#  @mariogabriele Mario Gabriele 🦊 Mario Gabriele 🦊 posts on X about fund, in the, the world, more than the most. They currently have [------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: undefined [#](/creator/twitter::3076212136/interactions)  - [--] Week [---] -76% - [--] Month [------] -45% - [--] Months [------] -93% - [--] Year [---------] +1,088% ### Mentions: undefined [#](/creator/twitter::3076212136/posts_active)  - [--] Week [--] -75% - [--] Month [--] +20% - [--] Months [--] -50% - [--] Year [--] +129% ### Followers: [------] [#](/creator/twitter::3076212136/followers)  - [--] Week [------] no change - [--] Month [------] +0.04% - [--] Months [------] +0.05% - [--] Year [------] +3.70% ### CreatorRank: undefined [#](/creator/twitter::3076212136/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [vc firms](/list/vc-firms) [stocks](/list/stocks) [social networks](/list/social-networks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) [travel destinations](/list/travel-destinations) [nfts](/list/nfts) **Social topic influence** [fund](/topic/fund), [in the](/topic/in-the), [the world](/topic/the-world), [more than](/topic/more-than), [founders fund](/topic/founders-fund), [this is](/topic/this-is), [investment](/topic/investment), [over the](/topic/over-the), [business](/topic/business), [company](/topic/company) **Top assets mentioned** [Spotify Technology (SPOT)](/topic/$spot) [Coupang, Inc. (CPNG)](/topic/$cpng) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Braintrust (BTRST)](/topic/braintrust) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Solana (SOL)](/topic/solana) [Fenerbahçe Token (FB)](/topic/$fb) [Roblox Corp. (RBLX)](/topic/$rblx) [Klarna Group plc (KLAR)](/topic/klarna) ### Top Social Posts Top posts by engagements in the last [--] hours "I apologize to my mother who is scared for me for writing this piece. I'm v grateful to many. Not least @danshipper @bradwolverton @ljin18 @packyM @JayCoDon @nbt @iankar_ @TurnerNovak @web @Leonlinsx @nbaschez @sidharthajha @sariazout @brettbivens https://thegeneralist.substack.com/p/the-six-billion-dollar-stare https://thegeneralist.substack.com/p/the-six-billion-dollar-stare" [X Link](https://x.com/anyuser/status/1322297703519391745) 2020-10-30T22:01Z 62.8K followers, [---] engagements "Im so excited to sareh the Future [--] a database of extraordinary high-potential startups. A few companies you'll learn about: 🚚 A trucking company doing $45M ARR 🧬 A biotech building "AWS for biology" Japan's answer to OpenAI 📈 A payments company that grew 20x in [--] months .And many many more" [X Link](https://x.com/mariogabriele/status/1813247848504320253) 2024-07-16T16:22Z 62.7K followers, 62.7K engagements "Our latest episode with Tomasz Tunguz is live The Decade of Data @ttunguz has spent almost two decades turning data into investment insights. After backing Looker Expensify and Monte Carlo at Redpoint Ventures he launched @Theoryvc in [----] with a bold vision: build an "investing corporation" where researchers engineers and operators sit alongside investors creating real-time market maps and in-house AI tooling. His debut fund closed at $238 million followed just [--] months later by a $450 million second fund. Centered on data AI and crypto infrastructure Theory operates at the heart of today's" [X Link](https://x.com/mariogabriele/status/1947633352799842726) 2025-07-22T12:22Z 62.7K followers, 10K engagements "@cm_brown90 Morocco" [X Link](https://x.com/mariogabriele/status/1286413974322454530) 2020-07-23T21:32Z 62.7K followers, [--] engagements "Alteryx $AYX down 29% today. Why - Earnings per share increased 100% YoY beat estimate - Revenue of $96M up 17.3% YoY beat estimate" [X Link](https://x.com/mariogabriele/status/1291793993227935746) 2020-08-07T17:51Z 62.7K followers, [--] engagements "The story of Docusign: An overnight success [--] years in the making. Inspired by @TurnerNovak and @anothercohen's conversation this morning" [X Link](https://x.com/mariogabriele/status/1293244413531975680) 2020-08-11T17:54Z 60.7K followers, [--] engagements "New thing The VC war for talent has created a wealth of options for new founders. - YC - Antler - EF - [---] Startups - FJ Labs - Expa - Atomic - Redesign - PSL - Betaworks - Prehype A collab w/ @nancydong. TLDR thread 👇 https://thegeneralist.substack.com/p/vcs-war-for-talent https://thegeneralist.substack.com/p/vcs-war-for-talent" [X Link](https://x.com/mariogabriele/status/1300214668795895808) 2020-08-30T23:31Z 60.6K followers, [---] engagements "5/Accelerators __________________ Two types. *Talent accelerators* like Antler and EF don't expect you to have an idea. You also meet cofounders during the program. *Company accelerators* like YC expect you to have an idea and give you more capital. Examples: EF YC 500" [X Link](https://x.com/mariogabriele/status/1300214676639293440) 2020-08-30T23:31Z 60.5K followers, [--] engagements "6/Residencies __________________ *Founder in Residence* programs often develop an idea with an entrepreneur. You usually get a salary and investment but keep less of the company. Examples: FJ Labs Inovia HVF Labs" [X Link](https://x.com/mariogabriele/status/1300214678346366976) 2020-08-30T23:31Z 60.5K followers, [--] engagements "The market is raining S-1s. The S-1 Club is going to make it $SNOW. Here's the incredible team we've pulled together to cover Snowflake's filing. @DanielleMorrill @theSamParr @AnnikaSays @aashaysanghvi_ @itunpredictable @karine_hsu @dlwei17" [X Link](https://x.com/mariogabriele/status/1300915735359709184) 2020-09-01T21:57Z 60.7K followers, [--] engagements "3 There was a problem. Google and Apple had a platform advantage. They controlled the major mobile app platforms (and the hardware). To win the future of VR/AR Zuckerberg thought $FB needed to own [--] things: - The platform - The "key apps"" [X Link](https://x.com/mariogabriele/status/1303755109428604931) 2020-09-09T18:00Z 62.7K followers, [--] engagements "4 Unity was the solution. Zuckerberg saw $U serving as the integration for the ecosystem both software and hardware. By owning this foundation $FB could ensure their VR experiences felt native" [X Link](https://x.com/mariogabriele/status/1303755110938546176) 2020-09-09T18:00Z 62.7K followers, [--] engagements "This is the Autumn of Thiel. - Palantir IPO (founder) - Asana IPO (investor) - Opendoor (investor) - Bridgetown SPAC (founder) Like [----] when Michael Crichton had the #1 TV show movie and book all at once. Cross-disciplinary excellence" [X Link](https://x.com/mariogabriele/status/1309205986952065024) 2020-09-24T19:00Z 60.7K followers, [--] engagements "*What was the plan* Launch by the end of September. Heres the email I sent to The Braintrust (the awesome folks that have agreed to give their advice on this little venture). - 15K subscribers - New site - New membership - New community" [X Link](https://x.com/mariogabriele/status/1353408152637726720) 2021-01-24T18:23Z 60.7K followers, [--] engagements "$RBLX IPO is going to go *nuts* tomorrow. After [--] delays the gaming metaverse is finally listing. It could lock in the biggest pop yet. Why h/t @ckurdziel @alice__LG @pinchedforgrowf @eric_seufert @brettbivens @dburben @nosreffeJtnayrB https://www.readthegeneralist.com/briefing/roblox-ipo https://www.readthegeneralist.com/briefing/roblox-ipo" [X Link](https://x.com/mariogabriele/status/1369326956429328393) 2021-03-09T16:39Z 60.7K followers, [---] engagements "2. Started as a $GRPN clone @daveambrose described it as the "greatest business pivot no one knows about." That's apt. $CPNG started as a daily deals site. It did well but really took off when they pivoted to an $EBAY-style marketplace" [X Link](https://x.com/mariogabriele/status/1370011313594859527) 2021-03-11T13:58Z 62.7K followers, [--] engagements "3. Vertically-integrated. $CPNG has one of the most remarkable logistical backends in the world. [---] fulfillment centers 15K *employee* drivers 25M sqft of warehousing Speciality trucks Sustainable packaging Genuinely remarkable" [X Link](https://x.com/mariogabriele/status/1370011318779002907) 2021-03-11T13:58Z 62.7K followers, [--] engagements "4. Customer-obsession Every retail company tries to put the customer first. But $CPNG takes it to the next level. Example: $CPNG's manual tells employees *how to knock* on the door. Or to make sure not to ring a doorbell if a baby's at home. Can you imagine $AMZN doing this" [X Link](https://x.com/mariogabriele/status/1370011324734922752) 2021-03-11T13:58Z 62.7K followers, [--] engagements "Is $COIN going to be a meme stock Our panel dug into the company. H/t @katherineykwu @jillruthcarlson @max_heald @BlockBytch_ @dlwei17 @michaelsidgmore @AdamDraper https://www.youtube.com/watchv=_csJwTaQilk https://www.youtube.com/watchv=_csJwTaQilk" [X Link](https://x.com/mariogabriele/status/1377714009940582403) 2021-04-01T20:06Z 60.7K followers, [--] engagements "Shoutout to someone on the S-1 Club squad for predicting $COIN's Q1 revenue within $0.1 billion on March [--]. Actual: $1.8 billion Our guess: $1.9 billion https://www.readthegeneralist.com/briefing/coinbase-dpo https://www.readthegeneralist.com/briefing/coinbase-dpo" [X Link](https://x.com/mariogabriele/status/1380565973426667527) 2021-04-09T16:59Z 60.7K followers, [--] engagements "Crypto is eating the world. Today Coinbase goes public. The numbers are absurd: - 56M users - $7.2B revenue rate - 11.3% of all crypto on platform .And yet despite that traction the exchange is a series of paradoxes. Here's what's going on 👇 https://www.readthegeneralist.com/briefing/coinbase-dpo https://www.readthegeneralist.com/briefing/coinbase-dpo" [X Link](https://x.com/mariogabriele/status/1382341118122201092) 2021-04-14T14:32Z 60.7K followers, [--] engagements "3/ There are [--] main "secrets"* [--]. Buying heritage [--]. Decentralized artist-led structure [--]. Controlled supply chain These are a little jargony but we'll unpack them. (*Hiding in plain sight.)" [X Link](https://x.com/mariogabriele/status/1386368717169246213) 2021-04-25T17:17Z 60.7K followers, [--] engagements "4/ Buying heritage LVMH has bought growth. They've had great organic expansion too but a trademark of their strategy is buying dope brands. That includes names like Tiffany Tag Heuer Fendi Rimowa etc" [X Link](https://x.com/mariogabriele/status/1386368722999336967) 2021-04-25T17:17Z 60.7K followers, [--] engagements "Have been spending some time thinking about the African VC ecosystem. Would love to learn more and maybe collaborate with someone on a briefing. Who would you talk to" [X Link](https://x.com/mariogabriele/status/1391852359010209792) 2021-05-10T20:27Z 62.7K followers, [---] engagements "It's become a rite of passage for newsletterers to talk about @stripe. After A+ pieces by @packyM @ByrneHobart & @benthompson I'm going to try & give the Bros. Collison the ol' Generalist top spin this week. What's under-discussed/sneakily interesting Who should I talk to" [X Link](https://x.com/mariogabriele/status/1399812073656393733) 2021-06-01T19:36Z 62.4K followers, [---] engagements "It's $HOOD IPO day. Quick look 👇#Robinhood" [X Link](https://x.com/mariogabriele/status/1420745646416478208) 2021-07-29T13:58Z 60.7K followers, [--] engagements "This is a bad year for anyone who named their company after a letter in the Greek alphabet" [X Link](https://x.com/mariogabriele/status/1422970582207971337) 2021-08-04T17:19Z 62.7K followers, [--] engagements "I would love to do a deep-dive into @paradigm. Probably the most interesting fund in the world right now and just beginning. Who would you try and talk to Any favorite resources you've found" [X Link](https://x.com/mariogabriele/status/1429806047917715460) 2021-08-23T14:01Z 62.7K followers, [---] engagements "How good @doordash @lyft @zomato @meituan @Uber @rappi and @swiggy_in are at allocating funding" [X Link](https://x.com/mariogabriele/status/1445032612649635845) 2021-10-04T14:26Z 60.7K followers, [--] engagements "Pfps are [--] of top [--] NFT projects by volume: CryptoPunks: $1.4B* Art Blocks: $1.1B* BAYC: $996.5M* Meebits: $299.1M* CyberKongz: $136.6M* VeeFriends: $132.4M* Hashmasks: $89.6M* Decentraland: $77.9M Sorare: $77.8M Sandbox: $58.8M *pfp" [X Link](https://x.com/mariogabriele/status/1446505761962696706) 2021-10-08T16:00Z 60.7K followers, [--] engagements "DAOs are absorbing the internet. This is true across dimensions: Talent. Home for the internet's most gifted Capital. Controlling billions in digital assets Social capital. Where bright minds meet & collab Culture. Defining cyber culture Gm and let's begin 🧵" [X Link](https://x.com/anyuser/status/1454876310627627015) 2021-10-31T18:21Z 62.8K followers, [----] engagements "13/ Great DAO ecosystem players to learn more about (and maybe work on) @seedclubhq @viamirror @FWBtweets @TheLAOOfficial @rabbithole_gg @gitcoin @SyndicateDAO @0xSTATION @MakerDAO @nowdaoit @VENTURE_DAO @prtyDAO @OrcaProtocol @yieldguild @SushiSwap @Uniswap" [X Link](https://x.com/mariogabriele/status/1454876417083285506) 2021-10-31T18:22Z 60.7K followers, [--] engagements "Next up: @MetaMask. Default wallet for many On-ramp to true web3 activity More than [--] million users .And it still feels super early. Who should I try and jam with on MetaMask and the future of wallets" [X Link](https://x.com/mariogabriele/status/1465385737973604353) 2021-11-29T18:22Z 60.7K followers, [---] engagements "DST Global is one of the most influential funds in the world. It's invested in Facebook Twitter Spotify Flipkart Nubank Alibaba and many more. And yet it often manages to slip under the radar. In this week's piece I dive into their playbook. https://www.readthegeneralist.com/briefing/dst-global https://www.readthegeneralist.com/briefing/dst-global" [X Link](https://x.com/mariogabriele/status/1472665876327448582) 2021-12-19T20:31Z 60.7K followers, [---] engagements "@ceramicnetwork @AnnikaSays @divine_economy @Allbridge_io @mccannatron @Cooopahtroopa @catalogworks @soundxyz_ @vita_dao @HanelBaveja @BoredApeYC @alexisohanian @awrigh01 @ljin18 @worldcoin @proofofhumanity @RenderToken @mattshap1 @solana @gaby_goldberg @bitski @sudowallet @genesisxyz [--]. Vertical NFT marketplaces Though @opensea is still the dominant player @richardchen39 expects vertical marketplaces to emerge and thrive. We could see speciality marketplaces for music photography or metaverse land. @MetahoodXYZ is an example of the latter" [X Link](https://x.com/mariogabriele/status/1485308771618496519) 2022-01-23T17:49Z 60.7K followers, [--] engagements "@ceramicnetwork @AnnikaSays @divine_economy @Allbridge_io @mccannatron @Cooopahtroopa @catalogworks @soundxyz_ @vita_dao @HanelBaveja @BoredApeYC @alexisohanian @awrigh01 @ljin18 @worldcoin @proofofhumanity @RenderToken @mattshap1 @solana @gaby_goldberg @bitski @sudowallet @genesisxyz @opensea @richardchen39 @MetahoodXYZ @altstatemachine @jpoGMI @fkpxls @MariaShen @0xstation @rabbithole_gg @Flynnjamm @SyndicateDAO @JuliaLipton @puntium @dberenzon @aweissman @danidoesnotxist @UNXD_NFT @dressxcom @the_fab_ric_ant @chaserchapman @gmoneyNFT @Dream @jacksondahl [--]. JellyFi (@JellyFi_Eth) This" [X Link](https://x.com/mariogabriele/status/1485308973528109059) 2022-01-23T17:50Z 60.7K followers, [--] engagements "@ceramicnetwork @AnnikaSays @divine_economy @Allbridge_io @mccannatron @Cooopahtroopa @catalogworks @soundxyz_ @vita_dao @HanelBaveja @BoredApeYC @alexisohanian @awrigh01 @ljin18 @worldcoin @proofofhumanity @RenderToken @mattshap1 @solana @gaby_goldberg @bitski @sudowallet @genesisxyz @opensea @richardchen39 @MetahoodXYZ @altstatemachine @jpoGMI @fkpxls @MariaShen @0xstation @rabbithole_gg @Flynnjamm @SyndicateDAO @JuliaLipton @puntium @dberenzon @aweissman @danidoesnotxist @UNXD_NFT @dressxcom @the_fab_ric_ant @chaserchapman @gmoneyNFT @Dream @jacksondahl @JellyFi_Eth @fodmc [--]. Pocket" [X Link](https://x.com/mariogabriele/status/1485308993841119236) 2022-01-23T17:50Z 62.1K followers, [--] engagements "Multicoin's first venture fund makes me want to laugh and cry at the same time. Look at this mayhem" [X Link](https://x.com/anyuser/status/1506633778965491720) 2022-03-23T14:07Z 62.8K followers, [---] engagements "Y Combinator has invested in more than [----] startups. We crunched the data to see how their investing has changed over time. Here are [--] interesting graphs 👇" [X Link](https://x.com/anyuser/status/1537834986581200896) 2022-06-17T16:30Z 62.8K followers, [---] engagements "1. Bigger batches Everyone knows YC is funding more startups. It has increased its size by 20% per year. At that rate YC will be funding [----] startups p.a. by 2030" [X Link](https://x.com/mariogabriele/status/1537834997138194432) 2022-06-17T16:30Z 60.7K followers, [--] engagements "Union Square Ventures might be the most consistent firm in VC. - Top quartile across vintages - Two vintages with returns of 14x (or higher) - Investors in Twitter Coinbase Etsy Twilio I dug in to find out what makes USV so exceptional👇🗽" [X Link](https://x.com/anyuser/status/1538600832064753666) 2022-06-19T19:13Z 62.8K followers, [----] engagements "5. Here's my (early) track-record As a scout and angel investor I've backed [--] startups. Here's a sample of those I can share publicly. I feel super lucky to have worked with these amazing companies" [X Link](https://x.com/mariogabriele/status/1546151485611859968) 2022-07-10T15:16Z 60.7K followers, [---] engagements "Helium is one of the best responses to the question: what are crypto's practical uses Using blockchain and tokenization Helium built the biggest IoT network in the world in less than three years. It is about to embark on its biggest challenge yet: 5G. 