Brazil · Latin America · AI
How AI actually gets implemented — and creates value — in Brazil & Latin America.
I help U.S. operators and investors understand how AI actually gets implemented — and creates value — in Brazil and Latin America, from the seat of a Nasdaq-listed software consolidator.
Three things I write about
01
Implementation > demos
Agents and LLMs fail at the last mile: data access, ERP and fiscal systems, change management, token economics. Production is the only benchmark that matters.
02
LatAm is not a delayed U.S.
WhatsApp as the enterprise OS, PIX, NF-e/SPED, accountant-mediated distribution, and a cost of capital that changes the AI ROI math entirely.
03
SaaS death is selection, not extinction
Weak SaaS gets eaten. Predators layer AI into cost, product, customer wallet, and adjacent markets.
The measure
ROT — Return on Tokens
Return on Tokens (ROT) is the unit economics of AI in production: value created per dollar of model/inference spend. Cost-side ROT measures hours saved and waste avoided against token budgets. Value-side ROT measures product velocity and revenue capture that have no floor of zero. If ROT > 0, ship; if ROT > 1, multiply deployment. Savings have a floor. Value creation doesn’t.The ROT framework →
Writing
Essays & field notes
First up: the ROT flagship essay — the hidden cost of AI adoption, measured properly. Landing here first; every mirror points home.
All writing →