Bets on Brazil.
Small, consistent, reversible. Every bet starts as a test, with success criteria and a cutoff date.
Simulate the betsWhat I do not do.
GM maturity: choose three fronts and explain why the others stay out.
No permanent AE/SDR hires in year one
Enterprise follows the user base; it is not the entry point.
Do not reward projects created
Change the reward: production, not signups.
Do not subsidize third-party paid courses
Credits go to builders.
Do not buy media to compensate for poor activation
Conversion before awareness.
No public-sector work for 18 months
Not because it is small. Because it is slow.
Do not grant partner exclusivity early
The account always belongs to Lovable.
Do not launch SMB, enterprise, education and government together
Three fronts. The other seventeen stay out.
Do not run social media or translate campaigns
The role explicitly excludes it.
Sequence.
0–90 days
Diagnosis
CRM, churn, upgrades, 45–60 min power-user interviews. Funnel, checkout and onboarding.
3–6 months
Path to production
Integrated templates, graduation index, first viral case studies.
6–12 months
Measured mechanisms
Universities, certification and partners as loops with economic metrics.
12–18 months
Scale
SMB, teams and institutions — enterprise as a consequence of the user base.