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EVOLVE Commerce Club

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

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Pajero Was Loved in Brazil. One Border Over, It Meant Something Else.

Aug 30, 2026

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6 min read

Pajero Was Loved in Brazil. One Border Over, It Meant Something Else.

👉On words that travel badly, playbooks that stop working, and the crossroads none of us see coming.

EVOLVE Commerce Club
EVOLVE Commerce Club
Nobody Pays Us to Feel Better About Ourselves

Aug 23, 2026

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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
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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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