The Generalist

Covering tech from idea to IPO.

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The latest theses, insights, and blog posts from The Generalist

Consider the Eel

August 01, 2024

Capital: Ben Sun

March 07, 2024

Messi, Inc.

February 22, 2024

Generalist Capital: New Epics

February 01, 2024

Our Top 10 Articles of 2023

December 21, 2023

Soft Power in Tech

December 07, 2023

One Hundred Thousand

October 12, 2023

What to Watch in India

September 28, 2023

What to Watch in AI

July 23, 2023

Brex’s Second Act

July 13, 2023

Who Becomes an Entrepreneur?

February 12, 2023

All the Answers

February 05, 2023

Social’s Next Wave

January 22, 2023

What I’m Watching in 2023

January 08, 2023

December Mailbag

December 30, 2022

The Generalist: Year Two

December 18, 2022

Endless Media

December 04, 2022

The Casino and the Genie

November 13, 2022

Sea is Operating at the Edge

October 23, 2022

The Way of Cosmos

October 16, 2022

Aave: The Crypto Conglomerate

September 25, 2022

The Business of Barcelona

August 28, 2022

What to Watch in Crypto

August 14, 2022

The Economy of You

May 08, 2022

Dune: The Data Must Flow

April 20, 2022

Coatue: An Agile Colossus

February 13, 2022

The Future of Solo Capitalists

February 06, 2022

The Fox with 1,000 Faces

January 30, 2022

The Decentralized Country

December 12, 2021

Levels: A Cultural Anomaly

December 08, 2021

Terra: The Moon Also Rises

November 21, 2021

Tiger Global: How to Win

November 14, 2021

Tiger: How to Win

November 14, 2021

Discord: Imagine a Place

November 08, 2021

DAOs: Absorbing the Internet

October 31, 2021

NFTs that Think

October 17, 2021

Rappi: The One Who Knocks

October 03, 2021

Twist Bioscience: The DNA API

September 26, 2021

Harvard, a Media Company

September 19, 2021

Sushi and the Founding Murder

September 12, 2021

The Generalist Turns 1

August 29, 2021

Kaspi: The Shapeshifter

August 22, 2021

Whose Story Wins?

July 25, 2021

Robinhood: Serious Fun

July 18, 2021

Tech in Africa

June 20, 2021

Multiplayer Media

June 06, 2021

The Calm Capitalists

May 30, 2021

Transforming Tata

May 03, 2021

LVMH: The Civil Savage

April 25, 2021

Five Startup Ideas #029

April 09, 2021

The Mythology of Red Bull

April 04, 2021

Five Startup Ideas #028

April 02, 2021

Five Startup Ideas #027

March 26, 2021

The Paradoxes of Coinbase

March 21, 2021

Five Startup Ideas #026

March 19, 2021

$GENERALIST

March 14, 2021

$GENERALIST (Premium)

March 14, 2021

Five Startup Ideas #025

March 12, 2021

Beatdown on Aisle 5

March 07, 2021

Five Startup Ideas #024

March 05, 2021

Neuralink and the Waking Dream

February 28, 2021

Five Startup Ideas #023

February 26, 2021

The Annotated Coupang S-1

February 24, 2021

Reddit: Organized Lightning

February 21, 2021

Five Startup Ideas #022

February 19, 2021

RPA: Emulating and Becoming

February 14, 2021

Five Startup Ideas #021

February 12, 2021

Bumble: Trick the Devil

February 10, 2021

Five Startup Ideas #020

February 05, 2021

The Annotated Bumble S-1

February 04, 2021

Plaid's Quiet End Run

January 31, 2021

Five Startup Ideas #019

January 29, 2021

Roblox: Cultural Currency

January 28, 2021

A Big Announcement

January 24, 2021

Five Startup Ideas #018

January 22, 2021

The State of Micro PE

January 17, 2021

Five Startup Ideas #017

January 15, 2021

The Nostradamus List: 2021

January 10, 2021

Five Startup Ideas #016

January 08, 2021

The Annotated Roblox S-1

January 03, 2021

The Barry Diller Playbook

December 20, 2020

Five Startup Ideas #015

December 18, 2020

Five Startup Ideas #014

December 11, 2020

Affirm: The Morality of Money

December 09, 2020

Nintendo: Infinite Games

December 06, 2020

Five Startup Ideas #013

December 04, 2020

DoorDash: The Value of Speed

December 03, 2020

Airbnb: The Disaster Artist

November 30, 2020

Five Startup Ideas #012

November 27, 2020

The Checkout as a Territory

November 22, 2020

Five Startup Ideas #011

November 20, 2020

QR Codes: Cities & Eyes

November 15, 2020

Announcing...Season 2

November 14, 2020

Modern Gospels

November 08, 2020

C.R.E.A.M., Part I

October 30, 2020

The Six-Billion Dollar Stare

October 30, 2020

Audience and Wealth, Part II

October 11, 2020

Audience and Wealth, Part I

October 04, 2020

The Disappearing Bank

September 27, 2020

Previewing Titles

September 23, 2020

Power in the Valley

September 20, 2020

Asana and Culture as a Moat

September 18, 2020

Palantir and the Chaos Dance

September 16, 2020

Scarcity as an API

September 13, 2020

Snowflake and the Data Blizzard

September 11, 2020

The Corporate Metaverse

September 06, 2020

Previewing Mem Labs

September 01, 2020

VC's War for Talent

August 30, 2020

The Age of the Remix

August 23, 2020

Season 1 Winner

August 21, 2020

Nikhil, the True Believer

August 20, 2020

Previewing Kumospace

August 19, 2020

Five Startup Ideas #010

August 07, 2020

Five Startup Ideas #009

July 31, 2020

Liminal Beings and GPT-3

July 26, 2020

Five Startup Ideas #008

July 24, 2020

Rackspace rises again

July 21, 2020

Will Joe Rogan ever IPO?

July 19, 2020

Five Startup Ideas #007

July 17, 2020

Five Startup Ideas #006

July 10, 2020

The Unbundling of Google

July 05, 2020

Five Startup Ideas #005

July 03, 2020

Dopamine Games

June 28, 2020

Five Startup Ideas #004

June 26, 2020

Five Startup Ideas #003

June 19, 2020

Algorithms are Gods

June 15, 2020

Five Startup Ideas #002

June 12, 2020

Vroom Hits the Gas

June 09, 2020

Compassion is the Enemy

June 08, 2020

Fantasy M&A

May 18, 2020

Introducing...RFS 100

April 25, 2020