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From Wages to Compute
The Shifting Landscape of Work, Wealth (and Public Finances) in the Age of Artificial Intelligence
Apr 4, 2025
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Francisco Souza Homem de Mello
My Notes on Seth Klarman's Margin of Safety - Part 1
Hello!!
Aug 13, 2020
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Francisco Souza Homem de Mello
The Never-Ending Cycle of Disruptive Innovation in Enterprise Software
This is the third update to a post published originally in 2019 (Substack won't allow me to update the publishing date nor send you the updated…
Dec 16, 2020
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Francisco Souza Homem de Mello
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Stop Calling Everything a Flywheel
Apr 27, 2020
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Francisco Souza Homem de Mello
2
My notes on Seth Klarman's Margin of Safety - Part 2
Aug 16, 2020
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Francisco Souza Homem de Mello
OKRs and strategy: please give me feedback
Jan 22, 2020
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Francisco Souza Homem de Mello
On product-market fit
Sep 20, 2019
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Francisco Souza Homem de Mello
How to think about market
Feb 24, 2025
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Francisco Souza Homem de Mello
1
My notes on Seth Klarman's Margin of Safety - Part 3
Aug 29, 2020
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Francisco Souza Homem de Mello
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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.
May 27
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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.
May 18
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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…
Jun 17, 2025
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Francisco Souza Homem de Mello
The Venture Capital Equation
The math that undergirds the startup game
Mar 8, 2025
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Francisco Souza Homem de Mello
On The Game of Startups (AI Edition)
What game are you playing really?
Mar 8, 2025
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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…
Feb 24, 2025
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Francisco Souza Homem de Mello
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Thoughts on Vertical x Functional Agents
Startups will eventually have to choose between being vertical-first or being functional-first
Dec 6, 2024
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Francisco Souza Homem de Mello
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Kiko's Musings
A blog about tech. From Kiko H. de Mello, founder of Qulture.Rocks (YC W18).
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