Mike Packer (QED) on the Post-2021 Reset—and Why AI-Driven Platforms Win скачать в хорошем качестве

Mike Packer (QED) on the Post-2021 Reset—and Why AI-Driven Platforms Win

Welcome to Season 4 of The J Curve with me, Olga Maslikhova. Last week I got to spend a few days in cidade maravilhosa—Rio de Janeiro—for Web Summit, which this year attracted over 37,000 people. The event was action-packed—both inside the venue and across the city, with an incredible lineup of side events. It was a milestone week for The J Curve. We recorded our very first live episode on stage—a conversation I’ve been wanting to have for a long time, and the one we’re releasing today: a live interview with Mike Packer, partner at QED Investors. QED is the legendary firm founded by Frank Rotman and Nigel Morris—the creators of Capital One and pioneers of data-driven credit long before it became mainstream. They’ve been betting on Latin America for over a decade. Their first investment in the region was Nubank, now the most valuable digital bank in the world. Here’s what we cover: — Why growth capital is the new frontier in LatAm — What makes a founder truly fundable in 2025+ — AI’s real impact across QED’s portfolio — What it really takes to IPO from LatAm — The vertical SaaS trap—and the case for vertical AI Timestamps: ⸻ 0:00 Intro 0:50 Why QED Is Doubling Down on Brazil and Latam Startups 2:08 How to Build a Latam-First VC Strategy 3:26 Series A vs B vs C: Capital Allocation in Brazilian SaaS 5:07 What 2021 Taught QED About Hypergrowth and VC Risk 7:32 How Macroeconomic Shifts Are Changing Latam VC 8:55 What the Future of Latam Investing Could Look Like 10:40 Supply Chain Evolution: What Startups Need to Know 12:04 Biggest VC Opportunities in Brazil Right Now 13:56 The Real Impact of AI on Brazilian Startups 16:13 Is AI Efficiency Already Priced into SaaS Growth? 17:51 Vertical SaaS in Latam: How AI Is Changing the Game 21:22 The Exit Landscape for VC-Backed Startups in Brazil 26:08 Rapid Fire ⸻ More from us: • Subscribe to our weekly newsletter The J Curve Insider: https://blog.thejcurve.com our no-BS deep dive into the hottest investment and tech trends in LATAM. Sharp. Concise. Real business strategies and market insights you won’t find anywhere else. Delivered straight to your inbox. Follow the J Curve Podcast on Spotify: https://open.spotify.com/show/4vU5be4... Follow The J Curve on LinkedIn:   / thejcurve   Follow Olga Maslikhova on LinkedIn   / olgamaslikhova   Follow The J Curve on Instagram:   / thejcurvepodcast   Follow Olga on Instagram:   / olgamaslikhova   #podcast #startups #venturecapitalpodcast