Macro thesis

Jevification in Brazil.

Software became cheap. Demand for software will not fall — it will explode.

“Jevons paradox applied to code: when building costs plunge, software volume grows more than the savings. Jevification is Brazil becoming a nation of one-person software factories.”

  1. 01 →

    Costs fall

    Building an app goes from costing a team to costing an afternoon.

  2. 02 →

    The builder changes

    Accountant, doctor, shop owner, student: the builder is no longer a developer.

  3. 03 →

    Volume explodes

    Tools around the ERP, 40-seat workflows, vertical apps.

  4. 04 →

    Graduation decides

    Value goes to those who reach production — domain, database, auth, recurring use.

Why Brazil first.

  • /1Costs in BRL, revenue in USD: the Brazilian builder exports.
  • /2WhatsApp and Pix as a native layer, not an integration.
  • /3A community already formed before any investment.

Competition

Not Replit. It is Canva.

Replit competes for developers

It competes for people who already code. A small market in Brazil.

Canva competes for non-developers

It is already the tool for people who create without knowing how. That is Lovable’s builder.

The battle is over habits

Someone opening Canva to build a website, landing page or form is a lost user.