Welcome to Tech Talents! In this newsletter, I share real-time key talent movements in the LatAm tech ecosystem, including founders entering and exiting stealth mode, executive-level movements in unicorns, and partner-level changes in local VC firms.
Here’s a quick look at what you’ll find in this week’s edition:
📖 Recent Reads: AI spend vs. AI demand, Jeff Bezos’ new AI venture
🎊 Startup Launches: Leia, Simple One Med & more
🤫 Talents Entering Stealth: ex-Staff Software Engineer at Neon, ex-Sales, Growth & Marketing at Kovi & more
👋 Tech Talents Match: Looking for a co-founder or to network? Click here to be connected with top talent that matches your criteria
Let’s dive in…
📖 Recent Reads
My quick takes on interesting articles, news and data that I’ve come across recently.
Anthropic and OpenAI, two leaders in the AI space, appear to have very different strategies when it comes to AI infrastructure investment. From a cash flow standpoint, Anthropic expects to reach breakeven by 2028, while OpenAI projects doing so only in 2030, after burning through roughly fourteen times more cash than Anthropic. The gap is largely driven by OpenAI’s soaring computing costs, particularly its investment in backup servers to handle unforeseen demand from future products and research. Only time will tell which approach proves more effective, but this sharp strategic divergence highlights the uncertainty surrounding AI demand growth rate.
Speaking of compute investments, here’s a useful model that helps evaluate whether AI infrastructure spending is aligned with actual AI demand. In recent months, most major tech companies have announced plans to pour hundreds of billions of dollars into data centers and GPUs. However, it remains difficult to assess whether these investments are in line with current demand for AI (measured here by tokens consumed). This model tracks that relationship in real time, drawing on data from big tech earnings reports and other public sources.
In another major talent move in the AI world, Jeff Bezos has stepped in as Co-CEO of a new startup called Project Prometheus. The company operates in the increasingly crowded space of physical AI, potentially spanning robotics, drug discovery, and scientific research. Backed by an initial $6.2 billion in funding, Project Prometheus underscores just how massive the AI opportunity appears in the eyes of tech’s most influential figures.
🎊 Startup Launches
Founders who have just publicly announced what they are working on.
Leia
Overview
Startup Description: Pet Tech company that uses Science and Artificial Intelligence to empower pet owners through their data, making proactive care and pet longevity an accessible reality.
Industry: Pet Technology, AI
Team Size: 5
Time in Stealth: 6 months
Founder Profile
Cristiane de Oliveira - Co-founder at Leia
Previously featured as a Stealth Founder in Tech Talents #28
Founder Highlights: Serial Founder, Previous Exit, Ex-Corporate, Scaleup Experience
Previous Experience: Ex-Co-Founder & CEO at Hrestart, ex-Gestora de Recursos Humanos at Ipiranga, MBA from Fundação Getúlio Vargas, Bachelor’s in Administração from Universidade Veiga de Almeida.
Headquarters: São Paulo, Brazil
Co-Founder: Gustavo Salgado (CTO)
Ask for an Intro: Click here
Simple One Med
Overview
Startup Description: Simple One Med is a medical technology company dedicated to simplifying the routines of healthcare professionals, offering solutions that automate the generation of medical records and prescriptions.
Industry: HealthTech
Team Size: 11
Time in Stealth: 11 months
Founder Profile
Felipe Mundy - Founder at Simple One Med
Previously featured as a Stealth Founder in Tech Talents #11
Founder Highlights: Serial Founder, Technical Founder, Scaleup Experience
Previous Experience: ex-Director of Digital Products at Leroy Merlin, ex-Head of New Ventures at Descomplica, ex-Group Product Manager at Ambev, Electronic Engineering from IME.
Headquarters: São Paulo, Brazil
Ask for an Intro: Click here
Blorm
Overview
Startup Description: As the world is going from online to onchain, the user experience to do onchain actions is evolving. This led to the creation of Blorm, where their mission is to “Form Blockchain Information”.
Industry: Blockchain
Team Size: 7
Time in Stealth: 1 year, 6 months
Founder Profile
Agustin Cortes – Founder at Blorm
Founder Highlights: Serial Founder, Previous Exit, Ex-Big Tech
Previous Experience: ex-DeFi Specialist, BD at Polygon Labs, ex-BD & Partnership Lead at Composable Finance, ex-Partnership Manager at TRON DAO, ex-Project Management at Google.
