Philipe (Felipe) Moura

speaker

205 appearances 1 recordings 1 series first heard Aug 2026 last heard 4 Aug

Philipe (Felipe) Moura’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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Making AI Possible · AI Across the Americas: Where Does the Hemisphere Line up on AI? · 4 Aug 2026 podcast

prediction about 12, 15 years ago, and we're getting there.

And one of the things about this fragmented geopolitical world that like the Canadian Prime Minister Mark Carney said in the Davao meeting, and I quote him, nostalgia is not a strategy.

This old world order that we've seen for the past 30 years is not going back.

That's broken and that ship has sailed.

And the context of that...

The positive news for Brazil and for Latin America is that hard assets are back.

Of course, we are not going to not be looking at the digital economy, and I have a few sentences about that as well, but in a world where...

vertical minerals and rare earths are not just necessary for the AI chips, but also if you don't have those, the fighter jets that secure a lot of countries' borders will not take off.

Countries that have different elements of how Scott aptly named the AI stack.

And here we're talking about energy, which both Brazil and Latam are powerhouses in, both renewable,

90% of Brazil's energy matrix is renewable, as well as fossil fuels.

We are growing exponentially on oil production in Brazil alone, not to mention a few other Latin American countries.

Then, of course, it's access to land, it's access to water.

It's even the minerals that will build the infrastructure layer for the data centers, as well as for the chips that are manufactured in Taiwan or whatever they start being manufactured.

going forward.

So, of course, controlling parts of those issues will or are likely to grow in value over time.

And it's no accident that when we look at some big tech players in the past three to four years, they've been buying and running nuclear plants

Um, just to make sure that they have their own steady supply of energy should, you know, whatever, uh, um, bunker scenario, um, some of them could be, could be looking for.

So, um, in terms of the leverages that we have here, uh, we definitely have the critical minerals.

Um, we have, uh, of course this is not completely related to AI, but the fact that we are, um,

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