Are Founders Allowed to Lie?


This post is by Alex Danco from alexdanco.com

Whenever I have a candid conversation with someone interesting in tech, I like to ask: “What are taboo topics in Silicon Valley?” Unsurprisingly, most of the suggestions I hear are… Read more Are Founders Allowed to Lie?

The Kids are Alright: An Interview with Eugene Wei and Julie Young (Gift Culture, Part 4)


This post is by Alex Danco from alexdanco.com

Welcome to the fourth and final segment in this series on Gift Culture at the Online Frontier. If you missed any of the first three, you can catch up here: Gift Culture, Part 1: Homesteading the Twittersphere Gift Culture, Part 2: The SE Suite, An interview with Julie Young Gift Culture, Part 3: Scarcity Status versus Abundance Status  Today Julie is back with us to help close things out, along with our second very special guest, coming in to bat cleanup: Eugene Wei.  If you’ve spent any time on Tech… Read more The Kids are Alright: An Interview with Eugene Wei and Julie Young (Gift Culture, Part 4)

Scarcity Status versus Abundance Status (Gift Culture, Part 3)


This post is by Alex Danco from alexdanco.com

Welcome back to this multi-part newsletter series on Gift Culture on the online frontier. If you missed them, check out Part One (defining gift culture, and the “homesteading” behaviour exhibited… Read more Scarcity Status versus Abundance Status (Gift Culture, Part 3)

The SE Suite: An Interview with Julie Young (Gift Culture Part 2)


This post is by Alex Danco from alexdanco.com

Welcome back to part 2 of a multi-part series on Gift Culture at the digital frontier. If you haven’t read last week’s post on gift culture as an adaptation to… Read more The SE Suite: An Interview with Julie Young (Gift Culture Part 2)

Homesteading the Twittersphere


This post is by Alex Danco from alexdanco.com

If you go to the About page on Matthew Ball’s website, you’ll find a quote from Jason Hirschhorn: “Kevin Mayer called and said ‘Hey, Bob Iger and I would like to have lunch with you’…And Iger, I’m going to paraphrase here, says ‘You know, you’re an idiot.’ And I’m like, ‘Why is that, Bob?’ And he goes, “You give away for free what we pay tens of millions of dollars a year from management consultants for.”  Kevin was talking about Matt’s Disney-as-a-Service post from 2016; but it could have been any of his… Read more Homesteading the Twittersphere

Rollin’ (ARR-paid vehicle)


This post is by Alex Danco from alexdanco.com

One of the themes we talk about a lot in this newsletter, such as here and here and here and here and here, is how Silicon Valley is a “controlled bubble”. It has to be! Startups have a major structural problem to overcome, independently of how risky or ambitious they are: you can’t know the value of what you’re building, and you can’t know how much capital you’ll have to raise to get there. If you can’t know either of those two things, then you can’t know the value of… Read more Rollin’ (ARR-paid vehicle)

It’s Not Debt, It’s Better: an Interview with Harry Hurst of Pipe


This post is by Alex Danco from alexdanco.com

This week, I’m delighted to share an interview with Harry Hurst, founder and co-CEO of Pipe.  Six months ago I wrote a post in the newsletter called Debt is Coming, about the all-equity model of funding startups finally coming to the end. It ran away to become the most widely-read thing I’ve ever written, ever. (Read it first, if you haven’t yet.) Since then, I’ve had a blast getting to meet all sorts of interesting founders, operators and investors who are thinking about the future of financing recurring revenue software… Read more It’s Not Debt, It’s Better: an Interview with Harry Hurst of Pipe

It’s Not Debt, It’s Better: an Interview with Harry Hurst of Pipe


This post is by Alex Danco from alexdanco.com

This week, I’m delighted to share an interview with Harry Hurst, founder and co-CEO of Pipe.  Six months ago I wrote a post in the newsletter called Debt is Coming, about the all-equity model of funding startups finally coming to the end. It ran away to become the most widely-read thing I’ve ever written, ever. (Read it first, if you haven’t yet.) Since then, I’ve had a blast getting to meet all sorts of interesting founders, operators and investors who are thinking about the future of financing recurring revenue software… Read more It’s Not Debt, It’s Better: an Interview with Harry Hurst of Pipe

SPAC Man Begins


This post is by Alex Danco from alexdanco.com

Three years ago, Chamath sat us all down at a Social Capital all hands meeting and told us about this great new thing we were gonna do. It was called a SPAC.  A SPAC (“Special Purpose Acquisition Company”, or “blank check company”), he told us, was a new way we were going to help take big tech companies public. Going public is an important moment in a company’s life. It’s a transition from one state to another, it’s a stressful but monumental transition, and the current way we do it –… Read more SPAC Man Begins

