# Leo Bentier

> Arquivo de um investidor sobre capital, mercados, tecnologia e geopolítica.

Leo Bentier é investidor e fundador do Stemgur. Escreve sobre capital, mercados, tecnologia, geopolítica e sistemas de decisão.

Publica desde 2007. Mais de 662 mil assinantes.

## Sobre o conteúdo

Os posts abordam investimento, capital, mercados, sistemas de decisão, geopolítica econômica e tecnologia aplicada ao negócio. O ponto de vista é direto, sem eufemismos corporativos.

## Páginas principais

- Homepage / Arquivo (pt-BR): https://www.leobentier.com/pt-BR
- Homepage / Archive (en): https://www.leobentier.com/en

## RSS Feeds

- Feed principal (pt-BR): https://www.leobentier.com/pt-BR/feed.xml
- Feed principal (en): https://www.leobentier.com/en/feed.xml

## Sobre o autor

- Nome: Leo Bentier
- Empresa: Stemgur
- País: Brasil
- Idiomas: Português (principal), Inglês

## Posts recentes (pt-BR) — 50 de 364 total

- pt-br-2026-08-e-oficial-seferu: https://www.leobentier.com/pt-BR/posts/pt-br-2026-08-e-oficial-seferu
- pt-br-2026-07-o-pais-que-paga-para-nao-produzir: https://www.leobentier.com/pt-BR/posts/pt-br-2026-07-o-pais-que-paga-para-nao-produzir
- pt-br-2026-07-o-banco-vai-virar-infraestrutura: https://www.leobentier.com/pt-BR/posts/pt-br-2026-07-o-banco-vai-virar-infraestrutura
- pt-br-2026-07-eduardo-leite-o-estadista: https://www.leobentier.com/pt-BR/posts/pt-br-2026-07-eduardo-leite-o-estadista
- pt-br-2026-07-a-pobreza-administrada-e-a-mamata-de-terno: https://www.leobentier.com/pt-BR/posts/pt-br-2026-07-a-pobreza-administrada-e-a-mamata-de-terno
- pt-br-2026-07-a-maior-assimetria-do-brasil-talvez-nao-esteja-na-bolsa: https://www.leobentier.com/pt-BR/posts/pt-br-2026-07-a-maior-assimetria-do-brasil-talvez-nao-esteja-na-bolsa
- pt-br-2026-07-as-maiores-empresas-do-pais-nao-tomam-credito-elas-desenham: https://www.leobentier.com/pt-BR/posts/pt-br-2026-07-as-maiores-empresas-do-pais-nao-tomam-credito-elas-desenham
- pt-br-2026-07-suica-ou-paraguai-quando-o-cripto-descobre-que-patrimonio-tem-endereco: https://www.leobentier.com/pt-BR/posts/pt-br-2026-07-suica-ou-paraguai-quando-o-cripto-descobre-que-patrimonio-tem-endereco
- pt-br-2026-07-banco-imobiliario-uma-infancia-inteira-olhando-para-o-lado-errado-do-tabuleiro: https://www.leobentier.com/pt-BR/posts/pt-br-2026-07-banco-imobiliario-uma-infancia-inteira-olhando-para-o-lado-errado-do-tabuleiro
- pt-br-2026-07-07-a-nova-ordem-mundial-sera-tarifada-roteada-e-processada-em-sistemas-de-pagamento: https://www.leobentier.com/pt-BR/posts/pt-br-2026-07-07-a-nova-ordem-mundial-sera-tarifada-roteada-e-processada-em-sistemas-de-pagamento
- pt-br-2026-07-a-tarifa-nao-e-a-crise-e-a-fatura: https://www.leobentier.com/pt-BR/posts/pt-br-2026-07-a-tarifa-nao-e-a-crise-e-a-fatura
- pt-br-2026-07-03-bolsonaro-em-prisao-domiciliar-e-o-fantasma-sentado-na-sala: https://www.leobentier.com/pt-BR/posts/pt-br-2026-07-03-bolsonaro-em-prisao-domiciliar-e-o-fantasma-sentado-na-sala
- pt-br-2026-07-01-o-brasil-entrou-na-eleicao-antes-da-eleicao: https://www.leobentier.com/pt-BR/posts/pt-br-2026-07-01-o-brasil-entrou-na-eleicao-antes-da-eleicao
- pt-br-2026-06-open-usd-quando-o-pedagio-descobre-que-tambem-pode-emitir-a-estrada: https://www.leobentier.com/pt-BR/posts/pt-br-2026-06-open-usd-quando-o-pedagio-descobre-que-tambem-pode-emitir-a-estrada
