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fabricio bloisi

T2 · manager / operator

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.

6 calls·6 names·67% bull·last heard 4 months ago·In Good Company with Nicolai Tangen
track recordleaderboard →
hit rate
0%
avg alpha
-0.7pp
scored
1

top calls

highest conviction · one per company
1sthigh conviction
$JETJust Eat Takeawayposition

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 European management culture to accelerate growth and build an Amsterdam AI lab.

In Good Company with Nicolai Tangen2026-05episode →
2ndhigh conviction
$PRXProsusposition

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 $500B+ in 10 years by combining Latin American operational excellence, Indian scale innovation, and European AI R&D.

In Good Company with Nicolai Tangen2026-05episode →
3rdmedium conviction
$TCEHYTencentposition

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 ecosystems in emerging markets.

In Good Company with Nicolai Tangen2026-05episode →

most discussed · click a bar to filter

  • $TCEHY
  • $JET
  • $DHER
  • $ANTHROPIC
  • $OPENAI

recurring themes

  • AI Agents1
  • Emerging Markets Tech1
  • AI Coding Agents1
  • Tech Regulation & Antitrust1
  • Payments & Banking Infrastructure1
6 total
$TCEHY
···
Tencent
MEDfabricio bloisi·In Good Company with Nicolai Tangen·4 months ago·Prosus CEO: Why AI Is Still Under-hyped and What to Do About It | Podcast | In Good Company· position
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 ecosystems in emerging markets.
"We invested in China. Oh we didn't talk about that but we own 25% of 10. We invested in China 25 years ago and it was more or less like India today. But I can see many of the pote…"
3:13
$JET
···
Just Eat Takeaway
HIGHfabricio bloisi·In Good Company with Nicolai Tangen·4 months ago·Prosus CEO: Why AI Is Still Under-hyped and What to Do About It | Podcast | In Good Company· position
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 European management culture to accelerate growth and build an Amsterdam AI lab.
"We acquired that I think we took the company less than six months ago, five months ago and we transformed the company completely from a food business to a technology business. So…"
15:52
$DHER
···
Delivery Hero
MEDfabricio bloisi·In Good Company with Nicolai Tangen·4 months ago·Prosus CEO: Why AI Is Still Under-hyped and What to Do About It | Podcast | In Good Company
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 from scaling and hands markets to American and Asian competitors.
"I have an obligation to sell my participation delivery hero. I absolutely disagree with this direction... Europe is succeeding in avoiding big tech in Europe and succeeding in mak…"
17:38
$ANTHROPIC
Anthropic
HIGHfabricio bloisi·In Good Company with Nicolai Tangen·4 months ago·Prosus CEO: Why AI Is Still Under-hyped and What to Do About It | Podcast | In Good Company
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 days, making organizations 100-200% more efficient this year, not in some distant AGI future.
"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…"
18:49
$OPENAI
OpenAI
MEDfabricio bloisi·In Good Company with Nicolai Tangen·4 months ago·Prosus CEO: Why AI Is Still Under-hyped and What to Do About It | Podcast | In Good Company
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 lifestyle ecosystems" across food, travel, payments, and services.
"In the valley you have some big companies doing assistance including Google and Facebook and OpenAI in China. You have Alibaba for example or M1 global players. Uh we have you hav…"
30:21
$PRX
···
Prosus
HIGHfabricio bloisi·In Good Company with Nicolai Tangen·4 months ago·Prosus CEO: Why AI Is Still Under-hyped and What to Do About It | Podcast | In Good Company· position
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 $500B+ in 10 years by combining Latin American operational excellence, Indian scale innovation, and European AI R&D.
"My goal for the short term is to have hundred billion dollars more. In 10 years time we will be a half trillion dollar company or bigger and a clear global leader... we have to se…"
29:14
9
AI Agentstailwind
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 productivity (20x faster documents) to organizational autonomy (whole company 100-200% more efficient), with disproportionate benefits for first movers in 2024.
8
Emerging Markets Techtailwind
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 model" AI trains on pooled data across 20+ Indian companies, creating operational advantages US/EU incumbents cannot replicate due to higher cost structures.
8
AI Coding Agentstailwind
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 cycles. This "token" system democratizes agent creation across 20,000 employees.
7
Tech Regulation & Antitrustheadwind
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 prevents European companies from achieving the scale needed for AI sovereignty and global competitiveness.
7
Payments & Banking Infrastructuretailwind
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" that complete end-to-end transactions, requiring new payment rails that authorize agent-initiated commerce.
7
Sovereign AItailwind
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 the market to American and Asian platforms. The company's cross-regional model turns regulatory fragmentation into a data advantage.