The Venezuela Opportunity

Co-written essay with Ross Garlick, CFO of Somos Internet (a Not Boring Capital portfolio company). Examines what could go right in Venezuela following Operation Absolute Resolve and the potential for a “Nova Gran Colombia” economic bloc.

Core Argument

Venezuela represents an underpriced opportunity with massive hydropower potential (62 GW technically feasible), young educated population, and cultural alignment with the US. A stable Gran Colombia bloc (Venezuela, Colombia, Panama, Ecuador) with 105M+ people could become as strategically important to the US as the EU. Key opportunities: AI data center hubs powered by hydropower, stablecoin-based financial leapfrogging, and modern infrastructure built from scratch.

RDCO Relevance

• Data center infrastructure: Gran Colombia’s hydropower + submarine cable connectivity as AI compute location
• Stablecoin adoption: 47% of Venezuelan sub-$10K transactions in stablecoins; relevant to prediction market and fintech infrastructure themes
• Cashea case study: $0-200M revenue on $2.5M raised, processing 4% of Venezuela’s GDP

Note: Co-authored with portfolio company CFO (Somos Internet). Likely sponsored/promotional content.