Kiko's Musings

Kiko's Musings

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From Wages to Compute
The Shifting Landscape of Work, Wealth (and Public Finances) in the Age of Artificial Intelligence
 • 
Francisco Souza Homem de Mello
My notes on Seth Klarman's Margin of Safety - Part 1
Hello!!
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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
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Stop Calling Everything a Flywheel
 • Francisco Souza Homem de Mello
2
My notes on Seth Klarman's Margin of Safety - Part 2
 • Francisco Souza Homem de Mello
AB5: "ending" the fungibility of Uber's drivers (plus reads, tweets, and a cool new tool)
 • Francisco Souza Homem de Mello
Why startups fail? For more top-down thinking
 • Francisco Souza Homem de Mello
1
On the emotional roller-coaster of being a leader
 • Francisco Souza Homem de Mello
AI, enterprise software, and disruptive innovation
 • Francisco Souza Homem de Mello
The venture capital equation
The math that undergirds the startup game
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Francisco Souza Homem de Mello
On the game of startups (AI edition)
What game are you playing really?
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Francisco Souza Homem de Mello
Why startups fail? For more top-down thinking
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…
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Francisco Souza Homem de Mello
1
Thoughts on Vertical x Functional Agents
Startups will eventually have to choose between being vertical-first or being functional-first
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Francisco Souza Homem de Mello
On enterprise sales and performance: applying Total Quality Management concepts to the world of B2B SaaS
A reflection about the sales ladder and what each of the main levels entails.
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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
AI, enterprise software, and disruptive innovation
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
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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