There's never been a better time in history to be a shrimp
- Vitor & team are building something very special at the intersection of AI & financial services, and will transform Latam fintech like they did before at Nubank!Hoje a Decade sai do stealth, anunciando a maior rodada seed da América Latina. US$ 85 milhões investidos por @benchmark , @Greenoaks e Diffusion para inaugurar uma nova categoria de serviços financeiros, a Inteligência Patrimonial. Veja a matéria completa na @Bloomberg
- There is almost no more powerful business setup than: grindy, ultra high capex, low margin product —> high margin app on top that can only be built via the grindy thing. operating leverage + durability = 📈 SpaceX launch —> Starlink Frontier lab training —> inference (sort of)
- I’ve said that this is an incredibly disorienting time to be investing - Arsham has the most thoughtful response to the current environment I’ve read here very very good read
