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
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