🎈👇" [X Link](https://x.com/anyuser/status/1551276796183822355) 2022-07-24T18:43Z 62.8K followers, [----] engagements "What makes a great venture investor Over the past year I've studied some of the most successful VC firms of all-time including USV Y Combinator Multicoin and others. Here are ten lessons 👇" [X Link](https://x.com/mariogabriele/status/1553739908262645764) 2022-07-31T13:50Z 60.7K followers, [---] engagements "@coatue @multicoincap @usv @ycombinator Lesson 9: Search globally (DST Global) DST Global stays under the radar despite its incredible record. One thing DST is exceptional at is finding a great business model and then investing across geographies. By being global they can capitalize on a good idea many times" [X Link](https://x.com/mariogabriele/status/1553739949555568641) 2022-07-31T13:50Z 60.7K followers, [--] engagements "What are the most successful VC funds that have taken a true index approach Y Combinator is an obvious example. Curious about what others are out there" [X Link](https://x.com/mariogabriele/status/1569786529886740483) 2022-09-13T20:34Z 60.5K followers, [---] engagements "I've written more than [--] million words of business analysis for The Generalist. It feels kind of weird to give myself credit.but for those that are interested here are the ten pieces I'm most proud of and why 👇" [X Link](https://x.com/mariogabriele/status/1570833691072499713) 2022-09-16T17:55Z 60.7K followers, [---] engagements "The hardest part of building The Generalist is the sheer volume of feedback. It scales as the publication scales but your ability to ingest it doesn't. Every piece someone loves it hates it agrees disagrees is kind is rude and so on" [X Link](https://x.com/mariogabriele/status/1575480829735833601) 2022-09-29T13:41Z 60.7K followers, [--] engagements "Extremely encouraging to see funds like Sequoia make investments in Africa. Huge congratulations to @TeldaApp's team on the Series A" [X Link](https://x.com/mariogabriele/status/1580980568161865729) 2022-10-14T17:55Z 60.7K followers, [--] engagements "Five private companies I wish I had exposure to: - Stripe - SpaceX - Epic - Plaid - Discord Historically accessing these names meant you were a VC or an LP in VC firms. Destiny is changing that. Here's what you need to know about the "BlackRock of the private markets."👇" [X Link](https://x.com/mariogabriele/status/1618303703131500546) 2023-01-25T17:44Z 60.7K followers, 89.1K engagements "Josh Wolfe is one of tech's most fascinating people. In this interview the Lux Capital co-founder shares thoughts on: The lessons VCs can take from ants The three "spaces" he's focused on The power of fiction .and much much more" [X Link](https://x.com/mariogabriele/status/1619719925400215553) 2023-01-29T15:31Z 60.7K followers, [--] engagements "One of the most interesting case studies in venture capital is Kleiner Perkins. Over the past 5yrs Mamoon Hamid and Ilya Fushman have refocused the firm on early-stage investing and snagged investments in Figma Rippling Glean Viz and many others. https://thegeneralist.substack.com/p/kleiner-perkins https://thegeneralist.substack.com/p/kleiner-perkins" [X Link](https://x.com/mariogabriele/status/1636080472022294537) 2023-03-15T19:02Z 60.7K followers, 65.3K engagements "One of my favorite parts of the Kleiner Perkins story is that in the early days Eugene Kleiner and Tom Perkins made some hilarious bets. Including the "Snow Job" a way to convert motorcycles into snowmobiles. Reassuring to know that even great investors have some flops" [X Link](https://x.com/mariogabriele/status/1638183622933921792) 2023-03-21T14:19Z 60.7K followers, [----] engagements "Testing a long tweet: INTRODUCTION TO "THE REMAKING OF KLEINER PERKINS" ____ On August [--] [----] Mamoon Hamid stepped into the sunlight. Though not yet forty years old the Pakistani-American investor had established a reputation as a razor-sharp dealmaker with the contemplative demeanor of an economics professor. After rising through U.S. Venture Partners ranks Hamid partnered with Chamath Palihapitiya then best known as Facebooks growth agitator to found Social Capital. Along the way hed invested in breakout companies like Slack Front Box and Intercom while mostly managing to avoid the public" [X Link](https://x.com/mariogabriele/status/1640834023592271877) 2023-03-28T21:51Z 60.7K followers, [----] engagements "1. Factory (@factoryai_) Factory is creating AI coding "droids" designed to take care of an engineer's annoying busywork. These agents can independently tackle routine tasks like code review and debugging. - @markiewagner Delphi Labs" [X Link](https://x.com/mariogabriele/status/1683620164066222080) 2023-07-24T23:28Z 60.8K followers, [----] engagements "2. Lamini (@laminiAI) Lamini makes it easier for enterprises to adopt AI. Its LLM engine helps create and fine-tune customized private models. It also has a neat partnership with Databricks making it even easier to get up and running. - @tjack & @james_c_wu First Round" [X Link](https://x.com/mariogabriele/status/1683620172643573761) 2023-07-24T23:28Z 60.7K followers, [----] engagements "From an intellectual and strategic perspective @Plaid has long been one of my favorite companies to study. Its a classic network effects business with true platform potential. It is also been a critical catalyst in the fintech renaissance that birthed a wave of innovative experiences we rely on every day. I first wrote about Plaid in [----] shortly after it stepped away from Visas $5.3 billion acquisition offer. It now feels like an apt time to re-assess its potential as an independent company. What I discovered in my research affirmed my interest and surprised me. Plaid is no longer a solo" [X Link](https://x.com/mariogabriele/status/1690761124617031680) 2023-08-13T16:23Z 61K followers, 19.5K engagements "What Clearlake & Eldridge are doing with Chelsea F.C. is one of the most interesting "case studies in motion" rn. Simultaneously attempting: - Cultural reset - Multiclub group - VC-like asset portfolio of young players - Disruptive financial strategy - Winning trophies" [X Link](https://x.com/mariogabriele/status/1691822252063662585) 2023-08-16T14:40Z 61.2K followers, [----] engagements "What makes a VC One Patagonia vest in obsidian plum. One pair of Allbirds Tree Runners in mist. A favorite table at Sightglass Coffee. A favorite run at Northstar Tahoe. An Apple Watch an Oura Ring an intelligent mattress a thinking fridge a faintly conscious cappuccino-frother a Whoop. A sensible haircut a close shave a subscription to Superhuman spare copies of Shoe Dog and Sapiens a set of Excel shortcuts coded into the dermis. This is the caricature of a modern venture capitalist. It is an uncharitable depiction and usually an inaccurate one. Is anyone quite so anodyne (The short answer:" [X Link](https://x.com/mariogabriele/status/1704497060756558127) 2023-09-20T14:05Z 61.2K followers, [----] engagements "$NFLX and $AMZN stock rose this morning upon news of a tentative agreement to end the WGA strike [---] days after writers put down their pens and hit the picket line. While the agreement has yet to be ratified and the fate of actors is still unknown this will also be a boon" [X Link](https://x.com/mariogabriele/status/1706349020678083002) 2023-09-25T16:44Z 61.2K followers, [--] engagements ".@A24's goal is to build a singular brand in the media space. Though operating at a very different scale A24s obsession with craft and the elevation of the artist evokes LVMH. Over the past two years A24 has radically expanded in scope pushing into television documentaries music publishing cosmetics digital memberships and physical experiences. It seems obvious that A24 has drawn at least as much inspiration from Bernard Arnault as Walt Disney; this is a luxury playbook applied to modern media" [X Link](https://x.com/mariogabriele/status/1707032479318901059) 2023-09-27T14:00Z 61K followers, 23.4K engagements "India is one of the most interesting markets in tech right now. A few reasons Im watching it closely: [--]. The country is becoming an increasingly self-reliant venture market. Funds like @LightspeedIndia @BlumeVentures @firesideventure and more have raised funds in the hundreds of millions to back startups in the ecosystem. [--]. India is in the early stages of a top-down digital revolution. The government-led India Stack initiative has created digital identities for [----] billion people (95% of the population) built a payments network processing trillions in rupees per month and created a data" [X Link](https://x.com/mariogabriele/status/1707489197735780857) 2023-09-28T20:15Z 61.2K followers, 55.6K engagements ".@zluri_hq helps companies manage their SaaS security and spend. $300 billion was spent on SaaS in [----] and many businesses only use 10% of their stack. @dkhare is excited for the next frontier of Zluri's war on SaaS sprawl" [X Link](https://x.com/mariogabriele/status/1709606966212112760) 2023-10-04T16:30Z 61.1K followers, [----] engagements ".@chistadata offers an alternative to expensive data warehousing with its managed service for ClickHouse an open-source competitor to Amazon Redshift and Google BigQuery. Beyond ChistaDATA's own growth @smdcmc sees its managed service model as a winning playbook for others" [X Link](https://x.com/mariogabriele/status/1709606968938447138) 2023-10-04T16:30Z 61.1K followers, 11.3K engagements "In [----] researchers Michael Gorman and William Sahlman set out to understand the practices and priorities of venture capital allocators. They found that: [--]. The median number of portfolio companies per partner was [---] with each averaging five board positions. [--]. Investors spent considerable time with portfolio CEOs with the average respondent estimating they passed [--] on-site hours with each company per year and an additional [--] hours on the phone. [--]. VCs each ousted [--] CEOs during their investing careers on average. Thats a rate of roughly one ousting every [---] years. How have the habits of" [X Link](https://x.com/mariogabriele/status/1710377384535597144) 2023-10-06T19:32Z 61.2K followers, [----] engagements "Big news We just took the wraps off of The Generalist's new premium newsletter designed to make you a better investor. In a nod to Bob Iger & Kendall Roy it's called Generalist+. If youre interested in investing consider joining while we have early bird pricing:" [X Link](https://x.com/mariogabriele/status/1715391595216793740) 2023-10-20T15:36Z 61.2K followers, [----] engagements "As mentioned we've designed Generalist+ specifically to make you a better investor and technologist. To that end we're kicking Generalist+ off with four new series: [--]. Letters to a Young Investor [--]. The Braintrust [--]. The Watchlist [--]. Ask Mario (me 👋)" [X Link](https://x.com/mariogabriele/status/1715391597876002853) 2023-10-20T15:36Z 61.2K followers, [--] engagements "Series 1: Letters to a Young Investor A monthly email correspondence on the craft of investing between me and a legendary investor. I couldn't be more excited to be kicking off Season [--] with the incredible @reidhoffman We'll be chatting about venture AI and the future" [X Link](https://x.com/mariogabriele/status/1715391599331434525) 2023-10-20T15:36Z 61.2K followers, [--] engagements "Series 2: The Braintrust In this series a group of eight unicorn founders answer pressing operational questions. Hear how the best optimize their investor base hire upwards launch new products and more. Bring those lessons back to your portfolio or apply them to your biz" [X Link](https://x.com/mariogabriele/status/1715391601474732052) 2023-10-20T15:36Z 61.2K followers, [--] engagements "Could you turn down a $1B acquisition offer In [----] Jack Zhang (@awxjack) did exactly that rejecting Stripe's attempt to buy his company Airwallex. What's even wilder is that a year earlier Airwallex barely had a business -- and had already survived multiple near-death moments. Just [--] months later Zhang had an offer that could have allowed him to spend his life in total luxury. So why did Jack turn it down If we got merged into Stripe we would just become a division of Stripe and thats just less interesting to us. At the end of the day it wasnt a monetary decision." That story is one of my" [X Link](https://x.com/mariogabriele/status/1767257478272631257) 2024-03-11T18:33Z 61K followers, [----] engagements "It's scary to launch a new VC fund. To simplify the process for new managers we've pulled together a definitive guide on what you should know. If you've ever been curious about launching a fund you won't want to miss this edition: https://thegeneralist.substack.com/p/how-to-raise-your-first-fund https://thegeneralist.substack.com/p/how-to-raise-your-first-fund" [X Link](https://x.com/mariogabriele/status/1806000223707148615) 2024-06-26T16:23Z 60.8K followers, [----] engagements "Where can you find great founders that other investors haven't already discovered Search for "adjacent greatness." Really interesting model from Mike Dempsey of Compound. https://thegeneralist.substack.com/p/how-to-find-a-unicorn https://thegeneralist.substack.com/p/how-to-find-a-unicorn" [X Link](https://x.com/mariogabriele/status/1807449773688987745) 2024-06-30T16:23Z 60.8K followers, [----] engagements "The "Robotics Renaissance" is here. Over the next decade I think we'll see a radical influx of new robo-coworkers. Read the piece: https://thegeneralist.substack.com/p/robotics-renaissance https://thegeneralist.substack.com/p/robotics-renaissance" [X Link](https://x.com/mariogabriele/status/1807812165379805222) 2024-07-01T16:23Z 60.8K followers, [----] engagements "If you're interested in a very open discussion on my motivations in founding The Generalist the state of internet writing and the nature of "taste" you might enjoy this discussion with Sachin and Adam. https://www.youtube.com/watchv=lgDGIFDTYck https://www.youtube.com/watchv=lgDGIFDTYck" [X Link](https://x.com/mariogabriele/status/1810786006368485746) 2024-07-09T21:20Z 60.8K followers, [----] engagements "Slope runs an extremely impressive high-leverage team. Really excited by the product Slope is building but even more so the culture they've created. A special company just getting started. ⚡We are excited to announce our $65M equity and debt round from @JPMorgan which brings our total funding to $77M in equity and $175M in debt. The fintech industry is going through a tumultuous time. Companies are going under and regulators are increasingly applying more https://t.co/KycsrZkYtL ⚡We are excited to announce our $65M equity and debt round from @JPMorgan which brings our total funding to $77M in" [X Link](https://x.com/mariogabriele/status/1813635467067510896) 2024-07-17T18:02Z 60.8K followers, [----] engagements "@XanderXanXan @kwharrison13 Stripe is the best I've found. Off the top of my head I'd say Mercury and Vanta have both done a great job as well" [X Link](https://x.com/mariogabriele/status/1860666337955094930) 2024-11-24T12:46Z 60.5K followers, [--] engagements "Since returning to Europe this summer (after [--] years in USA) it has struck me how big a gap there is in terms of ambition. I'm extremely long on European innovation but to get there we need to rewire our culture" [X Link](https://x.com/mariogabriele/status/1867207929994121299) 2024-12-12T14:00Z 60.5K followers, 57.6K engagements "genuine question: what is the bull case for memecoins is this just 100% speculation and vibes Or is there a "the next big thing looks like a toy" angle find it very hard to see what the point of it is but open to learn what I'm missing" [X Link](https://x.com/mariogabriele/status/1867506803644198982) 2024-12-13T09:48Z 60.5K followers, [----] engagements "FULL PIECE: EUROPEAN AMBITION It was a dead thing. There is no other description for it: a building without a head. For fifty-six years the people of Florence walked past a decapitated cathedral the pre-dead corpse of Santa Maria Del Fiore. Since [----] the city of Florence had abandoned it with a 150-foot hole at the top lopped off at the neck to drink weather. A person of that time could have lived a full life staring at that absence the invisible dome a translucent shell of anti-bricks. What else was there to do Santa Marias early architects had built themselves into a conundrum. The" [X Link](https://x.com/mariogabriele/status/1867519291026735270) 2024-12-13T10:37Z 60.5K followers, [----] engagements "@0xjenil interesting - so it sounds like from this piece you think having tokens attached to information increase its fidelity and allow us to distinguish between truth/falsities" [X Link](https://x.com/mariogabriele/status/1867595414809251847) 2024-12-13T15:40Z 60.5K followers, [--] engagements "Another incredible launch from the rocket ship that is Privy 🚀 One to watch in [----]. 