(NB: S-1 Club and RFS both bring in other contributors. It would be more accurate to say I edited or wrote that many words. This is the beauty of the "multiplayer media" model. I probably wrote 100K.)
12/
The premium-only articles have been getting strong engagement and positive feedback. Great!
I'm especially excited as to how I'm building a library of business breakdowns. This is an accumulating asset, helping make membership ever-more valuable.
13/
I'm really excited by everything that's happening. But there have definitely been some critical lessons.
π
Lesson 1: Focus.
Instead of launching a bunch of new stuff, I've doubled-down on what's working.
Lesson 2: Building was the right call...
I'm glad I didn't go paid on Substack, but building brings its own challenges for sure.
Why: I think I captured some of what makes this such a special firm. I also got to talk with a lot of those familiar with the origins which made for a rich story.
Toucan brings carbon-credits on-chain. This unlocks new uses like using carbon as a DeFi collateral. It's a major player in the Regenerative Finance (ReFi) space.
Farcaster is a "sufficiently decentralized" social media platform. Greater wallet adoption and higher-quality usage makes it a good time to start a web3 social network.
As outsiders in Silicon Valley, Coatue won competitive deals by conducting extensive research *before* meeting founders.
Arriving prepared changes everything, making for better conversations and connections.
@coatue If you want to jump straight into the piece (with lots more context), click the link below. And, of course, make sure to subscribe to The Generalist :)
For a quick-recap of the 10 lessons, keep scrolling: