Daniel Wu

Daniel Wu, a partner at Bristlemoon Capital, dives into the evolution of Mercado Libre, now a $120 billion e-commerce titan in Latin America. He discusses how the platform has grown from a regional competitor to a giant, blending e-commerce with fintech for a uniquely powerful model. Key topics include their logistics innovations, the rise of the Melly Plus loyalty program, and the competitive landscape against rivals like Shopee. Wu highlights the importance of strategic reinvestment and the challenges of managing credit in today's volatile market.