"World of DaaS" Mario Gabriele - mullet capitalism & modern media empires
Mar 4, 2025
Mario Gabriele, founder of The Generalist and Generalist Capital, shares insights into venture capital and modern media. He explains why 70-80% of VCs fail to create value and introduces the concept of 'mullet capitalism,' where media helps define investment strategies. Mario discusses the emotional complexities of startup compensation and board interactions. He also delves into emerging technologies like stablecoins and brain-computer interfaces, reflecting on their potential impacts and the challenges in navigating innovative landscapes.
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VC Soft Power
- VCs are increasingly relying on "soft power" to differentiate themselves, as money has become commoditized.
- This involves building a brand and narrative through content and media, like podcasts and books.
Logan Bartlett's Podcast
- Logan Bartlett of Redpoint Ventures successfully built his and his firm's brand through a podcast.
- His approach evolved from humor-based content to high-quality interviews.
VC Mass Extinction Event
- Many VCs are under pressure due to the concentration of LP capital in a few large firms.
- Those with mediocre returns and no clear investment thesis are most at risk.