<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Romero Rodrigues]]></title><description><![CDATA[Romero is GP at Headline Brazil. Founder of Buscapé, sold to Prosus for $374M, he has spent 26 years building, backing, and learning from tech companies. Here, he writes about the future, AI, startups, strategy, business models, and first principles.]]></description><link>https://romerorodrigues.substack.com</link><image><url>https://substackcdn.com/image/fetch/$s_!du5O!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7fb360e7-afb2-4320-97ef-301d67cd23e8_2500x2500.png</url><title>Romero Rodrigues</title><link>https://romerorodrigues.substack.com</link></image><generator>Substack</generator><lastBuildDate>Wed, 08 Apr 2026 08:32:15 GMT</lastBuildDate><atom:link href="https://romerorodrigues.substack.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Romero]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[romerorodrigues@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[romerorodrigues@substack.com]]></itunes:email><itunes:name><![CDATA[Romero Rodrigues]]></itunes:name></itunes:owner><itunes:author><![CDATA[Romero Rodrigues]]></itunes:author><googleplay:owner><![CDATA[romerorodrigues@substack.com]]></googleplay:owner><googleplay:email><![CDATA[romerorodrigues@substack.com]]></googleplay:email><googleplay:author><![CDATA[Romero Rodrigues]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[The Widowmaker]]></title><description><![CDATA[You&#8217;re sitting there, foot pinned to the floorboard.]]></description><link>https://romerorodrigues.substack.com/p/the-widowmaker</link><guid isPermaLink="false">https://romerorodrigues.substack.com/p/the-widowmaker</guid><dc:creator><![CDATA[Romero Rodrigues]]></dc:creator><pubDate>Mon, 23 Mar 2026 13:03:46 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!3w13!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F66ad9942-8bf1-464e-864a-ee066b6937a5_2491x1092.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!3w13!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F66ad9942-8bf1-464e-864a-ee066b6937a5_2491x1092.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!3w13!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F66ad9942-8bf1-464e-864a-ee066b6937a5_2491x1092.jpeg 424w, https://substackcdn.com/image/fetch/$s_!3w13!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F66ad9942-8bf1-464e-864a-ee066b6937a5_2491x1092.jpeg 848w, https://substackcdn.com/image/fetch/$s_!3w13!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F66ad9942-8bf1-464e-864a-ee066b6937a5_2491x1092.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!3w13!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F66ad9942-8bf1-464e-864a-ee066b6937a5_2491x1092.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!3w13!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F66ad9942-8bf1-464e-864a-ee066b6937a5_2491x1092.jpeg" width="1456" height="638" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/66ad9942-8bf1-464e-864a-ee066b6937a5_2491x1092.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:638,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:654349,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:null,&quot;type&quot;:&quot;image/jpeg&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://romerorodrigues.substack.com/i/191816159?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F66ad9942-8bf1-464e-864a-ee066b6937a5_2491x1092.jpeg&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!3w13!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F66ad9942-8bf1-464e-864a-ee066b6937a5_2491x1092.jpeg 424w, https://substackcdn.com/image/fetch/$s_!3w13!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F66ad9942-8bf1-464e-864a-ee066b6937a5_2491x1092.jpeg 848w, https://substackcdn.com/image/fetch/$s_!3w13!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F66ad9942-8bf1-464e-864a-ee066b6937a5_2491x1092.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!3w13!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F66ad9942-8bf1-464e-864a-ee066b6937a5_2491x1092.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>You&#8217;re sitting there, foot pinned to the floorboard. Nothing. You press a little harder. Still nothing. For a split second, you catch yourself thinking the stories were exaggerated&#8212;that the myth was just a myth. And in that exact heartbeat, the world tilts on its axis.</p><p>It isn&#8217;t acceleration. It&#8217;s a rupture. The turbo spools and hits all at once&#8212;full-bodied, raw, and completely unannounced. The car doesn&#8217;t just respond; it violently launches itself forward. The engine howls behind your head, the rear suspension squats deep, air is sucked in with a feral gasp, and the space around you seemingly compresses. Your body is pinned against the seat, the steering wheel suddenly goes feather-light in your grip, and the straightaway ahead narrows into a rapidly closing tunnel. There&#8217;s no build-up. No smooth, linear crescendo. Just raw force. Violent. Instantaneous. Absolute.</p><p>And the most unnerving part of it all? You didn&#8217;t ask for this <em>now</em>. You asked for it seconds ago. But by the time the car finally answers, it&#8217;s far too late to back out.</p><p>There is a terrifying, unpredictable lag between your decision and the mechanical consequence. And when that consequence arrives, you are no longer the one in control.</p><p>This exact behavior is what earned the classic Porsche 930 its dark, legendary moniker: the Widowmaker. The true danger of that car wasn&#8217;t just its sheer power; it was its timing. The chronic turbo lag bred a treacherous illusion of control. You stepped on the gas, and the naturally aspirated engine felt docile, almost sluggish below 4,000 RPM. But then, midway through a corner&#8212;right when you had let your guard down, or perhaps pushed a little too hard out of sheer frustration&#8212;the power would ambush you. With the engine hanging over the rear axle, dumping all its sudden fury into the back tires, the abrupt surge of torque would violently whip the tail out. It was a machine that brutally punished overconfidence. Yet, paradoxically, it was loved and coveted for exactly that reason.</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://romerorodrigues.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p>I have a deep-rooted passion for classic cars, and the 930 has always held me entirely captivated. Perhaps it&#8217;s because we share the same vintage&#8212;we were both born in the late seventies. There is something profoundly special about machines that refuse to hide their true nature. Cars that don&#8217;t coddle you or protect you from your own ambitions. They don&#8217;t filter the experience. They demand respect. They invite you&#8212;almost dare you&#8212;to dance just past the edge of safety.