Happy New Year to everyone! We hope 2025 brings incredible opportunities and success to all. This year, we’re thrilled to carry forward a tradition we began in 2024: collecting predictions from our team and partners about what lies ahead. This year, we’re excited to continue a tradition we launched in 2024: gathering predictions from our team and partners about the year ahead.
Our goal is to create a yearly snapshot of the expectations and forecasts of entrepreneurs and investors across the region. Over time, this publication aims to become a valuable lens into the evolution of the venture capital ecosystem, the broader economy, and key political and social trends shaping Latin America and beyond.
But we don’t stop at predictions. Accountability is at the heart of what we do, so each year we’ll revisit the forecasts from the previous edition, celebrating the correct ones and reflecting on the misses. This approach not only keeps us grounded but also highlights how rapidly the world—and our industries—can shift.
Without further ado, here are our 2025 predictions across tech, business, politics, sports, and more. Let’s see how our crystal balls fare this time next year!
Daniel Vogel (GP – Bridge | CEO – Bitso)
• Latam tech IPO
Allison Campbell (GP – Bridge | Co-Founder Zubale)
•Smart glasses become popular and start replacing AirPods.
•The Detroit Lions make it to the Super Bowl for the first time in history
Eduardo Paulsen (GP – Bridge | CEO Ben&Frank)
•The global fertility rate reaches the replacement rate (2.1).
•Mexico’s GDP grows less than 1%.
•The men’s marathon world record drops below 2 hours, and the women’s below 2:09.
Federico Ranero (GP – Bridge | CEO Draiver)
•SpaceX reaches a $500B valuation. Driven by Starlink, it maintains its status as the most valuable private startup and gets on track to become one of the most profitable companies of the decade.
•Uber reaches a $200B valuation. After overcoming exaggerated concerns about AV disruption risks, Uber’s AV partnership strategy enables a hybrid human/autonomous model, allowing a phased approach to broader AV adoption over the next decade. This approach outpaces closed, asset-heavy competitors like Waymo, which will struggle to sustain marketplace liquidity while scaling to significant volumes in major markets.
•US IPO Proceeds >$50B
Miguel Garcia (GP – Bridge | CEO – Infosel)
•At least 30% increase in M&A and/or IPO activity vs 2024
•Big acquisition or spinoff in the mobility and AV space (Tesla, uber, waymo, etc..)
•Mexican economy enters recession territory (at least a couple of quarters of cero growth)
Alejandro Maza (GP – Bridge | CPO – Kavak)
We reach AGI in 2025: An AI model is better than 95%+ of humans in 95%+ of tasks
•OpenAI triggers AGI clause
•Saturate (95%+) Benchmarks: SWE-Bench, ARC-AGI, Frontier Math, MMLU, GPQA
•AI achieves superhuman performance in any new widely adopted benchmark.
Patricio Aznar (Managing Partner – Bridge)
•Mercado Libre closes the year with over $110B in market cap
•Two new unicorns emerge in Latam
•Remco Evenepoel wins the Tour de France
Luis Enriquez (Managing Partner – Bridge)
•S&P 500 ends in negative territory in 2025.
•Emerging markets outperform the US.
•IPO of a Latin American unicorn.
Francisco García (Investment Associate – Bridge)
•Nu will grow from 8.9M clients in Mexico to 15M
•Fed Interest rates will be higher or the same on December 31, 2024, and December 31, 2025.
•Elon Musk or one of his companies makes a big acquisition.
Juan Pablo Rodriguez (Investment Analyst – Bridge)
•Nubank will exceed 200 million users.
•Lionel Messi retires from soccer.
•A new unicorn in Brazil.
Daniel Eisgruber (MBA Fellow – Bridge)
•Mexico will implement new cryptocurrency regulations
•The US TikTok ban will not last
•Bad Bunny will be the most streamed artist on Spotify
Karla Echartea (MBA Fellow – Bridge)
•NVDA’s price surpasses $210 by Dec 2025
•Three or more new unicorns in Africa
•Taylor Swift will perform at Super Bowl’s halftime show
