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martin escobari

T2 · manager / operator

Martin Escobari has spent ~25 years at General Atlantic, previously running the Latin America program and serving as Chairman of the Investment Committee. He co-founded Submarino.com (Brazil's Amazon/Alibaba merger), worked at 3G Capital, and was born in Bolivia. He keeps 95% of his net worth in GA funds and treasuries.

7 calls·7 names·100% bull·last heard 9 months ago·Invest Like The Best
track recordleaderboard →
hit rate
0%
avg alpha
-16.0pp
scored
1

top calls

highest conviction · one per company
1sthigh conviction
$XPXP Inc.position

Escobari: XP transformed Brazil investing from 80k to 10M accounts

Invested early in Brazil's leading investment platform when only 80,000 Brazilians owned stocks; financial inclusion tailwind drove 10M+ accounts and massive value creation.

Invest Like The Best2025-11→
2ndmedium conviction
$CURSORCursorposition

Cursor cited alongside Cognition as code generation leader

Cursor is a leading AI code generation tool showing real-world adoption and revenue traction alongside Cognition.

Invest Like The Best2025-11→
3rdmedium conviction
$VIVIposition

GA backs Israeli data company VI turbocharged by AI

Israeli data platform VI is leveraging AI to enhance its data capabilities, exemplifying the data + AI convergence theme.

Invest Like The Best2025-11→

most discussed · click a bar to filter

recurring themes

7 total
$CURSOR
Cursor
MEDmartin escobari·Invest Like The Best·9 months ago· position
Cursor cited alongside Cognition as code generation leader
Cursor is a leading AI code generation tool showing real-world adoption and revenue traction alongside Cognition.
"The first one where we felt that has happened is code generation. Yeah. Cognition and cursor and and it's just happened right now in the last 12 months."
15:14
$VI
VI
MEDmartin escobari·Invest Like The Best·9 months ago· position
GA backs Israeli data company VI turbocharged by AI
Israeli data platform VI is leveraging AI to enhance its data capabilities, exemplifying the data + AI convergence theme.
"data companies turbocharged with AI. We're investors in a Israeli company called VI"
16:12
$XP
···
XP Inc.
HIGHmartin escobari·Invest Like The Best·9 months ago· position
Escobari: XP transformed Brazil investing from 80k to 10M accounts
Invested early in Brazil's leading investment platform when only 80,000 Brazilians owned stocks; financial inclusion tailwind drove 10M+ accounts and massive value creation.
"XP. It's publicly traded, $10 billion market cap. I invested when they were nothing. I am so proud that I invested in the number one investing platform in Brazil when there were o…"
42:59
$INSIDER
Insider
MEDmartin escobari·Invest Like The Best·9 months ago· position
GA invests in Insider for enterprise marketing AI
Insider provides enterprise marketing optimization software turbocharged by AI, representing a scalable B2B application.
"we're investors in a software company called Insider that does enterprise marketing optimization"
16:03
$ANTHROPIC
Anthropic
HIGHmartin escobari·Invest Like The Best·9 months ago
Anthropic B2B revenue surged 20x to $4B in 12 months
Anthropic's B2B revenue grew from $200M to over $4B in 12 months, an unprecedented growth rate signaling massive enterprise demand for frontier AI models.
"based on public information anthropic revenues and coaching went from 200 million to over 4 billion in 12 months in B2B that kind of growth has not happened ever ever and it's so…"
15:19
$COGNITION
Cognition
MEDmartin escobari·Invest Like The Best·9 months ago· position
GA sees code generation as first AI app with real ROI
Code generation is the first AI application demonstrating clear ROI and revenue traction, with Cognition and Cursor showing hypergrowth in developer productivity.
"The first one where we felt that has happened is code generation. Yeah. Cognition and cursor and and it's just happened right now in the last 12 months."
15:14
$LIFTOFF
Liftoff
MEDmartin escobari·Invest Like The Best·9 months ago· position
GA backs Liftoff for AI-driven marketing optimization
Liftoff applies machine learning and AI to mobile marketing optimization, a key application layer benefiting from AI advancement.
"we're investors in Liftoff which is very much on this"
15:57