- pt-br-2026-06-como-se-tornar-um-investidor-de-verdade: https://www.leobentier.com/pt-BR/posts/pt-br-2026-06-como-se-tornar-um-investidor-de-verdade
- pt-br-2026-06-eu-nao-compro-empresas: https://www.leobentier.com/pt-BR/posts/pt-br-2026-06-eu-nao-compro-empresas
- pt-br-2026-06-o-vencedor-sera-quem-transforma-ia-em-decisao-auditavel: https://www.leobentier.com/pt-BR/posts/pt-br-2026-06-o-vencedor-sera-quem-transforma-ia-em-decisao-auditavel
- pt-br-2026-05-a-inteligencia-artificial-pode-estar-certa-o-preco-nao: https://www.leobentier.com/pt-BR/posts/pt-br-2026-05-a-inteligencia-artificial-pode-estar-certa-o-preco-nao
- pt-br-2026-05-a-leitura-fria-do-conflito-musk-altman-quando-a-missao-fundadora-da-openai-se-tornou-uma-traicao-de-150-bilhoes: https://www.leobentier.com/pt-BR/posts/pt-br-2026-05-a-leitura-fria-do-conflito-musk-altman-quando-a-missao-fundadora-da-openai-se-tornou-uma-traicao-de-150-bilhoes
- pt-br-2026-04-sequoia-esta-certa-e-ainda-assim-insuficiente: https://www.leobentier.com/pt-BR/posts/pt-br-2026-04-sequoia-esta-certa-e-ainda-assim-insuficiente
- pt-br-2026-04-a-cadeia-fisica-da-ia-e-o-ponto-cego-do-hype: https://www.leobentier.com/pt-BR/posts/pt-br-2026-04-a-cadeia-fisica-da-ia-e-o-ponto-cego-do-hype
- pt-br-2026-03-a-economia-global-ainda-cresce-mas-com-menos-inocencia: https://www.leobentier.com/pt-BR/posts/pt-br-2026-03-a-economia-global-ainda-cresce-mas-com-menos-inocencia
- pt-br-2026-02-a-ia-nao-sera-borderless-sera-soberana-auditavel-e-cara: https://www.leobentier.com/pt-BR/posts/pt-br-2026-02-a-ia-nao-sera-borderless-sera-soberana-auditavel-e-cara
- pt-br-2026-01-a-decada-turbulenta-chegou-a-metade: https://www.leobentier.com/pt-BR/posts/pt-br-2026-01-a-decada-turbulenta-chegou-a-metade
- pt-br-2025-12-o-estado-quer-a-base-o-banco-quer-a-margem-o-empresario-paga-os-dois: https://www.leobentier.com/pt-BR/posts/pt-br-2025-12-o-estado-quer-a-base-o-banco-quer-a-margem-o-empresario-paga-os-dois
- pt-br-2025-12-2026-sera-o-ano-da-infraestrutura-energia-chips-dados-e-seguranca: https://www.leobentier.com/pt-BR/posts/pt-br-2025-12-2026-sera-o-ano-da-infraestrutura-energia-chips-dados-e-seguranca
- pt-br-2025-11-a-infancia-virou-fronteira-regulatoria-da-tecnologia-social: https://www.leobentier.com/pt-BR/posts/pt-br-2025-11-a-infancia-virou-fronteira-regulatoria-da-tecnologia-social
- pt-br-2025-10-a-guerra-comercial-agora-e-guerra-de-rotas-chips-e-energia: https://www.leobentier.com/pt-BR/posts/pt-br-2025-10-a-guerra-comercial-agora-e-guerra-de-rotas-chips-e-energia
- pt-br-2025-09-11-bolsonaro-sera-julgado-menos-como-homem-que-como-precedente: https://www.leobentier.com/pt-BR/posts/pt-br-2025-09-11-bolsonaro-sera-julgado-menos-como-homem-que-como-precedente
- pt-br-2025-09-a-proxima-vantagem-sera-memoria-operacional-proprietaria: https://www.leobentier.com/pt-BR/posts/pt-br-2025-09-a-proxima-vantagem-sera-memoria-operacional-proprietaria
- pt-br-2025-08-o-maior-risco-da-ia-corporativa-e-decisao-sem-responsabilidade: https://www.leobentier.com/pt-BR/posts/pt-br-2025-08-o-maior-risco-da-ia-corporativa-e-decisao-sem-responsabilidade
- pt-br-2025-07-10-a-soberania-brasileira-agora-passa-pelo-pix: https://www.leobentier.com/pt-BR/posts/pt-br-2025-07-10-a-soberania-brasileira-agora-passa-pelo-pix
