Juan Orbea
@juanorbea
A node in a network
Juan Orbea
deep-tech and
Startup
Notice How Exponential Growth Continued through Paradigm Shifts from Vacuum Tubes to Discrete Transistors to Integrated Circuits
Ray Kurzweil • The Law of Accelerating Returns « the Kurzweil Library + collections
You might imagine that roughly around the time when TARP and the various bail-out decisions were being made, that it could have gone either way, and that we could have, for example, allowed the too-big-to-fail entities to fail, and that it would have had negative consequences at the financial layer, negative consequences probably at the economic... See more
Jordan Hall • Four Layer Model of Social Systems | Deep Code Experiment: Episode 1
In Farsighted, Steven Johnson uncovers powerful tools for honing the important skill of complex decision-making.
Riverhead Books • Farsighted: How We Make the Decisions That Matter the Most
"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.
static1.squarespace.comNZS 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.
Berkshire is what it is due to its Insurance operation (float).
Business Breakdowns • Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]
We believe that investors in any market need “edge” … knowing something (thesis) or somebody (access) better than almost any other investor. We also focus heavily on geographies.
Both Sides of the Table • What Does the Post Crash VC Market Look Like?
Think You Have ADHD? • Readable Technologies
readabletech.com
Neurodiversity and
Author George Gilder discusses his conception of knowledge, power, and the economy, as described in his latest book, Knowledge and Power: The Information Theory of Capitalism and How it is Revolutionizing our World.