OCTOBER 5 2025
As preparation for the YOUPIX Summit that happened last week, we went to Brazil a week early to talk to creators and agencies and understand the market better. And what an eye-opener it has been! Special thanks to Bia Granja and Rafaela Lotto for the introductions that made this learning possible. And to every creator, agency, and platform who took the time to educate a founder who thought he knew what "global" meant.
The Confession
I'm Brazilian-born and raised. I've worked in tech for years. I speak Portuguese fluently.
And last week, a creator in São Paulo told me he makes $5,000 monthly selling courses on "Hotmart," and I had absolutely no idea what he was talking about.
My ignorance was embarrassing. But it was also revealing.
Here I was, building tools for the "global" creator economy, and I'd never heard of a platform with:
- $1 billion valuation
- 90%+ market share in Brazil's digital education sector
- $10 billion in collective creator earnings
- 500,000+ products listed
The plot twist? In 2020, this "regional player" I'd never heard of acquired Teachable (the US "global leader" I definitely knew) for $250 million.
That moment broke something in me. If I didn't know about Hotmart, what else was I missing? What assumptions was I making about "global" creator tools that were fundamentally wrong?
So we did what any founder should do when they realize they might be building for the wrong market: we went to Brazil a week before YouPix Summit to talk to creators, agencies, and platforms. We asked questions. We listened. We learned.
What we discovered not only challenged many assumptions we had about building for the creator economy but also changed our product roadmap.
This is what Brazil taught us.
Act 1: The Silicon Valley Delusion or Our Assumptions (All Wrong)
Before traveling to Brazil, here's what we believed about building creator tools:
Assumption 1: "Success" means creators earning $10K+ monthly
- We designed features for creators scaling from five to six figures
- Our pricing assumed customers could afford $50-200/month SaaS
- Our case studies featured creators making "life-changing" income of $100K+ annually
Assumption 2: "Global" means optimizing for wealthy markets first
- Build for US/UK/EU creators
- Add "international support" later
- Assume emerging markets will eventually look like developed markets
Assumption 3: Creators need multiple specialized tools
- Separate platforms for content, community, commerce, analytics
- Integration is a "nice to have"
- More features = better product
Assumption 4: Platform monetization is roughly equal globally
- YouTube pays creators based on views
- Ad rates vary, but not dramatically
- Quality content gets rewarded everywhere
Assumption 5: Professional partnerships require professional infrastructure
- Contracts, legal teams, structured payment terms
- Handshake deals are for amateurs
- Mature markets have mature business practices
Every single one of these assumptions was about to get shattered.
Act 2: Five Reality Checks That Changed Everything
Reality Check #1: We're Measuring Success with the Wrong Metrics
The Moment: I met a Brazilian TikToker with 200K followers celebrating $450/month in creator income.
In San Francisco, that number would be met with sympathy. "That's tough, keep grinding."
In Brazil? Pure joy. Genuine celebration.
Here's what I didn't understand:
- Brazil's minimum wage: $291/month
- Average household income: $424/month
- Her creator income: $450/month
She wasn't "making it", she was outearning the national average as a creator.
According to FGV Comunicação Rio, 42% of Brazilian creators selling digital products report it as their primary income source. These creators earn 154% higher revenue than those treating it as secondary income.
What this taught us:
Our product was designed for creators asking "How do I scale from $10K to $100K?"
We completely ignored creators asking "How do I get to $500 so I can quit my job?"
The math is brutal: What we call "struggling" in developed markets equals life-changing opportunity in emerging economies.
The product implication:
We'd been optimizing for the top 10% of global creators when 90% needed completely different solutions. Our pricing model was inaccessible to a large portion of creators. Our success metrics were privilege-distorted.
Brazil forced us to ask: Are we building tools that democratize opportunity, or tools that only work if you're already winning?
Reality Check #2: The 47X Inequality (And Why Platforms Won't Fix It)
The Moment: A Brazilian YouTuber with 2 million subscribers, explained why he needed 20x more views than his US counterpart to earn the same revenue.
Same creativity. Same production quality. Same 10-hour editing days.
Completely different economics.
Here's the data that should make every "global platform" uncomfortable:
- US YouTube CPM: $11.95 - $32.75
- Brazil YouTube CPM: $1.30 - $1.64
That's a 47x difference at the top end.
Brazilian creators earn $2-5 per 1,000 views. US creators in premium niches get $15-50. He needs 500K views to earn what a US tech YouTuber makes from 50K views.
This isn't about ad rates. It's about a fundamental flaw in how "global" platforms work:
They socialize the content creation but localize the monetization.
Platforms get the same engagement value from his Brazilian audience, but compensate him based on local ad spending power. Brilliant business for platforms. Devastating for creator equity.
And it gets worse: TikTok monetization is available in only 6 countries. Imagine being locked out of your primary revenue stream because of your passport.
What this created: a creator economy caste system!
