JorgeOlson.com is the personal site of Jorge Olson, consumer goods operator turned fund manager: articles, videos, books and a weekly letter on CPG, investing in Mexico, energy for manufacturing and AI data centers in Mexico, AI funds and founders, and his journey.https://jorgeolson.com/https://jorgeolson.com/blog/from-a-van-and-a-mini-storage-unit-to-managing-a-fund/https://jorgeolson.com/blog/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.Sat, 10 Oct 2026 00:00:00 GMTThe Journeyhttps://jorgeolson.com/blog/investing-in-mexico-from-an-operators-chair/https://jorgeolson.com/blog/investing-in-mexico-from-an-operators-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.Sat, 10 Oct 2026 00:00:00 GMTMexico Investmenthttps://jorgeolson.com/blog/what-a-cpg-fund-looks-for-before-a-brand-needs-a-traditional-investor/https://jorgeolson.com/blog/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.Sat, 10 Oct 2026 00:00:00 GMTCPG and Beverageshttps://jorgeolson.com/blog/what-i-look-for-in-an-ai-founder-after-building-seven-ai-agents/https://jorgeolson.com/blog/what-i-look-for-in-an-ai-founder-after-building-seven-ai-agents/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.Sat, 10 Oct 2026 00:00:00 GMTAI Funds and Foundershttps://jorgeolson.com/blog/why-power-not-labor-is-the-constraint-on-nearshoring-and-ai-data-centers-in-mexico/https://jorgeolson.com/blog/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.Sat, 10 Oct 2026 00:00:00 GMTMexico Energy and Data Centers