The J Curve Podcast — LATAM Founders, VCs & Operators | The J Curve

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Why AI Investors Lose Money on Great Companies | Paulo Passoni | The J Curve Podcast

Sep 1, 2026

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Paulo Passoni on why the world is short compute, and how a great company still loses money for its last investors

Paulo Passoni on why the world is short compute, and how a great company still loses money for its last investors

Podcast

Nigel Morris on Capital One, Nubank, and what actually changed in Latin America

Nigel Morris on Capital One, Nubank, and what actually changed in Latin America

Podcast

What makes a creator business worth $500M?

What makes a creator business worth $500M?

Podcast

Paulo Passoni on what he would do with $500 million, and why an AI margin is not a SaaS margin

Paulo Passoni on what he would do with $500 million, and why an AI margin is not a SaaS margin

Podcast

Brian Requarth on picking 15 founders out of 1,500, and why Latitud took no equity for five years

Brian Requarth on picking 15 founders out of 1,500, and why Latitud took no equity for five years

Podcast

TJC Debrief: Who Actually Makes Money in AI?

TJC Debrief: Who Actually Makes Money in AI?

Podcast

Felipe Carvalho, Camu: The Brutal Sales Lesson From Pipefy

Felipe Carvalho, Camu: The Brutal Sales Lesson From Pipefy

Podcast

TJC Debrief with Paulo Passoni: The New US-China Tech Split

TJC Debrief with Paulo Passoni: The New US-China Tech Split

Podcast

LATAM Beats India as a Fintech Market

LATAM Beats India as a Fintech Market

Podcast

The AI Decision Every Company Has Months Left to Make

The AI Decision Every Company Has Months Left to Make

Podcast

Pedro Conrade on building a $760M bank for the customers investors told him not to serve

Pedro Conrade on building a $760M bank for the customers investors told him not to serve

Podcast

Stelleo Tolda on beating Amazon in Brazil, and how MercadoLibre stopped being asset-light

Stelleo Tolda on beating Amazon in Brazil, and how MercadoLibre stopped being asset-light

Podcast

Hernán Kazah on the power law, the AI valuation problem, and why two of Latin America's five most valuable companies are now tech

Hernán Kazah on the power law, the AI valuation problem, and why two of Latin America's five most valuable companies are now tech

Podcast

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

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