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What VCs, PE firms and operators are seeing in commerce. Insights from world class leaders every week.

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Nobody Pays Us to Feel Better About Ourselves

Aug 23, 2026

•

6 min read

Nobody Pays Us to Feel Better About Ourselves

👉Plus what we learned this week

EVOLVE Commerce Club
EVOLVE Commerce Club
Two People. Same Playbook. Only One of Them Worked.

Aug 16, 2026

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4 min read

Two People. Same Playbook. Only One of Them Worked.

👉An EVOLVE Field Note

EVOLVE Commerce Club
EVOLVE Commerce Club
When The Market Starts Explaining Your Company For You

Aug 9, 2026

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5 min read

When The Market Starts Explaining Your Company For You

👉A Founder's reflection after three weeks in Brazil

EVOLVE Commerce Club
EVOLVE Commerce Club
Your Company Will Disappear

Aug 2, 2026

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6 min read

Your Company Will Disappear

👉The biggest risk facing many companies isn't disruption. It's becoming impossible to discover.

EVOLVE Commerce Club
EVOLVE Commerce Club
Brazil: A Market of 200+Million

Jul 26, 2026

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8 min read

Brazil: A Market of 200+Million

👉Every expansion starts with data. The best ones continue with context.

EVOLVE Commerce Club
EVOLVE Commerce Club
Consumers Don’t Buy Products. They Buy Trade-offs.

Jul 19, 2026

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7 min read

Consumers Don’t Buy Products. They Buy Trade-offs.

👉Amazon, Temu, Shein and Mercado Libre are solving different customer problems.

EVOLVE Commerce Club
EVOLVE Commerce Club
The Companies Winning With AI Started Somewhere Else.

Jul 12, 2026

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7 min read

The Companies Winning With AI Started Somewhere Else.

👉Patricia Amaro on leadership, incentives and organizational design.

EVOLVE Commerce Club
EVOLVE Commerce Club
AI Needs Operators Before It Needs More Users

Jul 5, 2026

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7 min read

AI Needs Operators Before It Needs More Users

👉Kate Minogue on why uncontrolled AI adoption may be creating more waste than value.

EVOLVE Commerce Club
EVOLVE Commerce Club
Late Infrastructure Changes The Economics Of Adoption

Jun 28, 2026

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7 min read

Late Infrastructure Changes The Economics Of Adoption

👉Egypt, Brazil & Regions that built later may be better positioned for the next technological cycle.

EVOLVE Commerce Club
EVOLVE Commerce Club
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EVOLVE Commerce Club

EVOLVE Commerce Club

What VCs, PE firms and operators are seeing in commerce. Insights from world class leaders every week.


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