Scarcity, Abundance and Bubbles

[00:01:15] – (First Question) – A look at his day job on the discover team

[00:02:20] – The World's Hardest Problems

[00:04:27] – How companies get on the list and the list's turnover

[00:05:21] – Hardest problem they are looking at…housing

[00:11:37] – The investment component that fixes housing

[00:15:35] – Where we are in the technology cycle in the view of abundance vs scarcity

[00:20:54] – Change in distribution and the business vs utility business idea.

[00:28:40] – Bifurcation of small and larger businesses

[00:32:48] – New forms of scarcity today

[00:38:31] – The trend of massive company incumbency

[00:41:07] – The utility of bubbles

[00:49:08] – His favorite bubble

[00:51:18] – Challenges and nuances of bubbles

[00:53:35] – Zero to One Notes on Start-Ups, or How to Build the Future

[01:02:22] – Future for VC funding in Silicon Valley

[01:04:07] – Advice for business builders

[01:08:23] – The Three True Outcomes

[01:13:04] – His background in biology and innovation in that space that is coming

[01:19:46] – Company examples that are of interest to him and that encapsulate his way of investing

[01:24:56] – Kindest thing anyone has done for Alex