Juan Orbea

Technology has changed the nature of the threats our society is facing, but the defense industry is still generally approaching these questions with a twentieth century mindset. Before we can make meaningful progress in the space, we need to reconceptualize our approach to the question.

The child mortality rate in Africa now is the same that Europe had in 1952.

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I sometimes like to call it “layered thinking”. There’s the rational layer, there’s the tacit layer, and there might be other layers. And they’re all important. And we can’t just make a decision based on any one layer, frankly, and certainly the top layer.

The lessons to take from Buffet’s career, letters, etc. is not what criteria do I use to analyze stuff to buy, rather, where to get the capital to buy that stuff with. Don’t blow yourself up.