Julio Vasconcellos, Atlantico: Brazil vs Mexico for LPs

Julio Vasconcellos is Managing Partner at Atlantico — a leading Latin American venture firm and publisher of the Latin America Digital Transformation Report, now in its 6th edition. Julio was previously Facebook’s first country lead in Brazil and co-founder of Peixe Urbano.In this episode, Julio unpacks why local LATAM VC funds have quietly outperformed global peers and what it will take to attract more LP capital, why Mexico is suddenly attracting Sequoia, Founders Fund, and a16z capital and what it means for investors placing their first bets, the geopolitics of tech and what’s driving the 39% of Brazilians who say they’d align with China over the U.S., Pix’s relentless rise with 87% corporate penetration and $15B in fee savings and what it means for Visa, Mastercard, and fintechs, Brazil’s AI moment following Microsoft’s $2.7B AI/cloud investment, and the founder archetypes Atlantico’s research identifies as most likely to win in Latin America.Subscribe to The J Curve Insider ⁠⁠Newsletter⁠⁠ for deeper insights and follow Olga on ⁠⁠LinkedIn⁠⁠ or ⁠⁠Instagram⁠⁠.