Kiko's Musings

Kiko's Musings

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The Legible Lever: Why AI Might Hit SaaS Before It Creates Growth
Et ceteris paribus, growth is undoubtedly harder to obtain than margin improvements.
 • Francisco Souza Homem de Mello
An Old Email From A Young Kiko
This is an old email I found in my inbox after reading this tweet and remembering I once also thought the magazine Granta was a joke.
 • Francisco Souza Homem de Mello
Founder Mode or Manager Mode? Yes
It's neither founder mode all the way nor manager mode all the way. The right way to manage a company is being both at different times, in different…
 • Francisco Souza Homem de Mello
The Venture Capital Equation
The math that undergirds the startup game
 • Francisco Souza Homem de Mello
On The Game of Startups (AI Edition)
What game are you playing really?
 • Francisco Souza Homem de Mello
How to think about market
Why do startups fail outright, or fail to reach the skies? I argue that a lot has to do with too *little* top down thinking in picking a good…
 • Francisco Souza Homem de Mello
Thoughts on Vertical x Functional Agents
Startups will eventually have to choose between being vertical-first or being functional-first
 • Francisco Souza Homem de Mello
Kiko's Musings
Kiko's Musings
A blog about tech. From Kiko H. de Mello, founder of Qulture.Rocks (YC W18).
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