1/ Introducing server wallets 🌐 Building on our experience serving thousands of developers across millions of users we're opening access to our embedded wallet cryptosystem This means app backends can create/manage wallets via APIs so you can power money movement at scale https://t.co/ItICW1QwSj 1/ Introducing server wallets 🌐 Building on our experience serving thousands of developers across millions of users we're opening access to our embedded wallet cryptosystem This means app backends can create/manage" [X Link](https://x.com/mariogabriele/status/1869463830415528322) 2024-12-18T19:24Z 60.6K followers, [----] engagements "Been trying yerba mate over the last couple of days. Absolutely criminally underappreciated in the US. Consistent non-jittery energy throughout the day without a big espresso-y crash. Taste might not be for everyone but I like it quite a bit. Highly recommend" [X Link](https://x.com/mariogabriele/status/1876611040915451965) 2025-01-07T12:45Z 60.5K followers, [----] engagements "Our latest episode is out featuring @wolfejosh Shrinking the Gap Between Sci-Fi and Sci-Fact Josh Wolfe is a Co-Founder of Lux Capital where he funds the kinds of ventures that change everything: think gene-edited pig organs and technology that lets you record smells. His approach Relentless curiosity. He reads dozens of newspapers daily to identify patterns always staying a few steps ahead. In this episode of The Generalist Josh shares how his firm backs companies that aren't just chasing where the world is going but actively creating where it needs to go. Listen now: YouTube:" [X Link](https://x.com/mariogabriele/status/1912145866967728425) 2025-04-15T14:07Z 60.4K followers, [--] engagements "Our latest episode is out featuring @wolfejosh Shrinking the Gap Between Sci-Fi and Sci-Fact Josh Wolfe is a Co-Founder of Lux Capital where he funds the kinds of ventures that change everything: think gene-edited pig organs and technology that lets you record smells. His approach Relentless curiosity. He reads dozens of newspapers daily to identify patterns always staying a few steps ahead. In this episode of The Generalist Josh shares how his firm backs companies that aren't just chasing where the world is going but actively creating where it needs to go. Listen now: YouTube:" [X Link](https://x.com/mariogabriele/status/1912147387235373187) 2025-04-15T14:13Z 62.7K followers, 18.9K engagements "We're back with another great conversation this time with Roelof Botha Lessons from [--] Years of Venture Capital: Roelof Botha (Managing Partner and Steward at Sequoia Capital) @sequoia is synonymous with outstanding performance backing companies like @Apple @Google @Airbnb and @stripe. In our latest episode I chat with @roelofbotha Sequoias Managing Partner about what it takes to see the future first capitalize on it intelligently once it arrives and help founders build enduring companies. Roelof is especially well-placed to discuss such matters. Not only has Sequoia navigated more than 50" [X Link](https://x.com/mariogabriele/status/1917192054171750731) 2025-04-29T12:19Z 60.4K followers, 32.4K engagements "The future of warfare involves thousands of assets in a battlespace - swarms of drones unmanned vehicles missiles and interceptors. @traestephens explains why this complexity demands entirely new command and control systems. Listen to our full conversation: YouTube: Spotify: Apple: https://podcasts.apple.com/us/podcast/how-anduril-is-reimagining-the-defense-industry/id1805868710i=1000709127541 https://open.spotify.com/episode/5zabQRfKuNbmcxFrlBwZP5si=b5a7dd30c3bf4c34 https://www.youtube.com/watchv=rKK0ArqGLF0" [X Link](https://x.com/mariogabriele/status/1926986691837116924) 2025-05-26T13:00Z 60.4K followers, [----] engagements "Our next episode is out Today's conversation is with Chris Miller Author of Chip War. The Semiconductor Century with Chris Miller What really determines success in the age of AI Is it better models or broader reach @crmiller1 author of the bestselling book Chip War explains how semiconductors have become the strategic center of gravity for global power economics and innovation. As a professor at the Fletcher School at Tufts University Chris has spent nearly a decade studying how chips are reshaping geopolitics and why they're essential to understanding everything from military capabilities to" [X Link](https://x.com/mariogabriele/status/1927347460243964068) 2025-05-27T12:53Z 60.4K followers, [----] engagements "Huawei has 'the most advanced chip design capabilities in all China' according to @crmiller1 but their strength diminishes as you move up the technology stack. Dive into our full conversation: YouTube: Spotify: Apple: https://podcasts.apple.com/us/podcast/the-semiconductor-century-with-chris-miller-author/id1805868710i=1000710093573 https://open.spotify.com/episode/1GifMWMlWY6ezRINRx19fd https://www.youtube.com/watchv=r7p6U53DxrE https://open.spotify.com/episode/1GifMWMlWY6ezRINRx19fd https://www.youtube.com/watchv=r7p6U53DxrE" [X Link](https://x.com/mariogabriele/status/1928496632179601837) 2025-05-30T17:00Z 60.4K followers, [---] engagements "I spent [--] months researching @foundersfund. "No Rivals" is the result. A 35000-word series released over the next four weeks. Its a product of extensive research interviews with more than a dozen key figures and a detailed analysis of previously undisclosed returns" [X Link](https://x.com/anyuser/status/1933195038017671246) 2025-06-12T16:09Z 62.8K followers, 542.3K engagements "read here: https://www.generalist.com/p/founders-fund-1 https://www.generalist.com/p/founders-fund-1" [X Link](https://x.com/anyuser/status/1933195040429375510) 2025-06-12T16:09Z 62.8K followers, 28.7K engagements "Full piece: https://www.generalist.com/p/founders-fund-1 https://www.generalist.com/p/founders-fund-1" [X Link](https://x.com/mariogabriele/status/1933524814595305635) 2025-06-13T14:00Z 61.8K followers, [----] engagements "After FB Founders Fund basically skipped social media investing. Theoretically they were best placed to catch IG WhatsApp etc. Instead they spent time in hard tech" [X Link](https://x.com/mariogabriele/status/1934647989458350255) 2025-06-16T16:23Z 62.1K followers, [----] engagements ".which helped them nab SpaceX. SpaceX realized and unrealized returns: $18.2B on the books. And growing. 🔗 https://www.generalist.com/p/founders-fund-1 https://www.generalist.com/p/founders-fund-1" [X Link](https://x.com/mariogabriele/status/1934647990792180188) 2025-06-16T16:23Z 61.8K followers, [----] engagements "Turns out that people are interested in Founders Fund Piece is linked below" [X Link](https://x.com/anyuser/status/1934722926999171367) 2025-06-16T21:21Z 62.8K followers, 54.7K engagements "part 1: https://www.generalist.com/p/founders-fund-1 https://www.generalist.com/p/founders-fund-1" [X Link](https://x.com/mariogabriele/status/1934722928320373195) 2025-06-16T21:21Z 61.8K followers, [----] engagements "Our latest episode with Sara Seager is live Are We Alone In The Universe Sara Seager on Exoplanets Venus and the Hunt for Alien Life Why search for life beyond Earth For MIT astrophysicist and MacArthur Genius Fellow @ProfSaraSeager its not just a scientific questionits a deeply human one. Like creating art or studying philosophy the search taps into our primal curiosity about who we are and whether were alone. Sara is a pioneer in the field of exoplanets: planets that orbit stars other than our Sun. Her early work was met with skepticism. Today shes one of the most respected voices in the" [X Link](https://x.com/mariogabriele/status/1934993716667617534) 2025-06-17T15:17Z 62K followers, [----] engagements "Psyched about this :) Very grateful to everyone that signed up over the past week to read our piece on Founders Fund. A huge thanks for supporting our work and making these types of deep dives possible. Part [--] drops today" [X Link](https://x.com/mariogabriele/status/1935648619643777179) 2025-06-19T10:39Z 62.1K followers, [----] engagements "PART II: A prophet without disciples is a madman. FF would not have achieved a fraction of its success had Peter Thiel not succeeded in winning others to his cause. None have been more important than two largely unheralded figures: Napoleon Ta and Lauren Gross. Ta is the investor behind FFs best-performing growth investments. He keeps such a low profile he asks his team *not* to submit his returns to the Midas List. Gross is FFs COO and head of IR responsible for scaling AUM into the billions and building its team" [X Link](https://x.com/mariogabriele/status/1935727242039930964) 2025-06-19T15:51Z 62.2K followers, 63.9K engagements "read more: https://www.generalist.com/p/founders-fund-2 https://www.generalist.com/p/founders-fund-2" [X Link](https://x.com/mariogabriele/status/1935727243877072961) 2025-06-19T15:51Z 61.8K followers, [----] engagements "Toby Ord joins me in todays episode Existential Risk and the Future of Humanity: Lessons from AI Pandemics and Nuclear Threats How close are we to the end of humanity @tobyordoxford a senior researcher at Oxfords Future of Humanity Institute and author of The Precipice argues that the odds of a civilization-ending catastrophe this century are roughly one in six. In this wide-ranging conversation we unpack the risks that could end humanitys story and explore why protecting future generations may be our greatest moral duty. Listen now: YouTube: Spotify: Apple: A big thank you to the incredible" [X Link](https://x.com/mariogabriele/status/1937528756849037325) 2025-06-24T15:10Z 61.9K followers, [----] engagements "Read here: https://www.generalist.com/p/founders-fund-3 https://www.generalist.com/p/founders-fund-3" [X Link](https://x.com/mariogabriele/status/1938263963738706287) 2025-06-26T15:51Z 62.1K followers, [----] engagements "No Rivals: The Kingdom In the finale we examine the full span of Founder Funds power stretching across Silicon Valley the Pentagon and the White House. We also give an in-depth look at FFs stunning performance position by position" [X Link](https://x.com/mariogabriele/status/1940082975917461808) 2025-07-01T16:20Z 62.8K followers, 210.7K engagements "Read Part [--] here: https://www.generalist.com/p/founders-fund-4 https://www.generalist.com/p/founders-fund-4" [X Link](https://x.com/mariogabriele/status/1940082977762955486) 2025-07-01T16:20Z 62.3K followers, [----] engagements "Some of the defining characteristics of Founders Fund's House Style. Easy to identify; hard to imitate" [X Link](https://x.com/mariogabriele/status/1940446154363126120) 2025-07-02T16:23Z 62.5K followers, [----] engagements "Full piece: https://www.generalist.com/p/founders-fund-4 https://www.generalist.com/p/founders-fund-4" [X Link](https://x.com/mariogabriele/status/1940446155818549417) 2025-07-02T16:23Z 62.4K followers, [----] engagements "More here: https://www.generalist.com/p/founders-fund-4 https://www.generalist.com/p/founders-fund-4" [X Link](https://x.com/mariogabriele/status/1942258123994956079) 2025-07-07T16:23Z 62.4K followers, [----] engagements "No one I enjoy riffing on writing and tech with more than @packyM. A wonderful interlocutor writer and friend. We dug into so many aspects of the Founders Fund piece beyond the page and followed some really fun threads. Highly recommend a listen There is no venture capital firm like Founders Fund and there is no writer who tells venture capital firms' stories like Mario Gabriele. In their respective crafts both have No Rivals. That is the title of Mario's epic four-part series on Peter Thiel and Founders Fund and https://t.co/mXkRZSnqx3 There is no venture capital firm like Founders Fund and" [X Link](https://x.com/mariogabriele/status/1942602427754238126) 2025-07-08T15:11Z 62.5K followers, 10.7K engagements "I'm excited to share this special episode of The Generalist featuring Alan Kay and Anjan Kattaone I've been anticipating for quite some time. Why the Real Computer Revolution Never Happened In this conversation I'm joined by two extraordinary guests: Alan Kay a pioneer of modern computing and @AnjanKatta founder of @daylightco who's reimagining the personal computer for our AI age. We explore how artificial intelligence is reshaping our relationship with computers whether current paradigms serve us well as AI becomes ubiquitous and what new models of human-computer interaction we need to" [X Link](https://x.com/mariogabriele/status/1945094233620091359) 2025-07-15T12:12Z 62.4K followers, [----] engagements "From @AnjanKatta: Computing should help us: [--]. Access our prefrontal cortex over our lizard brain [--]. Transcend societal programming toward wholeness [--]. Actualize our unique potential at the top of Maslow's hierarchy A thoughtful framework for technology's highest purpose. Listen now to the full conversation with Anjan and computing legend Alan Kay: YouTube: Spotify: Apple: https://podcasts.apple.com/us/podcast/why-the-real-computer-revolution-never-happened-alan/id1805868710i=1000717357990 https://open.spotify.com/episode/51KrTm2oRaa84OSDMPQ0Dt https://www.youtube.com/watchv=MbEZ-DC0L-g" [X Link](https://x.com/mariogabriele/status/1945860107318804642) 2025-07-17T14:56Z 62.5K followers, [----] engagements ""The operative word is wisdom not intelligence." Alan Kay points out that humans are "clever but unwise. However our true superpower isn't raw intelligence but our ability to create intellectual systems like mathematics that let us operate "much more widely and deeply." Full episode: YouTube: Spotify: Apple: https://podcasts.apple.com/us/podcast/why-the-real-computer-revolution-never-happened-alan/id1805868710i=1000717357990 https://open.spotify.com/episode/51KrTm2oRaa84OSDMPQ0Dt https://www.youtube.com/watchv=MbEZ-DC0L-g" [X Link](https://x.com/mariogabriele/status/1947303420928668076) 2025-07-21T14:31Z 62.5K followers, [----] engagements "How do great VCs develop conviction in emerging markets @ttunguz shared @Theoryvc's approach: a weekly 30-minute debate to identify promising areas followed by rigorous market mapping. It's not just about finding opportunitiesit's about educating the entire firm to become "increasingly sophisticated investors." Listen: YouTube: Spotify: Apple: https://podcasts.apple.com/us/podcast/the-decade-of-data-with-tomasz-tunguz/id1805868710i=1000718377529 https://open.spotify.com/episode/51Ry0vjKg990LDQBUIWibU https://www.youtube.com/watchv=SDnfy2fbmRk" [X Link](https://x.com/mariogabriele/status/1949016847514566810) 2025-07-26T08:00Z 62.5K followers, [----] engagements "New episode with Jesse Walden is up now The Future of Crypto: Stablecoins AI Integration and the Path to Mass Adoption @jessewldn is the founder and managing partner of @variantfund an early-stage crypto fund backing projects like Uniswap Phantom World Morpho Flashbots Farcaster Blockaid and Blackbird. Before launching Variant in [----] he was an investor at a16z crypto where he supported early-stage builders shaping the future of Web3. In this episode Jesse shares his wide-ranging perspective on crypto's evolution emerging trends and the technology's promising intersection with AI. Listen now:" [X Link](https://x.com/mariogabriele/status/1952712293529297055) 2025-08-05T12:44Z 62.7K followers, 10.4K engagements "In the latest episode of The Generalist Podcast I sit down with Cate Hall CEO of Astera. How to be Agentic in the Age of AI @catehall is the CEO of @AsteraInstitute a private foundation focused on AI risk and frontier technology. Before leading Astera Cates unconventional career path took her from practicing law (including work on Supreme Court briefs) to becoming the worlds top-ranked female poker player in [----]. After overcoming personal struggles with addiction she co-founded Alvea a biotech company developing shelf-stable vaccines for pandemic response before joining Astera. In this" [X Link](https://x.com/mariogabriele/status/1973349195244511319) 2025-10-01T11:28Z 62.7K followers, [----] engagements "@_patriciamou @michelle_ebooks @fkpxls @ali_montag @kevinleeme @adrianalfieri @tanayj @nmasc_ @HipCityReg @sariazout @ljin18 @noampomsky @jasminewsun Oh man I am so excited for you. Start with Giovanni's Room if you only have a week. It is the most lustrous heartbreak" [X Link](https://x.com/mariogabriele/status/1292922016350183424) 2020-08-10T20:33Z 62.8K followers, [--] engagements "By filling animals with plastic pellets beans Ty called them he believed they took on a life of their own. "They looked real because they moved" Ty commented. (Ed really.)" [X Link](https://x.com/mariogabriele/status/1298028092309401600) 2020-08-24T22:43Z 62.7K followers, [--] engagements "The first animal Ty ever made "Angel" a Himalayan cat" [X Link](https://x.com/mariogabriele/status/1298028093060259840) 2020-08-24T22:43Z 62.7K followers, [--] engagements "TI-99 [----]. Texas Instruments was supposed to dominate the market with the TI-99. They were the largest chip manufacturer at the time" [X Link](https://x.com/mariogabriele/status/1298389695156477952) 2020-08-25T22:40Z 62.7K followers, [--] engagements "PC-88 [----]. Released by Nippon Electric. Sold extremely well particularly in Japan" [X Link](https://x.com/mariogabriele/status/1298389696171479040) 2020-08-25T22:40Z 62.7K followers, [--] engagements "10/ Sales process Palantir breaks it down into "Acquire Expand Scale" phases. Alex Karp is pivotal. He spends [---] days a year traveling closing or upselling deals. This has obviously changed post-COVID" [X Link](https://x.com/mariogabriele/status/1306282708901998594) 2020-09-16T17:24Z 62.8K followers, [--] engagements "11/ Management Peter Thiel Alex Karp and Stephen Cohen control the company. They will after this Direct Listing too. By introducing a "Class F" of shares the trio have ensured they will retain voting power indefinitely" [X Link](https://x.com/mariogabriele/status/1306282712194519046) 2020-09-16T17:24Z 62.8K followers, [--] engagements "@TrungTPhan I feel very very much in the minority but man" [X Link](https://x.com/mariogabriele/status/1330898571965702144) 2020-11-23T15:38Z 62.8K followers, [--] engagements "I'd like to turn the S-1 reports into videos. The idea would be to capture the high-level points in under [--] minutes with a focus on visuals. What tool should I use Soapbox Magisto Would love any recommendations" [X Link](https://x.com/mariogabriele/status/1333567506620043265) 2020-12-01T00:24Z 62.7K followers, [--] engagements "@mlstotts @mmhmmapp Haha that's so cool No PS4 unfortunately. Really like mmhmm" [X Link](https://x.com/mariogabriele/status/1333791169336147977) 2020-12-01T15:12Z 62.7K followers, [--] engagements "Has a creator company ever gone through @ycombinator Somewhat a matter of semantics to be sure. But struggling to find an example of a business that brazenly positioned itself as fundamentally personality-based" [X Link](https://x.com/mariogabriele/status/1346907694763020290) 2021-01-06T19:53Z 62.7K followers, [--] engagements "Today. Long $RBLX. https://www.readthegeneralist.com/briefing/roblox-ipo https://www.readthegeneralist.com/briefing/roblox-ipo" [X Link](https://x.com/mariogabriele/status/1369643907718520833) 2021-03-10T13:38Z 62.7K followers, [---] engagements "6. Impressive management Bom Suk Kim is an executor. He's helmed $CPNG through four distinct phases succeeding in each. Phase 1: $GRPN clone Phase 2: $EBAY clone Phase 3: $AMZN clone Phase 4: Uniquely $CPNG The rest of the team is impressive too" [X Link](https://x.com/mariogabriele/status/1370011330544074760) 2021-03-11T13:58Z 62.7K followers, [--] engagements "Continuing. $CPNG has recruited well. Gaurav Anand CFO: Flipkart Amazon Daejun Park BD: LG Naver Thuan Phan CTO: Former Uber CTO Minette Bellingan Private Label: Amazon" [X Link](https://x.com/mariogabriele/status/1370011335275249668) 2021-03-11T13:58Z 62.7K followers, [--] engagements "@accel_capital @coinbase Thanks so much Accelerated Really appreciate it 🙏" [X Link](https://x.com/mariogabriele/status/1373994805420822528) 2021-03-22T13:47Z 62.7K followers, [--] engagements "Imagine investing in. Facebook Zynga Twitter Airbnb Spotify Klarna Bytedance .all by [----]. DST Global and @yurimilner don't have to imagine. That's their actual real track record. 