Juan Orbea

Early on, big things might start out feeling like a toy. But their ability to extend from one value proposition to the next, and address more and more of a market is the secret sauce you want to dream about. That's where high net dollar retention comes from. Companies that are able to drive usage (more volume of the same thing) or modules (adjacent... See more

I do already see a return of normalcy on the amount of time investors have to conduct due diligence and make sure there is not only a compelling business case but also good chemistry between the founders and investors.

As human beings, we can perceive less than ten trillionth of light waves. "Our experience of reality," says neuroscientist David Eagleman, "is limited by our biology." He wants to change that. His research on brain processes has led him to create new interfaces, such as a sensory vest, to process unpublished information about the world around us.

Funds taking a more concentrated approach and investing in fewer companies most likely are assuming that one of their investments has an extremely large outcome while the rest either go to zero or whose exits are much more modest. This is called the power law dynamic and historically, this can be seen happening often in venture capital. Funds... See more

In Farsighted, Steven Johnson uncovers powerful tools for honing the important skill of complex decision-making. 

If you add a compounding effect on top of an already large number, it becomes very difficult to predict the size of future outcomes.