tech, startups, internet

The short case against Twist Bioscience.

I learned about Twist in October 2021, when I shared a link from Alex Danco. He was excited about an API for biotech, enabling a new class of bio founders. In April 2022 I was impressed by Twist’s CEO speaking on a podcast about […]

tech, startups, internet

The medium post is the message

Alex Danco (I’ve become a big fan of his) expands on the famous quote “the medium is the message” by way of an illustrative example from venture capital. “VC content marketing has evolved from hot towards cool media formats (and […]

tech, startups, internet

The social subsidy of angel investing

In this article, Alex Danco picks apart one of the reasons Silicon Valley is a unique environment for early stage fundraising. It’s not financial returns that drive angels to want to write early checks at silly valuations, it’s the social […]

tech, startups, internet

The normal distribution is vanishing

Alex Danco wrote this post in 2015. Its conclusions have stood up over the years. He makes the point that many markets are moving from a normal distribution of preferences (a fat middle and two tails) to a bifurcated distribution […]