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Scenius Studio (Episode #31)
Alex Lange -- Inflection
Scenius: The intelligence and the intuition of a whole cultural scene. The communal form of the concept of genius.
Welcome to the Scenius Studio
As a crypto-dedicated Fund-of-Funds Manager at Scenius Capital, host, Ben Jacobs has the unique opportunity to speak daily with the brightest investors in the blockchain space. In Scenius Studio, Ben chats with crypto Hedge Fund Managers and Venture Capitalists in wide-ranging, evergreen, and alpha-focused conversations.
In each episode of Scenius Studio, Ben dives deep with these talented professionals to understand what drove them to crypto, and how they approach the complex craft of investing in the wild west of digital assets and blockchain technology. We are excited to share these discussions publicly through this podcast.
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Prior to launching Inflection Alex held roles at Google and Index Ventures where he leveraged his technical acumen and deep understanding of hardware to begin exploring cutting edge and non-consensus blockchain investing. Now at Inflection, Alex invests into both the infrastructure and application layer as the firm continues to build its brand as a premier European based early-stage venture fund.
See below👇 for a sneak peak of the episode, links to the podcast, topics discussed and resources mentioned.
In this episode we discuss:
The overlay of macro trends when evaluating early-stage investments
Why the next cycle of innovation will be hardware/CapEx focused rather than software led
What needs to happen to combat the deceleration and ultimate invalidation of Moore’s law
Flow, Resilience, and Scale as core investment themes
The interplay of infrastructure and the application layer and how they unlock opportunities for one another
Decentralized Science and the representation of IP and related data sets being stored onchain
Why many DAOs have failed as an efficient organizational structure and where they go from here
We hope you enjoy listening to this conversation with Alex. If you got any value out of the podcast then please consider sharing Scenius Studio with your network 💪