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

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

Sep 3, 2026

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14 min read

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

Olga Maslikhova

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

Aug 18, 2026

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12 min read

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

Olga Maslikhova

What makes a creator business worth $500M?

Jul 28, 2026

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1 min read

What makes a creator business worth $500M?

Olga Maslikhova

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

Jul 14, 2026

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19 min read

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

Olga Maslikhova

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

Jun 29, 2026

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20 min read

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

Olga Maslikhova

TJC Debrief: Who Actually Makes Money in AI?

Jun 9, 2026

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1 min read

TJC Debrief: Who Actually Makes Money in AI?

Olga Maslikhova

Felipe Carvalho, Camu: The Brutal Sales Lesson From Pipefy

May 26, 2026

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1 min read

Felipe Carvalho, Camu: The Brutal Sales Lesson From Pipefy

Olga Maslikhova

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

May 11, 2026

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1 min read

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

Olga Maslikhova

LATAM Beats India as a Fintech Market

Apr 27, 2026

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1 min read

LATAM Beats India as a Fintech Market

Olga Maslikhova

The AI Decision Every Company Has Months Left to Make

Apr 26, 2026

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1 min read

The AI Decision Every Company Has Months Left to Make

Olga Maslikhova

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

Mar 30, 2026

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14 min read

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

Olga Maslikhova

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

Mar 16, 2026

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14 min read

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

Olga Maslikhova

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

Mar 2, 2026

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16 min read

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

Olga Maslikhova

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