Mario Gabriele

1 week ago | thegeneralist.substack.com | Mario Gabriele

“I currently have ALL the 'Letters to a young investor' series starred in my inbox; its time to read them in full & fully dive in.” — a paying member. Friends,Marc Lore is cooking. On Tuesday, Wonder announced a new $600 million raise, valuing his “super app for mealtime” business at more than $7 billion. From The Generalist’s self-interested perspective, the timing could not be better.

1 week ago | thegeneralist.substack.com | Mario Gabriele

Current time: 0:00 / Total time: -1:25:36Audio playback is not supported on your browser. Please upgrade. In a world where attention is fragmented and algorithms rule the content landscape, Chris Best and Hamish McKenzie are taking a radically different approach with Substack. Rather than chasing clicks, Substack focuses on a simple yet powerful idea: creators should own their work and make money directly from their audience through paid subscriptions.

2 weeks ago | thegeneralist.substack.com | Mario Gabriele

The psychological biases that most frequently derail investors Why the first-mover advantage is often a disadvantage in technology Why excess funding often undermines innovation The story of PayPal's near-death experience and how it sparked its most critical innovations How Roelof’s training as an actuary shaped his long-term thinking How Sequoia maintains investment discipline through market cycles Why they don’t use the word “deal” at Sequoia How the US can maintain the lead in the AI race...

3 weeks ago | thegeneralist.substack.com | Mario Gabriele

“Some of the best analytical work out there - we learn something new from every post!” - Peter, a paying subscriberFriends,If you want to, you can divide the world into two tribes. There are the People of Certainty and the People of Doubt. I belong to the latter camp. There is no opinion I hold unequivocally. Everything looks probabilistic if I inspect it closely enough. This posture means that when I encounter someone from the other tribe, a Person of Certainty, I find myself a little stupefied.

4 weeks ago | thegeneralist.substack.com | Mario Gabriele

“I think your Substack contains simply the best writings about venture out there. You provide a kind of storytelling and thoroughness that no one else does. Thanks :)” — David, a premium subscriberFriends,Successful serial entrepreneurs are a special breed. Though these founders might not have the unifying pleasure of working on one singular company across multiple decades, they get to test themselves in different environments and learn what works, not just once but repeatedly.