I was looking at OpenTable data and Hotel Data this week. As I am back in SF, I have been looking to catch up with friends over dinner.
I can’t imagine how painful it must be to own a boutique hotel or a restaurant. Aside from the many that have gone bankrupt, the ones that survived are still operating under capacity.
The same goes for hotels. I flew 20+ times since October, both in Brazil and in the US. This past weekend my MIA-SFO was completely full. Good.
It’s coming back. Slowly, but coming back. Let’s go America. Let’s come back.

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In today's episode, I chat with Rodrigo Teijeiro, founder of RecargaPay, a leading mobile payments fintech in Brazil that has reached more than 3,5M users.
I came to Minas Gerais for the wedding of Felipe Lamounier, a dear friend and founder that we have backed via Atman's most recent fund.
This was the shitty and extremely tiny studio I lived in Boulder, Colorado from 2010-2011. It was a tiny place where I started to execute my dreams.