On this episode Pat sits down with legendary operator and former MELI CFO, and of late CEO of dLocal, Pedro Arnt, to dive into his learnings of 20+ years of company building.
We discuss
- Why he is bullish on emerging market's potential
- His learnings around the early innings of MELI riding the wave of digitisation in commerce in the 2000s and why long term building beats short-term CAGR ambitions
- The parallels he sees across verticals around digitisation in emerging markets from commerce to payments and how slower consumer adoption calls for more discipline and consistency but allows you to grow at +30% CAGR for many years
- His take on balancing startup agility and processes and org. complexity of a big corporation
- His new chapter with dLocal and why going from emerging market to emerging market makes all the sense
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The Enthusiast: Founders and VCs beyond the Valley