Top all-time · #1675
Mario Gabriele
Personal blog · readthegeneralist.com/briefingstartupsbusinesseconomics
Mario Gabriele's personal blog at readthegeneralist.com covers startups, business and economics. Since 2021, 44 different Hacker News readers have linked it 54 times, most often “Tiger Global: How to Win”. No feed was found, so read it on the site itself.
Too few sampled comments (5) to say how often HN recommends it.?
Why HN links it
HN commenters link Mario Gabriele's briefings on venture capital, startups, DAOs and Helium's economics, mostly as sources for their own points. One commenter says the AngelList briefing gives a good breakdown.
Summarised by Claude from a sample of 5 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.
Most-linked posts?
- Tiger Global: How to Win4 people · 4 mentions · first linked 2021-11-14
- The Future of Solo Capitalists3 people · 3 mentions · first linked 2022-02-06
- Stripe: Thinking Like a Civilization3 people · 3 mentions · first linked 2021-06-14
- Anduril: The Business of Defense2 people · 2 mentions · first linked 2022-07-17
- One of social media's oldest companies is also its most undervalued2 people · 2 mentions · first linked 2021-03-01
- OpenSea: The marketplace behind NFT mania is just getting started2 people · 2 mentions · first linked 2021-10-11
- Levels: A Cultural Anomaly2 people · 2 mentions · first linked 2021-12-08
- Nubank: World's largest digital bank is a feat of ingenuity2 people · 2 mentions · first linked 2021-05-24
- Y Combinator: The Institute of Innovation2 people · 2 mentions · first linked 2022-06-12
- AngelList: A Venture Constellation2 people · 2 mentions · first linked 2022-03-07
What Hacker News says?
> Besides laws, norms & regulatory structure, what's the difference between a DAU and a joint stock company? This might have been a rhetorical question but I'll give an answer anyway - this article [0] makes the same comparison and discusses that exact analogy [0] https://www.readthegeneralist.com/briefing/dao
Comment linking /briefing/dao
on “€2.6M spent for a book at auction, believed they would own the IP”Submitted Tiger Global: How to Win as a story · 99 points
HN discussion> no source for the $6.5k/month revenue It's in a photo attached to the first tweet: https://readthegeneralist.com/briefing/helium > Data Credits are used when onboarding a hotspot, asserting a location, and processing a payment. Onboarding hotspots, in particular, is intensive from a Data Credit perspective. Since Helium is onboarding so many new hotspots, this skews results, suggesting greater customer activity th…
Comment linking /briefing/helium
on “Helium has revenues of $6.5k/month after $365M investment from A16Z”Submitted Stripe: Thinking Like a Civilization as a story · 70 points
HN discussion> Helium’s economy looks moderate or small, depending on how you parse the numbers. According to Token Terminal, Helium’s revenue in June totaled $2.6 million. That’s down from the April high of $5.5 million but a 73% improvement over the same period a year earlier. In 2020, Helium’s June revenue was below $200,000. Eddy Lazzarin, the head of protocol design at a16z, noted that when his firm first invested in Helium…
Comment linking /briefing/helium
on “Helium has revenues of $6.5k/month after $365M investment from A16Z”Submitted The Mythology of Red Bull as a story · 54 points
HN discussionHuh, few months back this [1] was shared here[2] and also this[3] The import was Tiger is somehow playing investment game at totally different level. And they are totally upending whole VC model with their speed of investment and little due diligence. It definitely felt a whole lot of bullshit to me. 1. https://www.readthegeneralist.com/briefing/tiger-global 2. https://news.ycombinator.com/item?id=29296904 3. https:…
Comment linking /briefing/tiger-global
on “Tiger Global, hit by $17B in hedge fund losses, has nearly depleted its VC fund”Submitted Sushi and the Founding Murder as a story · 44 points
HN discussionhttps://www.readthegeneralist.com/briefing/angellist gives a good breakdown
Comment linking /briefing/angellist
on “AngelList Venture Raises $100M on a $4B Valuation”Submitted Harvard, a Media Company as a story · 35 points
HN discussionSubmitted Tiger Global is venture capital's winning machine as a story · 14 points
HN discussionSubmitted The Future of Solo Capitalists as a story · 10 points
HN discussionSubmitted Stripe: Thinking Like a Civilization as a story · 6 points
HN discussionSubmitted Nubank: World's largest digital bank is a feat of ingenuity as a story · 6 points
HN discussionSubmitted Telegram: How to Counter-Attack as a story · 4 points
HN discussionSubmitted Stripe: Thinking Like a Civilization as a story · 3 points
HN discussionSubmitted Product Hunt would be a great VC as a story · 3 points
HN discussionSubmitted Anduril: The Business of Defense as a story · 2 points
HN discussionSubmitted Union Square Ventures: The Thinkers as a story · 2 points
HN discussionSubmitted Y Combinator: The Institute of Innovation as a story · 2 points
HN discussionSubmitted Flexport's quest to move goods around the world quickly and reliably as a story · 2 points
HN discussionSubmitted Coatue: An Agile Colossus as a story · 2 points
HN discussionSubmitted The Future of Solo Capitalists as a story · 2 points
HN discussionSubmitted Levels: A Cultural Anomaly? as a story · 2 points
HN discussionSubmitted The Decentralized Country as a story · 2 points
HN discussionSubmitted Levels: A Cultural Anomaly as a story · 2 points
HN discussionSubmitted Companies to Watch in Emerging Markets as a story · 2 points
HN discussionSubmitted OpenSea: The marketplace behind NFT mania is just getting started as a story · 2 points
HN discussionSubmitted Nintendo: Infinite Games as a story · 2 points
HN discussionSubmitted Tech in Africa – an introduction to the continent's ecosystem as a story · 2 points
HN discussion
