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Emerging Markets Tech · Cross-regional ecosystem (LatAm, India, Europe) creates compounding innovation flywheel
now playing · Emerging Markets Tech
AI Agentstailwindscore 9/10fabricio bloisi
AI is underhyped: autonomous agents will make companies 100-200% more efficient this year
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…
Emerging Markets Techtailwindscore 8/10fabricio bloisi
Cross-regional ecosystem (LatAm, India, Europe) creates compounding innovation flywheel
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…
AI Coding Agentstailwindscore 8/10fabricio bloisi
CEOs learning to code in 4 hours unlocks weekly execution cycles vs monthly
Prosus mandated all executives including subsidiary CEOs to learn AI coding; within 4 hours they could build software that automates workflows, enabling weekly instead of monthly planning c…
Tech Regulation & Antitrustheadwindscore 7/10fabricio bloisi
EU regulation blocks European tech champions, handing markets to US and Asian giants
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…
Payments & Banking Infrastructuretailwindscore 7/10fabricio bloisi
Agent-completed transactions are inevitable; payment systems must adapt to AI commerce
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"…
Sovereign AItailwindscore 7/10fabricio bloisi
Europe needs tech sovereignty; Prosus building AI R&D in Amsterdam to serve emerging markets
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…