No Rivals

Today’s podcast is a little different.

Instead of a new interview, you’ll hear Part I of “No Rivals,” The Generalist’s definitive four-part deep dive into Founders Fund — Silicon Valley’s most controversial (and consistently top-performing) venture firm.

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What’s inside Part I

• How Peter Thiel and team set out to rewrite VC’s playbook

• The contrarian philosophy behind their earliest bets

• The people, power dynamics, and inflection points that shaped the firm

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Want the full story?

Parts II–IV (a 3h 15m extended cut packed with performance data and insider interviews) are available to Generalist Premium members.

Join here → generalist.com/subscribe

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As a Premium member, you’ll also unlock:

• Case studies on Kleiner Perkins, USV, Tiger Global, and more

• Exclusive interviews

• Private startup databases

• Tactical operator guides

• And more

All designed to give you an investing and operating edge.

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Skip ahead

(00:00) Intro

(01:30) PART I: THE PROPHET

(05:42) Pals

(11:16) Spite Store

(18:21) Clarium Calls

(21:57) Gate-Crasher

(28:55) Parker

(40:22) Moonshots