The J Curve with Olga Maslikhova

Author: Olga Maslikhova

The J Curve, hosted by seasoned investor and Stanford GSB alum Olga Maslikhova, is your front-row seat to Latin Americas tech revolution. Ranked in the top 5% of global videocasts, we bring you unfiltered conversations with the visionariesentrepreneurs and investorswho are redefining the tech landscape in Brazil and beyond. Tune in bi-weekly for insider stories, hard-earned lessons, and strategies behind some of LATAMs most groundbreaking tech successes.
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Language: en-us

Genres: Business, Entrepreneurship

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Why Exit Thinking Destroys Value - Round Two with Paulo Passoni ( Valor Capital)
Episode 25
Tuesday, 23 December, 2025

At the start of the 2025 season, we released an episode that broke our Spotify records.That single conversation was listened to six times more than any other episode we released this year.That episode was my conversation with Paulo Passoni, Managing Partner at Valor Capital.For this holiday special, I invited Paulo back for round two.And this conversation goes in a very different direction.Here’s what we explore:– Why speed may be the last real moat left in the era of AI– Why Anthropic may actually be a safer bet than OpenAI– The hiring rule at Perplexity that sounds insane — until you understand what it unlocks– The 10,000-year clock Jeff Bezos is building inside a mountain, and the founder mindset behind it– **Ramp vs. CloudWalk: similar revenue scale, radically different multiples — what capital markets are actually pricing– The US vs. China, and why the Mag 7 — Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla — now sit at the center of global power dynamics– Why LPs and capital allocators remain split on LATAM — who’s long, who’s short, and what each side is really optimizing for– And finally, what it means to be deliberately more human in the age of AI — and why hobbies and community may matter more than we thinkJoin The J Curve Community:⁠⁠⁠⁠⁠⁠⁠⁠Newsletter⁠⁠⁠⁠⁠⁠⁠⁠: Weekly deep dives into LATAM's hottest deals, emerging trends, and market intelligence⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠: Daily market insights and exclusive founder updates⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠: Behind-the-scenes podcast moments and quick industry takes⁠⁠⁠⁠⁠⁠⁠⁠Hit subscribe⁠⁠⁠⁠⁠⁠⁠⁠ and share this episode with fellow entrepreneurs and investors