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You made it!

You may not know it yet, but you’ve joined an eclectic cabal of founders, investors, operators, makers, speculators, optimists, students, and skeptics, all bonded by a desire to dissect the world of tech from idea to IPO. I'm really glad to have you aboard.

As a free subscriber, you'll get access to IPO reports, startup ideas, summarized interviews, and 1 briefing a month on the most important trends in tech and finance. You can always manage your preferences by signing into The Generalist website.

If at any time you'd like to become a member, you can upgrade here. You'll gain an edge by unlocking 4 briefings a month, exclusive IPO coverage, full interviews, extra startup ideas, and access to our curated community, by application.

A few favorites

To get you into the swing of things, here are a few pieces that give a feel for what's to come...

• Airbnb: The Disaster Artist. Our team of analysts dissected one of 2020's most significant IPOs. Learn how the home-sharing business weathered the coronavirus, its supply-side advantages, and the looming specter of Booking.com. More here​
• The Joe Rogan IPO. Personality businesses have always had incredibly deep moats, making them defensible. But their lack of scalability and value concentration have precluded them from tapping venture markets. There are signs that might be changing. More here​
• Zach Reitano on what came before Ro. Before building a $1.5B healthcare business, Zach started a local marketplace, a ghost kitchen, a medical device company, and several other startups. Overnight success takes a decade. More here​
• Five companies VC investors and operators are looking for. These five startup ideas include shoppable Zoom, a global healthcare play, a riff on Twilio, the case for niche ERPs, and a jam on space logistics. More here​

I take you joining seriously so if you have any questions or comments, if you love something or hate something, or you just want to say hey, hit me up. I'll respond.

Thanks for being here,

Mario
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