The J Curve with Olga Maslikhova cover art

All Episodes

The J Curve with Olga Maslikhova — 113 episodes

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Title
1

TJC Debrief: Who Actually Makes Money in AI?

2

Felipe Carvalho, Camu: The Brutal Sales Lesson From Pipefy

3

TJC Debrief with Paulo Passoni: The New US-China Tech Split

4

Gastón Irigoyen, Pomelo: LATAM Beats India as a Fintech Market

5

TJC Debrief with Paulo Passoni: Only 4 US Companies Can IPO

6

Pedro Conrade, Neon: How to Build a $1B Neobank in Brazil

7

Stelleo Tolda: Inside MercadoLibre’s Rise to $100B

8

Hernan Kazah, Kaszek: Building LatAm’s $100B+ Companies

9

Paulo Passoni, Valor Capital: Speed Is the Last AI Moat

10

Dileep Thazhmon (Jeeves) & Bruno Maimone (Warburg Pincus)

11

Roberto Dagnoni (Mercado Bitcoin), Ben Lizana (SoftBank)

12

Olga Maslikhova: 4 LATAM Founders Who Turned Chaos Into Moats

13

Daniel Vogel, Bitso: LatAm’s First $2.2B Crypto Unicorn

14

Caique Carvalho, Gringo: The $200M WhatsApp MVP Exit

15

Piero Contezini, Asaas: The 37-Revenue-Stream Brazilian Fintech

16

Julio Vasconcellos, Atlantico: Brazil vs Mexico for LPs

17

Tiago Dalvi, Olist: Building Brazil’s $10B GMV Platform

18

Olga Maslikhova: Why 90% of LATAM Founders Fail at VC

19

Pismo Roundtable — Daniela Binatti, Pismo: How We Sold to Visa for $1B

20

Vitor Asseituno, Sami: How We 3x’d Margins in $60B Market

21

Federico Vega (Frete.com) on Cracking Network Effects in a $100B Legacy Freight Market

22

Olga Maslikhova, Host of The J Curve: LATAM’s Volatility Builds Better Operators

23

Caetano Lacerda & Raphael Dyxklay (Barte) on How to Win Mid-to-Large B2B Customers in Latin America

24

João Del Valle, EBANX: Cross-Border Payments in 29 Countries

25

Mike Packer (QED) on the Post-2021 Reset—and Why AI-Driven Platforms Win

26

Marcelo Lutz & Roberto Biselli (Capim) on the $14B Dental Market—and the Credit Wedge That Cracked It

27

Olga Maslikhova, host of The J Curve on What Latam Founders Get Wrong About Exits

28

Gustavo Mapeli, Kanastra: The $300B Market Built on Excel

29

Roberto Oliveira, Blip: Why WhatsApp Beats ChatGPT in AI Commerce

30

Guilherme Horn, WhatsApp: How WhatsApp Runs Brazil’s Economy

31

Andre Penha, QuintoAndar: How to Build a $5B Real Estate Giant

32

Paulo Passoni, Valor Capital: No $300M Revenue, No IPO

33

Olga Maslikhova, host of The J Curve: LATAM’s tech explosion—blockbuster M&As, IPOs, and a pipeline of unicorns

34

Allen Taylor, Managing Partner at Endeavor Catalyst: How U.S. IPOs Can Unlock Billions for LATAM Startups

35

The J Curve After Hours: Dirty Martinis and Making It in Latin America

36

Marcelo Lombardo CEO at ERP giant Omie: What no one tells you about building a $100M in ARR startup

37

Adhemar Milani Neto, CEO at Brazilian car subscription platform Kovi: Why Brazil is poised to dominate the global EV market

38

Sergio Furio, founder and CEO of $4.8B Brazilian fintech lender Creditas: Why the wrong market will sink even the best team

39

Marcelo Abritta, founder and CEO at Buser: How a simple marketplace model took over Brazil’s $10B bus industry

40

Igor Marinelli, Tractian: AI for 5% of Global Industry

41

Marcelo Maziero and Fernando Fontes, founders of Brazil’s leading receivables exchange firm CERC: The $5 trillion opportunity—How CERC is changing the capital market infrastructure in Brazil

42

Andre Maciel, founder at Brazilian VC Volpe Capital: the $700B LATAM question for Meta, Google and ByteDance

43

Marcelo França, founder & CEO at Brazilian fintech infrastructure company Celcoin: three critical choices that made Celcoin a fintech leader in Brazil

44

Dileep Thazhmon, founder and CEO at $2.1B tech unicorn Jeeves: LATAM is the future of fintech

45

Rafael de Albuquerque, CEO & founder at global data analytics company Zoox Smart Data: $200M data giant built without VC funding

46

Dave Nangle, founder and CEO of VEF, an emerging markets-focused, growth-stage fintech investment firm: Forget billion-dollar IPOs; M&A is the name of the exit game in venture capital!

