Better Tools, Bigger Companies

Now, two things are happening.

1. Technology is making old and new ideas cheaper and easier to build.




2. There’s a reemergence of “premium demand.”

Ideas Need Adoption to Make an Impact

Ideas alone are not enough. They need to be techno-economically viable, buildable for a low enough cost that the market is able to adopt them. There is no progress without

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First is the observation I’ve made throughout: that people are building companies based on ideas from the 1950s and 1960s.

This is a very real thing. Earlier this week, I met with Tyler Hayes at Atom Limbs to see the robotic prosthetic he and his team are building. After he slipped the cuff on my arm and as we were waiting for the system to boot up... See more

Earlier this year we met with our Limited Partners. Their top question was “will the AI transition destroy your existing cloud companies?”

We began with a strong default of “no.” The classic battle between startups and incumbents is a horse race between startups building distribution and incumbents building product. Can the young companies with coo... See more

"One of the reasons I first started The Generalist was because I believe that the great epics of our era will occur in the tech sector . No other field asks – and tests – so many consequential philosophical, psychological, and societal questions so frequently. What is money? What makes something valuable? Will nations exist in the cloud? Can we hac... See more

Legacy Industrials , or Incumbents, have vertically integrated supply chains designed around older technologies and processes. Deep Tech companies have unproven technologies that, if they work, could be a very powerful building block for many businesses. Vertical Integrators integrate a number of cutting-edge-but-proven technologies; what they need... See more