Writing
Writing
Notes from the field on AI, venture building and corporate renewal, written from Mexico for anyone building in Latin America. Practical, first-person, no hype.
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Elsewhere · Latest from LinkedIn and X
On the record.
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A crime group just ran an AI team against 400+ Latin American banks. How many agents does your security team run? Straiker published a report on October 21 on CyberCartel, a group that has targeted the region's financial institutions since 2012, operating under a front company…
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La ley no decide dónde muere el efectivo. Lo decide Hacienda. El Senado aprobó la Ley de Economía Digital con 72 votos. Hacienda tendrá 15 días hábiles para elegir los sectores donde solo se pagará digital. En LatAm el regulador es un socio que no elegiste. #Fintech #México
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Nu Mexico is now a bank. The rank is the least interesting number. CNBV just published August data, the first month after Nu switched from a sofipo to a bank on 6 August: • Assets: MXN 112,638M, 24th of 54 banks, 0.68% of the system • Deposits: MXN 97,184M, close to 1% of the…
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Domingo de operador: en pagos, el 98.6% es el demo. El 1.4% es la empresa. Según Borderless, SPEI completó 98.6% de los pagos fondeados con stablecoins en el tercer trimestre. Alguien persigue el resto. ¿Quién atiende en tu empresa el pago que no llegó? #Fintech #México
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953,112 people showed up to FIL Guadalajara. Silent Book Club CDMX has 227 members. Mexico doesn't have a reading problem. It's missing a weekly format. The business is the 51 weeks between book fairs.
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Mexico has readers and it has crowds. What's missing is the room in between. INEGI's 2025 reading survey finds 62.5% of literate Mexicans 12 and older read a book in the past year, and 89.1% of 12 to 24 year olds read something. FIL Guadalajara drew a record 953,112 people in…
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Cheap cross-border money is solved. Landing it isn't. Borderless Q3: stablecoin remittances to LatAm cost 1.25% vs 5.64% the traditional way. Payouts completed: SPEI 98.6%, Pix 97.8%, Colombia's PSE 79%, Costa Rica's SINPE 73%. The rail is the product. #Fintech #LatAm
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The LatAm AI raise I keep coming back to sells to US car dealers. Flai (3 Uruguayan founders): $27M Series A led by Base10, plus First Round, Toyota Ventures, YC. 50k+ appointments/month · revenue ~20x in a year · Montevideo office in Nov. #AI #LatAm #Uruguay
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Sábado de operador en CDMX: el mejor uso de IA que vi esta semana no fue un chatbot. Fue un agente que avisa antes de que venza una factura. Aburrido. Rentable. ¿Cuál fue el tuyo?
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Most demand plans in Mexico still do last year plus 10%, then act surprised when Buen Fin hits. Google’s TimesFM is a real time-series foundation model. The useful claim is zero-shot: you do not have to train a model on your books first. “ChatGPT for numbers” is a sloppy…
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