Newsletter

AI is the best thing that happened to Brazil

Cash Pillow

The case against liquidity

I have another billion-dollar idea for you

The problem with selling software to ‘everyone’

The AI labs just went full Palantir. Let me explain.

A trillion-dollar business idea

Brazil is about to get a whole lot more AI venture capital. Watch this.

LATAM produces Messis. Why not Musks?

This is what ads will never give you

Not another tech show

Your app has a problem

The expert is the last person to build the future

Your customer acquisition strategy just changed forever

The Hidden Decisions Behind Great Companies

The New Human Edge

Your Default Outcome Is Failure

We’re back

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