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Letters to a Young Investor: Reid Hoffman
The legendary investor shares stories on Airbnb, Stripe, avoiding mistakes, and developing a “theory of the game.”
 • 
Mario Gabriele
5
Modern Meditations: Danny Rimer
The Index Ventures partner on art, investing, and destiny.
 • 
Mario Gabriele
2
ASML: A Monopoly on Magic
The $300 billion Dutch firm is the most important company you’ve never heard of.
What Makes a Great Acquisition?
The common wisdom is that most M&A goes south, with reported failure rates of up to 90%. How can CEOs tip the scales in their favor?
 • 
Mario Gabriele
2
A24: The Rise of a Cultural Conglomerate
The indie studio is behind some of Hollywood’s biggest hits and critical darlings. It has designs on becoming media’s answer to LVMH.
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ASML: A Monopoly on Magic
Plaid: Finance's Next Great Network
AI and The Burden of Knowledge
 • Mario Gabriele
What to Watch in AI (July 2023)

Case Studies

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A24: The Rise of a Cultural Conglomerate
The indie studio is behind some of Hollywood’s biggest hits and critical darlings. It has designs on becoming media’s answer to LVMH.
Plaid: Finance's Next Great Network
After turning down Visa, the $13.4 billion fintech is thriving solo. It’s become a true multi-product company with room to run.
ASML: A Monopoly on Magic
The $300 billion Dutch firm is the most important company you’ve never heard of.
Brex’s Second Act
The $12.3 billion fintech is hitting new heights and entering a new growth phase. It’s a dividend of the firm’s clear-eyed decision-making.
 • 
Mario Gabriele
Watershed: A Climate Pragmatist
The $1 billion carbon accounting platform has attracted investment from Sequoia and Kleiner Perkins. Its greatest strength is its practical…
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Mario Gabriele
Mercury is Ready for the Moment
The unicorn banking platform built on a network of partner institutions is profitable, growing rapidly – and ready to become SV’s new standard.
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Mario Gabriele
Substack: Empire of Narratives
The $650 million startup isn’t a newsletter platform – it’s a multi-media network and cultural powerhouse.
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Mario Gabriele
4
TSMC: Semiconductors and Borders of Light
The world’s largest semiconductor foundry is expanding beyond Taiwan, investing $40 billion in a U.S. factory. It’s a move with immense political and…
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Mario Gabriele

Artificial Intelligence

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Life in a Kingdom of Dangerous Magic
Or, why regulating artificial intelligence is so difficult.
What to Watch in AI (July 2023)
Investors from Sequoia, USV, Kleiner Perkins, and more select the AI startups you should keep an eye on.
AI and The Burden of Knowledge
A story of superior intelligence and possible obsolescence.
 • 
Mario Gabriele
Intercom’s AI Evolution
An interview with co-founder and Chief Strategy Officer, Des Traynor.
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Mario Gabriele

Interviews

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Modern Meditations: Danny Rimer
The Index Ventures partner on art, investing, and destiny.
 • 
Mario Gabriele
2
Capital: Zavain Dar, GP at Dimension
Investing at the bleeding edge of technology and life sciences.
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Mario Gabriele
2
Modern Meditations: Rebecca Kaden
The Union Square Ventures managing partner on stories, ancient structures, and technological salvation.
Modern Meditations: Claire Hughes Johnson
The Stripe executive on leadership, linguistics, and literature.
Modern Meditations: Sam Lessin
The Slow Ventures GP on philosophy, empowering metrics, AI hype, and John Wick.
 • 
Mario Gabriele
Modern Meditations: Scott Belsky
The Adobe CPO on innovating from within, shipping slow, and AI.
 • 
Mario Gabriele
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