- Essays··8 min read
The Filing the AI Was Meant to Read
When a hidden prompt-injection instruction addressed to Brazil's court AI arrived in a 3rd Labor Court filing in May 2026, the model detected it before drafting began and alerted the judge. The fine that followed was the first sanction under CNJ Resolution 615/2025 to classify adversarial input as an attack on judicial impartiality. Three jurisdictions have now worked through that sequence; no other Latin American legal system has.
legal-aiprompt-injectionbrazilai-regulationRead - Essays··13 min read
Sunday Essay — The Rate Cut, the Model, and Nubank's First Billion
Nubank cleared ten-figure net income for the first time in Q2 2026, with NuFormer — its financial-behaviour foundation model — now inside the underwriting decision, not merely supporting it. The retraining-cadence advantage over static scorecards is genuine. Whether the margin story holds depends on whether the Copom keeps cutting and whether delinquency migration stays within what the model expects — questions a 244 per cent coverage ratio answers for one bank, not for the market.
nubankbrazil-fintechai-credit-riskmodel-riskRead - Essays··8 min read
Before the compute arrives, the extension agent
Embrapa's new diagnostic methodology finds that farmers score digital-agriculture adoption feasibility a full point higher than developers do — not because the data differs, but because pilot farmers have already cleared the infrastructure barriers developers must account for. Brazil is financing the compute layer of its agricultural AI decade at scale; the extension network that turns a working model into a changed decision on Tuesday morning remains unbudgeted.
digital-agriculturelatin-americaextension-servicestechnology-adoptionRead - Essays··12 min read
Sunday Essay · Brazil's Sovereign AI Runs Through the Cell Tower
Brazil's sovereign-AI strategy is being built by a set of overlapping institutional decisions rather than by a chip fab or a frontier model: spectrum obligations attached to 700 MHz licences, a state-cloud intermediation layer at Serpro, Telefônica Brasil's portable OpenShift platform, and a CPQD-led public-services model. The coherence is architectural rather than planned, and the cell tower is its load-bearing unit.
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