🔥 I want to understand the magic. Where should I start" [X Link](https://x.com/mariogabriele/status/1470493358175006732) 2021-12-13T20:38Z 62.7K followers, [--] engagements "@Shriftman @opensea @dfinzer @xanderatallah @nounsdao @doodles @evankeast @poopie @Uniswap @haydenzadams @compoundfinance @rleshner @AaveAave @StaniKulechov @MakerDAO @RuneKek @usebraintrust @adamjacksonsf @gabelunao @DIMO_Network @Ajchatham @helium @amirhaleem 🙏 🙏" [X Link](https://x.com/mariogabriele/status/1553183138330734592) 2022-07-30T00:58Z 62.7K followers, [--] engagements "Softbank is the business world's greatest opera. Raised $100B fund Invested in WeWork Uber et al Crushed by WE IPO disaster Came back Paper gains of $50B Crushed again Down $40B over two quarters Management leaving It feels like the end of an empire" [X Link](https://x.com/mariogabriele/status/1576657683901472768) 2022-10-02T19:37Z 62.8K followers, [---] engagements "I'm all for founders selling in secondary to de-risk a little and make their lives easier.but $140MM 17% Realizing nine figures before profitability (and presumably long before employees can de-risk) feels very strange" [X Link](https://x.com/anyuser/status/1588892698555056136) 2022-11-05T13:55Z 62.8K followers, [---] engagements "My favorite X discovery of the past [--] months is @ArfurRock. Consistently shares high-quality VC information. Psyched that he shared some deals for The Generalist's Deal Club. Highly recommend following" [X Link](https://x.com/mariogabriele/status/1891539151905817058) 2025-02-17T17:24Z 60.4K followers, [----] engagements "@ArfurRock Btw if you're interested in The Generalist Deal Club chat more info here: https://thegeneralist.substack.com/p/introducing-the-generalists-reading https://thegeneralist.substack.com/p/introducing-the-generalists-reading" [X Link](https://x.com/mariogabriele/status/1891539294184948151) 2025-02-17T17:24Z 60.4K followers, [----] engagements "General Partners typically contribute 1-5% into their own funds. In Founders Fund I Peter Thiel contributed 76%. Remarkable conviction" [X Link](https://x.com/anyuser/status/1933524810996592743) 2025-06-13T14:00Z 62.8K followers, 149.9K engagements "Founders Fund is not just a venture capital firm. It is a narrative agent with a gospel to spread. Through provocative soft power initiatives FF has exerted unique influence in Silicon Valley reshaping its thinking and investing. "No Rivals" Part III:" [X Link](https://x.com/anyuser/status/1938263962111361083) 2025-06-26T15:51Z 62.8K followers, 206K engagements "Founders Fund has mastered the art of concentration. They've invested more than $100 million into [--] companies. That includes a $671 million investment into SpaceX now held at more than $18 billion. (Likely worth much more.)" [X Link](https://x.com/anyuser/status/1942258121335767152) 2025-07-07T16:23Z 62.8K followers, 97.1K engagements "Slope quietly racking up some of the biggest enterprises in the world.IKEA Fiserv and now BABA. 👀🔥 Excited to share our new partnership with Alibaba the worlds largest B2B marketplace. Thank you Spencer from Bloomberg for covering our story. This milestone is especially close to my heart. My parents have run a toy wholesale business in So Paulo Brazil for more than three https://t.co/IhOjzdpuU6 Excited to share our new partnership with Alibaba the worlds largest B2B marketplace. Thank you Spencer from Bloomberg for covering our story. This milestone is especially close to my heart. My" [X Link](https://x.com/mariogabriele/status/1967575941741457534) 2025-09-15T13:07Z 62.8K followers, [----] engagements "This week on The Generalist Podcast I'm joined by Martin Casado General Partner at Andreessen Horowitz. "This feels like 1996": Why a16z's Martin Casado believes the AI boom still has years to run @martin_casado Casado has lived through multiple tech wavesfirst as a founder now as @a16z's leading voice on AI and infrastructure. He helped pioneer software-defined networking then moved from academia to entrepreneurship and today backs founders building at the frontier of technology as a General Partner at Andreessen Horowitz. In this conversation Martin shares his unique perspective on the AI" [X Link](https://x.com/mariogabriele/status/1975536060542427394) 2025-10-07T12:17Z 62.8K followers, [----] engagements "Jorge embodies the best parts of crypto Extreme respect for self sovereignty high openness courageous technically brilliant. Plus the parts much of the industry lacks: high integrity and great user intuition. Excited about this one. Long live Tuyo. the last [--] years we've been building what i always wanted to use on ethereum. this is how we it get to 3B people. https://t.co/mD8mCoWtp3 the last [--] years we've been building what i always wanted to use on ethereum. this is how we it get to 3B people. https://t.co/mD8mCoWtp3" [X Link](https://x.com/mariogabriele/status/1983946219740398009) 2025-10-30T17:16Z 62.8K followers, [----] engagements "This week on The Generalist Podcast I'm joined by Erick Brimen Founder and CEO of Prspera. The $170M Experiment to Build a Private City in Honduras Erick Brimen (Founder and CEO of Prspera) @erickbrimen is the founder of @ProsperaGlobal a platform for "Governance-as-a-Service" that's building charter cities around the world. Born in Venezuela and educated in the U.S. Erick has created a first-of-its-kind charter city in Roatn Honduras with its own legal system regulatory framework and governance structure. In this conversation Erick shares how his childhood experiences with poverty in" [X Link](https://x.com/mariogabriele/status/1988240384934203729) 2025-11-11T13:40Z 62.8K followers, [----] engagements "Prediction markets are no longer a fringe curiosity. They are becoming one of the most revealing instruments in modern finance. Platforms like @Polymarket once a niche corner of crypto now regularly clear billions in monthly volume as traders speculate on everything from political outcomes to sports to cultural events. Few people saw this future as early or as clearly as @joeykrug. A decade before prediction markets went mainstream Joey dropped out of college to co-found Augur the first decentralized prediction market protocol. He later became one of the most influential investors in the" [X Link](https://x.com/mariogabriele/status/1995843605983101281) 2025-12-02T13:12Z 62.7K followers, 27.4K engagements "Most energy conversations start with scarcity. This one starts with abundance. Sunlight powers nearly everything on Earth directly or indirectly. And yet we have almost no control over when or where we get it. Ben Nowack thinks thats a solvable problem. @bennbuilds is the founder and CEO of @reflectorbital a company building satellites designed to redirect sunlight from space not as a thought experiment but as a product. The company nearly died before it worked. Eight months in Ben had $300 left and was living in a garage. He made a deliberate decision to go $50000 into credit card debt to" [X Link](https://x.com/mariogabriele/status/2013601744052175343) 2026-01-20T13:17Z 62.7K followers, [----] engagements "America used to be #1 in the world for nuclear energy and controlled 86% of global uranium enrichment. Today We've fallen to last place. As we approach the January [----] ban on Russian uranium the United States is facing a massive fuel crisis. If we don't reshore this capability the future of our grid may be at risk. In this episode @ScottNolan (Partner at @foundersfund & Co-founder of @generalmatter) reveals his plan to take back America's lead. We discuss: How Scott is applying the SpaceX playbook of cost reduction to uranium The massive market opportunity in HALEU and next-gen fuel Scott's" [X Link](https://x.com/mariogabriele/status/2019002805948932298) 2026-02-04T10:59Z 62.8K followers, 44.3K engagements "Yesterday I shared [--] predictions for [----]. I made them as original specific and data-backed as possible. My number one rule for myself: increase the chance of looking stupid. In other words take some big swings. Here we go" [X Link](https://x.com/anyuser/status/1348670866331201537) 2021-01-11T16:39Z 62.8K followers, [---] engagements "Ok the Bumble S-1 Club squad just got off our intro call and I'm *extra* excited Absolute *squad* @BSchech @lucymort_ @adam_keesling @venturetwins @ImChauncey @cm_brown90 @rex_woodbury @JordanBanaf @austin_rief @austinhankwitz @eric_seufert http://www.readthegeneralist.com http://www.readthegeneralist.com" [X Link](https://x.com/mariogabriele/status/1354557797413908480) 2021-01-27T22:32Z 62.8K followers, [--] engagements "I can't stop thinking about the fact that basically the whole way our economy is set up is that workers "loan" their wages to employers for two weeks for no reason" [X Link](https://x.com/mariogabriele/status/1495813128029982722) 2022-02-21T17:30Z 62.8K followers, [---] engagements "/Composability Now that crypto has created a set of "money Legos" it's time to play. Building blocks for trading margining lending betting and beyond can be recombined to create totally new products" [X Link](https://x.com/mariogabriele/status/1510708584417480708) 2022-04-03T19:59Z 62.8K followers, [--] engagements "/Composability examples + ideas UXD: Stablecoin Prime brokerage for DeFi Embedded sports betting On-chain fan engagement Decentralized record labels" [X Link](https://x.com/mariogabriele/status/1510708587504492555) 2022-04-03T19:59Z 62.8K followers, [--] engagements "The Future [--] is here. [--] months ago we asked +200 of the worlds best VCs to pick the [--] companies with the highest ceilings. The only rule: they had to be valued under $200M. After months of research we chose the [--] we believe are best-positioned to dominate. More here:" [X Link](https://x.com/anyuser/status/1953460195394290170) 2025-08-07T14:16Z 62.8K followers, 159.8K engagements "@getpeid is the founder of @nothing the consumer electronics company known for its distinctive transparent design language across smartphones and headphones. Before launching Nothing in [----] Carl co-founded OnePlus where he spent seven years helping build it into a major smartphone brand. But Carls instincts as a builder showed up much earlier. As a teenager he taught himself to code by building Pokmon fan sites all while moving between China the U.S. and Sweden. That combination of early creation and constant change shaped a founder comfortable with uncertaintyand deeply motivated by" [X Link](https://x.com/mariogabriele/status/2011063011289547094) 2026-01-13T13:09Z 62.7K followers, 27.6K engagements "In [----] @SpaceX was an unusual company to work for. @ScottNolan was an early engineer there helping the U.S. take back the lead in space. Now hes using that same playbook to solve the nuclear fuel crisis with @generalmatter. Hear how he's doing it in our latest episode. America used to be #1 in the world for nuclear energy and controlled 86% of global uranium enrichment. Today We've fallen to last place. As we approach the January [----] ban on Russian uranium the United States is facing a massive fuel crisis. If we don't reshore this https://t.co/397MfmoOch America used to be #1 in the world" [X Link](https://x.com/mariogabriele/status/2020899020273824122) 2026-02-09T16:34Z 62.8K followers, [----] engagements "I spent [--] months researching @foundersfund. "No Rivals" is the result. A 35000-word series released over the next four weeks. Its a product of extensive research interviews with more than a dozen key figures and a detailed analysis of previously undisclosed returns" [X Link](https://x.com/anyuser/status/1933195038017671246) 2025-06-12T16:09Z 62.8K followers, 542.3K engagements "Red Bull is a weird and fascinating company. - $7.4 billion in [----] revenue - 43% energy drink market - Makes nothing Nope not even the drinks they sell. Instead they focus 100% on marketing. Here's what's going on 👇 https://www.readthegeneralist.com/briefing/red-bull https://www.readthegeneralist.com/briefing/red-bull" [X Link](https://x.com/anyuser/status/1378787515969253376) 2021-04-04T19:12Z 62.8K followers, 13.4K engagements "Transaction volume in 2021: Venmo: $230B Cash App: $15B Zelle: $490B () I don't know anyone who uses Zelle.but it's handling 2x Venmo and Cash App combined. Wild" [X Link](https://x.com/anyuser/status/1580658183630393344) 2022-10-13T20:34Z 62.8K followers, [----] engagements "What's happening at F.C. Barcelona is one of the most interesting case studies in business right now. We're seeing a $5B organization with hundreds of millions of fans try and manage +$1.3B in debt all while trying to win championships. This is how they're doing it 👇 ⚽" [X Link](https://x.com/anyuser/status/1563982089657241607) 2022-08-28T20:09Z 62.8K followers, [----] engagements "Nikola Tesla was the greatest inventor of his era. He died penniless and alone swindled by both Thomas Edison and JP Morgan. A thread 👇👇👇" [X Link](https://x.com/anyuser/status/1301302318508519426) 2020-09-02T23:33Z 62.8K followers, [----] engagements "I am so excited to introduce Generalist Capital. It's been a long-time coming We're a $12.25M fund designed to help a small number of epic startups maximize the power of storytelling. Here's what you need to know 👇🗻" [X Link](https://x.com/anyuser/status/1546151479857250306) 2022-07-10T15:16Z 62.8K followers, [----] engagements "If I were starting a VC fund today and had no unique advantages would index aggressively on. - Indonesia - Vietnam - Nigeria - Kenya - Ethiopia - Egypt - Colombia - Brazil - Chile So much opportunity. So much less competition" [X Link](https://x.com/anyuser/status/1361463577106919424) 2021-02-15T23:53Z 62.8K followers, [----] engagements "Startup idea: 1-click checkout but the CEO is not allowed to use Twitter" [X Link](https://x.com/anyuser/status/1487551115105382411) 2022-01-29T22:19Z 62.8K followers, [----] engagements "The last two weeks have been hard. I've had a $6B fund try to take down one of my pieces. Today I'm putting it back up and explaining what's happened. More below. https://thegeneralist.substack.com/p/the-six-billion-dollar-stare https://thegeneralist.substack.com/p/the-six-billion-dollar-stare" [X Link](https://x.com/anyuser/status/1322297679477694464) 2020-10-30T22:01Z 62.8K followers, [----] engagements "It feels extremely surprising that AI is displacing "creative" tasks (writing illustration) faster than many "non-creative ones" (financial modeling). I guess our ability to use Excel is what makes us truly human" [X Link](https://x.com/anyuser/status/1571198088697778177) 2022-09-17T18:03Z 62.8K followers, [----] engagements "Semi-controversial opinion: Reading fiction books is far better for your intellectual and emotional development than non-fiction" [X Link](https://x.com/anyuser/status/1578483847448367104) 2022-10-07T20:34Z 62.8K followers, [----] engagements "It's official. I'm stepping back from venture investing to go full-time on The Generalist. Though it sounds crazy to leave a great job to build a newsletter I couldn't be more excited. Here's why I'm going all-in 👇" [X Link](https://x.com/anyuser/status/1295031676989345792) 2020-08-16T16:16Z 62.8K followers, [----] engagements "My wife has just informed me that she sometimes uses Zelle. A betrayal. 🤦♂" [X Link](https://x.com/anyuser/status/1580725731537350656) 2022-10-14T01:02Z 62.8K followers, [----] engagements "Harvard Business Review is a unicorn in disguise. - [------] subscribers - $262M revenue - Bigger than Forbes Fortune Axios It's also been around for [---] years. Enjoyed thinking about its future and who else could build an "HBR-style" business. https://www.readthegeneralist.com/briefing/harvard https://www.readthegeneralist.com/briefing/harvard" [X Link](https://x.com/anyuser/status/1439623626668527616) 2021-09-19T16:13Z 62.8K followers, [----] engagements "TSMC is one of the most important companies in the world. This week the Taiwanese semiconductor manufacturer committed to investing $40B to build two facilities in Arizona. Its one of the biggest foreign investments in US history with potentially huge ramifications" [X Link](https://x.com/anyuser/status/1602019346339045376) 2022-12-11T19:15Z 62.8K followers, [----] engagements "I wrote [--] Twitter threads in [--] days. The goal Learn how to craft interesting threads and grow a following. It (mostly) worked. - New followers: +2.5K (+100% MoM) - Top thread: 373K impressions - Top tweet: 2.5K likes Here's what I learned. Quick thread 👇👇" [X Link](https://x.com/anyuser/status/1312052956536229894) 2020-10-02T15:32Z 62.8K followers, [----] engagements "Story time Yesterday Jeff Bezos testified in front of Congress. It was almost exactly [--] yrs ago that Amazon introduced itself to the world. We have all heard some version of his story. But in investigating his childhood I was surprised to find much that has gone unshared" [X Link](https://x.com/anyuser/status/1288889939401363456) 2020-07-30T17:31Z 62.8K followers, [----] engagements "After three months of going paid I can say this thing is for real. ❤ [---] paying members 🔥 [-----] subscribers 🤯 $130000 ARR I've learned a lot over the past quarter. If you're building a modern media company I hope this breakdown is useful 👇" [X Link](https://x.com/anyuser/status/1387470744163127297) 2021-04-28T18:16Z 62.8K followers, [----] engagements "People love to dunk on Liberal Art majors. But the skills you pick up in these degrees are super valuable. They just need rebranding. English = Storytelling History = Pattern Matching Psych = Human Behavior EQ Marketing Poli Sci = Systems Design Incentives All important" [X Link](https://x.com/anyuser/status/1402642382202548229) 2021-06-09T15:02Z 62.8K followers, [----] engagements "2021 was the Year of the Metaverse. No one won bigger than @decentraland. 