Eighty percent is the honest number
Hours before the meeting with the family investor, the dilemma of the video's title: he invested in Severo, but the vibe-coding reality is that one person writes Severo's code while Carlos builds his own projects and Julia works transversally. Say everyone works on Severo, or tell the truth? The decision: truth, packaged accurately, 80% focus on Severo, 20% on the incubator's other bets, because a lie about eternal single-focus can't survive a diary that publishes daily.
// trace: where this idea came from
- ↳ video diary @ 31:15 (el dilema del título)
- ↳ video diary @ 34:21 (somos una incubadora de proyectos)
- ↳ Entry 202-1: Five thousand for five percent (el inversor cuya reunión llegó)
- ↳ Entry 207-2: Carry the baby to adolescence (la regla de un dueño por bebé que causa el dilema)
Tonight the family investor gets his meeting, and what he liked was Severo specifically ▸ 29:04. The problem is operational honesty. Their hard-won vibe-coding lesson, one owner per codebase until the project runs ▸ 29:27, means the socio helping on Severo now would just be stepping on feet ▸ 30:36; he’s on his routes project and Jirita ▸ 30:51 while drawing his survival bonus, pointedly not called a salary ▸ 31:07, and Julia’s design and marketing are transversal to every project ▸ 30:16. Hence the title’s dilemma: tell the investor everyone works on Severo, or tell him how the company actually runs ▸ 31:15.
la mentira exige un foco eterno que nadie va a cumplir →
The decision lands on reality ▸ 31:31, with the packaging done honestly rather than heroically: LuarAI is at bottom an incubator of projects ▸ 34:21, so the truthful number is 80% of effort into Severo, 20% into the other bets ▸ 33:55. He concedes this isn’t the standard startup shape, which really does focus 100% on one thing ▸ 34:53, but the 20% has an engineering justification: feedback arrives with lag, and the waiting windows are exactly where the side projects live ▸ 35:09. And promising eternal single-focus would be a lie with a countdown attached ▸ 34:35, especially from a company that films itself daily.
The prep work is the professional part: KPIs plus a concrete use-of-funds sheet, AI video marketing, model APIs, their own pay ▸ 32:51, complicated slightly by Severo’s virtue of costing almost nothing to run ▸ 33:31. And the fallback is already emotionally priced: if the money doesn’t come, he keeps the faith anyway, Severo as the future vaquita de leche ▸ 35:44…