The Generalist @thegeneralistco

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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 you’re interested in investing, consider joining while we have early bird pricing:

This week, The Generalist officially hit 100,000 subscribers. I feel extraordinarily grateful to everyone who’s been a part of this journey. A very big thank you to you all! I'm so excited for the many stories still to be told.

In 1984, researchers Michael Gorman and William Sahlman set out to understand the practices and priorities of venture capital allocators. They found that: 1. The median number of portfolio companies per partner was 8.8, with each averaging five board positions. 2. Investors…

Why are we so saturated in movie sequels? The answer might lie in venture capital. There’s a saying in VC: “your size is your strategy.” The idea is that the amount of money you manage determines the playbook you can run. To deliver a meaningful return, these larger vehicles…

.@A24 is known as an indie critical darling, but the studio is now seeing increasing commercial success. Earlier this year, ‘Barbie’ broke a billion at the box office – how long until A24 has its own nine-figure hit?

India is one of the most interesting markets in tech right now. A few reasons I’m watching it closely: 1. The country is becoming an increasingly self-reliant venture market. Funds like @LightspeedIndia, @BlumeVentures, @firesideventure , and more have raised funds in the…

.@A24's goal is to build “a singular brand in the media space.” Though operating at a very different scale, A24’s 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,…

$NFLX and $AMZN stock rose this morning upon news of a tentative agreement to end the WGA strike – 146 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…

@A24 is the studio behind some of Hollywood’s biggest hits like ‘Everything Everywhere All At Once’ and ‘Moonlight’. As well as delivering strong returns, the $2.5 billion studio has earned critical respect and spawned an unusual fandom: moviegoers are not only besotted with…

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…

“The most powerful person in the world is the storyteller. The storyteller sets the vision, values, and agenda of an entire generation that is to come.” - Steve Jobs Every company is a story, authored by its founders. But even great storytellers need an editor: it takes work to…

Should we regulate artificial intelligence? Regulate one aspect of the sector, and power accumulates in others; exert pressure in one direction, and it spills out somewhere else. This is true of all technology – good regulation is often a dance between encouraging innovation and…

“For the financial world’s next great network, the future is open.” — @mariogabriele Read the entire story of Plaid here, including some colorful anecdotes + new insights: thegeneralist.substack.com/p/plaid Thank you @thegeneralistco!

I’ve joined @thegeneralistco as their first writer. As @mariogabriele (kindly!) notes: “Ben is a creative. Outwardly, he may look like a good and proper business person, with the degree and credentials to show for it. He is, however, a writer at heart.” generalist.com/briefing/ben-b…

I'm extremely excited that @bengbutler has brought his talents to The Generalist. Ben is an impressive thinker, gifted writer, and even better person. I feel lucky to call him a colleague and friend and can't wait to publish some great pieces together. generalist.com/briefing/ben-b…

My conversation with Claire Hughes Johnson (@chughesjohnson) was one of my favorites of the year. The former Stripe COO and author of “Scaling People” shared thoughtful insights on management, communication, the value of literature, and how we should think about the future. I…

From an intellectual and strategic perspective, @Plaid has long been one of my favorite companies to study. It’s 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…

ASML is the most important company you’ve never heard of. With a market cap of $300 billion, the Dutch firm is positioned to become an even larger global player -- especially as AI continues to boom.

What AI startups should you keep an eye on? 🤖 🔥 We asked some incredible investors and founders for their picks. Here are 13 companies pushing the AI frontier 👇