Our latest episode with Tomasz Tunguz is live! The Decade of Data @ttunguz has spent almost two decades turning data into investment insights. After backing Looker, Expensify, and Monte Carlo at Redpoint Ventures, he launched @Theoryvc in 2022 with a bold vision: build an "investing corporation" where researchers, engineers, and operators sit alongside investors, creating real-time market maps and in-house AI tooling. His debut fund closed at $238 million, followed just 19 months later by a $450 million second fund. Centered on data, AI, and crypto infrastructure, Theory operates at the heart of today's most consequential technological shifts. We explore how data is reshaping venture capital, why traditional investment models are being disrupted, and what it takes to build a firm that doesn't just predict the future but actively helps create it. Listen now: • YouTube: • Spotify: • Apple: A big thank you to the incredible sponsors that make the podcast possible: ✨ Brex — The banking solution for startups: ✨ Generalist+ — Essential intelligence for modern investors and technologists: We explore: → How Theory’s “investing corporation” model works → Why crypto exchanges could create a viable path to public markets for small-cap software companies → The looming power crunch—why data centers could consume 15% of U.S. electricity within five years → Stablecoins’ rapid ascent as major banks route 5‑10% of U.S. dollars through them → Why Ethereum faces an existential challenge similar to AWS losing ground to Azure in the AI era → Why Tomasz believes today’s handful of agents will become 100+ digital co‑workers by year‑end → Why Meta is betting billions on AR glasses to change how we interact with machines → How Theory Ventures uses AI to accelerate market research, deal analysis, and investment decisions …And much more!

"The operative word is wisdom, not intelligence." Alan Kay points out that humans are "clever but unwise.” However, our true superpower isn't raw intelligence but our ability to create intellectual systems like mathematics that let us operate "much more widely and deeply." Full episode: • YouTube: • Spotify: • Apple:

What if our devices were designed to help us think better rather than do more? @AnjanKatta explains how @daylightco is creating a "separate unwise computing ecosystem" - a space away from the sirens of distraction. Full episode here: • YouTube: • Spotify: • Apple:

From @AnjanKatta: Computing should help us: 1. Access our prefrontal cortex over our lizard brain 2. Transcend societal programming toward wholeness 3. Actualize our unique potential at the top of Maslow's hierarchy A thoughtful framework for technology's highest purpose. Listen now to the full conversation with Anjan and computing legend Alan Kay: • YouTube: • Spotify: • Apple:

"I have more RAM, better CPUs, and improved software–yet I'm not more productive or remembering more of what I read." This insight from my conversation with Alan and @AnjanKatta perfectly captures our modern tech paradox. The gap between what technology promises and what it delivers in our daily lives is enormous. Listen to our full discussion on the future of computing: • YouTube: • Spotify: • Apple:

I'm excited to share this special episode of The Generalist featuring Alan Kay and Anjan Katta—one I've been anticipating for quite some time. Why the Real Computer Revolution Never Happened In this conversation, I'm joined by two extraordinary guests: Alan Kay, a pioneer of modern computing, and @AnjanKatta, founder of @daylightco, who's reimagining the personal computer for our AI age. We explore how artificial intelligence is reshaping our relationship with computers, whether current paradigms serve us well as AI becomes ubiquitous, and what new models of human-computer interaction we need to thrive alongside intelligent machines. This is a conversation about reclaiming agency in an age of algorithms and imagining computing tools that amplify human intelligence rather than replace it. Listen now: • YouTube: • Spotify: • Apple: A big thank you to the incredible sponsors that make the podcast possible: ✨ Augment Code — AI coding assistant that pro engineering teams love: ✨ Brex — The banking solution for startups: ✨ Generalist+ — Essential intelligence for modern investors and technologists: We explore: → Why Alan believes the "computer revolution" commercialized in the wrong direction, missing the deeper humanistic vision of early computing pioneers → How the structure of information, from pagination to platforms, shapes the way we think → How Daylight is creating a reading and writing-focused device that helps access our "prefrontal cortex" rather than our "lizard brain" → The concept of a magical medium, and how computing might help us become our best selves → Why Marshall McLuhan's media theories predicted our current technological predicament decades before it happened → The critical difference between intelligence and wisdom in computing systems, and why wisdom should be our focus → How thoughtful constraints in computing design can lead to better thinking and more meaningful interaction → The urgency of developing systems thinking in a world facing complex challenges …And much more!

Europe's best founders retire too early. While successful American CEOs take on increasingly ambitious projects, many great European entrepreneurs tap out long before they've lost their touch. Why? @torstenreil and I unpack in our latest piece.

No one I enjoy riffing on writing and tech with more than @packyM. A wonderful interlocutor, writer, and friend. We dug into so many aspects of the Founders Fund piece, beyond the page, and followed some really fun threads. Highly recommend a listen!

Founders Fund has mastered the art of concentration. They've invested more than $100 million into 23 companies. That includes a $671 million investment into SpaceX, now held at more than $18 billion. (Likely worth much more.)

Part IV: The Kingdom