HeyJaredThe J Curve with Olga Maslikhova
The J Curve, hosted by seasoned investor and Stanford GSB alum Olga Maslikhova, is your front-row seat to Latin America’s tech revolution.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 15, 2026
- Audience
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- Earliest in this view
- Jul 15, 2026
Latest episodes
Bruno Maimone: Why Warburg Pincus Is Betting Big on Brazil (opens the original)
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Bruno Maimone, Head of Warburg Pincus Brazil, explains how AI is reshaping private equity, growth investing and enterprise software—and why Brazil’s scarcity of capital can make its category leaders stronger. We unpack Warburg’s playbook for exits and secondaries, the cash-flow discipline that protects investors from FOMO, and why net-new revenue can reveal more than a company’s headline growth rate. Plus: how Jusbrasil, Blip, Sólides, Contabilizei and Omie are building durable advantages—and Br
Why Hypergrowth Can Still Be a Bad Investment / TJC Debrief (opens the original)
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What is Stripe really buying in its $8B+ OpenRouter acquisition—and why could a company that reaches $16 billion in revenue still disappoint investors? Olga and Paulo Passoni unpack AI model routing, durable moats, runaway valuations, the compute bottleneck, and the growth benchmarks that matter now. Then they turn to Latin America: Brazil’s AI opportunity, the Series B funding gap, FIDCs and venture debt, and what Cashea signals about Venezuela’s next chapter. Partners: Huge thank you to our pa
The Capital One Playbook: Nigel Morris on Nubank, AI & the Future of Banking (opens the original)
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Nigel Morris is Co-Founder and Managing Partner of QED Investors and co-founder of Capital One — the company that fundamentally changed consumer banking by pioneering a data-driven approach built around experimentation, risk-based pricing and the idea that virtually every decision in banking could be tested. Nigel later co-founded QED Investors, a global venture capital firm specializing in financial services that has backed more than 200 companies, including Nubank, Remitly, Credit Karma, Flywi
What Makes a Creator Business Worth $500M? (opens the original)
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AI isn't changing media. It's changing what a media company is. For years, creators monetized through sponsorships, advertising and subscriptions. Today, the most successful creators look more like startup founders than entertainers—building software, venture funds, holding companies and entirely new businesses. In this solo episode, Olga argues that the unit of value has changed. Content is no longer the product. Ideas are. We explore: • Why the biggest creators increasingly resemble venture-ba
Why Global AI Mania Is Creating Bargains in Latin America / TJC Debrief (opens the original)
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How would you invest a fresh $500 million across public markets, private AI, venture capital, secondaries and Latin America? Valor Capital Managing Partner Paulo Passoni reveals how he would build the portfolio today—including why he would put just 15% into public markets and where he sees overlooked opportunities in LatAm growth. In this episode of TJC Debrief, Paulo joins Olga Maslikhova to discuss: • Why global AI mega-rounds are creating attractive valuations in Latin America • The LatAm bus
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