The ARR Challenge: Does the Golden Metric of SaaS Fit the AI Era?

The shift from selling Access to selling Work. And why the old math breaks.

Feb 3 • SaaSholic and Pedro Jannuzzi

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January 2026

Agency, Taste, Curiosity

In 2026, the one “soft skill” I want to get much better at spotting before we commit to a new investment is agency. I didn’t always have that word in my…

Jan 6 • William Cordeiro

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November 2025

AI Might be a Bubble (and this Doesn’t Matter)

A redacted version of our 3Q25 Letter from the GP

Nov 27, 2025 • SaaSholic, Vinicius Calasso, Diego Gomes, William Cordeiro, Gustavo Souza, and Pedro Jannuzzi

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Doing It Wrong, Again - Our Next Act

Our most ambitious act, with the same conviction

Nov 3, 2025 • SaaSholic, William Cordeiro, Diego Gomes, Gustavo Souza, Vinicius Calasso, and Pedro Jannuzzi

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July 2025

Great Returns Should be a Consequence… Enter cARR!

Turning Paper Marks into Real Performance

Jul 14, 2025 • SaaSholic, William Cordeiro, Diego Gomes, and Vinicius Calasso

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June 2025

The Next Frontier: Super Intelligent Software

A redacted version of our 1Q25 Letter from the GP

Jun 16, 2025 • SaaSholic, William Cordeiro, Diego Gomes, Gustavo Souza, and Vinicius Calasso

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April 2025

Latam AI Benchmarks 2025: The Data We’ve Been Waiting For

A data-driven look at how 400+ startups are leveraging AI across Latin America

Apr 23, 2025 • SaaSholic, William Cordeiro, Diego Gomes, Gustavo Souza, and Vinicius Calasso

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March 2025

AI Control Points

How AI-native Control Points Will Shape the Next Generation of Tech

Mar 25, 2025 • William Cordeiro

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Latam AI Startup Benchmark Survey 2025 – Participate Now! 🚀

Founders, how does your startup compare when it comes to AI adoption?

Mar 18, 2025 • SaaSholic

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Rethinking Seed Rounds in Latam: Why One-Size-Fits-All Doesn’t Work

A redacted version of our Letter from the GP

Mar 14, 2025 • SaaSholic, William Cordeiro, Diego Gomes, and Gustavo Souza

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February 2025

When AI Remembers: Beyond Big Models

The Next Frontier of Intelligent, Context-Aware Work

Feb 17, 2025 • William Cordeiro

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January 2025