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In Good Company with Nicolai Tangen

HIGHLIGHTS: Fabricio Bloisi - CEO of Prosus

9 min episode · 2 min read
·
Fabricio Bloisi

Episode

9 min

Read time

2 min

Topics

Productivity, Startups, Fundraising & VC

AI-Generated Summary

Key Takeaways

  • Jet Ski Innovation Model: Deploy teams of 5–10 people to test 20–30 versions of an idea rapidly, spending minimal capital before scaling. This replaces the traditional model of committing $1 billion to a single unproven concept, eliminating year-long timelines with no guaranteed return.
  • AI Operational Maturity at iFood: iFood runs entirely on AI for personalization, anti-fraud, push notifications, and CRM — resulting in lower marketing spend than competitors and higher customer satisfaction scores. An internal platform called Token gives every employee access to AI agents for their specific role.
  • Executive-Level AI Literacy: Bloisi mandates that all senior executives, including CEOs of $5–10 billion business units, complete hands-on programming courses. When leaders directly build AI agents, they recalibrate their ambitions upward and set substantially larger organizational goals.
  • Autonomous AI Organizations: Since December, it has become technically feasible to encode a company's institutional intelligence into AI systems capable of operating independently for one to three days. Prosus currently has 20,000 employees building agents, targeting 200% company-wide efficiency gains rather than individual productivity improvements.

What It Covers

Fabricio Bloisi, CEO of Prosus, explains how the company builds interconnected tech ecosystems across Latin America, India, and Europe — serving 1.5 billion customers — using AI-driven operations and internal startup methodology to drive growth.

Key Questions Answered

  • Jet Ski Innovation Model: Deploy teams of 5–10 people to test 20–30 versions of an idea rapidly, spending minimal capital before scaling. This replaces the traditional model of committing $1 billion to a single unproven concept, eliminating year-long timelines with no guaranteed return.
  • AI Operational Maturity at iFood: iFood runs entirely on AI for personalization, anti-fraud, push notifications, and CRM — resulting in lower marketing spend than competitors and higher customer satisfaction scores. An internal platform called Token gives every employee access to AI agents for their specific role.
  • Executive-Level AI Literacy: Bloisi mandates that all senior executives, including CEOs of $5–10 billion business units, complete hands-on programming courses. When leaders directly build AI agents, they recalibrate their ambitions upward and set substantially larger organizational goals.
  • Autonomous AI Organizations: Since December, it has become technically feasible to encode a company's institutional intelligence into AI systems capable of operating independently for one to three days. Prosus currently has 20,000 employees building agents, targeting 200% company-wide efficiency gains rather than individual productivity improvements.

Notable Moment

Bloisi describes being told by European regulators to divest a stake in Delivery Hero — then learning two weeks later that M&A guidelines were changing, but the divestiture still had to proceed immediately under the old rules.

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Episode Transcript

Hi, everybody. Tune in to this short version of the podcast, which we do every Friday. For the long version, tune in on Wednesdays. Hi, everyone. I'm Nicola Tangen, the CEO of the Norwegian Sovereign Wealth Fund. And today, hey, I'm in really good company with Fabricio Bloisi, the CEO of ProSys. Now you may not know what ProSys is, but they basically have incredible companies. IFood, which is the equivalent of DoorDash in Brazil, Just Eat, which feeds millions and millions of people across Europe, Swiggy in India, and PayU, one of the biggest fintech platforms in emerging markets. So all in all, they reach, like, a billion and a half people across the world. And he is pretty pleased about it himself. I can see he's smiling here on the screen. So far, we see we we look forward to hearing all about it. But before we talk about you, what is ProSys? ProSys is a tech company, and, we offer amazing products for one and a half billion customers on delivery, food delivery, on top of that payment, on top of that lifestyle services like events and travel. And, and we are just getting started. We do all of that in three big regions, Latin America, India, and Europe. And I think and we are reinventing everything we are doing. We are in a moment of amazing change through AI. My whole story is about reinventing everything. I'm very excited to build the next chapters of pros. What do these companies have in common? I think our focus is to build an ecosystem. And this ecosystem means we have to not we are not investors, just to start. What we build are operational tech companies that are very good in execution, technology, services. So when we build an ecosystem, we make sure that one company help each other through culture management model, cross sell, innovation, AI, and I'm I'm investing the same kind and building the same kind of ecosystems in Latin America, India, and Europe. So if you look to Latin America, I already had it work in Latin America. In Latin America, people talk about iFood, but it's 10 times bigger than iFoods. We have beverage and pet shops and payments and meal voucher and grocery and travel. The same the same ecosystem that is very sophisticated that I have in Latin America, I'm building today in India where I have very similar companies. And the same ecosystems I'm going to build in Europe. Start with just Eat and Relax, but I'm going to expand that to the same kind of ecosystem. Tell us about some of the innovations you did in the food company in Brazil. What were some of the clever things you did? Today, for example, iFood is a company run by AI. The personalization of the first page, what we offer to the customers, the push we give to them, the anti frauds, all those, the customer relationship management, all of …

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