</p><p>My other great passion is technology. And I must confess, there is a part of me today that deeply longs to be on the other side of the table, sitting in the driver&#8217;s seat as an entrepreneur. Gripping that steering wheel with my own hands. Burying the throttle. I close my eyes and try to imagine the sheer adrenaline of applying Artificial Intelligence within an organization operating at true scale&#8212;like Buscap&#233; back in 2013, with its 1,500 employees and R$ 600 million in revenue. A sprawling playground of heavy levers, where this new technological layer could insanely multiply efficiency, hypercharge growth, and rewrite the entire operational playbook from the ground up.</p><p>I don&#8217;t hold that steering wheel today. My current operation is lean; we are just seven investors passionately chasing innovation at Headline Brasil. And honestly? I envy the founders who hold that kind of scale in their hands right now.</p><p>But I do have a remarkably rare privilege. Over the past twenty years, I&#8217;ve had the chance to invest in more than 100 startups. Today, my seat is on the passenger side, riding shotgun next to the absolute best &#8220;Widowmaker pilots&#8221; our ecosystem has ever produced. These are founders operating on the bleeding edge of AI in real-world businesses. I watch them closely, and I can tell you that even they are operating with bated breath, feeling out the boundaries of this entirely new physics.</p><p>I sit in the passenger seat watching them bury the pedal, waiting for the turbine to spool. And looking at the dashboards of dozens of companies, I can tell you with absolute conviction: the punch hasn&#8217;t landed yet.</p><p>Since January, the market&#8217;s rhythm has shifted at a dizzying pace. We are seeing increasingly capable models drop one after another, groundbreaking tools like OpenClaw enabling true agent orchestration, costs in freefall, and capabilities skyrocketing. It&#8217;s a seismic event every 48 hours. It feels like an era of boundless technological abundance.</p><p>And the best business leaders are doing exactly what great racers do when staring down a long straightaway: they aren&#8217;t waiting. They are applying AI relentlessly, aggressively, and across every single department at once. In customer service. In sales engineering. In logistics. In the financial back office. In executive decision-making. The bottleneck has completely inverted: software engineering is no longer the constraint. The new limit is the human capacity to imagine and outline products at the blistering speed at which AI can build them. Tools that were considered state-of-the-art for coding just three months ago are now used by teams merely to sketch out rough ideas. It is a furious, concurrent rewrite of the entire system. Everything compounds, stacking one gain on top of another.</p><p>Yet, despite all this, almost none of it is showing up in today&#8217;s numbers.</p><p>That&#8217;s because there is an unavoidable lag between plumbing this technology into the management pipeline and seeing the results trickle down to revenue, cost reduction, and profit margins. Everything that the vanguard companies have intensely built over the last two months is still caught inside the engine&#8217;s response time. What we are living through right now are those final milliseconds before the Porsche&#8217;s turbo kicks in.</p><p>Everything is being wired, calibrated, and tested. The pressure is building in the system, and energy is compressing behind the scenes of the world&#8217;s best operations. Only this time, it&#8217;s not just one turbocharger. It&#8217;s the exponential force of AI spooling up across every gear of the company simultaneously.</p><p>And when that pressure is finally released&#8212;likely in a tight window over the next three to six months&#8212;the response will not be gradual.</p><p>It will be exactly like the 930. Sudden. Brutal. A punch to the chest.</p><p>It&#8217;s easy to look at this immense force and wonder: &#8220;If a company accelerates that fast, won&#8217;t they lose control and crash?&#8221; Execution risk is always a factor. Whoever accelerates too recklessly can absolutely spin out. But in the current corporate landscape, the physics of the Widowmaker are entirely inverted.</p><p>The true mortal danger lies in <em>not</em> taking the wheel of this machine. Yes, the one who accelerates runs the risk of crashing. But the one who hesitates? They are absolutely guaranteed to end up a bug splattered on the rearview mirror of the competitor who put their foot down. It&#8217;s the terrifying reality of cruising at a comfortable speed, only to watch your rival suddenly disappear over the horizon&#8212;propelled by efficiency gains and margin expansions that you simply do not have the time to catch up with anymore.</p><p>For the company that hasn&#8217;t pressed the accelerator in recent months, it will soon be too late. We are going to witness inexplicable leaps in productivity. We will see operational costs compress in ways that defy traditional economic theory. Margins will expand at a velocity that no Excel spreadsheet could ever accurately forecast.</p><p>Above all, we will witness a merciless divergence in the market. Because the impending impact isn&#8217;t additive. It isn&#8217;t even multiplicative. It is factorial. This is not about doing the same things 10% better; it is about permanently distancing yourself from those who parked on the shoulder, mistakenly believing that AI was just a glorified chatbot.</p><p>Just like in that classic German sports car, the true risk of artificial intelligence today doesn&#8217;t lie in the absurd power of the technology itself. The risk lies in the lag between cause and effect. The danger is in failing to believe in the sheer force of the turbine, simply because the pedal hasn&#8217;t translated into torque yet.</p><p>If you are out there right now building with AI&#8212;testing tirelessly, adapting your teams, overhauling processes&#8212;and you feel like your herculean efforts over the past few months haven&#8217;t translated into real results yet... take a breath. This is exactly what&#8217;s supposed to happen. The engine still feels docile.</p><p>Keep your foot pinned to the floor. Push past 4,000 RPM. And hold on to the steering wheel for dear life.</p><p>Because...</p><p>Here comes the punch.</p><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://romerorodrigues.substack.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>]]></content:encoded></item></channel></rss>