TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 18:49 · $ANTHROPIC · Claude Code ("open claw") enables autonomous AI agents that can run companies for days
episode briefing
In Good Company with Nicolai Tangen

Prosus CEO: Why AI Is Still Under-hyped and What to Do About It | Podcast | In Good Company

2026-05-27 · 6 company · 6 thematic
sentiment
4 bull1 bear1 neu
speakers
fabricio bloisi

Fabricio Bloisi founded iFood in Brazil, growing it from a $5M acquisition to 200M monthly orders. He became Prosus CEO in 2024, overseeing a global portfolio including Tencent (25%), Swiggy, PayU, Just Eat, and classifieds across Latin America, India, and Europe. He advocates ambidextrous organizations balancing startup-speed innovation with corporate-scale discipline.

quote
“What's happened with open claw or with cloud code in the last 60 days is substantially more than what happened before and it's going to change completely how companies work... now it's possible to teach an AI to teach the intelligence of t…”
—fabricio bloisi
now playing · $ANTHROPIC
$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…
$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…
$ANTHROPICbullish· highfabricio bloisi
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…
$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…
$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…