Juan Orbea
@juanorbea
A node in a network
Juan Orbea
I had a recent discussion with someone who argued that new senior leaders deliberately push for major changes even though they suspect the efforts will fail. If this is your approach to leadership, please know that you’re awful and take the time to work on yourself until the well-being and success of an entire company matters to you more than being... See more
lethain.com • Work on What Matters.
I'm excited to share with you a classic Maboussin report that explores the 10 common attributes he has identified great investors share. I find it very funny that the report was published by Credit Suisse a few years ago 🤣. Whether you're new to investing or a Henry Kravis protegé , these attributes can help guide your thinking on how great
... See moreJuan Orbea • Infopunk #3 – Poker Pros, Great Investors and Software Conglomerates
“Man is the creature who does not know what to desire, and he turns to others in order to make up his mind. We desire what others desire because we imitate their desires.”
Luke Burgis • What is Mimetic Theory? Philosophies of René Girard with Luke Burgis
Often, companies are underestimated because people believe the market isn't large enough, and the execution will have risks (e.g. Crowdstrike). So how does that translate into the valuation I can pay today? If you have a fundamentally different belief about the size of the market then you believe that the company will be able to address more... See more
Kyle Harrison • Markets, Markets, and Markets
A hard decision is not hard because you can’t seem to “figure it out.” Hard decisions are hard because option A is better in some ways and option B is better in others. “When alternatives are on a par, it may matter very much which you choose, but one alternative isn’t better than the other,” Chang writes. “Rather, the alternatives are in the same neighborhood of value, in the same league of value, while at the same time being very different in kind of value.”
The law of accelerating returns implies that by 2099, the intelligence that will have emerged from human-machine civilization will be trillions of trillions of times more powerful than it is today, dominated of course by its nonbiological form. The point is that if there are ways around this limit (or any other currently understood limit), then the... See more
Ray Kurzweil • The Law of Accelerating Returns « the Kurzweil Library + collections
Thorium fuel: Like HALEU for fast reactors, thorium fuel is also more efficient, as the thorium can be fully consumed and then recycled, without needing continuous replenishment of fuel. Thorium today is only beginning to be incorporated into nuclear reactors in countries like India, where thorium supply is abundant.
Bessemer Venture Partners • Investing in a world powered by nuclear fission
Elephants & Ventures
elephantsandventures.com
A superintelligence is a mind that is much more intelligent than any human. Most of the time, it’s used to discuss hypothetical future AIs.