Latin America

4 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jun 23, 2025 by Hernan Kazah · said 49 times in 11 episodes since 2022 · across every show →

Mentions by year

brought up most by Hernan Kazah (18), Pablo Srugo (13), Andres Bilbao (7), Noah Glass (4), Zach Abrams (2), Jeff Adamson (2), Jack Kuveke (1), Immad Akhund (1)

tap a year for its mentions
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0482022202320242025episodes it came up in
00541082022202320242025episodesmentions per episode
2025 31 mentions in 8 episodes 4 per episode
2024 17 mentions in 2 episodes 9 per episode
2022 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Latin America, oldest first

Jun 23, 2025 positive
Disclosure
Mercado Libre Chose eBay's Asset-Light Model for Latin America's Trading Culture
“And the third one was eBay. That was at the time a very light model in terms of just connecting with a software platform, buyers and sellers, and somehow we realized that the trading thing was something quite natural for Latin Americans, and that that would wo…”
Hernan Kazah Jun 23, 2025 ▶ 6:29 How $100B Mercado Libre got started—& why it almost went bankrupt after 9 months. | Hernan Kazah,... · PMF Show
Jun 23, 2025 negative
Disclosure
Mercado Libre Avoided Amazon's E-Commerce Model Due to Heavy Capex Constraints
“The second one was Amazon, but at the time it required significant capital because you needed inventory and warehouses and all that. So in Latin America, given what we were just discussing about the ups and downs in the market, it was hard to assume that you c…”
Hernan Kazah Jun 23, 2025 ▶ 6:08 How $100B Mercado Libre got started—& why it almost went bankrupt after 9 months. | Hernan Kazah,... · PMF Show
Jun 23, 2025
Assertion Supported
Mercado Libre Launched When Latin American Internet Penetration Was Under 3%
“The main challenge we had was that internet penetration at the time in Latin America was really, really tiny. Two percent, three percent,”
Hernan Kazah Jun 23, 2025 ▶ 12:10 How $100B Mercado Libre got started—& why it almost went bankrupt after 9 months. | Hernan Kazah,... · PMF Show
Jun 23, 2025
Assertion Not checkable as stated
Kazah: Latin American Tech Funding Disappeared for Nearly a Decade After 2000
“And then in March, 2000, as you were saying, Nasdaq started to go down, down, down, down, and the market disappeared in the world for a few years in Latin America for almost a decade.”
Hernan Kazah Jun 23, 2025 ▶ 2:57 How $100B Mercado Libre got started—& why it almost went bankrupt after 9 months. | Hernan Kazah,... · PMF Show
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