47

Geraldo Thomaz, founder and co-CEO at NYSE-traded e-commerce platform VTEX: Key decisions that built a $1.3B+ e-commerce empire

48

Susan Segal, CEO of Americas Society/Council of the Americas: Pioneering LATAM Venture Capital and Why the Region Will Thrive with AI

49

Daniela Binatti, Founder at Financial Infrastructure Company Pismo: Pismo's Rise to a Billion Dollar Acquisition by Visa

50

Alexandre Zolko, Founder at $400M Customer Loyalty Platform CRM&Bonus: Build to Last, Not to Sell

51

Andre Florence and Gui Azevedo, founders at Brazil's largest health-tech startup Alice: The reality is a rollercoaster

52

Thibaud Lecuyer, CEO at $2B Logistics Startup Loggi: Sustainability Is a Drug

53

Joao Barbosa, Co-Founder at Corporate Wellness Platform Gympass: From Brazil to the World: The $2.4B Gympass Story

54

Vitor Torres, Founder and CEO at Accounting Platform Contabilizei: Pioneering the De-bureaucratization of Accounting in Brazil

55

Michele Levy, Fashion Entrepreneur Behind Melissa USA: How to Build and Sell Consumer Brands

56

Gaston Irigoyen, Founder and CEO at Fintech Infrastructure Company Pomelo: Scale 10x Faster or Go Home

57

Doug Storf, Founder and CEO at Payments Infrastructure Startup Swap: Your Funding Round Failed. Now What?

58

Martin Migoya, Globant: Building LatAm’s $10B NYSE Company

59

Marcelo Sampaio, CEO at SEC approved ETF Hashdex: Crypto Is the New Internet

60

The J Curve 2023: The Year In Review

61

Q&A with Olga: Investment Philosophy, Escaping FOMO and Why It Is Time to Bet on Latin America

62

Gabriela Toribio, Wayra and Vivo Ventures: How To Succeed In Corporate Venture Capital

63

Roberto Dagnoni, the Executive Chairman and CEO of $2.1B crypto exchange Mercado Bitcoin: Blockchain Revolution, Investment Philosophy and The Art of Dealmaking

64

Alec Oxenford, Founder at DeRemate, OLX and letgo: Contemporary Art as a Purpose, Outside the Box Thinking and Top Reasons Why Startups Succeed and Fail

65

Fabio Carrara, Founder at Renewable Energy Firm Solfacil: Winning in Commoditized Market, Singularity of Focus and What Went Wrong with Elon Musk's SolarCity

66

Eduardo della Maggiora, founder at $1B insurtech Betterfly: Power of Purpose, Peak Performance and All In Mindset

67

Patricia Moraes, Founder at Unbox Capital on Lessons from Luiza Trajano (Magazine Luiza), Leading By Putting People First And Why Brazilian Entrepreneurship Is A Story Of Adaptability

68

Lucas Vargas, CEO at Nomad on Pursuit of Happiness, Building Legacy and Lessons from Viva Real and Grupo Zap

69

Julio Vasconcellos and Ana Martins / Atlantico on The Key Forces Shaping the Future of Latin America, Why LatAm Tech Ecosystem is Globally Competitive and How To Build Lasting Partnerships

70

Veronica Serra, Founder at Innova Capital on Lessons from Marcel Telles and Jorge Paulo Lemann, VC Investing (Mercado Libre, Movile-iFood, and More) and Why Effective Partnership Starts with Trust

71

Diego Barreto, CFO at iFood: How AI is Revolutionizing Food Delivery Market I Why Mentorship is the Fuel For Economic Growth and The Future of Gig Work in Brazil

72

Gabriela Gonçalves, Managing Partner at Namari Capital: Building Southeast Asia's Pioneer Ecommerce Platform at Lazada I The Perfect Storm For Venture Debt In Brazil And How To Embrace Life As a Challenge To Pursue

73

Pedro Sirotsky Melzer, Founding Partner at Igah Ventures: Building a VC Firm for The Long-Run I The Most Important Traits of Successful Founders and Why Investment Discipline Outweighs Hypothetical Upsides

74

Fersen Lambranho, Chairman of The Board of GP Investments: The Amazon is Brazilian Soul I The Most Important Things in Life and Why The Future Is Deep Tech

75

Cassio Bobsin, Founder and CEO at Zenvia: From Garage to NASDAQ IPO I What Silicon Valley Bank Collapse Means For Tech Industry and How To Stay Relevant As A Leader From Zero To One To IPO And Beyond

76

Vander Corteze, Founder and CEO at Beep Saude on The Power of Mentorship, The Brutal Truth about Being A Founder, Core Elements of Winning Corporate Culture and Iterating Beep Saude's Way into Product-Market Fit

77

Gustavo Brigatto, Founder and Chief Editor of Startups on The Potential of AI in Journalism, Building Online Communities and Why Your Marketing Should Never Depend on Social Media Alone

