The Enthusiast

Bernardo Garcia (Félix) on doing things that don’t scale, the power of your first 20 customers and getting the flywheel going

Latest Episode of The Enthusiast

Sep 18 • 

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July 2025

[Operator Stories] Lucas Vargas (Nomad) on diversifying your assets, investing like the 1% and scaling to 100M+ in ARR

Latest Episode of The Enthusiast

Jul 16 • 

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May 2025

Pedro Arnt (dLocal) on preserving startup agility while becoming a big company, the IPO is just the beginning and his new chapter as dLocal

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May 22 • 

Pat Alex

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April 2025

Camila Vieira (QED) on prioritizing moats over themes, the fund's structure through multiple instruments and know where you land on…

Latest Episode of The Enthusiast

Apr 30 • 

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Michael Lints (Golden Gate Ventures) launching the fund’s MENA presence, synergies between South East Asia and the GCC

Latest Episode of The Enthusiast

Apr 16 • 

Pat Alex

Mihai Faur (UiPath) on IPO readiness & timing, Act 2 for the company from UiPath to AiPath combining the powers of AI and automation

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Apr 2 • 

Pat Alex

March 2025

[Investor Journey] Rafael Costa (Across Capital) driving alpha through portfolio concentration, inflection stage capital for LatAm & US

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Mar 12 • 

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February 2025

Milena Oliveira (Volpe Capital) on taking concentrated bets in Latin America, dynamics of early growth investing and lessons on portfolio…

Latest episode of The Enthusiast

Feb 26 • 

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[Operator Stories] Alexis Pantazis (Hellas Direct) scaling an insurtech, profitable markets vs. TAM and vertical integration as a moat

Latest Episode of The Enthusiast

Feb 12 • 

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Christine Kenna (Ignia) on navigating ambiguity in investing, introducing Mexican pension funds to VC and driving DPI

Latest episode of The Enthusiast

Feb 4 • 

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November 2024

[Operator Stories] Pavel Fedorov (Salmon) on building a challenger bank in the Philippines, the Tinkoff Playbook and why credit first

Latest Episode on The Enthusiast

Nov 27, 2024 • 

Pat Alex

Esteban Sosnik (Reach Capital) on building a sector specific fund, challenges of digitizing education and new value unlock through AI

Latest Episode of The Enthusiast

Nov 13, 2024 • 

Pat Alex