- pt-br-2025-07-a-economia-de-ia-precisa-provar-que-nao-e-apenas-capex-de-hyperscaler: https://www.leobentier.com/pt-BR/posts/pt-br-2025-07-a-economia-de-ia-precisa-provar-que-nao-e-apenas-capex-de-hyperscaler
- pt-br-2025-06-o-cfo-voltou-ao-centro-porque-capital-voltou-a-ter-custo: https://www.leobentier.com/pt-BR/posts/pt-br-2025-06-o-cfo-voltou-ao-centro-porque-capital-voltou-a-ter-custo
- pt-br-2025-05-a-empresa-resiliente-sera-menos-eficiente-no-excel-e-mais-viva-no-mundo-real: https://www.leobentier.com/pt-BR/posts/pt-br-2025-05-a-empresa-resiliente-sera-menos-eficiente-no-excel-e-mais-viva-no-mundo-real
- pt-br-2025-04-tarifas-mostram-que-globalizacao-agora-tem-preco-politico-explicito: https://www.leobentier.com/pt-BR/posts/pt-br-2025-04-tarifas-mostram-que-globalizacao-agora-tem-preco-politico-explicito
- pt-br-2025-03-o-proximo-trade-nao-e-treinamento: https://www.leobentier.com/pt-BR/posts/pt-br-2025-03-o-proximo-trade-nao-e-treinamento
- pt-br-2025-03-a-nova-fronteira-e-soberania-de-dados-modelos-e-infraestrutura: https://www.leobentier.com/pt-BR/posts/pt-br-2025-03-a-nova-fronteira-e-soberania-de-dados-modelos-e-infraestrutura
- pt-br-2025-02-sndk-a-inteligencia-artificial-nao-vive-no-cerebro-vive-na-memoria: https://www.leobentier.com/pt-BR/posts/pt-br-2025-02-sndk-a-inteligencia-artificial-nao-vive-no-cerebro-vive-na-memoria
- pt-br-2025-02-empresas-estao-automatizando-antes-de-entender-seus-proprios-processos: https://www.leobentier.com/pt-BR/posts/pt-br-2025-02-empresas-estao-automatizando-antes-de-entender-seus-proprios-processos
- pt-br-2025-01-20-a-segunda-posse-de-trump-e-menos-retorno-que-revanche: https://www.leobentier.com/pt-BR/posts/pt-br-2025-01-20-a-segunda-posse-de-trump-e-menos-retorno-que-revanche
- pt-br-2025-01-quem-captura-produtividade-e-quem-so-paga-a-conta: https://www.leobentier.com/pt-BR/posts/pt-br-2025-01-quem-captura-produtividade-e-quem-so-paga-a-conta
- pt-br-2024-12-2025-sera-o-ano-da-selecao-ia-real-contra-ia-decorativa: https://www.leobentier.com/pt-BR/posts/pt-br-2024-12-2025-sera-o-ano-da-selecao-ia-real-contra-ia-decorativa
- pt-br-2024-11-06-trump-voltou-porque-a-elite-confundiu-processo-judicial-com-exorcismo: https://www.leobentier.com/pt-BR/posts/pt-br-2024-11-06-trump-voltou-porque-a-elite-confundiu-processo-judicial-com-exorcismo
- pt-br-2024-11-o-proximo-software-corporativo-nao-sera-dashboard-sera-operador: https://www.leobentier.com/pt-BR/posts/pt-br-2024-11-o-proximo-software-corporativo-nao-sera-dashboard-sera-operador
- pt-br-2024-10-27-o-municipio-e-onde-a-ideologia-descobre-o-buraco-da-rua: https://www.leobentier.com/pt-BR/posts/pt-br-2024-10-27-o-municipio-e-onde-a-ideologia-descobre-o-buraco-da-rua
- founder-mode-nao-e-um-estilo-de-gestao: https://www.leobentier.com/pt-BR/posts/founder-mode-nao-e-um-estilo-de-gestao
- pt-br-2024-10-a-eleicao-americana-sera-tambem-teste-de-midia-sintetica: https://www.leobentier.com/pt-BR/posts/pt-br-2024-10-a-eleicao-americana-sera-tambem-teste-de-midia-sintetica
- pt-br-2024-09-agentes-de-ia-serao-perigosos-se-empresas-nao-tiverem-processos-claros: https://www.leobentier.com/pt-BR/posts/pt-br-2024-09-agentes-de-ia-serao-perigosos-se-empresas-nao-tiverem-processos-claros
- pt-br-2024-08-a-bolha-nao-e-a-ia-a-bolha-e-achar-que-toda-empresa-capturara-seu-valor: https://www.leobentier.com/pt-BR/posts/pt-br-2024-08-a-bolha-nao-e-a-ia-a-bolha-e-achar-que-toda-empresa-capturara-seu-valor

