Prosus replicates its Latin American super-app ecosystem (food, grocery, payments, travel, credit) in India and Europe, using high-frequency food delivery as the anchor. A "large commerce m…

European regulators forced Prosus to sell its Delivery Hero stake despite both being European, while US, China, and India actively support domestic champions. This regulatory asymmetry prev…

Current AI (exemplified by Claude Code) can already teach company-specific intelligence to agents that operate autonomously for days, not minutes. This shifts AI from individual productivit…

AI agents will inevitably purchase on behalf of users (food, travel, rides). Current payment systems block agent transactions, but this will change. Prosus is prioritizing "life assistants"…

Prosus is concentrating its AI research in Europe (Amsterdam lab) while deploying innovations from Brazil and India, arguing Europe must build its own global tech leaders rather than cede t…