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Over the past months a common view has formed in the market: AI is in a bubble. Record rounds and valuations, circular financing, blue-chip stocks jumping 40% in a single day and unprecedented capex all reinforce that view. In this letter we share how we see this debate and what it means for our strategy.
Our take is that the risk appetite across the market has clearly ...
At First Glance, Our Strategy Looks Flawed
A decade ago we stepped into Latin American venture convinced the region could create global software champions. However, the standard playbook used here felt mismatched. The region demanded a unique approach adapted to its nuances, so we decided to write our own, with concentrated investments, disciplined economics, ...