## Recent posts (en) — 50 of 363 total

- en-2026-07-the-country-that-pays-not-to-produce: https://www.leobentier.com/en/posts/en-2026-07-the-country-that-pays-not-to-produce
- en-2026-07-the-bank-will-become-infrastructure: https://www.leobentier.com/en/posts/en-2026-07-the-bank-will-become-infrastructure
- en-2026-07-eduardo-leite-the-statesman: https://www.leobentier.com/en/posts/en-2026-07-eduardo-leite-the-statesman
- en-2026-07-administered-poverty-and-the-gravy-train-in-a-suit: https://www.leobentier.com/en/posts/en-2026-07-administered-poverty-and-the-gravy-train-in-a-suit
- en-2026-07-brazils-greatest-asymmetry-may-not-be-in-the-stock-market: https://www.leobentier.com/en/posts/en-2026-07-brazils-greatest-asymmetry-may-not-be-in-the-stock-market
- en-2026-07-the-largest-companies-in-the-country-do-not-take-credit-they-design-it: https://www.leobentier.com/en/posts/en-2026-07-the-largest-companies-in-the-country-do-not-take-credit-they-design-it
- en-2026-07-switzerland-or-paraguay-when-crypto-discovers-that-wealth-has-an-address: https://www.leobentier.com/en/posts/en-2026-07-switzerland-or-paraguay-when-crypto-discovers-that-wealth-has-an-address
- en-2026-07-monopoly-an-entire-childhood-looking-at-the-wrong-side-of-the-board: https://www.leobentier.com/en/posts/en-2026-07-monopoly-an-entire-childhood-looking-at-the-wrong-side-of-the-board
- en-2026-07-07-the-new-world-order-will-be-tariffed-routed-and-processed-through-payment-systems: https://www.leobentier.com/en/posts/en-2026-07-07-the-new-world-order-will-be-tariffed-routed-and-processed-through-payment-systems
- en-2026-07-the-tariff-is-not-the-crisis-it-is-the-invoice: https://www.leobentier.com/en/posts/en-2026-07-the-tariff-is-not-the-crisis-it-is-the-invoice
- en-2026-07-03-bolsonaro-under-house-arrest-is-the-ghost-sitting-in-the-room: https://www.leobentier.com/en/posts/en-2026-07-03-bolsonaro-under-house-arrest-is-the-ghost-sitting-in-the-room
- en-2026-07-01-brazil-entered-the-election-before-the-election: https://www.leobentier.com/en/posts/en-2026-07-01-brazil-entered-the-election-before-the-election
- en-2026-06-open-usd-when-the-tollbooth-discovers-it-can-also-issue-the-road: https://www.leobentier.com/en/posts/en-2026-06-open-usd-when-the-tollbooth-discovers-it-can-also-issue-the-road
- en-2026-06-how-to-become-a-real-investor: https://www.leobentier.com/en/posts/en-2026-06-how-to-become-a-real-investor
- en-2026-06-i-dont-buy-companies: https://www.leobentier.com/en/posts/en-2026-06-i-dont-buy-companies
- en-2026-06-the-winner-will-be-whoever-turns-ai-into-auditable-decision: https://www.leobentier.com/en/posts/en-2026-06-the-winner-will-be-whoever-turns-ai-into-auditable-decision
- en-2026-05-artificial-intelligence-may-be-right-the-price-is-not: https://www.leobentier.com/en/posts/en-2026-05-artificial-intelligence-may-be-right-the-price-is-not
