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1 week ago |
thegeneralist.substack.com | Mario Gabriele
Why diffusion and adoption of technology are more important markers of impact than actual capabilities What most people got wrong about DeepSeek's breakthrough, but why China's AI talent still matters Huawei's surprising transformation from telecom giant to potential AI powerhouse The critical role India and Southeast Asia may play in chip manufacturing How the Trump administration's policies will impact the technological battle Why China will likely achieve semiconductor self-sufficiency in...
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2 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,James Baldwin authored what is, to my mind, the most profound observation about history. In his essay, “Stranger in the Village,” Baldwin chronicles an unsettling stay in a remote Swiss village that has never seen someone of his complexion before.
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2 weeks ago |
thegeneralist.substack.com | Mario Gabriele
An overview of Anduril's mission and platform A look at the "Four Americas" and why we need a strong military How Trae uncovered gaps in intelligence that led to Anduril’s founding The “don’t work at Anduril” campaign and how transparency filters talent A glimpse at Anduril’s reading list and the case for organizational reading lists An overview of Lattice, the software behind every platform Anduril builds Why too much innovation can be a problem How Anduril took over the IVAX project from...
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3 weeks ago |
thegeneralist.substack.com | Mario Gabriele
Friends,Last month, we launched The Generalist podcast. It’s only been a few short weeks, but things have gotten off to a strong start: we’ve hosted fantastic, differentiated conversations about the future, regularly ranked in the Top 30 US tech podcasts already, and gotten really exciting feedback from early listeners!A few of my favorites:“Loving the podcast. Exceptional content”“Another amazing episode.”“What a podcast upgrade for my next cardio session.”“Thanks for sharing, Mario.
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1 month 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.
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