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1 month 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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1 month 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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1 month 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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1 month 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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1 month 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.
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2 months 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...
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2 months 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.
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2 months 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.
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2 months ago | 
thegeneralist.substack.com | Mario Gabriele
The revolutionary development of genetically modified pig organs being transplanted into humans and what this means for the future of organ transplantation. The recent achievement of "teleporting smell" across space and why computers that can replicate scents will open up entirely new industries. Why Lux is investing in the search for real-life "X-Men" — genetic outliers in isolated populations whose DNA could lead to life-saving medical advancements.