- en-2026-05-the-cold-read-of-the-musk-altman-conflict-when-openais-founding-mission-became-a-150-billion-betrayal: https://www.leobentier.com/en/posts/en-2026-05-the-cold-read-of-the-musk-altman-conflict-when-openais-founding-mission-became-a-150-billion-betrayal
- en-2026-04-sequoia-is-right-and-still-incomplete: https://www.leobentier.com/en/posts/en-2026-04-sequoia-is-right-and-still-incomplete
- en-2026-04-the-physical-chain-of-ai-is-the-blind-spot-of-the-hype: https://www.leobentier.com/en/posts/en-2026-04-the-physical-chain-of-ai-is-the-blind-spot-of-the-hype
- en-2026-03-the-global-economy-still-grows-but-with-less-innocence: https://www.leobentier.com/en/posts/en-2026-03-the-global-economy-still-grows-but-with-less-innocence
- en-2026-02-ai-will-not-be-borderless-it-will-be-sovereign-auditable-and-expensive: https://www.leobentier.com/en/posts/en-2026-02-ai-will-not-be-borderless-it-will-be-sovereign-auditable-and-expensive
- en-2026-01-the-turbulent-decade-reached-its-midpoint: https://www.leobentier.com/en/posts/en-2026-01-the-turbulent-decade-reached-its-midpoint
- en-2025-12-the-state-wants-the-base-the-bank-wants-the-margin-the-entrepreneur-pays-both: https://www.leobentier.com/en/posts/en-2025-12-the-state-wants-the-base-the-bank-wants-the-margin-the-entrepreneur-pays-both
- en-2025-12-2026-will-be-the-year-of-infrastructure-energy-chips-data-and-security: https://www.leobentier.com/en/posts/en-2025-12-2026-will-be-the-year-of-infrastructure-energy-chips-data-and-security
- en-2025-11-childhood-became-the-regulatory-frontier-of-social-technology: https://www.leobentier.com/en/posts/en-2025-11-childhood-became-the-regulatory-frontier-of-social-technology
- en-2025-10-the-trade-war-is-now-a-war-of-routes-chips-and-energy: https://www.leobentier.com/en/posts/en-2025-10-the-trade-war-is-now-a-war-of-routes-chips-and-energy
- en-2025-09-11-bolsonaro-will-be-judged-less-as-a-man-than-as-a-precedent: https://www.leobentier.com/en/posts/en-2025-09-11-bolsonaro-will-be-judged-less-as-a-man-than-as-a-precedent
- en-2025-09-the-next-advantage-will-be-proprietary-operational-memory: https://www.leobentier.com/en/posts/en-2025-09-the-next-advantage-will-be-proprietary-operational-memory
- en-2025-08-the-biggest-risk-in-corporate-ai-is-decision-without-responsibility: https://www.leobentier.com/en/posts/en-2025-08-the-biggest-risk-in-corporate-ai-is-decision-without-responsibility
- en-2025-07-10-brazilian-sovereignty-now-runs-through-pix: https://www.leobentier.com/en/posts/en-2025-07-10-brazilian-sovereignty-now-runs-through-pix
- en-2025-07-the-ai-economy-must-prove-it-is-not-just-hyperscaler-capex: https://www.leobentier.com/en/posts/en-2025-07-the-ai-economy-must-prove-it-is-not-just-hyperscaler-capex
- en-2025-06-the-cfo-returned-to-the-center-because-capital-has-a-cost-again: https://www.leobentier.com/en/posts/en-2025-06-the-cfo-returned-to-the-center-because-capital-has-a-cost-again
- en-2025-05-the-resilient-company-will-be-less-efficient-in-excel-and-more-alive-in-reality: https://www.leobentier.com/en/posts/en-2025-05-the-resilient-company-will-be-less-efficient-in-excel-and-more-alive-in-reality
