The Generalist Podcast Por Mario Gabriele arte de portada

The Generalist

The Generalist

De: Mario Gabriele
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 “The future is already here. It’s just not evenly distributed.” The Generalist Podcast brings you weekly conversations with the people who live in these pockets of the future – visionary founders, prescient investors, and original thinkers. Each episode is designed to introduce you to new ideas, technologies, and markets and help you prepare for the world of tomorrow.Mario Gabriele
Episodios
  • How Anduril Is Reimagining the Defense Industry: Faster Tech, Ethical AI, and a New Kind of Deterrence | Trae Stephens (Co-Founder & Executive Chairman, Anduril)

    How Anduril Is Reimagining the Defense Industry: Faster Tech, Ethical AI, and a New Kind of Deterrence | Trae Stephens (Co-Founder & Executive Chairman, Anduril)
    May 20 2025
    What happens when you apply Silicon Valley’s speed and innovation to reinvent defense technology? Trae Stephens, co-founder of Anduril, is running that experiment in real-time. His company creates software-driven, hardware-enabled autonomous systems designed to transform national security capabilities amid growing global tensions.In today's episode, Trae and I dive deep into the ethics of warfare, technology's evolving role in national defense, the complexities of Great Power conflict with China, and how Trae’s personal faith shapes his vision for responsible innovation.We explore:• An overview of Anduril's mission and platform• A look at the "Four Americas" and why we need a strong military• How Trae uncovered gaps in intelligence that led to Anduril’s founding• The “don’t work at Anduril” campaign and how transparency filters talent• A glimpse at Anduril’s reading list and the case for organizational reading lists• An overview of Lattice, the software behind every platform Anduril builds• Why too much innovation can be a problem• How Anduril took over the IVAX project from Microsoft• Why single domain defense companies won’t win• An overview of Just War Theory, and how it guides Anduril’s mission• How the U.S. is stacking up against China’s intelligence and military• How Anduril’s mission is compatible with Trae’s faith• Lessons from Peter Thiel, Alex Karp, and Palmer Luckey• And much more!—Transcript: https://thegeneralist.substack.com/p/how-anduril-is-reimagining-the-defense-industry-trae-stephens—Thank you to the partners who make this possibleVanta: Automate compliance and simplify security.WorkOS: The modern identity platform for B2B SaaS.Brex: The banking solution for startups.—Timestamps(00:00) Intro(04:33) An overview of Anduril(05:31) The surprising way Trae got into Georgetown(11:58) Trae’s work with computational linguistics(13:37) “The four Americas” and why we need a strong military(16:05) How Trae uncovered gaps in intelligence and military that prompted Anduril’s founding(20:49) Why the incentive structure in the defense industry wasn’t working(23:08) An overview of Anduril’s leadership(25:53) The first Anduril office and how they approach hiring(31:13) The Anduril reading list(34:23) Anduril’s building philosophy, and the software behind all their products(38:45) How Anduril partners with DOD to understand what to build(41:21) Why too much innovation is not sellable(45:29) How Anduril took over the IVAS program from Microsoft(47:57) The future of weaponry(51:26) Anduril’s growth strategy: buying and building(55:02) The single domain companies Trae is excited about(58:44) How the US stacks up against China(1:05:20) Trae’s thoughts on conflict resolution and the current administration’s approach(1:08:14) How Anduril’s work in Europe may change(1:09:37) Why Trae believes his work aligns with his faith(1:12:39) An overview of “Just War Theory”(1:15:38) Lessons from Peter Thiel, Alex Karp, and Palmer Luckey(1:19:05) Final meditations—Follow Trae StephensX: https://x.com/traestephensLinkedIn: https://www.linkedin.com/in/trae-stephens-485a811/—Resources and episode mentions—Books—• Hillbilly Elegy: A Memoir of a Family and Culture in Crisis: https://www.amazon.com/Hillbilly-Elegy-Memoir-Family-Culture/dp/0062300547• The Looming Tower: Al-Qaeda and the Road to 9/11: https://www.amazon.com/Looming-Tower-Al-Qaeda-Road-11/dp/1400030846• Impro: Improvisation and the Theatre 1st Edition: https://www.amazon.com/Impro-Improvisation-Theatre-Keith-Johnstone/dp/0878301178• The Kill Chain: Defending America in the Future of High-Tech Warfare Hardcover: https://www.amazon.com/Kill-Chain-Defending-America-High-Tech/dp/031653353X...Resources continued at: https://thegeneralist.substack.com/p/how-anduril-is-reimagining-the-defense-industry-trae-stephens—Production and marketing by penname.co. For inquiries about sponsoring the podcast, email jordan@penname.co.
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    1 h y 27 m
  • The Substack Playbook: Inside The $650M Platform Rewriting Media, Trust, and Creator Economics | Chris Best & Hamish McKenzie (Co-Founders)

