Questioning the
default?
I work where emerging technologies, capital and changing economic systems meet.
Essays
Turning dinosaurs into unicorns: AI and the real economy
AI changes the math when machines become software distribution points and labor turns into the addressable market.
What emerging market founders can teach Silicon Valley
Silicon Valley likes to talk about founder resilience. I think it should spend more time in Lagos, São Paulo and Jakarta.
On land, scarce assets and long-term value
Land is the original store of value. Yet, it isn’t fungible. Accounting for differences in location, yield, irrigation rights, soil class, crop type is key.
About
I'm a Swiss-Brazilian investor & company builder who loves spotting new patterns. I've always been interested in where technology, capital and changing systems meet.
Tech and entrepreneurship caught my attention soon. I built a first little company at 11 years old reselling books and discovered the Bitcoin paper in 2012 while browsing Hacker News daily. I started my career at Goldman Sachs and Blackstone, then built a global investment ecosystem focused on systemic change, technology and emerging markets.
We live in a time of compounding, nonlinear change. I find this very exciting. I also feel a strong responsibility to leave things better than I found them. What's the point otherwise? I believe we are here to evolve, learn, love, challenge, grow and be of service to others on this shared ride that's life.