33x increase in users 41x increase in token price $12B peak market cap .and it's just getting started. https://www.readthegeneralist.com/briefing/decentraland https://www.readthegeneralist.com/briefing/decentraland" [X Link](https://x.com/anyuser/status/1480259118103474179) 2022-01-09T19:24Z 62.8K followers, [----] engagements "Tiger Global is a winning machine. On pace to do +300 deals this year Managing close to $100B in AUM Investing across stage sector and geography .and moving faster than anyone else. I dug into how they do it. https://www.readthegeneralist.com/briefing/tiger-global https://www.readthegeneralist.com/briefing/tiger-global" [X Link](https://x.com/anyuser/status/1459961594344050692) 2021-11-14T19:09Z 62.8K followers, [----] engagements "Stripe is insane. It's not just a company. It's a civilization in the making. Here are the [--] things that make the company so impressive. https://www.readthegeneralist.com/briefing/stripe https://www.readthegeneralist.com/briefing/stripe" [X Link](https://x.com/anyuser/status/1404132619499999234) 2021-06-13T17:44Z 62.8K followers, [----] engagements "Helium is one of the best responses to the question: what are crypto's practical uses Using blockchain and tokenization Helium built the biggest IoT network in the world in less than three years. It is about to embark on its biggest challenge yet: 5G. 🎈👇" [X Link](https://x.com/anyuser/status/1551276796183822355) 2022-07-24T18:43Z 62.8K followers, [----] engagements "DAOs are absorbing the internet. This is true across dimensions: Talent. Home for the internet's most gifted Capital. Controlling billions in digital assets Social capital. Where bright minds meet & collab Culture. Defining cyber culture Gm and let's begin 🧵" [X Link](https://x.com/anyuser/status/1454876310627627015) 2021-10-31T18:21Z 62.8K followers, [----] engagements "Traits I've found predictive in founders: [--]. Scary fast learners [--]. Very generative (have shipped a lot of projects -- art writing tech etc.) [--]. Intellectual honesty (know the gaps in logic) [--]. Extreme work-ethic *Constantly refining this" [X Link](https://x.com/anyuser/status/1571135684345495552) 2022-09-17T13:55Z 62.8K followers, [----] engagements "Union Square Ventures might be the most consistent firm in VC. - Top quartile across vintages - Two vintages with returns of 14x (or higher) - Investors in Twitter Coinbase Etsy Twilio I dug in to find out what makes USV so exceptional👇🗽" [X Link](https://x.com/anyuser/status/1538600832064753666) 2022-06-19T19:13Z 62.8K followers, [----] engagements "EXCLUSIVE UPDATE: @AngelList has raised a new $100M round at a $4.1B valuation. The round was led by Tiger Global with Accomplice and others joining. Here's everything you need to know about the round👇" [X Link](https://x.com/anyuser/status/1501260481582940161) 2022-03-08T18:16Z 62.8K followers, [----] engagements "Nubank is the biggest digital bank in the world. - [--] million users - $1.5B in projected revenue - Growing +100% annually - Disrupting lazy incumbents Its a story that could only have happened in Brazil. https://www.readthegeneralist.com/briefing/nubank-finding-brilliance-in-brokenness https://www.readthegeneralist.com/briefing/nubank-finding-brilliance-in-brokenness" [X Link](https://x.com/anyuser/status/1396501070931632130) 2021-05-23T16:19Z 62.8K followers, [----] engagements "I asked [--] of the smartest crypto investors in the world which projects and trends are worth watching right now. Here's what they said 👇" [X Link](https://x.com/anyuser/status/1558882985260326915) 2022-08-14T18:27Z 62.8K followers, [----] engagements "Multicoin's first venture fund makes me want to laugh and cry at the same time. Look at this mayhem" [X Link](https://x.com/anyuser/status/1506633778965491720) 2022-03-23T14:07Z 62.8K followers, [---] engagements "Founders Fund has mastered the art of concentration. They've invested more than $100 million into [--] companies. That includes a $671 million investment into SpaceX now held at more than $18 billion. (Likely worth much more.)" [X Link](https://x.com/anyuser/status/1942258121335767152) 2025-07-07T16:23Z 62.8K followers, 97.1K engagements "Based on responses: Way more people use Zelle over Venmo/Cash than I ever realized.and also people seem to care a lot about using Zelle" [X Link](https://x.com/anyuser/status/1580719831828922368) 2022-10-14T00:39Z 62.8K followers, [---] engagements "I went all-in on The Generalist [--] yr ago. Where we are: - [-----] subs - [---] members (almost 1K true fans) - $300K revenue - Amazing community It's been an incredible year but we're just getting started. This is what I've learned. https://www.readthegeneralist.com/briefing/1-year https://www.readthegeneralist.com/briefing/1-year" [X Link](https://x.com/anyuser/status/1431989487777812483) 2021-08-29T14:37Z 62.8K followers, [----] engagements "There are so many unreal startups getting built right now. THREAD: Startups I love and think will crush👇 (Not an investor in any FYI)" [X Link](https://x.com/anyuser/status/1428784756678963213) 2021-08-20T18:23Z 62.8K followers, [----] engagements "Its here. After months of building the new revamped reimagined Generalist is ready. I cant wait to show you. Heres what it means. http://www.readthegeneralist.com http://www.readthegeneralist.com" [X Link](https://x.com/anyuser/status/1353408145008291841) 2021-01-24T18:23Z 62.8K followers, [----] engagements "Starbucks is a tech company. - 25M mobile payment users (more than Google) - 23M active digital reward members - Crazy AI platform "Deep Brew" A modern beverage beast. https://www.readthegeneralist.com/briefing/starbucks https://www.readthegeneralist.com/briefing/starbucks" [X Link](https://x.com/anyuser/status/1391427258984828935) 2021-05-09T16:18Z 62.8K followers, [---] engagements "OpenSea became a unicorn in July. Three months later and it's undoubtedly worth at least $10B. $500M in projected rev $27.5B GMV run rate 3.4M NFTs for sale 30000% growth in NFT market. We're still at the beginning of the revolution. https://www.readthegeneralist.com/briefing/opensea https://www.readthegeneralist.com/briefing/opensea" [X Link](https://x.com/anyuser/status/1447234552708149259) 2021-10-10T16:16Z 62.8K followers, [---] engagements ".@stripe picking up some real speed on the product front. No doubt we're going to see a bunch more this week. https://www.readthegeneralist.com/briefing/stripe https://www.readthegeneralist.com/briefing/stripe" [X Link](https://x.com/anyuser/status/1404493205396197382) 2021-06-14T17:37Z 62.8K followers, [---] engagements "What crypto projects/trends are worth paying attention to this year I asked some of the sharpest investors and builders I know. This is what they said. 👇 https://www.readthegeneralist.com/briefing/crypto-2022 https://www.readthegeneralist.com/briefing/crypto-2022" [X Link](https://x.com/anyuser/status/1485308541644771332) 2022-01-23T17:48Z 62.8K followers, [----] engagements "The African Tech Ecosystem" [X Link](https://x.com/anyuser/status/1407423536411578369) 2021-06-22T19:41Z 62.8K followers, [---] engagements "Yesterday I shared [--] predictions for [----]. I made them as original specific and data-backed as possible. My number one rule for myself: increase the chance of looking stupid. In other words take some big swings. Here we go" [X Link](https://x.com/anyuser/status/1348670866331201537) 2021-01-11T16:39Z 62.8K followers, [---] engagements "General Partners typically contribute 1-5% into their own funds. In Founders Fund I Peter Thiel contributed 76%. Remarkable conviction" [X Link](https://x.com/anyuser/status/1933524810996592743) 2025-06-13T14:00Z 62.8K followers, 149.9K engagements "Y Combinator has invested in more than [----] startups. We crunched the data to see how their investing has changed over time. Here are [--] interesting graphs 👇" [X Link](https://x.com/anyuser/status/1537834986581200896) 2022-06-17T16:30Z 62.8K followers, [---] engagements "I've been digging into Cosmos (@cosmos) over the past few months. I asked a bunch of builders and investors to share the most exciting projects in the ecosystem. Here are [--] I'm watching closely 👀 👇" [X Link](https://x.com/anyuser/status/1582431629884391424) 2022-10-18T18:01Z 62.8K followers, [---] engagements "Why didn't WeWork refer to "Community Adjusted EBITDA" as "WeBITDA" Huge missed opportunity" [X Link](https://x.com/anyuser/status/1430577085693808646) 2021-08-25T17:05Z 62.8K followers, [---] engagements "For anyone that doesn't have a Business Insider account here's a run down of Emily Weiss's crimes at Glossier:" [X Link](https://x.com/anyuser/status/1504567627099877383) 2022-03-17T21:17Z 62.8K followers, [---] engagements "List of most valuable private companies by country. SpaceX $140b Bytedance $100b Klarna $46b Canva $40b Revolut $33b Nubank $30b Byju $18b GoTo $18b Grab $14b Celonis $11b Talkdesk $10b Getir $7.5b Who are other national giants" [X Link](https://x.com/anyuser/status/1458116458240778242) 2021-11-09T16:57Z 62.8K followers, [---] engagements "Imo Flexport has one of the craziest most audacious goals on the planet: To create a digital twin of the world in motion. All ships. All trucks. All planes All containers. Synched in one massive data platform. 🚢 👇" [X Link](https://x.com/anyuser/status/1518271787901009926) 2022-04-24T16:52Z 62.8K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@mariogabriele Mario Gabriele 🦊
Mario Gabriele 🦊 posts on X about fund, in the, the world, more than the most. They currently have [------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
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- [--] Week [--] -75%
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- [--] Year [--] +129%
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- [--] Week [------] no change
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- [--] Year [------] +3.70%
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Social Influence
Social category influence finance technology brands vc firms stocks social networks countries cryptocurrencies exchanges travel destinations nfts
Social topic influence fund, in the, the world, more than, founders fund, this is, investment, over the, business, company
Top assets mentioned Spotify Technology (SPOT) Coupang, Inc. (CPNG) Coinbase Global Inc. (COIN) Alphabet Inc Class A (GOOGL) Braintrust (BTRST) Amazon.com, Inc. (AMZN) Uber Technologies, Inc. (UBER) Solana (SOL) Fenerbahçe Token (FB) Roblox Corp. (RBLX) Klarna Group plc (KLAR)
Top Social Posts
Top posts by engagements in the last [--] hours
"I apologize to my mother who is scared for me for writing this piece. I'm v grateful to many. Not least @danshipper @bradwolverton @ljin18 @packyM @JayCoDon @nbt @iankar_ @TurnerNovak @web @Leonlinsx @nbaschez @sidharthajha @sariazout @brettbivens https://thegeneralist.substack.com/p/the-six-billion-dollar-stare https://thegeneralist.substack.com/p/the-six-billion-dollar-stare"
X Link 2020-10-30T22:01Z 62.8K followers, [---] engagements
"Im so excited to sareh the Future [--] a database of extraordinary high-potential startups. A few companies you'll learn about: 🚚 A trucking company doing $45M ARR 🧬 A biotech building "AWS for biology" Japan's answer to OpenAI 📈 A payments company that grew 20x in [--] months .And many many more"
X Link 2024-07-16T16:22Z 62.7K followers, 62.7K engagements
"Our latest episode with Tomasz Tunguz is live The Decade of Data @ttunguz has spent almost two decades turning data into investment insights. After backing Looker Expensify and Monte Carlo at Redpoint Ventures he launched @Theoryvc in [----] with a bold vision: build an "investing corporation" where researchers engineers and operators sit alongside investors creating real-time market maps and in-house AI tooling. His debut fund closed at $238 million followed just [--] months later by a $450 million second fund. Centered on data AI and crypto infrastructure Theory operates at the heart of today's"
X Link 2025-07-22T12:22Z 62.7K followers, 10K engagements
"@cm_brown90 Morocco"
X Link 2020-07-23T21:32Z 62.7K followers, [--] engagements
"Alteryx $AYX down 29% today. Why - Earnings per share increased 100% YoY beat estimate - Revenue of $96M up 17.3% YoY beat estimate"
X Link 2020-08-07T17:51Z 62.7K followers, [--] engagements
"The story of Docusign: An overnight success [--] years in the making. Inspired by @TurnerNovak and @anothercohen's conversation this morning"
X Link 2020-08-11T17:54Z 60.7K followers, [--] engagements
"New thing The VC war for talent has created a wealth of options for new founders. - YC - Antler - EF - [---] Startups - FJ Labs - Expa - Atomic - Redesign - PSL - Betaworks - Prehype A collab w/ @nancydong. TLDR thread 👇 https://thegeneralist.substack.com/p/vcs-war-for-talent https://thegeneralist.substack.com/p/vcs-war-for-talent"
X Link 2020-08-30T23:31Z 60.6K followers, [---] engagements
"5/Accelerators __________________ Two types. Talent accelerators like Antler and EF don't expect you to have an idea. You also meet cofounders during the program. Company accelerators like YC expect you to have an idea and give you more capital. Examples: EF YC 500"
X Link 2020-08-30T23:31Z 60.5K followers, [--] engagements
"6/Residencies __________________ Founder in Residence programs often develop an idea with an entrepreneur. You usually get a salary and investment but keep less of the company. Examples: FJ Labs Inovia HVF Labs"
X Link 2020-08-30T23:31Z 60.5K followers, [--] engagements
"The market is raining S-1s. The S-1 Club is going to make it $SNOW. Here's the incredible team we've pulled together to cover Snowflake's filing. @DanielleMorrill @theSamParr @AnnikaSays @aashaysanghvi_ @itunpredictable @karine_hsu @dlwei17"
X Link 2020-09-01T21:57Z 60.7K followers, [--] engagements
"3 There was a problem. Google and Apple had a platform advantage. They controlled the major mobile app platforms (and the hardware). To win the future of VR/AR Zuckerberg thought $FB needed to own [--] things: - The platform - The "key apps""
X Link 2020-09-09T18:00Z 62.7K followers, [--] engagements
"4 Unity was the solution. Zuckerberg saw $U serving as the integration for the ecosystem both software and hardware. By owning this foundation $FB could ensure their VR experiences felt native"
X Link 2020-09-09T18:00Z 62.7K followers, [--] engagements
"This is the Autumn of Thiel. - Palantir IPO (founder) - Asana IPO (investor) - Opendoor (investor) - Bridgetown SPAC (founder) Like [----] when Michael Crichton had the #1 TV show movie and book all at once. Cross-disciplinary excellence"
X Link 2020-09-24T19:00Z 60.7K followers, [--] engagements
"What was the plan Launch by the end of September. Heres the email I sent to The Braintrust (the awesome folks that have agreed to give their advice on this little venture). - 15K subscribers - New site - New membership - New community"
X Link 2021-01-24T18:23Z 60.7K followers, [--] engagements
"$RBLX IPO is going to go nuts tomorrow. After [--] delays the gaming metaverse is finally listing. It could lock in the biggest pop yet. Why h/t @ckurdziel @alice__LG @pinchedforgrowf @eric_seufert @brettbivens @dburben @nosreffeJtnayrB https://www.readthegeneralist.com/briefing/roblox-ipo https://www.readthegeneralist.com/briefing/roblox-ipo"
X Link 2021-03-09T16:39Z 60.7K followers, [---] engagements
"2. Started as a $GRPN clone @daveambrose described it as the "greatest business pivot no one knows about." That's apt. $CPNG started as a daily deals site. It did well but really took off when they pivoted to an $EBAY-style marketplace"
X Link 2021-03-11T13:58Z 62.7K followers, [--] engagements
"3. Vertically-integrated. $CPNG has one of the most remarkable logistical backends in the world. [---] fulfillment centers 15K employee drivers 25M sqft of warehousing Speciality trucks Sustainable packaging Genuinely remarkable"
X Link 2021-03-11T13:58Z 62.7K followers, [--] engagements
"4. Customer-obsession Every retail company tries to put the customer first. But $CPNG takes it to the next level. Example: $CPNG's manual tells employees how to knock on the door. Or to make sure not to ring a doorbell if a baby's at home. Can you imagine $AMZN doing this"
X Link 2021-03-11T13:58Z 62.7K followers, [--] engagements
"Is $COIN going to be a meme stock Our panel dug into the company. H/t @katherineykwu @jillruthcarlson @max_heald @BlockBytch_ @dlwei17 @michaelsidgmore @AdamDraper https://www.youtube.com/watchv=_csJwTaQilk https://www.youtube.com/watchv=_csJwTaQilk"
X Link 2021-04-01T20:06Z 60.7K followers, [--] engagements
"Shoutout to someone on the S-1 Club squad for predicting $COIN's Q1 revenue within $0.1 billion on March [--]. Actual: $1.8 billion Our guess: $1.9 billion https://www.readthegeneralist.com/briefing/coinbase-dpo https://www.readthegeneralist.com/briefing/coinbase-dpo"
X Link 2021-04-09T16:59Z 60.7K followers, [--] engagements
"Crypto is eating the world. Today Coinbase goes public. The numbers are absurd: - 56M users - $7.2B revenue rate - 11.3% of all crypto on platform .And yet despite that traction the exchange is a series of paradoxes. Here's what's going on 👇 https://www.readthegeneralist.com/briefing/coinbase-dpo https://www.readthegeneralist.com/briefing/coinbase-dpo"
X Link 2021-04-14T14:32Z 60.7K followers, [--] engagements
"3/ There are [--] main "secrets"* [--]. Buying heritage [--]. Decentralized artist-led structure [--]. Controlled supply chain These are a little jargony but we'll unpack them. (*Hiding in plain sight.)"
