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$JET · Prosus transforms Just Eat from food delivery to AI-first tech platform in five months
now playing · $JET
$TCEHY···bullish· medium· posfabricio bloisi
Prosus's 25% Tencent stake remains foundational; China playbook informs India strategy
Prosus's 25% ownership of Tencent, acquired 25 years ago when China resembled India today, provides both financial firepower and a strategic template for building multi-service ec…
$JET···bullish· high· posfabricio bloisi
Prosus transforms Just Eat from food delivery to AI-first tech platform in five months
After acquiring Just Eat, Prosus rapidly converted it from a pure food business into a technology/AI-first company, deploying Brazilian AI innovations, Indian commerce models, and…
$PRX···bullish· high· posfabricio bloisi
Prosus CEO targets half-trillion valuation via AI-driven ecosystem across emerging markets
Prosus is reinventing its portfolio companies (iFood, Swiggy, PayU, Just Eat) through AI-first operations and cross-regional ecosystem synergies, aiming for $100B near-term and $5…
$DHER···bearish· mediumfabricio bloisi
European regulators forced Prosus to sell Delivery Hero stake, ceding market to US/Asian giants
EU antitrust regulators compelled Prosus to divest its Delivery Hero stake despite both being European companies, illustrating how European regulation prevents local champions fro…
Claude Code ("open claw") enables autonomous AI agents that can run companies for days
Anthropic's Claude Code represents a step-change in AI capability: agents with memory can build entire systems, teach company intelligence to AI, and operate autonomously for 1-3…
$OPENAIneutral· mediumfabricio bloisi
OpenAI among key competitors in agentic assistant race alongside Google, Meta, Alibaba
OpenAI, Google, Meta, and Alibaba are all building agentic assistants, but Prosus believes its emerging-market operational data and scale give it a differentiated path to "agentic…