    The Substack Playbook: Inside The $650M Platform Rewriting Media, Trust, and Creator Economics | Chris Best & Hamish McKenzie (Co-Founders)
    May 6 2025
    In a world where attention is fragmented and algorithms rule the content landscape, Chris Best and Hamish McKenzie are taking a radically different approach with Substack. Rather than chasing clicks, Substack focuses on a simple yet powerful idea: creators should own their work and make money directly from their audience through paid subscriptions. With over 5 million paid subscriptions and tens of millions of active readers, Substack has turned this model into a transformative force in media.In this episode, Chris and Hamish unpack how they’re reshaping creator economics, navigating AI’s role in creativity, and enabling a new era for writers, from serialized fiction to short-form video. Their bet? That if content adds real value—whether it educates, entertains, or helps people earn—audiences will pay for it.In our conversation, we explore:• How Substack grew from a simple newsletter tool to a multi-format media platform with 5 million+ paid subscriptions• Why the "soul connection" between creators and audiences is becoming more valuable in an AI-dominated world• The inside story of Substack's clash with Elon Musk and how it ultimately strengthened their platform• Why the ceiling for great writing and culture might be much higher than we're currently imagining• How Substack's subscription model creates dramatically better economics for creators than ad-supported platforms• Chris's "grand unified theory" for how AI will influence content creation and consumption• Why their short-form content isn't just a "sticky trick" but a pathway to deeper engagement and discovery• The future of traditional prestige media brands• Much more—Thank you to the partners who make this possibleVanta: Automate compliance and simplify security.Brex: The banking solution for startups.WorkOS: The modern identity platform for B2B SaaS.—For a full transcript of the episode, please visit: https://thegeneralist.substack.com/p/the-substack-playbook—Timestamps(00:00) Intro(05:27) An overview of Substack and its current scale(06:53) The origin story of Substack(19:20) Finding the first believers(24:17) Successful fiction on Substack, and why there’s potential for much more(29:09) The different mediums available on Substack(32:27) How Substack’s feed differs from social media(37:33) The clash with Elon Musk and Twitter/X(47:23) How Substack’s network helps creators succeed(52:07) TikTok creators moving to Substack after the ban(56:20) The future of paid media consumption(58:24) Chris's grand unified theory of AI and media(1:07:07) Substack’s AI tools(1:10:54) Why it’s hard to predict where AI is taking us next(1:13:42) Advice for traditional media institutions(1:16:48) Final meditations—Follow Chris BestX: https://x.com/cjgbestLinkedIn:https://www.linkedin.com/in/cjgbest/—Follow Hamish McKenzieX: https://x.com/hamishmckenzieLinkedIn: https://www.linkedin.com/in/hamishmckenzie/—Resources and episode mentions—Books—• The Anxious Generation: How the Great Rewiring of Childhood Is Causing an Epidemic of Mental Illness: https://www.amazon.com/Anxious-Generation-Rewiring-Childhood-Epidemic/dp/0593655036• The Canterbury Tales: https://www.amazon.com/Canterbury-Tales-Geoffrey-Chaucer/dp/0140424385—People—• Jairaj Sethi on LinkedIn: https://www.linkedin.com/in/jairaj-sethi/• Andrew Chen on LinkedIn: https://www.linkedin.com/in/andrewchen/• Mike Kerns on LinkedIn: https://www.linkedin.com/in/mike-kerns-63219/• Patrick Collison on LinkedIn: https://www.linkedin.com/in/patrickcollison/—Other resources—• Substack: https://substack.com/• Kik: https://kik.com/• Listicle: https://en.wikipedia.org/wiki/Listicle• The dress: https://en.wikipedia.org/wiki/The_dress• Craigslist: https://www.craigslist.org/...Resources continued at: https://thegeneralist.substack.com/p/the-substack-playbook—Production and marketing by penname.co. For inquiries about sponsoring the podcast, email jordan@penname.co.
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    1 h y 26 m
  • Lessons from 20 Years of Venture Capital: Roelof Botha (Managing Partner and Steward at Sequoia Capital)