X Link 2021-04-25T17:17Z 60.7K followers, [--] engagements
"4/ Buying heritage LVMH has bought growth. They've had great organic expansion too but a trademark of their strategy is buying dope brands. That includes names like Tiffany Tag Heuer Fendi Rimowa etc"
X Link 2021-04-25T17:17Z 60.7K followers, [--] engagements
"Have been spending some time thinking about the African VC ecosystem. Would love to learn more and maybe collaborate with someone on a briefing. Who would you talk to"
X Link 2021-05-10T20:27Z 62.7K followers, [---] engagements
"It's become a rite of passage for newsletterers to talk about @stripe. After A+ pieces by @packyM @ByrneHobart & @benthompson I'm going to try & give the Bros. Collison the ol' Generalist top spin this week. What's under-discussed/sneakily interesting Who should I talk to"
X Link 2021-06-01T19:36Z 62.4K followers, [---] engagements
"It's $HOOD IPO day. Quick look 👇#Robinhood"
X Link 2021-07-29T13:58Z 60.7K followers, [--] engagements
"This is a bad year for anyone who named their company after a letter in the Greek alphabet"
X Link 2021-08-04T17:19Z 62.7K followers, [--] engagements
"I would love to do a deep-dive into @paradigm. Probably the most interesting fund in the world right now and just beginning. Who would you try and talk to Any favorite resources you've found"
X Link 2021-08-23T14:01Z 62.7K followers, [---] engagements
"How good @doordash @lyft @zomato @meituan @Uber @rappi and @swiggy_in are at allocating funding"
X Link 2021-10-04T14:26Z 60.7K followers, [--] engagements
"Pfps are [--] of top [--] NFT projects by volume: CryptoPunks: $1.4B* Art Blocks: $1.1B* BAYC: $996.5M* Meebits: $299.1M* CyberKongz: $136.6M* VeeFriends: $132.4M* Hashmasks: $89.6M* Decentraland: $77.9M Sorare: $77.8M Sandbox: $58.8M *pfp"
X Link 2021-10-08T16:00Z 60.7K followers, [--] engagements
"DAOs are absorbing the internet. This is true across dimensions: Talent. Home for the internet's most gifted Capital. Controlling billions in digital assets Social capital. Where bright minds meet & collab Culture. Defining cyber culture Gm and let's begin 🧵"
X Link 2021-10-31T18:21Z 62.8K followers, [----] engagements
"13/ Great DAO ecosystem players to learn more about (and maybe work on) @seedclubhq @viamirror @FWBtweets @TheLAOOfficial @rabbithole_gg @gitcoin @SyndicateDAO @0xSTATION @MakerDAO @nowdaoit @VENTURE_DAO @prtyDAO @OrcaProtocol @yieldguild @SushiSwap @Uniswap"
X Link 2021-10-31T18:22Z 60.7K followers, [--] engagements
"Next up: @MetaMask. Default wallet for many On-ramp to true web3 activity More than [--] million users .And it still feels super early. Who should I try and jam with on MetaMask and the future of wallets"
X Link 2021-11-29T18:22Z 60.7K followers, [---] engagements
"DST Global is one of the most influential funds in the world. It's invested in Facebook Twitter Spotify Flipkart Nubank Alibaba and many more. And yet it often manages to slip under the radar. In this week's piece I dive into their playbook. https://www.readthegeneralist.com/briefing/dst-global https://www.readthegeneralist.com/briefing/dst-global"
X Link 2021-12-19T20:31Z 60.7K followers, [---] engagements
"@ceramicnetwork @AnnikaSays @divine_economy @Allbridge_io @mccannatron @Cooopahtroopa @catalogworks @soundxyz_ @vita_dao @HanelBaveja @BoredApeYC @alexisohanian @awrigh01 @ljin18 @worldcoin @proofofhumanity @RenderToken @mattshap1 @solana @gaby_goldberg @bitski @sudowallet @genesisxyz [--]. Vertical NFT marketplaces Though @opensea is still the dominant player @richardchen39 expects vertical marketplaces to emerge and thrive. We could see speciality marketplaces for music photography or metaverse land. @MetahoodXYZ is an example of the latter"
X Link 2022-01-23T17:49Z 60.7K followers, [--] engagements
"@ceramicnetwork @AnnikaSays @divine_economy @Allbridge_io @mccannatron @Cooopahtroopa @catalogworks @soundxyz_ @vita_dao @HanelBaveja @BoredApeYC @alexisohanian @awrigh01 @ljin18 @worldcoin @proofofhumanity @RenderToken @mattshap1 @solana @gaby_goldberg @bitski @sudowallet @genesisxyz @opensea @richardchen39 @MetahoodXYZ @altstatemachine @jpoGMI @fkpxls @MariaShen @0xstation @rabbithole_gg @Flynnjamm @SyndicateDAO @JuliaLipton @puntium @dberenzon @aweissman @danidoesnotxist @UNXD_NFT @dressxcom @the_fab_ric_ant @chaserchapman @gmoneyNFT @Dream @jacksondahl [--]. JellyFi (@JellyFi_Eth) This"
X Link 2022-01-23T17:50Z 60.7K followers, [--] engagements
"@ceramicnetwork @AnnikaSays @divine_economy @Allbridge_io @mccannatron @Cooopahtroopa @catalogworks @soundxyz_ @vita_dao @HanelBaveja @BoredApeYC @alexisohanian @awrigh01 @ljin18 @worldcoin @proofofhumanity @RenderToken @mattshap1 @solana @gaby_goldberg @bitski @sudowallet @genesisxyz @opensea @richardchen39 @MetahoodXYZ @altstatemachine @jpoGMI @fkpxls @MariaShen @0xstation @rabbithole_gg @Flynnjamm @SyndicateDAO @JuliaLipton @puntium @dberenzon @aweissman @danidoesnotxist @UNXD_NFT @dressxcom @the_fab_ric_ant @chaserchapman @gmoneyNFT @Dream @jacksondahl @JellyFi_Eth @fodmc [--]. Pocket"
X Link 2022-01-23T17:50Z 62.1K followers, [--] engagements
"Multicoin's first venture fund makes me want to laugh and cry at the same time. Look at this mayhem"
X Link 2022-03-23T14:07Z 62.8K followers, [---] engagements
"Y Combinator has invested in more than [----] startups. We crunched the data to see how their investing has changed over time. Here are [--] interesting graphs 👇"
X Link 2022-06-17T16:30Z 62.8K followers, [---] engagements
"1. Bigger batches Everyone knows YC is funding more startups. It has increased its size by 20% per year. At that rate YC will be funding [----] startups p.a. by 2030"
X Link 2022-06-17T16:30Z 60.7K followers, [--] engagements
"Union Square Ventures might be the most consistent firm in VC. - Top quartile across vintages - Two vintages with returns of 14x (or higher) - Investors in Twitter Coinbase Etsy Twilio I dug in to find out what makes USV so exceptional👇🗽"
X Link 2022-06-19T19:13Z 62.8K followers, [----] engagements
"5. Here's my (early) track-record As a scout and angel investor I've backed [--] startups. Here's a sample of those I can share publicly. I feel super lucky to have worked with these amazing companies"
X Link 2022-07-10T15:16Z 60.7K followers, [---] engagements
"Helium is one of the best responses to the question: what are crypto's practical uses Using blockchain and tokenization Helium built the biggest IoT network in the world in less than three years. It is about to embark on its biggest challenge yet: 5G. 🎈👇"
X Link 2022-07-24T18:43Z 62.8K followers, [----] engagements
"What makes a great venture investor Over the past year I've studied some of the most successful VC firms of all-time including USV Y Combinator Multicoin and others. Here are ten lessons 👇"
X Link 2022-07-31T13:50Z 60.7K followers, [---] engagements
"@coatue @multicoincap @usv @ycombinator Lesson 9: Search globally (DST Global) DST Global stays under the radar despite its incredible record. One thing DST is exceptional at is finding a great business model and then investing across geographies. By being global they can capitalize on a good idea many times"
X Link 2022-07-31T13:50Z 60.7K followers, [--] engagements
"What are the most successful VC funds that have taken a true index approach Y Combinator is an obvious example. Curious about what others are out there"
X Link 2022-09-13T20:34Z 60.5K followers, [---] engagements
"I've written more than [--] million words of business analysis for The Generalist. It feels kind of weird to give myself credit.but for those that are interested here are the ten pieces I'm most proud of and why 👇"
X Link 2022-09-16T17:55Z 60.7K followers, [---] engagements
"The hardest part of building The Generalist is the sheer volume of feedback. It scales as the publication scales but your ability to ingest it doesn't. Every piece someone loves it hates it agrees disagrees is kind is rude and so on"
X Link 2022-09-29T13:41Z 60.7K followers, [--] engagements
"Extremely encouraging to see funds like Sequoia make investments in Africa. Huge congratulations to @TeldaApp's team on the Series A"
X Link 2022-10-14T17:55Z 60.7K followers, [--] engagements
"Five private companies I wish I had exposure to: - Stripe - SpaceX - Epic - Plaid - Discord Historically accessing these names meant you were a VC or an LP in VC firms. Destiny is changing that. Here's what you need to know about the "BlackRock of the private markets."👇"
X Link 2023-01-25T17:44Z 60.7K followers, 89.1K engagements
"Josh Wolfe is one of tech's most fascinating people. In this interview the Lux Capital co-founder shares thoughts on: The lessons VCs can take from ants The three "spaces" he's focused on The power of fiction .and much much more"
X Link 2023-01-29T15:31Z 60.7K followers, [--] engagements
"One of the most interesting case studies in venture capital is Kleiner Perkins. Over the past 5yrs Mamoon Hamid and Ilya Fushman have refocused the firm on early-stage investing and snagged investments in Figma Rippling Glean Viz and many others. https://thegeneralist.substack.com/p/kleiner-perkins https://thegeneralist.substack.com/p/kleiner-perkins"
X Link 2023-03-15T19:02Z 60.7K followers, 65.3K engagements
"One of my favorite parts of the Kleiner Perkins story is that in the early days Eugene Kleiner and Tom Perkins made some hilarious bets. Including the "Snow Job" a way to convert motorcycles into snowmobiles. Reassuring to know that even great investors have some flops"
X Link 2023-03-21T14:19Z 60.7K followers, [----] engagements
"Testing a long tweet: INTRODUCTION TO "THE REMAKING OF KLEINER PERKINS" ____ On August [--] [----] Mamoon Hamid stepped into the sunlight. Though not yet forty years old the Pakistani-American investor had established a reputation as a razor-sharp dealmaker with the contemplative demeanor of an economics professor. After rising through U.S. Venture Partners ranks Hamid partnered with Chamath Palihapitiya then best known as Facebooks growth agitator to found Social Capital. Along the way hed invested in breakout companies like Slack Front Box and Intercom while mostly managing to avoid the public"
X Link 2023-03-28T21:51Z 60.7K followers, [----] engagements
"1. Factory (@factoryai_) Factory is creating AI coding "droids" designed to take care of an engineer's annoying busywork. These agents can independently tackle routine tasks like code review and debugging. - @markiewagner Delphi Labs"
X Link 2023-07-24T23:28Z 60.8K followers, [----] engagements
"2. Lamini (@laminiAI) Lamini makes it easier for enterprises to adopt AI. Its LLM engine helps create and fine-tune customized private models. It also has a neat partnership with Databricks making it even easier to get up and running. - @tjack & @james_c_wu First Round"
X Link 2023-07-24T23:28Z 60.7K followers, [----] engagements
"From an intellectual and strategic perspective @Plaid has long been one of my favorite companies to study. Its a classic network effects business with true platform potential. It is also been a critical catalyst in the fintech renaissance that birthed a wave of innovative experiences we rely on every day. I first wrote about Plaid in [----] shortly after it stepped away from Visas $5.3 billion acquisition offer. It now feels like an apt time to re-assess its potential as an independent company. What I discovered in my research affirmed my interest and surprised me. Plaid is no longer a solo"
X Link 2023-08-13T16:23Z 61K followers, 19.5K engagements
"What Clearlake & Eldridge are doing with Chelsea F.C. is one of the most interesting "case studies in motion" rn. Simultaneously attempting: - Cultural reset - Multiclub group - VC-like asset portfolio of young players - Disruptive financial strategy - Winning trophies"
X Link 2023-08-16T14:40Z 61.2K followers, [----] engagements
"What makes a VC One Patagonia vest in obsidian plum. One pair of Allbirds Tree Runners in mist. A favorite table at Sightglass Coffee. A favorite run at Northstar Tahoe. An Apple Watch an Oura Ring an intelligent mattress a thinking fridge a faintly conscious cappuccino-frother a Whoop. A sensible haircut a close shave a subscription to Superhuman spare copies of Shoe Dog and Sapiens a set of Excel shortcuts coded into the dermis. This is the caricature of a modern venture capitalist. It is an uncharitable depiction and usually an inaccurate one. Is anyone quite so anodyne (The short answer:"
X Link 2023-09-20T14:05Z 61.2K followers, [----] engagements
"$NFLX and $AMZN stock rose this morning upon news of a tentative agreement to end the WGA strike [---] days after writers put down their pens and hit the picket line. While the agreement has yet to be ratified and the fate of actors is still unknown this will also be a boon"
X Link 2023-09-25T16:44Z 61.2K followers, [--] engagements
".@A24's goal is to build a singular brand in the media space. Though operating at a very different scale A24s obsession with craft and the elevation of the artist evokes LVMH. Over the past two years A24 has radically expanded in scope pushing into television documentaries music publishing cosmetics digital memberships and physical experiences. It seems obvious that A24 has drawn at least as much inspiration from Bernard Arnault as Walt Disney; this is a luxury playbook applied to modern media"
X Link 2023-09-27T14:00Z 61K followers, 23.4K engagements
"India is one of the most interesting markets in tech right now. A few reasons Im watching it closely: [--]. The country is becoming an increasingly self-reliant venture market. Funds like @LightspeedIndia @BlumeVentures @firesideventure and more have raised funds in the hundreds of millions to back startups in the ecosystem. [--]. India is in the early stages of a top-down digital revolution. The government-led India Stack initiative has created digital identities for [----] billion people (95% of the population) built a payments network processing trillions in rupees per month and created a data"
X Link 2023-09-28T20:15Z 61.2K followers, 55.6K engagements
".@zluri_hq helps companies manage their SaaS security and spend. $300 billion was spent on SaaS in [----] and many businesses only use 10% of their stack. @dkhare is excited for the next frontier of Zluri's war on SaaS sprawl"
X Link 2023-10-04T16:30Z 61.1K followers, [----] engagements
".@chistadata offers an alternative to expensive data warehousing with its managed service for ClickHouse an open-source competitor to Amazon Redshift and Google BigQuery. Beyond ChistaDATA's own growth @smdcmc sees its managed service model as a winning playbook for others"
X Link 2023-10-04T16:30Z 61.1K followers, 11.3K engagements
"In [----] researchers Michael Gorman and William Sahlman set out to understand the practices and priorities of venture capital allocators. They found that: [--]. The median number of portfolio companies per partner was [---] with each averaging five board positions. [--]. Investors spent considerable time with portfolio CEOs with the average respondent estimating they passed [--] on-site hours with each company per year and an additional [--] hours on the phone. [--]. VCs each ousted [--] CEOs during their investing careers on average. Thats a rate of roughly one ousting every [---] years. How have the habits of"
X Link 2023-10-06T19:32Z 61.2K followers, [----] engagements
"Big news We just took the wraps off of The Generalist's new premium newsletter designed to make you a better investor. In a nod to Bob Iger & Kendall Roy it's called Generalist+. If youre interested in investing consider joining while we have early bird pricing:"
X Link 2023-10-20T15:36Z 61.2K followers, [----] engagements
"As mentioned we've designed Generalist+ specifically to make you a better investor and technologist. To that end we're kicking Generalist+ off with four new series: [--]. Letters to a Young Investor [--]. The Braintrust [--]. The Watchlist [--]. Ask Mario (me 👋)"
X Link 2023-10-20T15:36Z 61.2K followers, [--] engagements
"Series 1: Letters to a Young Investor A monthly email correspondence on the craft of investing between me and a legendary investor. I couldn't be more excited to be kicking off Season [--] with the incredible @reidhoffman We'll be chatting about venture AI and the future"
X Link 2023-10-20T15:36Z 61.2K followers, [--] engagements
"Series 2: The Braintrust In this series a group of eight unicorn founders answer pressing operational questions. Hear how the best optimize their investor base hire upwards launch new products and more. Bring those lessons back to your portfolio or apply them to your biz"
X Link 2023-10-20T15:36Z 61.2K followers, [--] engagements
"Could you turn down a $1B acquisition offer In [----] Jack Zhang (@awxjack) did exactly that rejecting Stripe's attempt to buy his company Airwallex. What's even wilder is that a year earlier Airwallex barely had a business -- and had already survived multiple near-death moments. Just [--] months later Zhang had an offer that could have allowed him to spend his life in total luxury. So why did Jack turn it down If we got merged into Stripe we would just become a division of Stripe and thats just less interesting to us. At the end of the day it wasnt a monetary decision." That story is one of my"
X Link 2024-03-11T18:33Z 61K followers, [----] engagements
"It's scary to launch a new VC fund. To simplify the process for new managers we've pulled together a definitive guide on what you should know. If you've ever been curious about launching a fund you won't want to miss this edition: https://thegeneralist.substack.com/p/how-to-raise-your-first-fund https://thegeneralist.substack.com/p/how-to-raise-your-first-fund"
X Link 2024-06-26T16:23Z 60.8K followers, [----] engagements
"Where can you find great founders that other investors haven't already discovered Search for "adjacent greatness." Really interesting model from Mike Dempsey of Compound. https://thegeneralist.substack.com/p/how-to-find-a-unicorn https://thegeneralist.substack.com/p/how-to-find-a-unicorn"
X Link 2024-06-30T16:23Z 60.8K followers, [----] engagements
"The "Robotics Renaissance" is here. Over the next decade I think we'll see a radical influx of new robo-coworkers. Read the piece: https://thegeneralist.substack.com/p/robotics-renaissance https://thegeneralist.substack.com/p/robotics-renaissance"
X Link 2024-07-01T16:23Z 60.8K followers, [----] engagements
"If you're interested in a very open discussion on my motivations in founding The Generalist the state of internet writing and the nature of "taste" you might enjoy this discussion with Sachin and Adam. https://www.youtube.com/watchv=lgDGIFDTYck https://www.youtube.com/watchv=lgDGIFDTYck"
X Link 2024-07-09T21:20Z 60.8K followers, [----] engagements
"Slope runs an extremely impressive high-leverage team. Really excited by the product Slope is building but even more so the culture they've created. A special company just getting started. ⚡We are excited to announce our $65M equity and debt round from @JPMorgan which brings our total funding to $77M in equity and $175M in debt. The fintech industry is going through a tumultuous time. Companies are going under and regulators are increasingly applying more https://t.co/KycsrZkYtL ⚡We are excited to announce our $65M equity and debt round from @JPMorgan which brings our total funding to $77M in"
X Link 2024-07-17T18:02Z 60.8K followers, [----] engagements
"@XanderXanXan @kwharrison13 Stripe is the best I've found. Off the top of my head I'd say Mercury and Vanta have both done a great job as well"
X Link 2024-11-24T12:46Z 60.5K followers, [--] engagements
"Since returning to Europe this summer (after [--] years in USA) it has struck me how big a gap there is in terms of ambition. I'm extremely long on European innovation but to get there we need to rewire our culture"
X Link 2024-12-12T14:00Z 60.5K followers, 57.6K engagements
"genuine question: what is the bull case for memecoins is this just 100% speculation and vibes Or is there a "the next big thing looks like a toy" angle find it very hard to see what the point of it is but open to learn what I'm missing"
X Link 2024-12-13T09:48Z 60.5K followers, [----] engagements
"FULL PIECE: EUROPEAN AMBITION It was a dead thing. There is no other description for it: a building without a head. For fifty-six years the people of Florence walked past a decapitated cathedral the pre-dead corpse of Santa Maria Del Fiore. Since [----] the city of Florence had abandoned it with a 150-foot hole at the top lopped off at the neck to drink weather. A person of that time could have lived a full life staring at that absence the invisible dome a translucent shell of anti-bricks. What else was there to do Santa Marias early architects had built themselves into a conundrum. The"
