If you’ve spent any time with founders or investors in São Paulo this year, you know the questions filling every conversation.
Can Brazil still generate breakout winners? Is AI killing SaaS? Are IPOs even realistic? Is global expansion from LATAM something founders should still aspire to?
This episode answers all of them.
You’ll hear why Brazil went from six $100M ARR companies to more than thirty in just a few years.
Why global products that scale across Mexico and Colombia simply break in Brazil.
Why AI is both the biggest threat and the biggest tailwind for incumbents with real moats.
Why growth investors are underwriting M&A far more seriously than IPOs.
Why “right to win” — not the story — determines whether a Brazilian company should ever go global.
And what founders must understand now about valuation, exits, efficiency, and investor relationships in a world transformed by AI.
And toward the end, you’ll hear me bring in the questions our audience asked live — in the room as we recorded this session.
This is the episode you’ll want to send to your co-founder, your board, and the WhatsApp group where everyone is not fundraising just yet. Comment BRAZIL and I’ll send you the link to the full conversation.
Dileep Thazhmon from Jeeves and Bruno Maimone from Warburg Pincus sit down with me to map the truths behind the narratives the ecosystem has been circling for months.
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