Juan Orbea

One of the most important things a General Partner (GP) needs to consider early on when starting a venture fund is their portfolio construction strategy. Portfolio construction will impact nearly every aspect of running a fund, including return performance. 

Rushkoff unpacks parts of his new book, Survival of the Richest: Escape Fantasies of the Tech Billionaires, on the need to collectively break away from a top-down mindset to embrace circularity and resiliency. 

Objective and Subjective

Amazon is the example I think of most often, because its not actually some magical event that gave Bezos any unfair advantage. It was simply appreciating the present as it was. I would also argue there were two examples of Amazon's journey that represented an arbitrage opportunity in terms of TAM. 

But the outlook of these young people can't be explained by economics and global events alone. It must also have something to do with the way they were raised. As the University of Michigan time-analysis data show, this is a group whose members have spent the bulk of their lives in structured, adult-organized activities. They are the most honed and... See more