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▶ 12:42 · $KSPI · Suarez points to Kaspi as the blueprint: single-country focus and NPS as sole metric

now playing · $KSPI

Addi hires a CFO with 11 years at MercadoLibre to scale its regional operation

Suarez brings on a CFO with an 11-year career at MercadoLibre as a signal of the operational discipline he admires. MELI remains the benchmark for LatAm talent in fintech and mark…

$KSPI···bullish· mediumsantiago suarez

Suarez points to Kaspi as the blueprint: single-country focus and NPS as sole metric

Kaspi showed you can build a fintech giant focused on a single country; PMs measured solely on NPS, no P&L, and ignored the equity market for 5-10 years. A case study that validat…

$ADDIbullish· high· possantiago suarez

Addi serves 25% of Colombia with 200+ agents and resolves 80% of customer service without humans

Addi scaled to 3M consumers, 50K merchants, a banking license and 200+ agents in production. A mono-repo plus event sourcing plus Databricks stack built 5-7 years ago put them in…

$ANTHROPICbullish· lowsantiago suarez

Suarez cites Anthropic's mono-repo as late validation of his architectural decision

Seven years ago, when microservices were the standard, Addi built on a mono-repo. Today Anthropic and Google run on mono-repos, which makes it easier for agents to read the entire…

$DATABRICKSbullish· mediumsantiago suarez

Addi partnered with Databricks 5 years ago to vectorize events in real time

Addi's decision to partner with Databricks five years ago to process 10M+ daily events in vector format was key to its leap into agents. Early validation of the Databricks stack f…

$ADDIbullish· high· possantiago suarez

Addi treats Latin American credit as a technology wedge

Addi's founder frames the company as a technology platform first, not just a lending business. The thesis is that strong customer economics and equity value compound from building…

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▶ 12:42 · $KSPI · Suarez points to Kaspi as the blueprint: single-country focus and NPS as sole metric

now playing · $KSPI

$MELI···neutral· lowsantiago suarez

Addi hires a CFO with 11 years at MercadoLibre to scale its regional operation

Suarez brings on a CFO with an 11-year career at MercadoLibre as a signal of the operational discipline he admires. MELI remains the benchmark for LatAm talent in fintech and mark…

$KSPI···bullish· mediumsantiago suarez

Suarez points to Kaspi as the blueprint: single-country focus and NPS as sole metric

Kaspi showed you can build a fintech giant focused on a single country; PMs measured solely on NPS, no P&L, and ignored the equity market for 5-10 years. A case study that validat…

$ADDIbullish· high· possantiago suarez

Addi serves 25% of Colombia with 200+ agents and resolves 80% of customer service without humans

Addi scaled to 3M consumers, 50K merchants, a banking license and 200+ agents in production. A mono-repo plus event sourcing plus Databricks stack built 5-7 years ago put them in…

$ANTHROPICbullish· lowsantiago suarez

Suarez cites Anthropic's mono-repo as late validation of his architectural decision

Seven years ago, when microservices were the standard, Addi built on a mono-repo. Today Anthropic and Google run on mono-repos, which makes it easier for agents to read the entire…

$DATABRICKSbullish· mediumsantiago suarez

Addi partnered with Databricks 5 years ago to vectorize events in real time

Addi's decision to partner with Databricks five years ago to process 10M+ daily events in vector format was key to its leap into agents. Early validation of the Databricks stack f…

$ADDIbullish· high· possantiago suarez

Addi treats Latin American credit as a technology wedge

Addi's founder frames the company as a technology platform first, not just a lending business. The thesis is that strong customer economics and equity value compound from building…