    Lessons from 20 Years of Venture Capital: Roelof Botha (Managing Partner and Steward at Sequoia Capital)
    Apr 29 2025
    Sequoia Capital is synonymous with outstanding performance, backing companies like Apple, Google, Airbnb, and Stripe. In today’s episode, I chat with Roelof Botha, Sequoia’s Managing Partner, about what it takes to see the future first, capitalize on it intelligently once it arrives, and help founders build enduring companies. Roelof is especially well-placed to discuss such matters. Not only has Sequoia navigated more than 50 years of market cycles, Roelof has personally spent more than 20 years helping shape the firm’s unique approach. From honing a philosophy rooted in clear thinking and long-term vision to asking the tough question of "What would you do with only 12 months of runway?" Roelof breaks down the mindset that’s helped Sequoia and its founders thrive, and what others can learn from it. In our conversation, we explore:• The psychological biases that most frequently derail investors• Why the first-mover advantage is often a disadvantage in technology • Why excess funding often undermines innovation• The story of PayPal's near-death experience and how it sparked its most critical innovations• How Roelof’s training as an actuary shaped his long-term thinking • How Sequoia maintains investment discipline through market cycles • Why they don’t use the word “deal” at Sequoia • How the US can maintain the lead in the AI race• The thinking behind the Sequoia Capital Fund and the firm’s organizational structure • And much more—Thank you to the partners who make this possibleBrex: The banking solution for startups.WorkOS: The modern identity platform for B2B SaaS.Explo: Customer-facing analytics for any platform.—For a full transcript of the episode, please visit: https://thegeneralist.substack.com/p/lessons-from-20-years-of-vc-roelof-botha—Timestamps(00:00) Intro(04:50) Roelof on the AI bubble(07:26) Sequoia’s Monday tracker and investment tools(09:25) AI's role in business growth(11:55) The challenge of spotting unicorns in a climate of rapid growth(14:48) Roelof’s critique of capital-heavy AI startups(19:30) A glimpse at how partners work at Sequoia(21:43) A lesson from PayPal(24:09) Roelof’s interest in decision-making and biases(27:19) Two key biases: loss aversion and anchoring(30:55) Examples of anchoring with Square and Twitter(36:30) The case for long-term thinking(41:00) Sequoia’s culture and commitment to winning(48:38) What Sequoia looks for in founders(51:39) How new technology enables less technical founders to succeed(54:06) Why AI may favor incumbents over startups(57:12) Where the US stands in the AI race(1:01:16) The risks of government overspending(1:03:54) Sequoia’s journey from idea to IPO(1:10:44) How Sequoia uses AI(1:15:05) Final meditationsPerformance numbers shared in this interview are as of March 24, 2025. Past performance is not indicative of future performance.—Follow Roelof BothaX: https://x.com/roelofbothaLinkedIn: https://www.linkedin.com/in/roelofbotha/—Resources and episode mentions—Books—• Decisive: How to Make Better Choices in Life and Work: https://www.amazon.com/Decisive-Make-Better-Choices-Life/dp/0307956393/• Leading: Learning from Life and My Years at Manchester United: https://www.amazon.com/Leading-Learning-Years-Manchester-United/dp/0316268100• A Tale of Two Cities: https://www.amazon.com/Tale-Two-Cities-Penguin-Classics/dp/0141439602• Man’s Search for Meaning: https://www.amazon.com/Mans-Search-Meaning-Viktor-Frankl/dp/0807014273/r—People—• Don Valentine: https://en.wikipedia.org/wiki/Don_Valentine• Daniel Kahneman: https://www.nobelprize.org/prizes/economic-sciences/2002/kahneman/facts/• Brian Chesky on X: https://x.com/bchesky...Episode resources continued at: https://thegeneralist.substack.com/p/lessons-from-20-years-of-vc-roelof-botha—Production and marketing by penname.co. For inquiries about sponsoring the podcast, email jordan@penname.co.
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    1 h y 21 m
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