Kiko's Musings

@franciscohmello
Founder of Qulture.Rocks
Trying hard to be a: Writer, entrepreneur, angel investor, curious mind.

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Uber and Disruptive Innovation

(This post was originally posted in Portuguese, at 21212 Academy.)

I recently stumbled upon a link to a Harvard Business Review (@harvardbiz) article that discussed Uber’s recent $ 1.2 bn on $ 40 bn fundraising. Apart from being highly skeptical about such a valuation level (but I’ll leave that to a future post,) I was impressed by the misuse of the disruptive innovation term by such a famous magazine. In the article, the author says

“Uber represents a true disruptive innovation. A model of delivering a service where the market entrant is making a previously inaccessible service cheaper and more accessible.”

Curiously, the term disruptive innovation was coined by Clayton Christensen, himself a Harvard Business School professor.

The fact is that the HBR author is not alone: VCs, entrepreneurs, and the ever-growing startup media all use the term incorrectly in their buzz word...

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What American Airlines could learn from Zappos?

At 7 PM sharp, Bob Sr., my friend’s Bob’s father, dropped me off at the Miami International Airport. A three-hour margin seemed a good safety measure in an era of crowds and TSA-hazards. We parked the car under the American Airlines neon sign, but that’s rarely a guarantee of quickly finding the check-in counter, so I had to walk inside the terminal and turn left, passing some random Caribbean airline, towards the AA quarters, dodging a couple of baggage plastic wrappers on my way.

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When I arrived at AA’s check-in area, I was surprised to find that a handful of self-service terminals were my only option at getting myself a boarding pass, meaning no assisted check-in counters were available to economy flyers. These screens were laid out in groups of eight, four facing each side, and perpendicular to the counter line. There must have been 4 or 5 islands of terminals, and all of them were...

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My Review of Zero to One

Today I was reading Zero to One reviews on Amazon, and came across this review, by a guy name Elkin Wells. Couldn’t have put it better:

I had high hopes, but this book was just ok. I don’t understand the overwhelming number of 5 star reviews, other than people being swayed by the fact Thiel has crushed it on a few of his investments and is a well known name. I was really hoping for some brilliant insights here.

Instead, the book is basically a series of rambling, disjointed essays that spell out Thiel’s philosophies on the world, none of which are particularly earth shattering. One chapter he’s talking about the characteristics of a good startup founder, the next it’s visions for the future of humanity. Nothing is really backed up with any data-driven evidence, though he does bring in real-world examples to support many of his theories, which is nice. The rambling/meandering nature of...

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Don’t Fuck Up the Culture

Great post by Air BnB cofounder Brian Chesky on company culture.

0910_peter-thiel-sept-2014_1024x576.jpg

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Nubank is live!!!!

Dealbook
http://mobile.nytimes.com/blogs/dealbook/2014/09/25/sequoia-capital-returns-to-investing-in-brazil/

Techcrunch
http://tcrn.ch/1wNsjkd

Estadão
http://blogs.estadao.com.br/start/a-historia-por-tras-do-primeiro-investimento-da-sequoia-no-brasil/

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Carl Icahn getting his hands dirty on PayPal

This is really cool: Carl Icahn, a very famous activist investor, (buys shares of companies on the market and starts pressing for management changes publicly and privately,) is starting to get vocal about the future of PayPal as a spin-off from Ebay.

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The best stuff I’ve found on the web about starting an online marketplace

Marketplaces are - IMHO - the most fascinating startup business models. Ebay, the App Store, Uber, Air BnB. All marketplaces.

They are usually the most scalable, operationally leveraged, and turn whole industries upside-down. If nailed, of course, which brings us to the challenge: they are also the most difficult business models to nail.

There are just too many loose ends.

In my quest to learn more about these beasts, I’ve stumbled upon three great articles/blog posts that have given me structure on how to evaluate and think about marketplaces, as well as a dated Harvard Business Review article that is shockingly current, about how to build grow them.

1. Bill Gurley’s 10-topic framework applied to Benchmark’s investment in Dog Vacay:

http://abovethecrowd.com/2012/11/13/our-most-recent-marketplace-investment-dogvacay-from-los-angeles/#comment-282348

2. Thomas Eisenmann’s article...

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50 BEST WEBSITES FOR ENTREPRENEURS

Very cool repost from Jason M. Lemkin.

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UX Grill: svbtle

This is the first post of a series of UX analyses with a touch of humor and irony. What best way to start it that with Svbtle itself?

a. First of all, on the Dashboard page:

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  • Why does Svbtle offer me a fixed menu on my left AND a collapsable menu on my right if one menu is a subset of the other? Would’t it make more sense to add the full list of features to one of them, and delete the others? I won’t even dare into the collapsable x fixed menu discussion, which is a matter of taste.

  • Why the “eye” icon, used on the preview page, isn’t used on dashboard as well? Instead, there is a confusing notation: “your blog.” Why not pick one and stick to it?

Screenshot 2014-08-15 19.00.58.png

  • Why can’t I access the RSS feed page from my dashboard, being that a very important functionality for the author?

  • Please show the e-mail address linked to the “help” button. My mail client is not cool with it, and the address was getting...

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Hacking the Startup Investor Pitch, on Amazon

My book just came out on Amazon, and discusses a bit of business planning on the context of startups, and has a lot of the latest thinking on startup strategy that goes onto a great business plan.

http://www.amazon.com/Hacking-Startup-Investor-Pitch-Francisco-ebook/dp/B00M7FJLJ2/ref=sr_1_1?ie=UTF8&qid=1406599179&sr=8-1&keywords=francisco+homem+de+mello

Check it out on Amazon ebooks and print.

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