capital · May 21, 2026
dLocal CEO Pedro Arnt Interview Highlights Moat in Emerging Markets Payments
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Investor GabGrowth posted on May 19, 2026 a summary of an interview with dLocal CEO Pedro Arnt. Arnt stated dLocal's moat lies in operational execution and local relationships built over nearly a decade rather than technology. He explained the company is exiting an investment cycle to accelerate TPV, revenue and gross profit growth ahead of OPEX. Arnt addressed take-rate compression by noting intentional volume discounts today to build merchant trust and scale, with monetization levers expected later from consolidation and fragmentation.
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