X Link 2024-12-13T10:37Z 60.5K followers, [----] engagements
"@0xjenil interesting - so it sounds like from this piece you think having tokens attached to information increase its fidelity and allow us to distinguish between truth/falsities"
X Link 2024-12-13T15:40Z 60.5K followers, [--] engagements
"Another incredible launch from the rocket ship that is Privy 🚀 One to watch in [----]. 1/ Introducing server wallets 🌐 Building on our experience serving thousands of developers across millions of users we're opening access to our embedded wallet cryptosystem This means app backends can create/manage wallets via APIs so you can power money movement at scale https://t.co/ItICW1QwSj 1/ Introducing server wallets 🌐 Building on our experience serving thousands of developers across millions of users we're opening access to our embedded wallet cryptosystem This means app backends can create/manage"
X Link 2024-12-18T19:24Z 60.6K followers, [----] engagements
"Been trying yerba mate over the last couple of days. Absolutely criminally underappreciated in the US. Consistent non-jittery energy throughout the day without a big espresso-y crash. Taste might not be for everyone but I like it quite a bit. Highly recommend"
X Link 2025-01-07T12:45Z 60.5K followers, [----] engagements
"Our latest episode is out featuring @wolfejosh Shrinking the Gap Between Sci-Fi and Sci-Fact Josh Wolfe is a Co-Founder of Lux Capital where he funds the kinds of ventures that change everything: think gene-edited pig organs and technology that lets you record smells. His approach Relentless curiosity. He reads dozens of newspapers daily to identify patterns always staying a few steps ahead. In this episode of The Generalist Josh shares how his firm backs companies that aren't just chasing where the world is going but actively creating where it needs to go. Listen now: YouTube:"
X Link 2025-04-15T14:07Z 60.4K followers, [--] engagements
"Our latest episode is out featuring @wolfejosh Shrinking the Gap Between Sci-Fi and Sci-Fact Josh Wolfe is a Co-Founder of Lux Capital where he funds the kinds of ventures that change everything: think gene-edited pig organs and technology that lets you record smells. His approach Relentless curiosity. He reads dozens of newspapers daily to identify patterns always staying a few steps ahead. In this episode of The Generalist Josh shares how his firm backs companies that aren't just chasing where the world is going but actively creating where it needs to go. Listen now: YouTube:"
X Link 2025-04-15T14:13Z 62.7K followers, 18.9K engagements
"We're back with another great conversation this time with Roelof Botha Lessons from [--] Years of Venture Capital: Roelof Botha (Managing Partner and Steward at Sequoia Capital) @sequoia is synonymous with outstanding performance backing companies like @Apple @Google @Airbnb and @stripe. In our latest episode I chat with @roelofbotha Sequoias Managing Partner about what it takes to see the future first capitalize on it intelligently once it arrives and help founders build enduring companies. Roelof is especially well-placed to discuss such matters. Not only has Sequoia navigated more than 50"
X Link 2025-04-29T12:19Z 60.4K followers, 32.4K engagements
"The future of warfare involves thousands of assets in a battlespace - swarms of drones unmanned vehicles missiles and interceptors. @traestephens explains why this complexity demands entirely new command and control systems. Listen to our full conversation: YouTube: Spotify: Apple: https://podcasts.apple.com/us/podcast/how-anduril-is-reimagining-the-defense-industry/id1805868710i=1000709127541 https://open.spotify.com/episode/5zabQRfKuNbmcxFrlBwZP5si=b5a7dd30c3bf4c34 https://www.youtube.com/watchv=rKK0ArqGLF0"
X Link 2025-05-26T13:00Z 60.4K followers, [----] engagements
"Our next episode is out Today's conversation is with Chris Miller Author of Chip War. The Semiconductor Century with Chris Miller What really determines success in the age of AI Is it better models or broader reach @crmiller1 author of the bestselling book Chip War explains how semiconductors have become the strategic center of gravity for global power economics and innovation. As a professor at the Fletcher School at Tufts University Chris has spent nearly a decade studying how chips are reshaping geopolitics and why they're essential to understanding everything from military capabilities to"
X Link 2025-05-27T12:53Z 60.4K followers, [----] engagements
"Huawei has 'the most advanced chip design capabilities in all China' according to @crmiller1 but their strength diminishes as you move up the technology stack. Dive into our full conversation: YouTube: Spotify: Apple: https://podcasts.apple.com/us/podcast/the-semiconductor-century-with-chris-miller-author/id1805868710i=1000710093573 https://open.spotify.com/episode/1GifMWMlWY6ezRINRx19fd https://www.youtube.com/watchv=r7p6U53DxrE https://open.spotify.com/episode/1GifMWMlWY6ezRINRx19fd https://www.youtube.com/watchv=r7p6U53DxrE"
X Link 2025-05-30T17:00Z 60.4K followers, [---] engagements
"I spent [--] months researching @foundersfund. "No Rivals" is the result. A 35000-word series released over the next four weeks. Its a product of extensive research interviews with more than a dozen key figures and a detailed analysis of previously undisclosed returns"
X Link 2025-06-12T16:09Z 62.8K followers, 542.3K engagements
"read here: https://www.generalist.com/p/founders-fund-1 https://www.generalist.com/p/founders-fund-1"
X Link 2025-06-12T16:09Z 62.8K followers, 28.7K engagements
"Full piece: https://www.generalist.com/p/founders-fund-1 https://www.generalist.com/p/founders-fund-1"
X Link 2025-06-13T14:00Z 61.8K followers, [----] engagements
"After FB Founders Fund basically skipped social media investing. Theoretically they were best placed to catch IG WhatsApp etc. Instead they spent time in hard tech"
X Link 2025-06-16T16:23Z 62.1K followers, [----] engagements
".which helped them nab SpaceX. SpaceX realized and unrealized returns: $18.2B on the books. And growing. 🔗 https://www.generalist.com/p/founders-fund-1 https://www.generalist.com/p/founders-fund-1"
X Link 2025-06-16T16:23Z 61.8K followers, [----] engagements
"Turns out that people are interested in Founders Fund Piece is linked below"
X Link 2025-06-16T21:21Z 62.8K followers, 54.7K engagements
"part 1: https://www.generalist.com/p/founders-fund-1 https://www.generalist.com/p/founders-fund-1"
X Link 2025-06-16T21:21Z 61.8K followers, [----] engagements
"Our latest episode with Sara Seager is live Are We Alone In The Universe Sara Seager on Exoplanets Venus and the Hunt for Alien Life Why search for life beyond Earth For MIT astrophysicist and MacArthur Genius Fellow @ProfSaraSeager its not just a scientific questionits a deeply human one. Like creating art or studying philosophy the search taps into our primal curiosity about who we are and whether were alone. Sara is a pioneer in the field of exoplanets: planets that orbit stars other than our Sun. Her early work was met with skepticism. Today shes one of the most respected voices in the"
X Link 2025-06-17T15:17Z 62K followers, [----] engagements
"Psyched about this :) Very grateful to everyone that signed up over the past week to read our piece on Founders Fund. A huge thanks for supporting our work and making these types of deep dives possible. Part [--] drops today"
X Link 2025-06-19T10:39Z 62.1K followers, [----] engagements
"PART II: A prophet without disciples is a madman. FF would not have achieved a fraction of its success had Peter Thiel not succeeded in winning others to his cause. None have been more important than two largely unheralded figures: Napoleon Ta and Lauren Gross. Ta is the investor behind FFs best-performing growth investments. He keeps such a low profile he asks his team not to submit his returns to the Midas List. Gross is FFs COO and head of IR responsible for scaling AUM into the billions and building its team"
X Link 2025-06-19T15:51Z 62.2K followers, 63.9K engagements
"read more: https://www.generalist.com/p/founders-fund-2 https://www.generalist.com/p/founders-fund-2"
X Link 2025-06-19T15:51Z 61.8K followers, [----] engagements
"Toby Ord joins me in todays episode Existential Risk and the Future of Humanity: Lessons from AI Pandemics and Nuclear Threats How close are we to the end of humanity @tobyordoxford a senior researcher at Oxfords Future of Humanity Institute and author of The Precipice argues that the odds of a civilization-ending catastrophe this century are roughly one in six. In this wide-ranging conversation we unpack the risks that could end humanitys story and explore why protecting future generations may be our greatest moral duty. Listen now: YouTube: Spotify: Apple: A big thank you to the incredible"
X Link 2025-06-24T15:10Z 61.9K followers, [----] engagements
"Read here: https://www.generalist.com/p/founders-fund-3 https://www.generalist.com/p/founders-fund-3"
X Link 2025-06-26T15:51Z 62.1K followers, [----] engagements
"No Rivals: The Kingdom In the finale we examine the full span of Founder Funds power stretching across Silicon Valley the Pentagon and the White House. We also give an in-depth look at FFs stunning performance position by position"
X Link 2025-07-01T16:20Z 62.8K followers, 210.7K engagements
"Read Part [--] here: https://www.generalist.com/p/founders-fund-4 https://www.generalist.com/p/founders-fund-4"
X Link 2025-07-01T16:20Z 62.3K followers, [----] engagements
"Some of the defining characteristics of Founders Fund's House Style. Easy to identify; hard to imitate"
X Link 2025-07-02T16:23Z 62.5K followers, [----] engagements
"Full piece: https://www.generalist.com/p/founders-fund-4 https://www.generalist.com/p/founders-fund-4"
X Link 2025-07-02T16:23Z 62.4K followers, [----] engagements
"More here: https://www.generalist.com/p/founders-fund-4 https://www.generalist.com/p/founders-fund-4"
X Link 2025-07-07T16:23Z 62.4K followers, [----] engagements
"No one I enjoy riffing on writing and tech with more than @packyM. A wonderful interlocutor writer and friend. We dug into so many aspects of the Founders Fund piece beyond the page and followed some really fun threads. Highly recommend a listen There is no venture capital firm like Founders Fund and there is no writer who tells venture capital firms' stories like Mario Gabriele. In their respective crafts both have No Rivals. That is the title of Mario's epic four-part series on Peter Thiel and Founders Fund and https://t.co/mXkRZSnqx3 There is no venture capital firm like Founders Fund and"
X Link 2025-07-08T15:11Z 62.5K followers, 10.7K engagements
"I'm excited to share this special episode of The Generalist featuring Alan Kay and Anjan Kattaone I've been anticipating for quite some time. Why the Real Computer Revolution Never Happened In this conversation I'm joined by two extraordinary guests: Alan Kay a pioneer of modern computing and @AnjanKatta founder of @daylightco who's reimagining the personal computer for our AI age. We explore how artificial intelligence is reshaping our relationship with computers whether current paradigms serve us well as AI becomes ubiquitous and what new models of human-computer interaction we need to"
X Link 2025-07-15T12:12Z 62.4K followers, [----] engagements
"From @AnjanKatta: Computing should help us: [--]. Access our prefrontal cortex over our lizard brain [--]. Transcend societal programming toward wholeness [--]. Actualize our unique potential at the top of Maslow's hierarchy A thoughtful framework for technology's highest purpose. Listen now to the full conversation with Anjan and computing legend Alan Kay: YouTube: Spotify: Apple: https://podcasts.apple.com/us/podcast/why-the-real-computer-revolution-never-happened-alan/id1805868710i=1000717357990 https://open.spotify.com/episode/51KrTm2oRaa84OSDMPQ0Dt https://www.youtube.com/watchv=MbEZ-DC0L-g"
X Link 2025-07-17T14:56Z 62.5K followers, [----] engagements
""The operative word is wisdom not intelligence." Alan Kay points out that humans are "clever but unwise. However our true superpower isn't raw intelligence but our ability to create intellectual systems like mathematics that let us operate "much more widely and deeply." Full episode: YouTube: Spotify: Apple: https://podcasts.apple.com/us/podcast/why-the-real-computer-revolution-never-happened-alan/id1805868710i=1000717357990 https://open.spotify.com/episode/51KrTm2oRaa84OSDMPQ0Dt https://www.youtube.com/watchv=MbEZ-DC0L-g"
X Link 2025-07-21T14:31Z 62.5K followers, [----] engagements
"How do great VCs develop conviction in emerging markets @ttunguz shared @Theoryvc's approach: a weekly 30-minute debate to identify promising areas followed by rigorous market mapping. It's not just about finding opportunitiesit's about educating the entire firm to become "increasingly sophisticated investors." Listen: YouTube: Spotify: Apple: https://podcasts.apple.com/us/podcast/the-decade-of-data-with-tomasz-tunguz/id1805868710i=1000718377529 https://open.spotify.com/episode/51Ry0vjKg990LDQBUIWibU https://www.youtube.com/watchv=SDnfy2fbmRk"
X Link 2025-07-26T08:00Z 62.5K followers, [----] engagements
"New episode with Jesse Walden is up now The Future of Crypto: Stablecoins AI Integration and the Path to Mass Adoption @jessewldn is the founder and managing partner of @variantfund an early-stage crypto fund backing projects like Uniswap Phantom World Morpho Flashbots Farcaster Blockaid and Blackbird. Before launching Variant in [----] he was an investor at a16z crypto where he supported early-stage builders shaping the future of Web3. In this episode Jesse shares his wide-ranging perspective on crypto's evolution emerging trends and the technology's promising intersection with AI. Listen now:"
X Link 2025-08-05T12:44Z 62.7K followers, 10.4K engagements
"In the latest episode of The Generalist Podcast I sit down with Cate Hall CEO of Astera. How to be Agentic in the Age of AI @catehall is the CEO of @AsteraInstitute a private foundation focused on AI risk and frontier technology. Before leading Astera Cates unconventional career path took her from practicing law (including work on Supreme Court briefs) to becoming the worlds top-ranked female poker player in [----]. After overcoming personal struggles with addiction she co-founded Alvea a biotech company developing shelf-stable vaccines for pandemic response before joining Astera. In this"
X Link 2025-10-01T11:28Z 62.7K followers, [----] engagements
"@patriciamou @michelle_ebooks @fkpxls @ali_montag @kevinleeme @adrianalfieri @tanayj @nmasc @HipCityReg @sariazout @ljin18 @noampomsky @jasminewsun Oh man I am so excited for you. Start with Giovanni's Room if you only have a week. It is the most lustrous heartbreak"
X Link 2020-08-10T20:33Z 62.8K followers, [--] engagements
"By filling animals with plastic pellets beans Ty called them he believed they took on a life of their own. "They looked real because they moved" Ty commented. (Ed really.)"
X Link 2020-08-24T22:43Z 62.7K followers, [--] engagements
"The first animal Ty ever made "Angel" a Himalayan cat"
X Link 2020-08-24T22:43Z 62.7K followers, [--] engagements
"TI-99 [----]. Texas Instruments was supposed to dominate the market with the TI-99. They were the largest chip manufacturer at the time"
X Link 2020-08-25T22:40Z 62.7K followers, [--] engagements
"PC-88 [----]. Released by Nippon Electric. Sold extremely well particularly in Japan"
X Link 2020-08-25T22:40Z 62.7K followers, [--] engagements
"10/ Sales process Palantir breaks it down into "Acquire Expand Scale" phases. Alex Karp is pivotal. He spends [---] days a year traveling closing or upselling deals. This has obviously changed post-COVID"
X Link 2020-09-16T17:24Z 62.8K followers, [--] engagements
"11/ Management Peter Thiel Alex Karp and Stephen Cohen control the company. They will after this Direct Listing too. By introducing a "Class F" of shares the trio have ensured they will retain voting power indefinitely"
X Link 2020-09-16T17:24Z 62.8K followers, [--] engagements
"@TrungTPhan I feel very very much in the minority but man"
X Link 2020-11-23T15:38Z 62.8K followers, [--] engagements
"I'd like to turn the S-1 reports into videos. The idea would be to capture the high-level points in under [--] minutes with a focus on visuals. What tool should I use Soapbox Magisto Would love any recommendations"
X Link 2020-12-01T00:24Z 62.7K followers, [--] engagements
"@mlstotts @mmhmmapp Haha that's so cool No PS4 unfortunately. Really like mmhmm"
X Link 2020-12-01T15:12Z 62.7K followers, [--] engagements
"Has a creator company ever gone through @ycombinator Somewhat a matter of semantics to be sure. But struggling to find an example of a business that brazenly positioned itself as fundamentally personality-based"
X Link 2021-01-06T19:53Z 62.7K followers, [--] engagements
"Today. Long $RBLX. https://www.readthegeneralist.com/briefing/roblox-ipo https://www.readthegeneralist.com/briefing/roblox-ipo"
X Link 2021-03-10T13:38Z 62.7K followers, [---] engagements
"6. Impressive management Bom Suk Kim is an executor. He's helmed $CPNG through four distinct phases succeeding in each. Phase 1: $GRPN clone Phase 2: $EBAY clone Phase 3: $AMZN clone Phase 4: Uniquely $CPNG The rest of the team is impressive too"
X Link 2021-03-11T13:58Z 62.7K followers, [--] engagements
"Continuing. $CPNG has recruited well. Gaurav Anand CFO: Flipkart Amazon Daejun Park BD: LG Naver Thuan Phan CTO: Former Uber CTO Minette Bellingan Private Label: Amazon"
X Link 2021-03-11T13:58Z 62.7K followers, [--] engagements
"@accel_capital @coinbase Thanks so much Accelerated Really appreciate it 🙏"
X Link 2021-03-22T13:47Z 62.7K followers, [--] engagements
"Imagine investing in. Facebook Zynga Twitter Airbnb Spotify Klarna Bytedance .all by [----]. DST Global and @yurimilner don't have to imagine. That's their actual real track record. 🔥 I want to understand the magic. Where should I start"
X Link 2021-12-13T20:38Z 62.7K followers, [--] engagements
"@Shriftman @opensea @dfinzer @xanderatallah @nounsdao @doodles @evankeast @poopie @Uniswap @haydenzadams @compoundfinance @rleshner @AaveAave @StaniKulechov @MakerDAO @RuneKek @usebraintrust @adamjacksonsf @gabelunao @DIMO_Network @Ajchatham @helium @amirhaleem 🙏 🙏"
X Link 2022-07-30T00:58Z 62.7K followers, [--] engagements
"Softbank is the business world's greatest opera. Raised $100B fund Invested in WeWork Uber et al Crushed by WE IPO disaster Came back Paper gains of $50B Crushed again Down $40B over two quarters Management leaving It feels like the end of an empire"
X Link 2022-10-02T19:37Z 62.8K followers, [---] engagements
"I'm all for founders selling in secondary to de-risk a little and make their lives easier.but $140MM 17% Realizing nine figures before profitability (and presumably long before employees can de-risk) feels very strange"
X Link 2022-11-05T13:55Z 62.8K followers, [---] engagements
"My favorite X discovery of the past [--] months is @ArfurRock. Consistently shares high-quality VC information. Psyched that he shared some deals for The Generalist's Deal Club. Highly recommend following"
X Link 2025-02-17T17:24Z 60.4K followers, [----] engagements
"@ArfurRock Btw if you're interested in The Generalist Deal Club chat more info here: https://thegeneralist.substack.com/p/introducing-the-generalists-reading https://thegeneralist.substack.com/p/introducing-the-generalists-reading"
X Link 2025-02-17T17:24Z 60.4K followers, [----] engagements
"General Partners typically contribute 1-5% into their own funds. In Founders Fund I Peter Thiel contributed 76%. Remarkable conviction"
X Link 2025-06-13T14:00Z 62.8K followers, 149.9K engagements
"Founders Fund is not just a venture capital firm. It is a narrative agent with a gospel to spread. Through provocative soft power initiatives FF has exerted unique influence in Silicon Valley reshaping its thinking and investing. "No Rivals" Part III:"
X Link 2025-06-26T15:51Z 62.8K followers, 206K engagements
"Founders Fund has mastered the art of concentration. They've invested more than $100 million into [--] companies. That includes a $671 million investment into SpaceX now held at more than $18 billion. (Likely worth much more.)"
