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Emerging Markets Tech

avg score 8.0 · 1 pods
insights
1
net direction
100%
tail / head / mixed / risk
1/0/0/0

tailwind · 1

  • Cross-regional ecosystem (LatAm, India, Europe) creates compounding innovation flywheel
    fabricio bloisi · In Good Company with Nicolai Tangen

headwind · 0

  • — no headwind insights —

all insights

Emerging Markets Tech
score 8/10
TAILfabricio bloisi·In Good Company with Nicolai Tangen·4 months ago
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.
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