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Mario Gabriele 🦊 Profile picture
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18 May, 4 tweets, 2 min read
In February of this year, I correctly called the Tokopedia-Gojek merger.

That was already being talked about.

But, somehow I also managed to come up with the name of the new company...

GoTo!

Total lucky guess, but still blew my mind 😂 🤯

readthegeneralist.com/briefing/amazo…
Proof from the piece...

This illustration
Little more...
Here's the piece! Would love to have you as a Member -- you'll unlock the full library, including the rest of this piece.

readthegeneralist.com/briefing/amazo…

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More from @mariodgabriele

Mario Gabriele 🦊 Profile picture
19 May
In 1987, Starbucks went up for sale.

Howard Schultz had 2 months to get the money to buy it.

With a month left, one of Schultz's own business partners tried to snipe the deal.

One of my favorite business stories ever 👇 Image
1/

So, first things first:

Howard Schultz did not found Starbucks.

It was started by three college friends who set out to make a great coffee *roaster.* No drinks, no places to sit. Just great beans.

They opened their first location in 1971. Image
2/
In 1981, Schultz was a young salesman.

He worked for Hammarplast, a co that sold coffee machines & filters. On a business trip to Seattle he discovered Starbucks and became so obsessed, he told the founders he wanted to work there.

He got a gig as “director of retail ops"
Read 18 tweets
Mario Gabriele 🦊 Profile picture
16 May
Mercado Libre is an absurd company.

- $3.9 billion in 2020 net revenue
- $50 billion in payments processed
- Barely scratched the surface

Seriously, the more I looked at Meli, the more opportunities I found.

Here's what I mean👇

readthegeneralist.com/briefing/meli
1/

In 1999, Meli was founded.

There's a fun story about the first money the company raised.

Marcos Galperin was a student at Stanford GSB at the time. One day, the famous investor John Muse came to give a lecture...
2/
To make sure he had a chance to pitch him on his idea for an "eBay in Latin America" Galperin asked if he could drive him back to his private plane after the lecture.

Then he got lost on purpose.
Read 19 tweets
Mario Gabriele 🦊 Profile picture
3 May
V excited to share this.

One of my favorite writers/ppl @packyM + I dug into Tata Group. It's wilder than I'd imagined.

- 152 yrs old
- Started as an opium exporter
- Key to Swadeshi movement
- Dominated by consulting
- Wants to be the next Super App?

readthegeneralist.com/briefing/tata
1/
Tata's a truly historic company.

It was founded by Jamsetji Tata, who began by expanding his father's exporting business before opening his own cotton mill:

"The Empress Mills." Image
2/
Jamsetji did some unreal things at Empress Mills, things that were way ahead of his times.

- Supplied clean water
- Access to credit
- Access to education/library
- Accident insurance
Read 16 tweets
Mario Gabriele 🦊 Profile picture
28 Apr
After three months of going paid, I can say, this thing is for real.

❤️ ~600 paying members
🔥 ~33,000 subscribers
🤯 ~$130,000 ARR

I've learned a lot over the past quarter. If you're building a modern media company, I hope this breakdown is useful 👇
1/

If you want to jump straight in, I made a deck that walks through the details.

Hit the link below. Or keep scrolling.

projector.com/story/0fa0076f…
2/
Here are the high-level metrics.

As a note, "revenue" ≠ "salary."

I'm taking as small a salary as I can and investing revenue in making the product better.
Read 23 tweets
Mario Gabriele 🦊 Profile picture
25 Apr
Bernard Arnault is an absolute *savage.*

I mean that in the best way.

Over 34 years, Arnault has transformed LVMH into a creative and commercial powerhouse.

Here's how he did it while looking permanently fly 🔥✈️

⇣

readthegeneralist.com/briefing/lvmh-…
1/

LVMH didn't exist until 1987.

It emerged from an all-out war between these three men.

- Henry Racamier, Head of LV
- Alain Chevalier, Head of Moet Henn
- Arnault, owner of Dior

The full saga deserves its own treatment. I go deep in the piece.

readthegeneralist.com/briefing/lvmh-…
2/
Spoiler alert: Arnault won.

He became CEO of the company in 1989 and went on an absolute tear to grow it into the $376B behemoth it is today.

So, how did he do it while crushing such crisp collarless shirts?
Read 16 tweets
Mario Gabriele 🦊 Profile picture
21 Apr
$PATH lists today!

I think RPA can feel a little bit intimidating to newcomers, so I thought I'd put together a super-quick summary of the company.

UiPath in 3 minutes.

👇
TL;DR

- UiPath sells software "robots"
- It was started 16 years ago in Romania
- Its customers are usually big corporations
- It made $607M last year (+81% YoY)

readthegeneralist.com/briefing/uipath
History

- Founded in Bucharest by 2005
- CEO was a former Microsoft engineer
- Company was a devshop called "DeskOver"
- Pivoted to true RPA in 2013
- Only started scaling after that point

readthegeneralist.com/briefing/uipath
Read 16 tweets

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