Jorge Olson · Operator turned allocator

What do CPG, Mexican power and early-stage AI have in common?

They are the three places I have put my own time and money, and the subject of one letter a week. Twenty years running beverage distribution in the US and Mexico, two public companies, a $20 million consumer fund, and now energy for data centers in Mexico and AI from the inside.

20+years operating in beverage and consumer goods
1,000+consumer products created
2public companies co-founded
$20MCPG Life Fund I, which I manage
4,000Walgreens stores, one manager at a time

What I am working on now

CPG Life Fund I

A $20 million fund that backs consumer brands before they need a traditional investor, with the operating team the brand would otherwise have to hire.

Energy for data centers and factories in Mexico

Advising an energy infrastructure company that rents power equipment to data centers and manufacturers in Mexico, where the grid, not demand, is the constraint.

Early-stage AI

Building an early-stage AI fund, and building AI agents myself at Guz.ai so I know what the founders I meet are actually selling.

The company names and terms are not on this site. Nothing here is an offer of any security. The letter is where I write about all three as they happen.

The route here, in seven stops

A van and a mini-storage unitBeverage distribution, from the ground up.
500 to 17,000 accountsA San Diego distributor with my own trucks and my own reps.
Miller Beer for Baja California, 5-hour ENERGY for MexicoA hundred million dollars in sales across Mexico with Sandro Piancone, more than two thousand products.
4,000 Walgreens storesNo corporate approval. One store manager at a time.
Two public companiesGreen Globe International by reverse merger, Hempacco by IPO onto NASDAQ.
CPG Life Fund I, $20 millionOperators first, investors second. Consumer brands before they need a traditional investor.
Guz.ai, energy for data centers in Mexico, early-stage AIBuilding the agents, powering the racks, backing the founders.
Every stop on this line has a row in the claims ledger. No valuations, no exit values.

What I write about

CPG and beveragesWhat a consumer brand is worth before it has a buyer, from the distributor's chair. Investing in MexicoTwenty years of selling into Mexican retail, applied to capital. Energy for manufacturing and AI data centers in MexicoWhy power, not labor, decides who builds next. AI funds and foundersWhat I look for after building seven AI agents of my own. The journeyFrom the van to the fund. Decisions, prices paid, lessons kept.

All articles · Presentations and commentary

Books

Build Your Beverage Empire is taught in university business programs. Wholesale Distribution MBA is the distributor's side of the same trade. All books.

Frequently Asked Questions

Who is this site for?

Investors, fund managers, family office principals and analysts who want an operator's read on consumer goods, Mexico, energy for AI, and early-stage AI, from someone who has run the businesses rather than modeled them.

What do subscribers get?

One email a week with one idea, the numbers behind it and the sources, written by me. No pitch, no product, and no offer of any investment. Unsubscribe in one click.

Can I invest with Jorge Olson through this site?

No. Nothing on this site is an offer to sell or a solicitation to buy any security. The funds and companies I work with are described here as what I do, not as something you can buy.

How do I book Jorge for an interview or a talk?

The media kit has bios, headshots and talk topics for investor audiences. Subscribe and reply to the first email with your outlet or event and the date, and it reaches me directly.