Subscribe & watch on YouTube: https://youtu.be/zJBc0-rsnVo
Timestamps:
- 00:00:00 - Start
- 00:04:26 - What VCs do & how it overlaps with Mario’s experience
- 00:08:00 - Why Be A Generalist vs. Specialist?
- 00:11:32 - Surprising characteristics of “who becomes an entrepreneur”?
- 00:15:52 - Average age of entrepreneurs - fact vs fiction
- 00:17:58 - Emerging Tech (AI, Crypto, Health)
- 00:22:34 - Valuations in 2023
- 00:24:53 - Feelings After FTX & Luna Crash
- 0:33:24 - Web 2.5 Companies
- 00:35:45 - Neo Banks vs Traditional Banks
- 00:37:30 - Fintech Overlap w/ Crypto
- 00:38:33 - ChatGPT vs. Google
- 00:41:55 - Types of searches & AI co-pilots
- 00:44:34 - Hype Cycles: Football vs. Tech
- 00:48:22 - Sponsor Break: Virtual Gurus
- 00:49:25 - Monetizing AI & Google vs. Microsoft
- 00:56:59 - Satya Smashing It At Microsoft
- 01:02:36 - What Running A $15mil Fund Looks Like
- 01:16:19 - Behind The Mind
- 01:17:08 - If you weren’t doing the generalist what would you be doing?
- 01:18:26 - Contrarian Opinions
- 01:23:08 - Subcultures, Reality TV & The Day of Judgement
- 01:26:14 - People That Have Impacted Your Thinking
Links Mentioned
- https://www.generalist.com/briefing/all-the-answers
- https://www.generalist.com/briefing/josh-wolfe
- https://www.generalist.com/briefing/the-casino-and-the-genie
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