big_bets

big_bets is a fund that invests exclusively in software-intensive companies, that is, in companies built around code and data. There is a very important belief behind everything we do: we believe that the destiny of every atom is to become an electron. And precisely when an atom is turning into an electron is when the grand investment opportunities emerge. Think about it, this occurred with media (all the money that once flowed into the atoms of magazines, newspapers, radios, and TVs is now in the electrons of social networks, search engines, e-commerces, etc.), with financial products (in the past, banks had a branch on every corner, but today theres a branch in everyones pocket), with software (the older generation will recall buying software CDs at newsstands or having numerous servers within companies, today much of this is in the cloud), and with entertainment (no need to mention that books, music, and films have become apps on your phone) and so forth. Its precisely for th...