The Freud Moment


This post is by Alex Danco from alexdanco.com

Three months ago to the day, I wrote: I’m getting concerned that we’re not psychologically ready for what’s coming next. The future may not be predictable, but people are. I… Read more The Freud Moment

Craft is Culture


This post is by Alex Danco from alexdanco.com

I’ve now been at Shopify for two months. One month in, the leadership team announced that we’re moving to “Digital by Default”: permanently. The era of office centricity is over; it’s time to figure out what comes next. I’ve had mixed feelings about this announcement. On the one hand, I was disappointed. I like having somewhere to go for the day, and having done so much travelling over the last several years for work, I was even excited to have a “regular commute”. I was especially looking forward to building… Read more Craft is Culture

Craft is Culture


This post is by Alex Danco from alexdanco.com

I’ve now been at Shopify for two months. One month in, the leadership team announced that we’re moving to “Digital by Default”: permanently. The era of office centricity is over; it’s time to figure out what comes next. I’ve had mixed feelings about this announcement. On the one hand, I was disappointed. I like having somewhere to go for the day, and having done so much travelling over the last several years for work, I was even excited to have a “regular commute”. I was especially looking forward to building… Read more Craft is Culture

Craft is Culture


This post is by Alex Danco from alexdanco.com

I’ve now been at Shopify for two months. One month in, the leadership team announced that we’re moving to “Digital by Default”: permanently. The era of office centricity is over; it’s time to figure out what comes next. I’ve had mixed feelings about this announcement. On the one hand, I was disappointed. I like having somewhere to go for the day, and having done so much travelling over the last several years for work, I was even excited to have a “regular commute”. I was especially looking forward to building… Read more Craft is Culture

The Most Famous Loop


This post is by Alex Danco from alexdanco.com

Kevin Kwok had a great essay the other day on Figma, and how its runaway success is based on hundreds of successful loops baked into its product and business model: Why Figma Wins | Kevin Kwok It got me thinking about loops. Loops are important and they are everywhere. Businesses are fundamentally made out of them. It’s obvious to say that a business is a collection of repeatable processes; but it’s worth going the next step to specify: if a process is truly reputable, then it must be a loop,… Read more The Most Famous Loop

Never Hertz to Ask


This post is by Alex Danco from alexdanco.com

Obviously we’re going to talk about this today: Ok, so. Up until this year, I would’ve told you that there are two general kinds of financial bubbles.  The first kind… Read more Never Hertz to Ask

Let’s just get rid of peer review


This post is by Alex Danco from alexdanco.com

As you may know already, ten years ago (before I got into the tech world) I lived in the academia world, as a grad student doing neuroscience research. Scientific research, to put it bluntly, needs to be fixed. There are so many smart and well-intentioned people working really hard in university labs and research institutions, but whose best years are getting wasted through no fault of their own. It’s not an easy problem to fix, but we’re going to have to.  Several months ago I wrote a post called Can… Read more Let’s just get rid of peer review

Let’s just get rid of peer review


This post is by Alex Danco from alexdanco.com

As you may know already, ten years ago (before I got into the tech world) I lived in the academia world, as a grad student doing neuroscience research. Scientific research, to put it bluntly, needs to be fixed. There are so many smart and well-intentioned people working really hard in university labs and research institutions, but whose best years are getting wasted through no fault of their own. It’s not an easy problem to fix, but we’re going to have to.  Several months ago I wrote a post called Can… Read more Let’s just get rid of peer review

Debt: the First 5000 Years


This post is by Alex Danco from alexdanco.com

I recently read Debt: the First 5000 Years by David Graeber, and it has stuck on my mind for a while. It’s one of those “Everybody is wrong about X,… Read more Debt: the First 5000 Years

Download Cards, “eCommerce”, and Covid Commerce


This post is by Alex Danco from alexdanco.com

In June 2011, my band The Fundamentals headed out for our first multi-week long tour, playing shows across Canada. It was a wild time: we were opening most of the shows for an Australian band called the Resignators, and we found out halfway through the tour that their guitarist had been one of the founding members of GWAR. (If you know, you know.) We also fell victim to a couple of pretty bad van breakdowns, including one at the end where we got stuck in a tiny logging town in… Read more Download Cards, “eCommerce”, and Covid Commerce

Download Cards, “eCommerce”, and Covid Commerce


This post is by Alex Danco from alexdanco.com

In June 2011, my band The Fundamentals headed out for our first multi-week long tour, playing shows across Canada. It was a wild time: we were opening most of the shows for an Australian band called the Resignators, and we found out halfway through the tour that their guitarist had been one of the founding members of GWAR. (If you know, you know.) We also fell victim to a couple of pretty bad van breakdowns, including one at the end where we got stuck in a tiny logging town in… Read more Download Cards, “eCommerce”, and Covid Commerce