X Link 2025-07-07T16:23Z 62.8K followers, 97.1K engagements
"Slope quietly racking up some of the biggest enterprises in the world.IKEA Fiserv and now BABA. 👀🔥 Excited to share our new partnership with Alibaba the worlds largest B2B marketplace. Thank you Spencer from Bloomberg for covering our story. This milestone is especially close to my heart. My parents have run a toy wholesale business in So Paulo Brazil for more than three https://t.co/IhOjzdpuU6 Excited to share our new partnership with Alibaba the worlds largest B2B marketplace. Thank you Spencer from Bloomberg for covering our story. This milestone is especially close to my heart. My"
X Link 2025-09-15T13:07Z 62.8K followers, [----] engagements
"This week on The Generalist Podcast I'm joined by Martin Casado General Partner at Andreessen Horowitz. "This feels like 1996": Why a16z's Martin Casado believes the AI boom still has years to run @martin_casado Casado has lived through multiple tech wavesfirst as a founder now as @a16z's leading voice on AI and infrastructure. He helped pioneer software-defined networking then moved from academia to entrepreneurship and today backs founders building at the frontier of technology as a General Partner at Andreessen Horowitz. In this conversation Martin shares his unique perspective on the AI"
X Link 2025-10-07T12:17Z 62.8K followers, [----] engagements
"Jorge embodies the best parts of crypto Extreme respect for self sovereignty high openness courageous technically brilliant. Plus the parts much of the industry lacks: high integrity and great user intuition. Excited about this one. Long live Tuyo. the last [--] years we've been building what i always wanted to use on ethereum. this is how we it get to 3B people. https://t.co/mD8mCoWtp3 the last [--] years we've been building what i always wanted to use on ethereum. this is how we it get to 3B people. https://t.co/mD8mCoWtp3"
X Link 2025-10-30T17:16Z 62.8K followers, [----] engagements
"This week on The Generalist Podcast I'm joined by Erick Brimen Founder and CEO of Prspera. The $170M Experiment to Build a Private City in Honduras Erick Brimen (Founder and CEO of Prspera) @erickbrimen is the founder of @ProsperaGlobal a platform for "Governance-as-a-Service" that's building charter cities around the world. Born in Venezuela and educated in the U.S. Erick has created a first-of-its-kind charter city in Roatn Honduras with its own legal system regulatory framework and governance structure. In this conversation Erick shares how his childhood experiences with poverty in"
X Link 2025-11-11T13:40Z 62.8K followers, [----] engagements
"Prediction markets are no longer a fringe curiosity. They are becoming one of the most revealing instruments in modern finance. Platforms like @Polymarket once a niche corner of crypto now regularly clear billions in monthly volume as traders speculate on everything from political outcomes to sports to cultural events. Few people saw this future as early or as clearly as @joeykrug. A decade before prediction markets went mainstream Joey dropped out of college to co-found Augur the first decentralized prediction market protocol. He later became one of the most influential investors in the"
X Link 2025-12-02T13:12Z 62.7K followers, 27.4K engagements
"Most energy conversations start with scarcity. This one starts with abundance. Sunlight powers nearly everything on Earth directly or indirectly. And yet we have almost no control over when or where we get it. Ben Nowack thinks thats a solvable problem. @bennbuilds is the founder and CEO of @reflectorbital a company building satellites designed to redirect sunlight from space not as a thought experiment but as a product. The company nearly died before it worked. Eight months in Ben had $300 left and was living in a garage. He made a deliberate decision to go $50000 into credit card debt to"
X Link 2026-01-20T13:17Z 62.7K followers, [----] engagements
"America used to be #1 in the world for nuclear energy and controlled 86% of global uranium enrichment. Today We've fallen to last place. As we approach the January [----] ban on Russian uranium the United States is facing a massive fuel crisis. If we don't reshore this capability the future of our grid may be at risk. In this episode @ScottNolan (Partner at @foundersfund & Co-founder of @generalmatter) reveals his plan to take back America's lead. We discuss: How Scott is applying the SpaceX playbook of cost reduction to uranium The massive market opportunity in HALEU and next-gen fuel Scott's"
X Link 2026-02-04T10:59Z 62.8K followers, 44.3K engagements
"Yesterday I shared [--] predictions for [----]. I made them as original specific and data-backed as possible. My number one rule for myself: increase the chance of looking stupid. In other words take some big swings. Here we go"
X Link 2021-01-11T16:39Z 62.8K followers, [---] engagements
"Ok the Bumble S-1 Club squad just got off our intro call and I'm extra excited Absolute squad @BSchech @lucymort_ @adam_keesling @venturetwins @ImChauncey @cm_brown90 @rex_woodbury @JordanBanaf @austin_rief @austinhankwitz @eric_seufert http://www.readthegeneralist.com http://www.readthegeneralist.com"
X Link 2021-01-27T22:32Z 62.8K followers, [--] engagements
"I can't stop thinking about the fact that basically the whole way our economy is set up is that workers "loan" their wages to employers for two weeks for no reason"
X Link 2022-02-21T17:30Z 62.8K followers, [---] engagements
"/Composability Now that crypto has created a set of "money Legos" it's time to play. Building blocks for trading margining lending betting and beyond can be recombined to create totally new products"
X Link 2022-04-03T19:59Z 62.8K followers, [--] engagements
"/Composability examples + ideas UXD: Stablecoin Prime brokerage for DeFi Embedded sports betting On-chain fan engagement Decentralized record labels"
X Link 2022-04-03T19:59Z 62.8K followers, [--] engagements
"The Future [--] is here. [--] months ago we asked +200 of the worlds best VCs to pick the [--] companies with the highest ceilings. The only rule: they had to be valued under $200M. After months of research we chose the [--] we believe are best-positioned to dominate. More here:"
X Link 2025-08-07T14:16Z 62.8K followers, 159.8K engagements
"@getpeid is the founder of @nothing the consumer electronics company known for its distinctive transparent design language across smartphones and headphones. Before launching Nothing in [----] Carl co-founded OnePlus where he spent seven years helping build it into a major smartphone brand. But Carls instincts as a builder showed up much earlier. As a teenager he taught himself to code by building Pokmon fan sites all while moving between China the U.S. and Sweden. That combination of early creation and constant change shaped a founder comfortable with uncertaintyand deeply motivated by"
X Link 2026-01-13T13:09Z 62.7K followers, 27.6K engagements
"In [----] @SpaceX was an unusual company to work for. @ScottNolan was an early engineer there helping the U.S. take back the lead in space. Now hes using that same playbook to solve the nuclear fuel crisis with @generalmatter. Hear how he's doing it in our latest episode. America used to be #1 in the world for nuclear energy and controlled 86% of global uranium enrichment. Today We've fallen to last place. As we approach the January [----] ban on Russian uranium the United States is facing a massive fuel crisis. If we don't reshore this https://t.co/397MfmoOch America used to be #1 in the world"
X Link 2026-02-09T16:34Z 62.8K followers, [----] engagements
"I spent [--] months researching @foundersfund. "No Rivals" is the result. A 35000-word series released over the next four weeks. Its a product of extensive research interviews with more than a dozen key figures and a detailed analysis of previously undisclosed returns"
X Link 2025-06-12T16:09Z 62.8K followers, 542.3K engagements
"Red Bull is a weird and fascinating company. - $7.4 billion in [----] revenue - 43% energy drink market - Makes nothing Nope not even the drinks they sell. Instead they focus 100% on marketing. Here's what's going on 👇 https://www.readthegeneralist.com/briefing/red-bull https://www.readthegeneralist.com/briefing/red-bull"
X Link 2021-04-04T19:12Z 62.8K followers, 13.4K engagements
"Transaction volume in 2021: Venmo: $230B Cash App: $15B Zelle: $490B () I don't know anyone who uses Zelle.but it's handling 2x Venmo and Cash App combined. Wild"
X Link 2022-10-13T20:34Z 62.8K followers, [----] engagements
"What's happening at F.C. Barcelona is one of the most interesting case studies in business right now. We're seeing a $5B organization with hundreds of millions of fans try and manage +$1.3B in debt all while trying to win championships. This is how they're doing it 👇 ⚽"
X Link 2022-08-28T20:09Z 62.8K followers, [----] engagements
"Nikola Tesla was the greatest inventor of his era. He died penniless and alone swindled by both Thomas Edison and JP Morgan. A thread 👇👇👇"
X Link 2020-09-02T23:33Z 62.8K followers, [----] engagements
"I am so excited to introduce Generalist Capital. It's been a long-time coming We're a $12.25M fund designed to help a small number of epic startups maximize the power of storytelling. Here's what you need to know 👇🗻"
X Link 2022-07-10T15:16Z 62.8K followers, [----] engagements
"If I were starting a VC fund today and had no unique advantages would index aggressively on. - Indonesia - Vietnam - Nigeria - Kenya - Ethiopia - Egypt - Colombia - Brazil - Chile So much opportunity. So much less competition"
X Link 2021-02-15T23:53Z 62.8K followers, [----] engagements
"Startup idea: 1-click checkout but the CEO is not allowed to use Twitter"
X Link 2022-01-29T22:19Z 62.8K followers, [----] engagements
"The last two weeks have been hard. I've had a $6B fund try to take down one of my pieces. Today I'm putting it back up and explaining what's happened. More below. https://thegeneralist.substack.com/p/the-six-billion-dollar-stare https://thegeneralist.substack.com/p/the-six-billion-dollar-stare"
X Link 2020-10-30T22:01Z 62.8K followers, [----] engagements
"It feels extremely surprising that AI is displacing "creative" tasks (writing illustration) faster than many "non-creative ones" (financial modeling). I guess our ability to use Excel is what makes us truly human"
X Link 2022-09-17T18:03Z 62.8K followers, [----] engagements
"Semi-controversial opinion: Reading fiction books is far better for your intellectual and emotional development than non-fiction"
X Link 2022-10-07T20:34Z 62.8K followers, [----] engagements
"It's official. I'm stepping back from venture investing to go full-time on The Generalist. Though it sounds crazy to leave a great job to build a newsletter I couldn't be more excited. Here's why I'm going all-in 👇"
X Link 2020-08-16T16:16Z 62.8K followers, [----] engagements
"My wife has just informed me that she sometimes uses Zelle. A betrayal. 🤦♂"
X Link 2022-10-14T01:02Z 62.8K followers, [----] engagements
"Harvard Business Review is a unicorn in disguise. - [------] subscribers - $262M revenue - Bigger than Forbes Fortune Axios It's also been around for [---] years. Enjoyed thinking about its future and who else could build an "HBR-style" business. https://www.readthegeneralist.com/briefing/harvard https://www.readthegeneralist.com/briefing/harvard"
X Link 2021-09-19T16:13Z 62.8K followers, [----] engagements
"TSMC is one of the most important companies in the world. This week the Taiwanese semiconductor manufacturer committed to investing $40B to build two facilities in Arizona. Its one of the biggest foreign investments in US history with potentially huge ramifications"
X Link 2022-12-11T19:15Z 62.8K followers, [----] engagements
"I wrote [--] Twitter threads in [--] days. The goal Learn how to craft interesting threads and grow a following. It (mostly) worked. - New followers: +2.5K (+100% MoM) - Top thread: 373K impressions - Top tweet: 2.5K likes Here's what I learned. Quick thread 👇👇"
X Link 2020-10-02T15:32Z 62.8K followers, [----] engagements
"Story time Yesterday Jeff Bezos testified in front of Congress. It was almost exactly [--] yrs ago that Amazon introduced itself to the world. We have all heard some version of his story. But in investigating his childhood I was surprised to find much that has gone unshared"
X Link 2020-07-30T17:31Z 62.8K followers, [----] engagements
"After three months of going paid I can say this thing is for real. ❤ [---] paying members 🔥 [-----] subscribers 🤯 $130000 ARR I've learned a lot over the past quarter. If you're building a modern media company I hope this breakdown is useful 👇"
X Link 2021-04-28T18:16Z 62.8K followers, [----] engagements
"People love to dunk on Liberal Art majors. But the skills you pick up in these degrees are super valuable. They just need rebranding. English = Storytelling History = Pattern Matching Psych = Human Behavior EQ Marketing Poli Sci = Systems Design Incentives All important"
X Link 2021-06-09T15:02Z 62.8K followers, [----] engagements
"2021 was the Year of the Metaverse. No one won bigger than @decentraland. 33x increase in users 41x increase in token price $12B peak market cap .and it's just getting started. https://www.readthegeneralist.com/briefing/decentraland https://www.readthegeneralist.com/briefing/decentraland"
X Link 2022-01-09T19:24Z 62.8K followers, [----] engagements
"Tiger Global is a winning machine. On pace to do +300 deals this year Managing close to $100B in AUM Investing across stage sector and geography .and moving faster than anyone else. I dug into how they do it. https://www.readthegeneralist.com/briefing/tiger-global https://www.readthegeneralist.com/briefing/tiger-global"
X Link 2021-11-14T19:09Z 62.8K followers, [----] engagements
"Stripe is insane. It's not just a company. It's a civilization in the making. Here are the [--] things that make the company so impressive. https://www.readthegeneralist.com/briefing/stripe https://www.readthegeneralist.com/briefing/stripe"
X Link 2021-06-13T17:44Z 62.8K followers, [----] engagements
"Helium is one of the best responses to the question: what are crypto's practical uses Using blockchain and tokenization Helium built the biggest IoT network in the world in less than three years. It is about to embark on its biggest challenge yet: 5G. 🎈👇"
X Link 2022-07-24T18:43Z 62.8K followers, [----] engagements
"DAOs are absorbing the internet. This is true across dimensions: Talent. Home for the internet's most gifted Capital. Controlling billions in digital assets Social capital. Where bright minds meet & collab Culture. Defining cyber culture Gm and let's begin 🧵"
X Link 2021-10-31T18:21Z 62.8K followers, [----] engagements
"Traits I've found predictive in founders: [--]. Scary fast learners [--]. Very generative (have shipped a lot of projects -- art writing tech etc.) [--]. Intellectual honesty (know the gaps in logic) [--]. Extreme work-ethic *Constantly refining this"
X Link 2022-09-17T13:55Z 62.8K followers, [----] engagements
"Union Square Ventures might be the most consistent firm in VC. - Top quartile across vintages - Two vintages with returns of 14x (or higher) - Investors in Twitter Coinbase Etsy Twilio I dug in to find out what makes USV so exceptional👇🗽"
X Link 2022-06-19T19:13Z 62.8K followers, [----] engagements
"EXCLUSIVE UPDATE: @AngelList has raised a new $100M round at a $4.1B valuation. The round was led by Tiger Global with Accomplice and others joining. Here's everything you need to know about the round👇"
X Link 2022-03-08T18:16Z 62.8K followers, [----] engagements
"Nubank is the biggest digital bank in the world. - [--] million users - $1.5B in projected revenue - Growing +100% annually - Disrupting lazy incumbents Its a story that could only have happened in Brazil. https://www.readthegeneralist.com/briefing/nubank-finding-brilliance-in-brokenness https://www.readthegeneralist.com/briefing/nubank-finding-brilliance-in-brokenness"
X Link 2021-05-23T16:19Z 62.8K followers, [----] engagements
"I asked [--] of the smartest crypto investors in the world which projects and trends are worth watching right now. Here's what they said 👇"
X Link 2022-08-14T18:27Z 62.8K followers, [----] engagements
"Multicoin's first venture fund makes me want to laugh and cry at the same time. Look at this mayhem"
X Link 2022-03-23T14:07Z 62.8K followers, [---] engagements
"Founders Fund has mastered the art of concentration. They've invested more than $100 million into [--] companies. That includes a $671 million investment into SpaceX now held at more than $18 billion. (Likely worth much more.)"
X Link 2025-07-07T16:23Z 62.8K followers, 97.1K engagements
"Based on responses: Way more people use Zelle over Venmo/Cash than I ever realized.and also people seem to care a lot about using Zelle"
X Link 2022-10-14T00:39Z 62.8K followers, [---] engagements
"I went all-in on The Generalist [--] yr ago. Where we are: - [-----] subs - [---] members (almost 1K true fans) - $300K revenue - Amazing community It's been an incredible year but we're just getting started. This is what I've learned. https://www.readthegeneralist.com/briefing/1-year https://www.readthegeneralist.com/briefing/1-year"
X Link 2021-08-29T14:37Z 62.8K followers, [----] engagements
"There are so many unreal startups getting built right now. THREAD: Startups I love and think will crush👇 (Not an investor in any FYI)"
X Link 2021-08-20T18:23Z 62.8K followers, [----] engagements
"Its here. After months of building the new revamped reimagined Generalist is ready. I cant wait to show you. Heres what it means. http://www.readthegeneralist.com http://www.readthegeneralist.com"
X Link 2021-01-24T18:23Z 62.8K followers, [----] engagements
"Starbucks is a tech company. - 25M mobile payment users (more than Google) - 23M active digital reward members - Crazy AI platform "Deep Brew" A modern beverage beast. https://www.readthegeneralist.com/briefing/starbucks https://www.readthegeneralist.com/briefing/starbucks"
X Link 2021-05-09T16:18Z 62.8K followers, [---] engagements
"OpenSea became a unicorn in July. Three months later and it's undoubtedly worth at least $10B. $500M in projected rev $27.5B GMV run rate 3.4M NFTs for sale 30000% growth in NFT market. We're still at the beginning of the revolution. https://www.readthegeneralist.com/briefing/opensea https://www.readthegeneralist.com/briefing/opensea"
X Link 2021-10-10T16:16Z 62.8K followers, [---] engagements
".@stripe picking up some real speed on the product front. No doubt we're going to see a bunch more this week. https://www.readthegeneralist.com/briefing/stripe https://www.readthegeneralist.com/briefing/stripe"
X Link 2021-06-14T17:37Z 62.8K followers, [---] engagements
"What crypto projects/trends are worth paying attention to this year I asked some of the sharpest investors and builders I know. This is what they said. 👇 https://www.readthegeneralist.com/briefing/crypto-2022 https://www.readthegeneralist.com/briefing/crypto-2022"
X Link 2022-01-23T17:48Z 62.8K followers, [----] engagements
"The African Tech Ecosystem"
X Link 2021-06-22T19:41Z 62.8K followers, [---] engagements
"Yesterday I shared [--] predictions for [----]. I made them as original specific and data-backed as possible. My number one rule for myself: increase the chance of looking stupid. In other words take some big swings. Here we go"
X Link 2021-01-11T16:39Z 62.8K followers, [---] engagements
"General Partners typically contribute 1-5% into their own funds. In Founders Fund I Peter Thiel contributed 76%. Remarkable conviction"
X Link 2025-06-13T14:00Z 62.8K followers, 149.9K engagements
"Y Combinator has invested in more than [----] startups. We crunched the data to see how their investing has changed over time. Here are [--] interesting graphs 👇"
X Link 2022-06-17T16:30Z 62.8K followers, [---] engagements
"I've been digging into Cosmos (@cosmos) over the past few months. I asked a bunch of builders and investors to share the most exciting projects in the ecosystem. Here are [--] I'm watching closely 👀 👇"
X Link 2022-10-18T18:01Z 62.8K followers, [---] engagements
"Why didn't WeWork refer to "Community Adjusted EBITDA" as "WeBITDA" Huge missed opportunity"
X Link 2021-08-25T17:05Z 62.8K followers, [---] engagements
"For anyone that doesn't have a Business Insider account here's a run down of Emily Weiss's crimes at Glossier:"
X Link 2022-03-17T21:17Z 62.8K followers, [---] engagements
"List of most valuable private companies by country. SpaceX $140b Bytedance $100b Klarna $46b Canva $40b Revolut $33b Nubank $30b Byju $18b GoTo $18b Grab $14b Celonis $11b Talkdesk $10b Getir $7.5b Who are other national giants"
X Link 2021-11-09T16:57Z 62.8K followers, [---] engagements
"Imo Flexport has one of the craziest most audacious goals on the planet: To create a digital twin of the world in motion. All ships. All trucks. All planes All containers. Synched in one massive data platform. 🚢 👇"
X Link 2022-04-24T16:52Z 62.8K followers, [---] engagements
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