Juan Orbea

Are the people in this city like me? Each city has a vibe that may or may not fit with you. Each city calls ambitious people to improve in some area. NYC calls you to earn more money. Seattle and Portland call you to recreate more. DC calls you to be more connected. SF calls you to create more, invent more. It’s the garage where the crazy uncle is... See more

It seems very unintuitive because we're in a very unusual place in the world. It's only over the last couple of hundred years there's such a wild discrepancy between rich countries and poor countries where people in which countries have 100x the income of the poorest people in the world and where we have the technology to be able to change the... See more

Worse, to be a successful preener requires a near invulnerability to criticism of your actual impact, and your true work will suffer if your energy is diverted to preening.

If something dire is happening at your company, then that’s the place to be engaged. Nothing else will matter if it doesn’t get addressed.

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

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

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Individual blockchain participants are of course vulnerable to national regulation, and enclaves of network states even more so. 

Valuations will get reset. First in late-stage tech companies and then it will filter back to Growth and then A and ultimately Seed Rounds.