Alex Danco – Scarcity, Abundance and Bubbles - [Invest Like the Best, EP.121]
Show notes
My guest this week is Alex Danco. Alex is a member of the Discover Team at Social Capital, has a background in biology, and has written about all things tech and business. While Alex is only 30, it seems like he has spent decades thinking about all the topics that we discuss, from changing business models, to railroads, to the shift from products to functions, and the rise and fall of asset bubbles. I hope you enjoy this wide ranging conversation. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag Show Notes 1:15 - (First Question) – A look at his day job on the discover team 2:20 – 40 problems doc 4:27 – How companies get on the list and the turnover 5:21 – Hardest problem they are looking at…housing 11:37 – The investment component that fixes housing 15:35 – Where we are in the technology cycle in the view of abundance vs scarcity 20:54 – Change in distribution and the business vs utility business idea. 28:40 – Bifurcation of small and larger businesses 32:48 – New forms of scarcity today 38:31 – The trend of massive company incumbency 41:07 – The utility of bubbles 49:08 – His favorite bubble 51:18 – Challenges and nuances of bubbles 53:35 – Zero to One Notes on Start-Ups, or How to Build the Future 1:02:22 – Future for VC funding in Silicon Valley 1:04:07 – Advice for business builders 1:08:23 – The Three True Outcomes 1:13:04 – His background in biology and innovation in that space that is coming 1:19:46 – Company examples that are of interest to him and that encapsulate his way of investing 1:24:56 – Kindest thing anyone has done for Alex Learn More For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on twitter at @patrick_oshag
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