Kiko’s Musings
Subscribe
Sign in
Home
Notes
Archive
About
Thoughts on the Agent-Mediated Economy
Consumer inertia, customer ownership, and the game theory of letting agents do the shopping
Sep 2
•
Francisco "Kiko" H. de Mello
1
From Wages to Compute
The Shifting Landscape of Work, Wealth (and Public Finances) in the Age of Artificial Intelligence
Apr 4, 2025
•
Francisco "Kiko" H. de Mello
On The Game of Startups (AI Edition)
What game are you playing really?
Mar 8, 2025
•
Francisco Souza Homem de Mello
Most Popular
View all
Stop Calling Everything a Flywheel
Apr 27, 2020
•
Francisco Souza Homem de Mello
2
My notes on Seth Klarman's Margin of Safety - Part 2
Aug 16, 2020
•
Francisco Souza Homem de Mello
OKRs and strategy: please give me feedback
Jan 22, 2020
•
Francisco Souza Homem de Mello
On Product-Market Fit
Sep 20, 2019
•
Francisco Souza Homem de Mello
How to Think About Market
Feb 24, 2025
•
Francisco "Kiko" H. de Mello
1
My notes on Seth Klarman's Margin of Safety - Part 3
Aug 29, 2020
•
Francisco Souza Homem de Mello
2
Latest
Top
The Legible Lever: Why AI Might Hit SaaS Before It Creates Growth
Et ceteris paribus, growth is undoubtedly harder to obtain than margin improvements.
May 27
•
Francisco "Kiko" H. de Mello
1
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.
May 18
•
Francisco "Kiko" H. 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…
Jun 17, 2025
•
Francisco "Kiko" H. de Mello
The Venture Capital Equation
The math that undergirds the startup game
Mar 8, 2025
•
Francisco "Kiko" H. 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…
Feb 24, 2025
•
Francisco "Kiko" H. de Mello
1
Thoughts on Vertical x Functional Agents
Startups will eventually have to choose between being vertical-first or being functional-first
Dec 6, 2024
•
Francisco "Kiko" H. 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.
Dec 8, 2023
•
Francisco "Kiko" H. de Mello
See all
Kiko's Musings
A blog about tech. From Kiko H. de Mello, founder of Qulture.Rocks (YC W18).
Subscribe
Recommendations
View all 10
Sinocism
Bill Bishop
Fabricated Knowledge
Doug O'Laughlin
Astral Codex Ten
Scott Alexander
Sarah Tavel's Newsletter
Sarah Tavel
Noahpinion
Noah Smith
Kiko's Musings
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
