<p>If you’ve spent any time with founders or investors in São Paulo this year, you know the questions filling every conversation.</p><p><strong>Can Brazil still generate breakout winners? Is AI killing SaaS? Are IPOs even realistic? Is global expansion from LATAM something founders should still aspire to?</strong></p><p>This episode answers all of them.</p><p>You’ll hear why Brazil went from six $100M ARR companies to more than thirty in just a few years.</p><p>Why global products that scale across Mexico and Colombia simply break in Brazil.</p><p>Why AI is both the biggest threat and the biggest tailwind for incumbents with real moats.</p><p>Why growth investors are underwriting M&amp;A far more seriously than IPOs.</p><p>Why “right to win” — not the story — determines whether a Brazilian company should ever go global.</p><p>And what founders must understand now about valuation, exits, efficiency, and investor relationships in a world transformed by AI.</p><p>And toward the end, you’ll hear me bring in the questions our audience asked live — in the room as we recorded this session.</p><p>This is the episode you’ll want to send to your co-founder, your board, and the WhatsApp group where everyone is not fundraising just yet. <strong>Comment BRAZIL and I’ll send you the link to the full conversation.</strong></p><p>Dileep Thazhmon from Jeeves and Bruno Maimone from Warburg Pincus sit down with me to map the truths behind the narratives the ecosystem has been circling for months. </p><p><br /></p><p><strong>Join The J Curve Community:</strong></p><p><a href="https://blog.thejcurve.com/" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠⁠⁠⁠⁠Newsletter⁠⁠⁠⁠⁠⁠⁠</a>: Weekly deep dives into LATAM's hottest deals, emerging trends, and market intelligence</p><p><a href="https://www.linkedin.com/in/olgamaslikhova/" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠</a>: Daily market insights and exclusive founder updates</p><p><a href="https://www.instagram.com/olgamaslikhova/" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠</a>: Behind-the-scenes podcast moments and quick industry takes</p><p><a href="https://open.spotify.com/show/4vU5be4R3VfcY1BVxw8Q4q?si=669707605e9b447f" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠⁠⁠⁠⁠Hit subscribe⁠⁠⁠⁠⁠⁠⁠</a> and share this episode with fellow entrepreneurs and investors</p><p><br /></p>