Mario Gabriele πŸ¦ŠπŸ’­ Profile picture
Jul 1, 2021 β€’ 15 tweets β€’ 5 min read β€’ Read on X
The Generalist still feels like it's just getting started. Momentum building.

πŸ™ 750+ paying members
🎯 38,000+ subscribers
πŸ”₯ $160,000+ ARR

I learned a lot in Q2! Here are the highlights for supporters and other creators πŸ‘‡ Image
1.

If you want to dive straight into the deck, you can follow the link below, watch the video, or keep on scrolling...
2. Financials

Mixed results.

Bookings went down as I stopped accepting new sponsors. Churn also increased a little, but is still in a good spot.

But... Image
3. MRR

Still in a great spot here! I think we can push growth over the next quarter, but positive momentum. Image
4. Growth

The numbers are still in a good spot, but I would have liked to see more subscription growth.

I made some changes that had an impact here... Image
5. Changes

- Focused on paid pieces.
- Less active on RFS/S-1 Club.
- Summer? Image
6. Subscribers

Again, still feel largely happy here. Nice trajectory, but I would like to push a bit more. Image
7. Output

I went a bit nuts this quarter. The Generalist published more than 202K words.

That's a (big) book. Image
8. Depth

I think this was my best quarter of work. I'm really proud of some of these pieces. Image
9. Community

Still think this is the most valuable thing I've ever built. Can't totally explain what's so special about it, but working hypothesis... Image
10. Fun things Image
11. Hard things Image
The same goal. An infinite game 😊 Image
Come hang with me and 38,000 of my closest friends πŸ˜‰

(Even better: come hang out with the 360 smartest people I know in the Members community)

readthegeneralist.com
You can find Q1's report summarized in the tweet below. And follow @mariodgabriele to see a modern media company build in public

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More from @mariogabriele

Jan 25, 2023
Five private companies I wish I had exposure to:

- Stripe
- SpaceX
- Epic
- Plaid
- Discord

Historically, accessing these names meant you were a VC or an LP in VC firms.

Destiny is changing that. Here's what you need to know about the "BlackRock of the private markets."πŸ‘‡
1. What is Destiny?

Destiny is a new investment manager building a basket of tech's most impressive private companies.

Its "Tech100" index will give retail investors access to names like Stripe when it lists later this year.

generalist.com/briefing/desti…
2. Who's behind it?

Sohail Prasad and Samvit Ramadurgam. Before founding Destiny, they built Forge (NYSE: FRGE), one of the largest secondary marketplaces in the world.

They've been building in this space for 10 years.
Read 8 tweets
Oct 18, 2022
I've been digging into Cosmos (@cosmos) over the past few months.

I asked a bunch of builders and investors to share the most exciting projects in the ecosystem. Here are 10 I'm watching closely πŸ‘€ πŸ‘‡
If you don't know a ton about Cosmos and want to learn, check out the deep dive we released.

Ok, onto the projects.

generalist.com/briefing/cosmos
1. Osmosis (@osmosiszone)

What: A DEX for ecosystem. Becoming Cosmos' DeFi hub.

Website: app.osmosis.zone
Read 13 tweets
Sep 16, 2022
I've written more than 1 million words of business analysis for The Generalist.

It feels kind of weird to give myself credit...but for those that are interested, here are the ten pieces I'm most proud of and why πŸ‘‡
1. Union Square Ventures (@usv)

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.

readthegeneralist.com/briefing/union…
2. Anduril (@anduriltech)

Why: This may be one of the most important companies of the next +50 years. Exploring how it works and the impact it makes was fascinating.

readthegeneralist.com/briefing/andur…
Read 13 tweets
Aug 28, 2022
What's happening at F.C. Barcelona is one of the most interesting case studies in business right now.

We're seeing a $5B organization, with hundreds of millions of fans, try and manage +$1.3B in debt, all while trying to win championships.

This is how they're doing it πŸ‘‡ ⚽
Problem 1: Debt

Barcelona has debt. Like a lot of it. Last August it was estimated the club was $1.38B in the hole.

This stopped the club from registering players and threatened operations.
Problem 2: Poor performance

Barcelona hasn't performed on the pitch. The team finished 2nd in La Liga and crashed out in the group stages of the Champions League.

Not good enough.
Read 16 tweets
Aug 14, 2022
I asked 15 of the smartest crypto investors in the world which projects and trends are worth watching right now.

Here's what they said πŸ‘‡
1. Toucan Protocol (@ToucanProtocol)

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.

β€’ From: Nick Grossman (@nickgrossman)
β€’ Website: toucan.earth
@ToucanProtocol @nickgrossman 2. Farcaster

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.

β€’ From: Alok Vasudev (@AlokVasudev)
β€’ Website: farcaster.xyz
Read 19 tweets
Jul 31, 2022
What makes a great venture investor?

Over the past year, I've studied some of the most successful VC firms of all-time including USV, Y Combinator, Multicoin, and others.

Here are ten lessons πŸ‘‡
Lesson 1: Come prepared (@coatue)

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:

readthegeneralist.com/briefing/timel…
Read 14 tweets

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