Juan Orbea
@juanorbea
A node in a network
Juan Orbea
Robotics FOMO, Scaling Laws, & Technology Forecasting - Michael Dempsey: Blog
1 highlight
beautiful things don't ask for attention
Zymvol: Enzyme Discovery and Design Services
A hard decision is not hard because you can’t seem to “figure it out.” Hard decisions are hard because option A is better in some ways and option B is better in others. “When alternatives are on a par, it may matter very much which you choose, but one alternative isn’t better than the other,” Chang writes. “Rather, the alternatives are in the same neighborhood of value, in the same league of value, while at the same time being very different in kind of value.”
"Most people are other people. Their thoughts are someone else’s opinions, their lives a mimicry, their passions a quotation.”
— Oscar Wilde
When it comes to business and careers, the more interesting people will succeed and capture more upside than ever before.
Because the uninteresting ones will get commoditized (hello 🤖).
And by interesting I mean being capable of analyzing, deciding, and executing in a way few others can.
Generating more unique ideas, understanding complex things fast
... See more
slowly is the fastest way to get where you want to be
"An investment philosophy on ‘complexity investing’ from NZS Capital"
Investment philosophy on "complexity investing" from NZS Capital, emphasizing the need to embrace extreme events, balance resilience and optionality, and focus on quality, growth, and understanding change in portfolio construction.
by NZS Capital
NZS Capital poses that the economy and the stock market are best studied as complex adaptive systems akin to biology. They emphasize investing in companies that are adaptable, long-term focused, innovative, possess long-duration growth, and maximize non-zero-sum outcomes. The approach involves fewer, larger positions in companies highly adaptive to disruption, high levels of quality, growth, and context, and smaller positions in companies with a wide range of potential outcomes.
