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danco.substack.com · Personal blog · on HN since 2019
Alex Danco writes a Substack newsletter on tech, venture capital, startups, finance, and social class.
What HN saysHN commenters recommend it as insightful, citing his essays on Canadian tech, Silicon Valley's ethics, and startup bundles.
34HN people shared it
6linked it in comments
72stories submitted
1.4Kstory points
6 months agolast shared
2019people per year2026
Most-shared posts
- 1The Michael Scott Theory of Social Class4 people · 281 points · first shared 2021 · 158 comments on HN
- 2The Car Bundle3 people · 41 points · first shared 2019 · 59 comments on HN
- 3Why the Canadian Tech Scene Doesn't Work3 people · 9 points · first shared 2021 · discussion on HN
- 4The Social Subsidy of Angel Investing2 people · 67 points · first shared 2019 · 8 comments on HN
- 5It's Going to Get Worse2 people · 27 points · first shared 2020 · 9 comments on HN
- 6A startup is a bundle, and Windsurf broke the bundle2 people · 5 points · first shared 2025 · 1 comments on HN
- 7Debt: The First 5000 Years2 people · 4 points · first shared 2020 · discussion on HN
- 8Social Capital in Silicon Valley2 people · 4 points · first shared 2020 · discussion on HN
- 9Homesteading the Twittersphere2 people · 3 points · first shared 2020 · discussion on HN
- 10Progress, Postmodernism and the Tech Backlash2 people · 3 points · first shared 2020 · discussion on HN
- 11Election Day 2020: Rene Girard, Part 22 people · 3 points · first shared 2020 · discussion on HN
- 12It's not debt, it's better: An interview with Harry Hurst of Pipe2 people · 3 points · first shared 2020 · discussion on HN
- 13The trillion-dollar lawsuit against Tether1 people · 349 points · first shared 2019 · 165 comments on HN
- 14Have you ever seen a goth downtown?1 people · 220 points · first shared 2025 · 98 comments on HN
- 15Why I don't love Light Rail Transit1 people · 117 points · first shared 2019 · 146 comments on HN
What HN people wrote when they linked it
dostoevsky · 2020-02-09
Not sure about their underratedness, but I find the following newsletters interesting and insightful:
Two Truths and a Take by Alex Danco (tech, VC, and broader topics): https://danco.substack.com/
The Uncertainty Mindset by Vaughn Tan: https://uncertaintymindset.substack.com/
The Diff by Byrne Hobart (finance, tech): https://diff.substack.com/
Kneeling Bus by Drew Austin (urbanism, tech): https://kneelingbus.substack.com/
femiagbabiaka · 2025-04-08
They're quite explicit about their goals, they're just quieter about it now because they don't want to give away the game. Alex Danco, one of my favorite finance writers, wrote this piece about it, recommend: https://danco.substack.com/p/if-youre-first-out-the-door-its-not
alexpetralia · 2020-02-25
Alex Danco offers an interesting criticism of Silicon Valley's desire to satisfy "what many people want" without any sense of responsibility or paternalism: https://danco.substack.com/p/progress-postmodernism-and-the-tech
(I am not saying the critique of postmodernism is right or wrong, but simply that it is insightful and relevant.)
jdougan · 2023-06-28
It probably won't work, the problem is a lot deeper than a something a few more talented migrants can fix. A few years ago Alex Danco wrote up what he saw as the issues [1] and it reads pretty much like the list I would have made in the 90s, except for the bit about Montreal.
There were also other issues, like accounting practices, [2] which don't sound like thy have changed much either.
[1] https://danco.substack.com/p/why-the-canadian-tech-scene-doesnt
[2] https://troymedia.com/business/tech-sector-canada-problems/
ignoramous · 2022-11-19
> Every paragraph dripping with absolute glib, lack of self awareness.
> ... "Compassionate To The Core" ...
The elites are truly out of touch with the reality. Some are unhinged. It is baffling.
Just the other day, some exec, who worked with Musk at Tesla, wrote that him acquiring Twitter was the part of a master plan to fix the climate: https://archive.is/uSz6I
Read also: The Michael Scott theory of social class (2021), https://danco.substack.com/p/the-michael-scott-theory-of-social
motohagiography · 2026-05-11
i threw some good parties in the 90s at warehouse spaces I lived in, and this is distinct from a community space, but closely related. with hindsight, there is a specific talent for doing that.
Alex Danco's writing on "Scenes" [1] codifies a lot of the details, but nobody so far has been able to scale it.
The main factor when I did a hacker/artist space, it was the effect of relationships with musicians and scene people, not the affect of a vision to make something cool.
The defining factor of the spaces I've seen succeed vs. fail was something physical, and explicitly not software, and to a lesser extent, politics. You can have software and politics flavored things, but unless you are doing something physical like robotics, motorcycles, puppeteering, bookselling, pyrotechnics, music production, mma, it's not going to survive. Sure, there are spaces that don't do anything physical, but if you scratch the surface there is always a mysterious source of funding by the usual suspects who want to direct the scene to some other end.
The physical activity creates the competence hierarchy that is a stable and self regulating social dynamic.
[1] https://danco.substack.com/p/how-scenes-work-with-jim-oshaughnessy