Bicycle Capital

Partnering with the premier growth stage companies in Latin America

[Bicycle Capital @Bicyclevc]

We believe in Latin America

[Harry Stebbings @HarryStebbings]

"Latin America is under construction and we are builders."

This was one of the best 20VC episodes we have done with @marceloclaure @snyatta on:

💰 Lessons from investing $7.5BN @ Softbank.

🌎 Why the next 10 years will be the best for LATAM.

Here are my top 6 takeaways 👇

[Bicycle Capital @Bicyclevc]

Adopting and integrating AI within the enterprise has become an imperative. The widening "intelligence gap" between innovators and laggards will grow, determining which companies (and countries) win in the next decades as AI leaders pull dramatically ahead.

As enterprises race to become AI-ready, they face a critical infrastructure challenge. Organizations need robust, open, and secure systems that makes internal data seamlessly available to AI while maintaining the flexibility to be model and agent agnostic. The smartest companies will embed intelligence deeply throughout their operations but also preserve the ability to leverage the best new tools as the landscape rapidly evolves.

We believe Glean is the clear leader in building the open, secure, context-aware data and knowledge infrastructure that is vital to enterprise AI adoption.

The Intelligence Revolution is a global megatrend - companies anywhere in the world can, and must, become AI-ready today, regardless of market maturity. The opportunity and imperative are universal.

We are extremely excited to partner with @jainarvind and the rest of the @glean team in Latin America, a key expansion market for the world's best enterprise companies. The momentum that Glean has already built in the region is remarkable, and we look forward to partnering with them to accelerate that growth even further as Latin American enterprises embrace AI.

[Bicycle Capital @Bicyclevc]

@MiguelArmaza @GilgameshVC @A_Endo Congratulations! We are elated to keep working together to build the future of Latam!

[FII Institute @FII_Institute1]

#FIIPRIORITY #Miami will be a catalyst to unlock visionary #business models, public policies, and frameworks under the theme — INVEST WITH PURPOSE! The summit will convene leaders to deliberate on critical global challenges such as #CostOfLiving, #ClimateChange, and #Healthcare!

[Bicycle Capital @Bicyclevc]

🔗Full interview: https://t.co/RAUi7aUCpt

[Bicycle Capital @Bicyclevc]

The New York Stock Exchange recently hosted @snyatta to discuss the opportunity in Latin America and the role @Bicyclevc is playing to bring dedicated growth capital to the region and fostering connectivity for increased liquidity

Thank you for hosting us @JudyKShaw & @NYSE!

[FII Institute @FII_Institute1]

Visionary leaders from our Strategic Partners at #FII8 shared transformative strategies to redefine #AI, #trade, renewable #energy, & #urban living. How will this reshape the future of #business, #technology, & #geoeconomics? Hear more insights on #FIITV: https://t.co/DN7FrhbqdG

[FII Institute @FII_Institute1]

Tech giants are shaping the future with AI-driven power, potentially adding $10.3 trillion in value by 2038, says Accenture. Can responsible adoption and equitable benefits be achieved? Dive into the #FII8 debate: https://t.co/8c7jwJiwlz

[FII Institute @FII_Institute1]

Emerging markets are rewriting the innovation playbook, turning local challenges into global opportunities. In 2025, these regions will drive equity value like never before. Are you ready to see where the next disruptors will come from? Watch #FII8 live: https://t.co/LgKdobsAHd

[FII Institute @FII_Institute1]

AI can equalize healthcare and education in emerging markets, says @marceloclaure, Claure Group Founder and CEO and Vice Chairman @SHEIN_official, stating it can offer the same quality as developed regions'. How can we accelerate this deployment? #FII8 https://t.co/gGA1VA11jM

[FII Institute @FII_Institute1]

Sanabil Investments CIO @HaniEnaya believes AI is the future. Investors seek high value & returns, led by exceptional founders or top investors. How do you think AI will shape their strategies? #FII8 https://t.co/gGA1VA11jM

[FII Institute @FII_Institute1]

There's a surge in VC-backed innovation in AI, cyber, fintech, and more, as 2025 promises lower interest rates and #megatech IPOs. Where will the biggest breakthroughs emerge? Find out more at #FIII8: https://t.co/LgKdobsAHd

[Shu Nyatta @snyatta]

We need to stop already with unicorn aspirations for founders and unicorn KPIs for funds. Especially in emerging markets. We should focus instead on how you generate liquidity as a startup, even if it’s $300M M&A (amazing btw). Fetishizing paper valuation >$1B is nonsense

[kate kiewel @katekiewel]

@10Ronaldinho + @snyatta + @lindarottenberg at @NYSE

🇧🇷 ⚽️ 🚲 🌍

[LAVCA @lavca_org]

Panelists highlighted the importance of adaptability, customer understanding and industry expertise. They noted AI's potential to disrupt sectors like healthcare and education, and the need for founders to have a bias for action and clarity of thought. #LAVCAWeek2024

[Marcelo Claure @marceloclaure]

Today, my partner, @snyatta joined the stage at @the_IDB fund managers meeting to discuss the current state and future outlook of investing in #LatinAmerica, trends in VC and growth equity, and how AI is shaping opportunities. Great to see @Bicyclevc leading these conversations. 🇧🇷🇦🇷🇲🇽🇧🇴

[Shu Nyatta @snyatta]

CDMX. Truly one of the world’s great cities 🤩

[Shu Nyatta @snyatta]

Capital efficiency is king; we’re seeing 2.0 businesses that address the same problems as prior generation companies, but with a fraction of the capital intensity. Thrilled to partner with Gabriel, Raymond and Pedro as they scale their incredible platform across Brazil. Vamos!

[Shu Nyatta @snyatta]

LatAm does it best. The copy-paste era is over; fully agree that LatAm is building category leading and category creating companies across sectors. “Best-in-class” is not a term reserved for US and China any more

https://t.co/GpVNrrecGM

[Shu Nyatta @snyatta]

Incredibly energizing to have spent the last week across Spanish Speaking LatAm:
🇬🇹
🇨🇱
🇺🇾
🇦🇷
Such different places, but with the same vibrant entrepreneurial spirit and desire to build a future, through technology, that is better than the past.

Vamos LatAm!