Kiko's Musings

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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)
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Francisco Souza Homem de Mello
Stop Calling Everything a Flywheel
Jim Collins, the Flywheel Principle, and the importance I place on questioning every idea I'm exposed to.
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Francisco Souza Homem de Mello
2
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
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
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…
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Francisco Souza Homem de Mello
OKRs and strategy: please give me feedback
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
From Wages to Compute
The Shifting Landscape of Work, Wealth (and Public Finances) in the Age of Artificial Intelligence
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Francisco Souza Homem de Mello
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)
 • 
Francisco Souza Homem de Mello
2
A practical definition of “mission” for high-growth companies
A newsletter by me, Kiko Homem de Mello, CEO of Qulture.Rocks
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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
On the game of startups
Startups are a very specific game, where founders are trying to build very large companies in the shortest time.
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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
© 2025 Francisco Souza Homem de Mello
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