- Tier 1: US/UK creators (premium monetization)
- Tier 2: EU creators (moderate monetization)
- Tier 3: Everyone else (survival monetization)
What this taught us:
For creators in emerging markets, platform diversification isn't optional, it's survival. He makes 70% of his income from courses and brand partnerships, not platform revenue.
The product implication:
We'd been building tools that assumed platform revenue was the foundation. In most of the world, it's not. We needed to flip our architecture: make creator-owned revenue streams (courses, communities, products) the core, and treat platform revenue as supplementary income.
The arbitrage opportunity is massive: build monetization tools that work globally, not just in wealthy markets where platforms happen to pay well.
Reality Check #3: The Super-App We Already Had
The Moment: Another creator walked me through her "WhatsApp empire", a $15K/month business running entirely in one app. Zero website. Zero Shopify. Zero Calendly.
Here's what she does in WhatsApp:
- Discovery: Posts workout previews in 50+ WhatsApp groups
- Community: Runs VIP groups with 200+ paying members each
- Sales: Processes payments via WhatsApp Pay
- Fulfillment: Sends workout PDFs directly through chat
- Support: Handles customer service in real-time
- Analytics: Tracks engagement through status views and group activity
The numbers explain why this works:
- 148 million Brazilians use WhatsApp (98% of smartphone users)
- 2nd largest market globally after India
- 30 hours average monthly usage (highest globally)
- 40% of Brazilians purchase based on creator recommendations (double global average)
Here's what blew my mind: Brazilian creators turned a messaging app into a super-app through pure ingenuity, not platform design.
While Silicon Valley debates the "everything app," Brazil already built it:
- Content Distribution: WhatsApp Status = their TikTok
- Community Management: Group chats = their Discord
- E-commerce: WhatsApp Business = their Shopify
- Customer Support: Direct messaging = their Zendesk
- Payment Processing: WhatsApp Pay = their Stripe
Her insight: "Why force customers to learn five apps when they live in one?"
What this taught us:
The West thinks in silos: social + commerce + messaging + payments.
Brazil said "nah" and built the future inside the app everyone already uses.
The product implication:
We need to continue building infrastructure that makes existing platforms (where audiences already are) more creator-friendly.
Integration isn't a feature. It's the entire strategy.
The next unicorn might not be a new platform. It might be the layer that makes WhatsApp, TikTok, or whatever platform dominates each market work better for creator businesses.
Reality Check #4: Regional Champions Beat Global Players (And We Have the Receipts)
The Moment: That conversation about Hotmart I mentioned at the start.
Here's what happened after I admitted I'd never heard of them:
The creator looked at me like I was from Mars. "Hotmart? They're everywhere. Everyone I know uses Hotmart."
Then I did the research:
Hotmart's advantages over "global" platforms:
- Understands Brazilian tax complexity (nightmare for global platforms)
- Offers local payment methods (Boleto, PIX)
- Provides Portuguese customer support
- Knows cultural context (Brazilians prefer longer courses vs. US micro-learning trend)
- 30-50% commissions (higher than global competitors, but creators don't care because conversion is better)
The acquisition that proved everything:
In 2020, Hotmart acquired Teachable for $250 million. Let me repeat that: The Brazilian "regional" company bought the US "global" leader. The math:
- Teachable: $12.5M total funding raised
- Hotmart: Profitable, 3x Teachable's size
- Result: David just bought Goliath
- Post-acquisition update: Hotmart Company (Hotmart + Teachable) just announced $10 billion in collective creator earnings.
The pattern repeats globally:
- WeChat dominates China while Facebook struggles
- Mercado Libre owns Latin America while Amazon fights for scraps
- Grab rules Southeast Asia while Uber retreated
What this taught us:
"Global-first" might be wrong. "Local-perfect then expand" might be right.
Your "international expansion" often means competing with profitable, entrenched local giants who understand their markets better than you ever will.
The product implication:
We'd been assuming that building the same platform in English and Portuguese would naturally translate to the Brazilian market. Wrong!
We may need to think: What if we built for Brazil first, then brought that to the US/UK? What if we built for constraints, then scaled to abundance?
The companies that win emerging markets don't do it by "translating" US/UK products. They build different products that solve local problems so well that they become the foundation for global expansion.
Reality Check #5: The Professionalization Paradox
The Moment: A different creator showed me a WhatsApp thread that made my stomach churn:
Brand: "Hey Rafael! Loved your proposal. Let's do it! 🤝"
[Rafael spends 3 weeks creating content, $2K on production]
Brand: "Sorry, budget changed. Can't move forward. Thanks though!"
No contract. No kill fee. No compensation.
Rafael's loss: $2,000 + 60 hours. Brand's loss: Nothing.
The new "standard" destroying creator businesses:
- Net 30 payment terms (if you're lucky)
- 90-180 day payment cycles increasingly common
- Late payment fees rarely enforced
- Kill fees rarely negotiated
But then I met the other side of the spectrum: Creators who own football teams.
