Alex Danco's Newsletter
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Overview
About Alex: I'm 36, live in Toronto, and I work at Shopify. Previously I was at Social Capital. I also have a weekly newsletter, which is mostly dormant, but occasionally comes to life. If you're here, you've probably seen it already! You can subscribe at danco.substack.com. Thanks for reading!
News
I'm joining a16z
I'm heading to Andreessen Horowitz! After five years at Shopify, I'm moving onto my next adventure in life, and joining a16z. Shopify is an incredible place, and Tobi is one… Read more I'm joining a16z
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Report
A startup is a bundle, and Windsurf broke the bundle
I am delighted that Windsurf has turned out well. It sounds like everyone is getting a good outcome of some kind, and the principal actors involved get to claim good… Read more A startup is a bundle, and Windsurf broke the bundle
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Scarcity and Abundance in 2025
I mean, what stage of the S curve is this? It's been a tough week for the AI haters; not only because of Ghibli Day (if you aren't in the… Read more Scarcity and Abundance in 2025
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If you're first out the door, it's not called panicking
So, I guess there are four possible scenarios here? Scenario One: the Trump economic gambit is a good strategy, but they're executing badlyScenario Two: it's a bad strategy, and they're… Read more If you're first out the door, it's not called panicking
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Wine tasting with Claude Shannon
There's some counterintuitive but deep intuition that things can feel higher signal when they are 99% false but 1% true, versus it they are 99% true but 1% false. A… Read more Wine tasting with Claude Shannon
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