Juan Orbea

Throughout the 70s, they were able to make a series of investments that went particularly well (Gillet, Washington Post…).

I think in the future people will be judged by nº of experiences per year, instead of years of experience

We can organize these observations into what I call the law of accelerating returns as follows:Evolution applies positive feedback in that the more capable methods resulting from one stage of evolutionary progress are used to create the next stage. Over time, the “order” of the information embedded in the evolutionary process (i.e., the measure of ... See more

The final question is whether "TAM dreaming" can translate into dollars and cents in terms of valuation and execution. Forecasts have only one thing in common; they're all wrong. But appreciating directional size for a market can impact the equation.

Blockchain communities continue to stand for openness, freedom, censorship resistance and credible neutrality, at a time where many geopolitical actors are increasingly only serving their own interests. This enhances their international appeal further: you don't have to love US hegemony to love blockchains and the values that they stand for. And th... See more

Gifted children and adults are often misunderstood. 

Again, this doesn't have to be a deep multi-year fundamental understanding of a market. This often comes from an appreciation of reality as it is . The internet is growing 2,300% and it seems to have legs. Building infrastructure is really hard, and we've gotten really good at it.

6 discussion topics on which David agrees with Taleb:(1) [p. 286] The sterilized randomness of games does not resemble randomness in real life; thinking it does constitutes the Ludic Fallacy (his neologism). This is exactly right, and mathematicians should pay attention. In my own list of 100 instances of chance in the real world, exactly 1 item is... See more