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

But we have other parts of the chain that if we play our cards right, there will be massive opportunity there.

I think one thing that is counterintuitive, if you let me start by that, is that the

When we have these conversations here, and this is a big electoral year for Latin America, by the way.

We have already had some really important election cycles and we still have Brazil's upcoming.

But the electoral swings will probably matter a lot less than they appear.

The region's political landscape is likely to shift.

But what is not likely to shift, at least what concerns the AI stack and its value chain, is the structural relationship with U.S.

technology and global capital.

So at some point last year, we heard from a president of a major bank in one of the IMF meetings as he was discussing technology.

hedging outside of the US.

And he said, and I quote, if we were 45% allocated in US dollar and US assets, it's not a hard decision to bring it down to 43%.

Those 2% or percentage points may not seem like a lot, but in the

In the grand scheme of things, it actually is a massive amount of money.

And what the Europeans, to give an interesting example, are realizing is that their aspirations to become digitally sovereign and completely independent from U.S.

big techs

It's not attainable, at least not to the level that they were aspiring to when we had a group of researchers and NGOs and foundations in 2024.

They got together and they built, what do they call it, the EeroStack.

They called it the Eero stack, which was looking at an even deeper stack of capabilities in this world.

I think they were looking at, ooh, what do we have in here?

So they were looking at data, software, cloud, IoT and devices, networks, chips, and then the critical resources.

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