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My notes on Seth Klarman's Margin of Safety - Part 1
Hello!! A few years ago, after leaving BTG Pactual and before starting Qulture.Rocks (right around the time I was at Nubank), I read Seth Klarman's…
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Francisco Souza Homem de Mello
The never-ending cycle of disruptive innovation in enterprise software
Unlocking Potential is a newsletter by me, Francisco H. de Mello, CEO of Qulture.Rocks (YC W18)
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Francisco Souza Homem de Mello
Meta's Threads x Twitter: Lessons on Competitive Strategy and the Commoditization of "Competitors"
Kevin Systrom + Matt Cohler's texts show how worried about Twitter Mark Zuckerberg has historically been. Cohler, a former Facebook executive, says "he…
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Francisco Souza Homem de Mello
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Stop Calling Everything a Flywheel
 • Francisco Souza Homem de Mello
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OKRs and strategy: please give me feedback
 • Francisco Souza Homem de Mello
My notes on Seth Klarman's Margin of Safety - Part 2
 • Francisco Souza Homem de Mello
On product-market fit
 • Francisco Souza Homem de Mello
How to do OKRs in product teams
 • Francisco Souza Homem de Mello
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On the effects of AI on the enterprise software industry: a few preliminary ideas
A AI-motivated follow-up to The Never-Ending Cycle of Disruptive Innovation in Enterprise Software
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Francisco Souza Homem de Mello
Highlights from Foreign Affairs interview with General Mark Milley
Amazingly interesting stuff about military strategy, the Ukraine war and China/Russia/US relations
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Francisco Souza Homem de Mello
Towards a Taxonomy of Moats and a Genealogy of Network Effects
Listen now (35 mins) | Hey! Many of you guys asked me for a podcast or audio file to listen to instead of a video, so thankfully Substack offers this…
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Francisco Souza Homem de Mello
Depositor's Dilemma
Or, thoughts on The Great Silicon Valley Bank Run
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Francisco Souza Homem de Mello
On performance at work
Unlocking Potential is a newsletter by me, Francisco H. de Mello, CEO of Qulture.Rocks (YC W18)
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Francisco Souza Homem de Mello
On the game of startups
Startups are a very specific game, where founders are trying to build very large companies in the shortest time.
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Francisco Souza Homem de Mello
Highlights from Mckinsey interview w/ Marc Andreessen
The interview was so good I had to post it here...
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Francisco Souza Homem de Mello
Kiko's Musings
Kiko's Musings
A newsletter about people, culture, management, and strategy. From Francisco H. de Mello, founder and CEO, Qulture.Rocks (YC W18).
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