Articles
Notes for investors, fund managers, family offices and analysts. One subject per piece, with the numbers and the sources. Newest first.
The Journey
- From a van and a mini-storage unit to managing a fund
Jorge Olson's route from delivering beverages out of a van to two public companies, a $20 million fund and an AI lab, told as the decisions and what each one cost.
Mexico Investment
- Investing in Mexico from an operator's chair
Twenty years of selling into Mexican retail, applied to capital. What the nearshoring headlines get right, what they miss, and how to read a Mexican deal like an operator.
CPG and Beverages
- What a CPG fund looks for before a brand needs a traditional investor
The window where a consumer brand is cheapest and most fixable is before it raises institutional money. What an operator-led CPG fund looks for in it, with the numbers.
AI Funds and Founders
- What I look for in an AI founder after building seven AI agents of my own
AI took about half of global venture funding in 2025. After building seven AI agents at Guz.ai, here is how I tell the real AI companies from the demos.
Mexico Energy and Data Centers
- Why power, not labor, is the constraint on nearshoring and AI data centers in Mexico
Querétaro holds 72% of Mexico's 279 MW of data center capacity and projects wait two years for a grid connection. Why rented power is the bridge, with sources.
One letter a week on CPG, Mexico, energy for AI, and early-stage AI.
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