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.

If you find this show valuable, please subscribe and share The Scenius Studio with your network. See below for details on this week’s episode.

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In this episode, Ben sits down with Alex Lange Founding Partner of Inflection based out of Berlin.

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.

Spotify

Apple Podcasts

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

Resources Mentioned

• Key Learnings by Inflection

• Geopolitical Alpha

• Fabric Cryptography

• Tune Insight

• The Myth of the Infrastructure Phase by Nick Grossman

• Molecule

• HairDAO

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 💪