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Highlights from Foreign Affairs interview with General Mark Milley
Amazingly interesting stuff about military strategy, the Ukraine war and China/Russia/US relations
May 2
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Francisco Souza Homem de Mello
4
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Highlights from Foreign Affairs interview with General Mark Milley
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April 2023
Towards a Taxonomy of Moats and a Genealogy of Network Effects
Listen now (35 min) | 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…
Apr 25
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Francisco Souza Homem de Mello
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Towards a Taxonomy of Moats and a Genealogy of Network Effects
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March 2023
Depositor's Dilemma
Or, thoughts on The Great Silicon Valley Bank Run
Mar 13
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Francisco Souza Homem de Mello
4
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Depositor's Dilemma
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August 2022
On the game of startups
Startups are a very specific game, where founders are trying to build very large companies in the shortest time.
Aug 24, 2022
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Francisco Souza Homem de Mello
6
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On the game of startups
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June 2022
Highlights from Mckinsey interview w/ Marc Andreessen
The interview was so good I had to post it here...
Jun 23, 2022
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Francisco Souza Homem de Mello
7
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Highlights from Mckinsey interview w/ Marc Andreessen
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July 2021
A practical definition of “mission” for high-growth companies
A newsletter by me, Kiko Homem de Mello, CEO of Qulture.Rocks
Jul 10, 2021
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Francisco Souza Homem de Mello
5
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A practical definition of “mission” for high-growth companies
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December 2020
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)
Dec 16, 2020
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Francisco Souza Homem de Mello
5
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The never-ending cycle of disruptive innovation in enterprise software
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My bearish stance on Slack and its acquisition by Salesforce
Unlocking Potential is a newsletter by me, Francisco H. de Mello, CEO of Qulture.Rocks
Dec 6, 2020
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Francisco Souza Homem de Mello
8
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My bearish stance on Slack and its acquisition by Salesforce
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November 2020
On performance at work
Unlocking Potential is a newsletter by me, Francisco H. de Mello, CEO of Qulture.Rocks (YC W18)
Nov 29, 2020
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Francisco Souza Homem de Mello
8
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On performance at work
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August 2020
On learning to tell stories
My writing exercises.
Aug 30, 2020
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Francisco Souza Homem de Mello
4
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On learning to tell stories
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My notes on Seth Klarman's Margin of Safety - Part 3
Unlocking Potential is a newsletter by me, Francisco H. de Mello, CEO of Qulture.Rocks (YC W18)
Aug 29, 2020
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Francisco Souza Homem de Mello
8
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My notes on Seth Klarman's Margin of Safety - Part 3
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My notes on Seth Klarman's Margin of Safety - Part 2
Unlocking Potential is a newsletter by me, Francisco H. de Mello, CEO of Qulture.Rocks (YC W18)
Aug 16, 2020
•
Francisco Souza Homem de Mello
8
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My notes on Seth Klarman's Margin of Safety - Part 2
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