Not sponsor them. Not partner with them. Own equity in them.
Kings League Brazil launched in March 2025 with this ownership lineup:
- Neymar Jr. (footballer) + Cris Guedes (influencer): FURIA FC
- Vinícius Jr. (Real Madrid star): Team owner
- Gaules (streamer, 2M+ followers): G3X FC co-chairman
- Ludmilla (singer-songwriter): Real Elite owner
League President? Kaká, 2007 Ballon d'Or winner.
Debut numbers: 6.6 million hours watched in first two weeks.
What this taught us:
Brazil is speed-running creator economy maturation. From handshake deals to equity ownership in sports franchises in 3-5 years.
The gap isn't between "amateur" and "professional" creators. It's between creators with infrastructure and creators without it.
The product implication:
We need tools that help creators professionalize from day one, not after they've "made it."
Basic infrastructure creators need:
- Contract templates (not legal advice, just structure)
- Payment tracking across multiple platforms
- Kill fee negotiation frameworks
- Cash flow management tools
This isn't sexy. It doesn't make good demo videos. But it's what prevents the loss-making creator situation and enables the Kings League situation.
Act 3: What We're Changing
These weren't abstract learnings. They're driving concrete product decisions.
Product Pivot #1: Building for Constraints First
Old approach: Optimize for feature-rich US market, then "simplify" for emerging markets
New approach: Build for emerging market constraints, then add features for developed markets
Why: Products built for constraints become global winners. WhatsApp proved this. Mobile-first design proved this. Now we're applying it to creator tools.
Product Pivot #2: Monetization Architecture Flip
Old approach: Platform revenue as foundation, creator-owned revenue as secondary
New approach: Creator-owned revenue streams as core, platform revenue as supplementary
Why: The 47x inequality means platform revenue doesn't work for most global creators. We need to optimize for what creators can control.
Product Pivot #3: Super-App Integration Strategy
Old approach: Build infrastructure that makes existing platforms work better for creator businesses
New approach: Meet audiences where they are, not where we want them to be
Why: Creators don't want more apps. They want the apps they already use to work better for business.
Product Pivot #4: Professionalization from Day One
Old approach: Professional tools for "advanced" creators
New approach: Professional infrastructure accessible from first dollar earned
Why: Handshake deals and cash flow chaos aren't "beginner problems", they're infrastructure problems.
Product Pivot #5: Local-Perfect Before Global
Old approach: Build in English and Portuguese, translate later for other languages
New approach: Cultural context built into templates and guidance, then adapt for other markets
Why: Regional champions beat global players when they solve local problems better.
The Questions We're Still Wrestling With
Brazil didn't give us all the answers. It gave us better questions:
Question 1: How do we price for global inequality?
- If our product costs $100/month:
- US creator earning $10K/month: 1% of income
- Brazilian creator earning $500/month: 20% of income
Same product, different value perception. How do we solve this without becoming a charity or killing our business?
Question 2: How do we solve the platform inequality without controlling the platforms?
The 47x gap isn't something we can fix directly. But what tools can we build that make creators less dependent on platform generosity?
Question 3: Can we build profitably for emerging markets?
Lower prices, smaller deals, longer sales cycles. The unit economics look terrible through a Silicon Valley lens. But what if we're measuring with the wrong metrics?
Question 4: What does "local-perfect" mean for each market?
Brazil taught us the playbook for one market. But China isn't Brazil. India isn't Brazil. Nigeria isn't Brazil. How do we stay "local-perfect" as we scale?
Question 5: How do we avoid becoming the "emerging market tool"?
We don't want to be the "budget option" for creators who can't afford "real" tools. How do we build something that wins emerging markets AND competes in developed markets?
The Deeper Realization
Here's what this deep dive into the Brazilian market really taught us:
- We weren't building for the "global" creator economy. We were building for the privileged subset of it.
- Real global means designing for the creator who:
- Earns $500/month and celebrates it
- Gets 47x less than US creators for the same work
- Runs their entire business in WhatsApp because that's where their customers are
- Takes handshake deals because they can't afford to walk away
- Needs to professionalize from day one but can't afford consultants
That's not a niche market. That's the majority of the creator economy.
And if we can build tools that work for them, we'll have built something that works for everyone.
Because tools built for constraints don't just work in constrained environments. They become the standard everywhere.
Sources: FGV Comunicação Rio, World Bank, Central Bank of Brazil, Statista, Rasayel, World Population Review, Hotmart, TechCrunch, Platform official data, Creator economy research firms, Billion Dollar Boy, McKinsey & Company, and dozens of conversations with Brazilian creators and agencies.
Our alpha test was a success and is closed. We are now looking for a select group of 100 creators to join our beta program in November.
If you'd like to help shape how the next generation of creators will build their businesses, this is for you.
Besides first access to the platform, you'll have a few exclusive perks going your way.
Stay tuned!
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