Nicolai Tangen sits down with Fabricio Bloisi, CEO of Prosus, to trace an extraordinary journey from humble beginnings to running one of the world's most ambitious tech ecosystems. Prosus is the company behind well-known consumer brands like iFood in Brazil, Swiggy in India, Just Eat across Europe, and PayU powering payments in emerging markets. They discuss Fabricio's "jet ski" model for fast-paced innovation, the bold transformation of Just Eat into an AI-first company, and why he believes AI is still under-hyped. Fabricio also shares his deeply entrepreneurial leadership philosophy: hire people better than yourself, empower them radically, and never stop questioning the status quo. With over 40,000 employees and businesses spanning food delivery, fintech, and lifestyle services across Latin America, India, and Europe, Prosus is dreaming at a scale few companies dare to imagine.
In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episode out every Wednesday.
The podcast In Good Company is part of Norges Bank Investment Management, a podcast about our investments. We are transparent about how the fund is invested. In this podcast, you get a deeper insight into the companies the fund is invested in.
Our CEO, Nicolai Tangen, has in-depth interviews with the leaders of some of the largest companies in the world. You will get insight into their leadership principles, the company’s strategy and how they are dealing with a large investor like us. You will also learn more about our role as an owner of the companies.
You can read more about the podcast on https://www.nbim.no/en/publications/podcast/
0:00 Intro – Nicolai meets Fabricio Bloisi, CEO of Prosus
1:17 What is Prosus? Building an ecosystem across three continents
3:44 The founding story
6:00 How he built iFood from 20,000 to 200 million orders a month
11:16 The jet ski model: running startups inside a big company
13:20 Expanding into India and Europe – and the Just Eat acquisition
16:26 Fighting European regulators while trying to build big tech in Europe
18:12 Why AI is underhyped – and how Prosus is rebuilding around it
22:48 Agents, payments, and the future of agentic commerce
23:58 Corporate culture, the road to $500 billion, and advice for young people