78

Talita Lacerda, CEO of Petlove on Amazon Leadership Principles, The Secrets of Successful Fundraising and How to Build a Brand That Customers Love

79

Jose Renato Hopf, founder of 4ALL and GetNet on The 3 Key Lessons from Building and Selling GetNet, The Secrets of High-Performing Private-Government Partnership and Bringing The South Summit to Brazil

80

Bernardo Milesy / GLOCAL on raising venture capital fund in Latin America, why now is the best time to invest in agrifoodtech sector and why impact investments is an attractive business opportunity,

81

George Roche / Yara Growth Ventures on key factors to consider before raising venture capital, do's and don'ts of a startup pitch and why agtech sector struggles to attract VC investors

82

Camilla Junqueira / Endeavor Brazil on searching for meaning, putting Brazil on the global innovation map and the ultimate traits of high impact entrepreneurs

83

Adolfo Roullion / Frizata on building enduring partnership, why startups need to foster a global mindset and why incumbent CPGs suck at innovating

84

Victor Santos / Liv Up on do-or-die mindset, challenges of building a D2C frozen food company in LatAm and the most important lessons of his entrepreneurial career

85

Francisco Jardim / SP Ventures on the nuances of being a sector-specific investor, do's and don't of startup pitching and why agricultural sector in Brazil is ready for mass production of unicorns

86

Alan Glezer / Agrolend on revolutionizing agricultural finance, current fundraising environment in tech and common mistakes that fintechs make

87

The J Curve 2022: Year in Review

88

Marcos Salama / Inventa on his key learnings from scaling Rappi's grocery business, focusing on growth, building multicultural organization at Inventa and

89

Guilherme Weigert / Conexa Saude on pioneering product-led growth in telemedicine, scaling Conexa from 20 to ~600 employees and the future of health in Brazil

90

Eduardo Carone / Atlas Governance on philosophy of happiness, building a truly diverse organization and what it actually takes to succeed in business and life

91

Marcelo Lombardo / Omie on leadership, scaling trust and why Silicon Valley go-to-market playbook doesn't always work

92

Rodrigo Tognini / Conta Simples on hitting the product-market fit, key lessons from pivoting and scaling a constraint-rich mentality

93

Daniel Ibri / Mindset Ventures on building bridges between global tech markets, bootstrapping Fund I and why now is the best time to invest in startups

94

Benjamin Gleason / Kamino on fundraising in adverse market environment, unit economics mentality and entrepreneurship in Brazil

95

Parker Treacy / Cobli on key learnings from bootstrapping First Help Financial, building an efficient sales organization and why the pace of learning is founder's competitive advantage

96

Guilherme Azevedo / Alice on building a healthcare company amidst global pandemic, entrepreneurial drive and changing human behavior

97

Antoine Colaço / Valor Capital on the state of the global tech market, industries to watch in Brazil and biggest mistakes founders make

98

Guilherme Assis / Gorila on surviving a recession, entrepreneurial mistakes and crypto's potential to change the way people interact

99

Ana Zucato / Noh on taking risk, building diverse organization from scratch and unique challenges of launching consumer fintech products in Brazil

100

Jorge Vargas Neto and Vanessa Muglia / BHub on key learnings of building and selling Zen Finance and Biva, challenges of doing business in Latin America and why 'janitor work' is a massive business opportunity

101

Guilherme Bonifácio and Diego Libanio / Merce do Bairro on building businesses for micro SMBs, partnership, values and the biggest mistakes founders make when fundraising

102

Guilherme Freire / Dolado on biggest lessons of his entrepreneurial career, triathlon, financial discipline and values

103

Laura Constantini / Astella on lessons from fundraising in volatile market, mentorship and passion for early-stage investing

104

Mariana Donangelo / Kaszek on what it takes to be successful in venture capital, traits of great founders and conviction around Latin America

105

Monica Saggioro / MAYA Capital on hands-on approach, price and process discipline and democratizing an access to entrepreneurship in LatAm

106

Courtney McColgan / Runa HR on key lessons of scaling Cabify, unique challenges of building business in LatAm and why venture capital is not for everyone

107

Gina Gotthilf / Latitud on failures, building remote-first company and the future of tech ecosystem in LatAm

108

Milena Oliveira / Volpe Capital on biggest challenges of venture capital industry in LatAm, evolution of legal environment and must-knows for first time founders

109

Bianca Martinelli / Alexia Ventures on the biggest lessons from Endeavor, importance of mentorship and distinctive qualities of LatAm founders

110

Manoela Mitchell / Pipo Saude on diversity as a critical driver of employee retention, biggest mistakes entrepreneurs make when fundraising and building business in LatAm

111

Izabel Gallera / Canary on using data to support investment decisions, ultimate traits of the best founders and LatAm market evolution

112

Rafael Clo / Azos on disrupting $49b insurance industry, role of financial discipline and building products for scale

113

Michael Kapps / Vitalk on impact-driven entrepreneurship, culture of experimentation and building tech business in Brazil