- en-2025-04-tariffs-show-globalization-now-has-an-explicit-political-price: https://www.leobentier.com/en/posts/en-2025-04-tariffs-show-globalization-now-has-an-explicit-political-price
- en-2025-03-the-next-trade-is-not-training: https://www.leobentier.com/en/posts/en-2025-03-the-next-trade-is-not-training
- en-2025-03-the-new-frontier-is-sovereignty-of-data-models-and-infrastructure: https://www.leobentier.com/en/posts/en-2025-03-the-new-frontier-is-sovereignty-of-data-models-and-infrastructure
- en-2025-02-sndk-artificial-intelligence-does-not-live-in-the-brain: https://www.leobentier.com/en/posts/en-2025-02-sndk-artificial-intelligence-does-not-live-in-the-brain
- en-2025-02-companies-are-automating-before-they-understand-their-own-processes: https://www.leobentier.com/en/posts/en-2025-02-companies-are-automating-before-they-understand-their-own-processes
- en-2025-01-20-trump-s-second-inauguration-is-less-return-than-revenge: https://www.leobentier.com/en/posts/en-2025-01-20-trump-s-second-inauguration-is-less-return-than-revenge
- en-2025-01-who-captures-productivity-and-who-merely-pays-the-bill: https://www.leobentier.com/en/posts/en-2025-01-who-captures-productivity-and-who-merely-pays-the-bill
- en-2024-12-2025-will-be-the-year-of-selection-real-ai-versus-decorative-ai: https://www.leobentier.com/en/posts/en-2024-12-2025-will-be-the-year-of-selection-real-ai-versus-decorative-ai
- en-2024-11-06-trump-returned-because-the-elite-confused-prosecution-with-exorcism: https://www.leobentier.com/en/posts/en-2024-11-06-trump-returned-because-the-elite-confused-prosecution-with-exorcism
- en-2024-11-the-next-corporate-software-will-not-be-a-dashboard-it-will-be-an-operator: https://www.leobentier.com/en/posts/en-2024-11-the-next-corporate-software-will-not-be-a-dashboard-it-will-be-an-operator
- en-2024-10-27-the-municipality-is-where-ideology-discovers-the-pothole: https://www.leobentier.com/en/posts/en-2024-10-27-the-municipality-is-where-ideology-discovers-the-pothole
- founder-mode-is-not-a-management-style: https://www.leobentier.com/en/posts/founder-mode-is-not-a-management-style
- en-2024-10-the-american-election-will-also-be-a-test-of-synthetic-media: https://www.leobentier.com/en/posts/en-2024-10-the-american-election-will-also-be-a-test-of-synthetic-media
- en-2024-09-ai-agents-will-be-dangerous-if-companies-lack-clear-processes: https://www.leobentier.com/en/posts/en-2024-09-ai-agents-will-be-dangerous-if-companies-lack-clear-processes
- en-2024-08-the-bubble-is-not-ai-the-bubble-is-thinking-every-company-will-capture-its-value: https://www.leobentier.com/en/posts/en-2024-08-the-bubble-is-not-ai-the-bubble-is-thinking-every-company-will-capture-its-value
- en-2024-07-the-published-ai-act-creates-the-first-major-regulatory-grammar-for-ai: https://www.leobentier.com/en/posts/en-2024-07-the-published-ai-act-creates-the-first-major-regulatory-grammar-for-ai

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