Category: Alex Danco

Positional Scarcity and the Virus

So, everything’s gonna be totally different for, I dunno, let’s say a year. And then at some point, the crisis will be over and life […]

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Black Swan Events

So: To be clear, I don’t think we can really call COVID-19 itself a Black Swan event. Plenty of people saw it coming, in some […]

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Antifragility

Seems like a good week, with the Coronavirus pandemic and all, to talk about this: Upon request, I feel like I ought to explain some of […]

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Employee Stock Options: free money, kinda

One way to think about employee stock option programs (ESOPs) is that they’re good because they align economic interests between the business and its workers. […]

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VCs should play bridge

A lot of VCs play poker, and I get why. But as a metaphor for venture capital, or as a skill-honing extracurricular activity if you want […]

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Progress, Postmodernism and the Tech Backlash

This post is curated by Keith Teare. It was written by Alex Danco. The original is [linked here] Here are two aspects of the anti-tech […]

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Progress, Postmodernism and the Tech Backlash

Here are two aspects of the anti-tech backlash that I believe are both true, and are actually reciprocally related to each other: Critics in media, […]

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Can Twitter Save Science?

Before I found my way to the tech world, I was a grad student in the neuroscience department at McGill University. I never took the […]

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Debt is Coming

Ten years from now, what seismic change will we reflect back on and think, “well that was pretty obvious, in retrospect”?   Debt is going […]

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Counterfeit Food

Here is a wild story: You should read the original thread of tweets here, but here’s what happened:  Pim Techamuanvivit, the owner and chef of […]

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Social Capital in Silicon Valley

It’s January 2020. And if you’re a founder just starting out, trying to create something out of nothing, one of the best investments you can […]

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Some Good Reads

I rarely watch college football, but I did yesterday and the Clemson Ohio State Game was great. The title game next week between LSU and […]

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Annual Year End Predictions

As I prepare to write my annual year end posts (what happened and what will happen), I have been reading similar posts by others. This […]

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Ten Predictions for the 2020s

Ten predictions for the next ten years.  #1: Enterprise software in the 2020s will replay Softbank’s Capital-as-a-Moat disaster of the late 2010s.  Here’s a thesis […]

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The top five “I, too”s of 2019

Hello readers! As we approach the end of the year, we’ll have a few posts looking back on the year that was (and maybe one […]

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Stone Soup, Diversification, and the Alchemy of Venture

One theme we talk about a lot in this newsletter is that startups aren’t economically sensible. That doesn’t mean they’re not valuable, or worth pursuing! […]

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The Social Subsidy of Angel Investing

Michael Seibel of YC posted a short video the other day about a topic that’s near and dear to my heart: Why Fundraising is Different in […]

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The Car Bundle

There’s a lot you can criticize about cars and individual car ownership. But one criticism you shouldn’t make blindly is “Think about how much of […]

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WeWork’s Collapsing Valuation in Context

WeWork’s calamitous IPO process may have moved into a new phase on Friday, as news reports claimed that the company is considering a valuation as […]

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A Libra Primer: Facebook’s new national currency

“You can do whatever the heck you want to do—so why are you letting other people control you?” -from Astrology.com’s Libra Horoscope for June 23, […]

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