Juan Orbea
@juanorbea
A node in a network
Juan Orbea
Quaint startups begin in such a humble and unassuming way that it is hard to predict they will amount to much. But imagining how they could become important in the future is essential if you want to be ahead of the curve. When successful, quaint startups seem to come from out of nowhere and capture or create entire markets.
Julian Weisser • Quaint startups become the next big thing.
But here’s the magic few people ever talk about …We’ve created more than $1.5 billion in value to Upfront from just 6 deals that WERE NOT immediately up and to the right.The beauty of these businesses that weren’t immediate momentum is that they didn’t raise as much capital (so neither we nor the founders had to take the extra dilution), they took... See more
Both Sides of the Table • What Does the Post Crash VC Market Look Like?
Over the past few months, venture activity in nuclear has converged upon nuclear fusion. Nuclear fusion has been garnering a significant amount of attention—perhaps at the neglect of its older sibling, nuclear fission. While the technology and progress of nuclear fusion is astonishing, we think the future of nuclear fission holds equal potential to... See more
Bessemer Venture Partners • Investing in a world powered by nuclear fission
In its scope and interest it can be compared with Freud's Totem and Taboo, the subtext Girard refutes with polemic daring, vast erudition, and a persuasiveness that leaves the reader compelled to respond, one way or another.
O'Reilly Media • Things Hidden Since the Foundation of the World
PrinciplesYou is a free, best-in-class personality assessment that gives rich, comprehensive insights into what someone is really like and how they interact with others.
Adam Grant • PrinciplesYou From Ray Dalio
Berkshire is what it is due to its Insurance operation (float).
Business Breakdowns • Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]
Through when times are really good and when times are really bad. I think that’s kind of a really good test of a relationship, right? And then sort of find that fertile soil of sort of peace, where things are not totally wild in either direction, where you start to make a decision, right?
Farnam Street • Luke Burgis: The Power of Mimetic Desire [The Knowledge Project Ep. #138]
Our conclusion was that this isn’t a temporary blip that will swiftly trend-back up in a V-shaped recovery of valuations but rather represented a new normal on how the market will price these companies somewhat permanently. We drew this conclusion after a meeting we had with Morgan Stanley where they showed us historical 15 & 20 year valuation... See more