MANGOS is not the endgame. It is the beginning

VTEX Founder and Co-CEO Mariano Gomide de Faria argues that MANGOS companies (Meta, Anthropic, NVIDIA, Google, OpenAI, and SpaceX) are infrastructure enablers rather than the ultimate winners in the AI era. He contends that the companies that will win are those that redesign around AI-native principles, including organizational restructuring, talent development, and process elimination, rather than simply adding AI to what they already do.