It's Going to Get Worse

The other day I went for a drive around town, just to clear my head a bit and check out the empty city. For the most part, it looked empty, but ordinary; like being out at dawn before the city wake… | Continue reading


@alexdanco.com | 1 month ago

Life Is Made of Unfair Coin Flips

It’s time we did a non-pandemic related newsletter issue. So this week we’ll do something more fun.  Today we’re going to talk about an interesting journal article that came out two weeks ago,… | Continue reading


@alexdanco.com | 1 month ago

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 form or another, and said so. If you asked people last year, “what will… | Continue reading


@alexdanco.com | 2 months ago

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 these misunderstandings. I already wrote one a few months bac… | Continue reading


@alexdanco.com | 2 months ago

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, politics, and even in tech itself, who spend all … | Continue reading


@alexdanco.com | 3 months ago

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, politics, and even in tech itself, who spend all … | Continue reading


@alexdanco.com | 3 months ago

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 make is still a plane ticket to San Francisco.  A l… | Continue reading


@alexdanco.com | 3 months ago

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 opportunity to get my PhD, and left science to do a startup inste… | Continue reading


@alexdanco.com | 3 months ago

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 opportunity to get my PhD, and left science to do a startup inste… | Continue reading


@alexdanco.com | 3 months ago

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 to finally come to the tech industry.  We can hat… | Continue reading


@alexdanco.com | 3 months ago

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 a few popular restaurants in San Francisco, was m… | Continue reading


@alexdanco.com | 3 months ago

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 a few popular restaurants in San Francisco, was m… | Continue reading


@alexdanco.com | 3 months ago

Ten Predictions for the 2020s

Ten predictions for the next ten years. 1-5 come out today, come back for 6-10 next week. #1: Enterprise software in the 2020s will replay Softbank’s Capital-as-a-Moat disaster of the late 2010s.  … | Continue reading


@alexdanco.com | 5 months ago

Secrets about People: A Short and Dangerous Introduction to René Girard

The more we understand about the world around us, the less it seems we understand about people and the way they are. This post is an introduction to one man, named René Girard, who bucked this tren… | Continue reading


@alexdanco.com | 5 months ago

Secrets about People: A Short and Dangerous Introduction to René Girard

The more we understand about the world around us, the less it seems we understand about people and the way they are. This post is an introduction to one man, named René Girard, who bucked this tren… | Continue reading


@alexdanco.com | 5 months ago

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 Silicon Valley.  This is an interesting and important questio… | Continue reading


@alexdanco.com | 6 months ago

Internet Crowds and Personal Space

Generally speaking, I think there are currently two main anthropological clichés about internet culture: The first one is “The internet brings out the status-seeking narcissist in us.” The internet… | Continue reading


@alexdanco.com | 6 months ago

Why I don’t love Light Rail transit

One problem I think about a lot (as a clear non-expert) is how land use and transportation patterns are evolving into a new kind of inequality wedge in North American cities. There’s no doubt that … | Continue reading


@alexdanco.com | 6 months ago

Everything is amazing, but nothing is ours

Back in 2015, I wrote a blog post called Dropbox: the First Dead Decacorn. At the time, it was the most widely shared take I’d ever written. I learned several things from writing this piece, and no… | Continue reading


@alexdanco.com | 7 months ago

The Audio Revolution

If I told you about a piece of consumer electronics technology that: A billion+ people own and use every dayHas changed those people and their world in some pretty radical and consequential waysGet… | Continue reading


@alexdanco.com | 7 months ago

Netflix, Positional Scarcity and the Red Queen’s Race

If Netflix is a genius aggregator with all the subscribers, the best data, and the most focus on long-term compounding… then what’s the deal with this ransom payment they just made? Today we’re goi… | Continue reading


@alexdanco.com | 8 months ago

The Founding Murder and the Final Boss

We have to talk about WeWork again!So I guess they’re postponing the IPO after all, now that we’ve spun the roulette wheel and landed on “too toxic to handle” rather than “trillion dollar market op… | Continue reading


@alexdanco.com | 8 months ago

Positional Scarcity

Each day on Tech Twitter, we get up in the morning, open up the website, and then go see what it is we’re mad about. A few days ago, it was this: The concept of “pay to get a better place in line” … | Continue reading


@alexdanco.com | 8 months ago

The quick case for WeWork as an disruptive business

So. WeWork, in whose co-working locations I’m sure many of you have spent time, is going public. It’s going for it at a time where – if you believe the news – the world economy is threa… | Continue reading


@alexdanco.com | 9 months ago

The players are the artists; the game is the venue

As a general rule, I try to read everything that Matthew Ball writes about media at REDEF. His work is high-quality, perceptive, and I always learn something. So I was surprised, but also intrigued… | Continue reading


@alexdanco.com | 9 months ago

A Midsummer Night's Term Sheet

Cast of characters: Alaina: Founder/CEO of Wirefly, a startup about to raise their Series A. Mia: Founder/CEO of Titanium, also a startup about to raise their Series A, and good friend of Alaina. E… | Continue reading


@alexdanco.com | 10 months ago

I’m writing a book, and I want your help

Hello everyone! I have some exiting news that I’ve hinted to some of you for the past few months. It is… First: I am writing a book. The book will be called Scarcity in the Software Century, a… | Continue reading


@alexdanco.com | 10 months ago

Would you accept cheaper rent in exchange for a monthly Amazon purchasing quota?

I’m sure many of you either have an Alexa-powered device in your house, or at least have played around with one somewhere. So it won’t be surprising to you that Amazon has been partnering with home… | Continue reading


@alexdanco.com | 11 months ago

Google Chrome, the perfect antitrust villain?

Which of these tech products is most deserving of antitrust scrutiny, and arguably the best candidate for forced divesture in a Big Tech Breakup? A) Apple’s App StoreB) Amazon’s Third Party Marketp… | Continue reading


@alexdanco.com | 12 months ago

What happens if building more housing doesn’t work?

I just spent the past week it the Bay Area, and it’s hard not to come away with an acute sense that there’s something wrong with the way that housing is working in the new economy: not just in San … | Continue reading


@alexdanco.com | 1 year ago

Crowds, Power and Bitcoin

Bitcoin is a crowd. Crowds can be understood. I’m currently reading a fascinating book called Crowds and Power by Elias Canetti, recommendation courtesy of @HipCityReg. Since Bitcoin’s having a fun… | Continue reading


@alexdanco.com | 1 year ago

Cooking as a Service

This tweet made me think a lot: First of all, as much as I hate this idea, I think this notion is correct. This trend has been happening for a long time, and it’s going to keep happening. I think i… | Continue reading


@alexdanco.com | 1 year ago

The rise of the access economy (2015)

I’d like to talk about something very important today: the monumental shift that I believe will be the defining feature of the 2020s and beyond. That shift is the rise of the access economy. What i… | Continue reading


@alexdanco.com | 1 year ago

Taylor Swift and the Access Economy: Why the Normal Distribution Is Vanishing

(Note: although I originally wrote this as a stand-alone post, it may make sense to think of it as Part Two of a series, beginning with The Rise of the Access Economy.)   There’s a classic exercise… | Continue reading


@alexdanco.com | 1 year ago