Juan Orbea

The same can be said of markets. Understanding how big a market really is can be difficult. But the act of attempted futurism can have a clarifying effect on your perspective.

Founders Fund recently hosted a panel on defense: a conversation at the intersection of the U.S. government and the technology industry, or D.C. vs. Silicon Valley. Moderated by Dan Primack, and featuring Chris Lynch, Heather Podesta, and Trae Stephens.

To return to the issue of subjectivity, consider: is the reinstantiated mind the same consciousness as the person we just scanned? But it is not easily resolved, or even readily understood. How do we distinguish a process that is conscious from one that just acts as if it is conscious?We can’t simply ask it. If it says “Hey I’m conscious,” does... See more

In addition to that, and I suspect this will be controversial, you should probably de-emphasize questions like:

Should SaaS companies trade at a 24x Enterprise Value (EV) to Next Twelve Month (NTM) Revenue multiple as they did in November 2021? Probably not and we think 10x (May 2022) seems more in line with the historical trend.

"Computer science is no more about computers than astronomy is about telescopes."

What’s fascinating is that this is because of math. Nodes that are “ahead” get picked more often by the other nodes because they are ahead and thus offer the nodes choosing them less friction and more benefit. When this gets repeated many times, it systematically directs more resources to the nodes that already have relatively more.

An individual can save (way) more than one life by directing some amount of money to the most effective charities and NGOs (which can be 100s and even 1000s times more effective in having a positive impact than the median charity). There are also other avenues for having such a high impact, such as directing your career to tackle the world's... See more