Kiko's Musings

Kiko's Musings

Home
Notes
Archive
About
From Wages to Compute
The Shifting Landscape of Work, Wealth (and Public Finances) in the Age of Artificial Intelligence
 • 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…
 • Francisco Souza Homem de Mello
The venture capital equation
The math that undergirds the startup game
 • Francisco Souza Homem de Mello
On the game of startups (AI edition)
What game are you playing really?
 • 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…
 • Francisco Souza Homem de Mello
1
Thoughts on Vertical x Functional Agents
Startups will eventually have to choose between being vertical-first or being functional-first
 • 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.
 • 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…
 • Francisco Souza Homem de Mello
Recommendations
View all 9
Astral Codex Ten
Astral Codex Ten
Scott Alexander
Fabricated Knowledge
Fabricated Knowledge
Doug OLaughlin
Noahpinion
Noahpinion
Noah Smith
Frederik Journals
Frederik Journals
Frederik Gieschen
Sinocism
Sinocism
Bill Bishop
© 2025 Francisco Souza Homem de Mello
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture