Juan Orbea

In short, VCs in these frontier domains essentially need multiple miracles for these companies to succeed. Compare those scale up challenges to traditional biotech and pharma, where the entire industry has designed systems and processes to prove safety and efficacy and grow production. There’s still serious technical risk, but it’s knowable... See more

My proposition is that social systems are composed of 4 layers that are connected and influence each other.- Financial Layer: this layer is about how money flows and agreements around money work.

The Maslow hierarchy of needs is completely different in asia, that’s why many products fail at monetisation when they enter these markets

Of these companies that become well financed we only need 15–25% of those to pan out to return 2–3x the fund. But this is all driven on the assumption that we didn’t write a $20 million check out of the gate, that we didn’t pay a $100 million pre-money valuation and that we took a meaningful ownership stake by making a very early bet on founders... See more