Rodrigo Baer

Managing Partner @ Upload Ventures

[Rodrigo Baer @Rodrigobaer]

I asked for a chief of staff. I got Mia. Mia is my Pana.

Pana is what I'd been quietly hoping someone would build. It is what Siri, Alexa and Gemini should be. A mix of Siri, Gemini, and OpenClaw, but proactive. Not a chatbot, not a productivity app. An always-on operator who runs my day with me.

A few examples from this week:

. Morning brief at 7am, with live pre-reads for every meeting on my calendar, pulled from email, WhatsApp, Attio, Granola, and the calendar itself. I never walk into a room cold.

. 'Agenda James tomorrow 14h' gets me a calendar block with a Zoom link, an address for in person, and an invite the other side actually receives. End to end.

. Voice auth. Every audio message I send Mia, she checks the voiceprint before acting on it. Someone with my unlocked phone can't issue voice orders pretending to be me. She built that herself after I told her it mattered.

. The recurring stuff I'd otherwise forget. Flowers for my wife. The maintenance checklist for the housekeeper every Monday and Friday. Anniversary logistics. None of it touches my todo list.

Easy to use (I talk to her like I'd talk to anyone on my team). Easy to extend (new skills get built in a session, not a sprint). Secure and private by design, one Pana per person, one dedicated server per Pana. My data doesn't pool into someone else's training set.

Net: roughly 70% of my day to day busy work, personal and professional, just gets handled in the background. I see outcomes, not tasks.

If you build at the intersection of AI and operator-grade workflows, this is the one to watch.

[The Icahnist @TheIcahnist]

BREAKING: Thoma Bravo just released their LP meeting slides.

The world's largest software PE firm thinks the market has it completely wrong on software right now.

Public markets are panic-selling software based on AI fear.

Here's what they're seeing:

[Rodrigo Baer @Rodrigobaer]

@FamilyOfficeBro @Curiousjorge65 Dara has to fit the narrative ... Not shape it ;-) J/k

[Rodrigo Baer @Rodrigobaer]

@Lufthansa_DE @lufthansa just innovated in how to make money. They sell you a ticket they can't sell.... Then you call them to figure out a solution, they change your flight, confirm the ticket and when you get to the airport, they charge you for a new ticket! Fucking awesome

[Rodrigo Baer @Rodrigobaer]

It is all fun and games until someone kills the wi-fi

[Rodrigo Baer @Rodrigobaer]

The AI Winter is over before it began — what Opus 4.5 and Gemini 3 really mean https://t.co/qieTn1A7QO

[Bruno Costa @bruno_vcosta]

[raw video]

Abstra now allows you to build your python workflows with AI

code + workflows generated

This makes it even easier start automating your company

[Rodrigo Baer @Rodrigobaer]

https://t.co/ui9IQAXuia

[Enzo Cavalie @enzocavalie]

“If I were to run the company and make all the decisions then I might as well be the founder”

Instead, he aims to support startup growth by thoughtfully evaluating their opportunities.

Meet @Rodrigobaer, co-founder of Upload Ventures, a fund focused on early-stage and growth-stage investments in Latin America, moved by the desire to add value, not just capital.

He's invested in over 6 unicorns, including iFood, CargoX, and Pismo.

I sat with him in today’s episode to talk about:

▶️ History and trends of Brazil´s venture ecosystem
▶️ Lessons Rodrigo has learned from investing
▶️ Why he decided to start his own fund
▶️ His approach to helping startups.

🎧 Listen here: https://t.co/an7bZjF6Oh
—
"Si tuviera que dirigir la empresa y tomar todas las decisiones, entonces bien podría ser el fundador."

En cambio, su objetivo es apoyar el crecimiento de las startups evaluando cuidadosamente sus oportunidades.

Conoce a @Rodrigobaer, cofundador de Upload Ventures, un fondo centrado en inversiones de etapa inicial y de crecimiento en América Latina, impulsado por el deseo de agregar valor, no solo capital.

Ha invertido en más de 6 unicornios, incluidos iFood, CargoX y Pismo.

Lo tuve en el episodio de hoy para hablar sobre:

▶️ La historia y tendencias del ecosistema en Brasil

▶️ Las lecciones que Rodrigo ha aprendido como inversionista
▶️ Por qué decidió empezar su propio fondo, y su approach para ayudar startups

🎧 Escúchalo aquí: https://t.co/an7bZjF6Oh

[Rodrigo Baer @Rodrigobaer]

OBRIGATÓRIO PARA FOUNDERS:

Um dos melhores papos sobre o que é empreender na real e não no palco.

Eduardo Baer e Guilherme Pinho Bonifacio contam tudo sobre as histórias pouco conhecidas, desses que são dois dos pioneiros do ecossistema
https://t.co/DrfjmKSGeR

[Rodrigo Baer @Rodrigobaer]

Hoje respondo: Devo pensar em breakevar quando começar fundraise? Especialmente antes do Series B, questiono se buscar o breakeven (ou, no mínimo, deixá-lo instrumentalizado) é realmente uma via que deveria ser considerada. Se sim, quanto.

https://t.co/SPk2tq1hkE

[Rodrigo Baer @Rodrigobaer]

@pedrosorren @amthees @howardlindzon Thanks @pedrosorren . Really excited for them. They built an amazing company and deserve the success

[Rodrigo Baer @Rodrigobaer]

Quero empreender no futuro. Devo passar um tempo em VC? (Pergunte ao VC 282)
https://t.co/bRp8hSHrzc

[Rodrigo Baer @Rodrigobaer]

Investidor quer preempt o round. Pego o dinheiro? (Pergunte ao VC 281)
https://t.co/9XMesfC1hh

[Rodrigo Baer @Rodrigobaer]

Como começar uma empresa global ? (Pergunte ao VC 280)
https://t.co/PhOdRY7Zzz

[Rodrigo Baer @Rodrigobaer]

Como levantar capital sendo estudante de medicina? (Pergunte ao VC 279)
https://t.co/7tKiy3pLA2

[Rodrigo Baer @Rodrigobaer]

Founders com salários diferentes: como lidar? (Pergunte ao VC 278)
https://t.co/4bIiU0iOy4

[Rodrigo Baer @Rodrigobaer]

Como VCs enxergam APIs que dependem de modelos externos de AI? (Pergunte ao VC 277)
https://t.co/RMVTtkgPYG

[Rodrigo Baer @Rodrigobaer]

AI is the new bacon! (Pergunte ao VC 276)
https://t.co/6gbUqdgnao

[Rodrigo Baer @Rodrigobaer]

Stock option plan não vai trazer muita gente para o meu captable? (Pergunte ao VC 275)
https://t.co/FTOaSJH8K3