Headquarters: United States
Ask for an Intro: Click here
Gradily
Overview
Startup Description: Transforming public education with Artificial Intelligence.
Industry: EdTech
Team Size: 2
Time in Stealth: 3 months
Founder Profile
Samuel Brasil - Co-Founder at Gradily
Founder Highlights: Technical Founder, Masters, Top University, Ex-Corporate, Ex-Consultant
Previous Experience: ex-Machine Learning Engineer at Betclic Group, ex-Machine Learning Researcher at Inria, ex-Teaching Assistant at Université Paris 1 Panthéon-Sorbonne, ex-Data Scientist at AXA, PhD in Artificial Intelligence from Université Paris-Saclay, MSc in Data Science and Econometrics from Université Paris 1 Panthéon-Sorbonne.
Headquarters: Fortaleza, Brazil
Co-Founder: Victor Benevides
Ask for an Intro: Click here
+2 other startups over the past two weeks with Tech Talents Pro
👥 Tech Talents Base
The most comprehensive, real-time platform tracking LatAm’s top stealth founders, emerging startups, and promising tech talent.
As a reminder, Tech Talents Base is included in the premium version of this newsletter. Here’s what you can do inside the platform:
Discover Founders: Talents to Watch, stealth, and announced startup leaders. Use smart filters by experience, specialty, and location — and see the rationale behind every tag.
Track Startups: Monitor the headcount growth of early-stage companies across LatAm, a simple but powerful way to measure traction.
Save Favorites: Keep your top talents and startups in one place with “Favorites,” so you can track them effortlessly over time.
Here’s a demo video of the platform:
Try Tech Talents Base free here:
🤫 Talents Entering Stealth
Talents with relevant experiences who have just entered stealth mode.
Leonardo Rosa – Founder at Stealth Startup
Founder Highlights: Technical Founder, Masters, Ex-Corporate, Unicorn Experience
Previous Experience: ex-Staff Software Engineer at Neon, ex-Senior Software Engineer at Itaú Unibanco, ex-Senior Solutions Architect at Tereos, MBA in Software Engineering from FIAP.
Headquarters: São Paulo, Brazil
Time in Current Position: 1 month
Ask for an Intro: Click here
Osmar Queiroz – Co-Founder at Stealth Startup
Founder Highlights: Masters, Ex-Big Tech, Ex-Corporate, Investor, Ex-Consultant, Unicorn Experience, Scaleup Experience
Previous Experience: ex-Sales, Growth & Marketing at Kovi, ex-Director of Operations (COO) Brazil at Rappi, ex-Head of Operations - Rent a Car (LatAm) at Uber, MBA in Finance from Ibmec, Bachelor’s in Civil Engineering from Centro Federal de Educação Tecnológica de Minas Gerais.
Headquarters: São Paulo, Brazil
Time in Current Position: 1 month
Ask for an Intro: Click here
Renan Joia – CTO at Stealth Startup
Founder Highlights: Serial Founder, Technical Founder
Previous Experience: ex-Senior Engineer at workmatte.ai, ex-CTO at BD Analytics, ex-Professor of Cloud Computing at FATEC, Engenharia da Computação from Universidade Anhembi Morumbi.
Headquarters: São Paulo, Brazil
Time in Current Position: 1 month
Ask for an Intro: Click here
Denilson Torres - Co-Founder at Stealth Startup
Founder Highlights: Unicorn Experience
Previous Experience: ex-COO at Legitimuz, ex-Product Growth at idwall, ex-Growth Marketing Analyst at idwall, ex-Marketing Assistant at idwall, Bachelor of Technology in Information Technology Management from FIAP, Canastra Ventures T3.
Headquarters: São Paulo, Brazil
Time in Current Position: 1 month
Ask for an Intro: Click here
+2 other Stealth Founders over the past two weeks with Tech Talents Pro.
👋 Co-Founder Matching
Looking for an early or late-stage co-founder?
In case you missed it, I recently launched a co-founder matching platform focused on the Brazilian market. The platform is independent of any VC or accelerator, completely free (zero equity, zero cost), always active, and carefully curated based on experience and matching preferences.
👉 Click here to be connected with top talent that matches your criteria.
You can get started in three simple steps:
Define your preferences (technical, business, industry, timing, etc.).
Receive compatible profiles via email or on the web platform.
Send and accept connection requests with those who interest you most.
Here’s a quick demo video of the platform:
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