Most Important KPI This Quarter

The J Curve Insider: Logistics for the TikTok Economy

The J Curve Insider: Cracking Network Effects in a $100B Legacy Freight Market