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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
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Francisco Souza Homem de Mello
7
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From Wages to Compute
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March 2025
The venture capital equation
The math that undergirds the startup game
Mar 8
•
Francisco Souza Homem de Mello
4
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The venture capital equation
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On the game of startups (AI edition)
What game are you playing really?
Mar 8
•
Francisco Souza Homem de Mello
6
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On the game of startups (AI edition)
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February 2025
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…
Feb 24
•
Francisco Souza Homem de Mello
7
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Why startups fail? For more top-down thinking
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December 2024
Thoughts on Vertical x Functional Agents
Startups will eventually have to choose between being vertical-first or being functional-first
Dec 6, 2024
•
Francisco Souza Homem de Mello
2
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Thoughts on Vertical x Functional Agents
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December 2023
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 Souza Homem de Mello
7
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On enterprise sales and performance: applying Total Quality Management concepts to the world of B2B SaaS
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July 2023
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…
Jul 6, 2023
•
Francisco Souza Homem de Mello
6
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Meta's Threads x Twitter: Lessons on Competitive Strategy and the Commoditization of "Competitors"
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June 2023
AI, enterprise software, and disruptive innovation
A AI-motivated follow-up to The Never-Ending Cycle of Disruptive Innovation in Enterprise Software
Jun 16, 2023
•
Francisco Souza Homem de Mello
7
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AI, enterprise software, and disruptive innovation
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May 2023
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, 2023
•
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
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 podcast feature to which…
Apr 25, 2023
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Francisco Souza Homem de Mello
7
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Towards a Taxonomy of Moats and a Genealogy of Network Effects
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34:40
March 2023
Depositor's Dilemma
Or, thoughts on The Great Silicon Valley Bank Run
Mar 13, 2023
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Francisco Souza Homem de Mello
4
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Depositor's Dilemma
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November 2022
On performance at work
Unlocking Potential is a newsletter by me, Francisco H. de Mello, CEO of Qulture.Rocks (YC W18)
Nov 29, 2022
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Francisco Souza Homem de Mello
8
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On performance at work
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