Juan Orbea

Many folks would assume that companies, rational optimizers that they are, avoid spending much time on low-impact high-effort projects. Unfortunately that isn’t consistently the case. It’s surprisingly common for a new senior leader to join a company and immediately drive a strategy shift that fundamentally misunderstands the challenges at hand.... See more

I use the word arbitrage because we're not talking about different markets in different geographies. We're talking about different markets that exist in different people's minds. If I can fundamentally understand, and believe in, a market more clearly than any other investors then my equation can change in ways that give me an advantage.

Our model instincts are just not attuned to that at all, they are not sensitive to the sheer scale of what an individual is able to achieve if he or she is trying to make a really positive difference in the world.

Compelling evidence shows that genetics plays a more important role than environment as intelligence develops from childhood, and that intelligence test scores correspond strongly to specific features of the brain assessed with neuroimaging. 

In this policy paper, authors Austin Vernon and Eli Dourado explore what life would be like with endless energy. Coining the term “energy superabundance,” they look at energy policy, not in the usual sense of trying to restrict energy consumption, but as a way to promote energy abundance—a future in which energy is so clean and plentiful, limiting... See more

The assessment provides detailed descriptions of views along multiple dimensions of an individual’s personality, including:

Our conclusion was that this isn’t a temporary blip that will swiftly trend-back up in a V-shaped recovery of valuations but rather represented a new normal on how the market will price these companies somewhat permanently. We drew this conclusion after a meeting we had with Morgan Stanley where they showed us historical 15 & 20 year valuation... See more