Juan Orbea
@juanorbea
A node in a network
Juan Orbea
In April 2022, Canva reported 85 million monthly active users across 190 countries, having added 25 million users in ~7 months. Around that same time Canva had 5 million Pro customers. 85% of the world’s 500 largest companies are using Canva (though many could be on free accounts). More than 500,000 teams are paying for the product. Notable... See more
Contrary Research • Canva
Education Next - A Journal of Opinion and Research About Education Policy
educationnext.org
Our understanding of the world in which we live in is inherently imperfect. There is always a discrepancy between the participants' views and expectations and the actual state of affairs. Sometimes the discrepancy is so small that it can be disregarded but, at other ties,
George Soros • Soros on Soros: Staying Ahead of the Curve
Ephos
ephos.io
Startup (Italy)
Fund Structure
Traditional Fund
Traditional funds typically do a “big bang” fundraise and begin deploying capital after the First Close. Once the fund is officially closed, they’re unable to accept new LPs.
That said, it’s not uncommon for fund managers to leave their fund “open” for several months while deploying and raising additional capital.
... See moreWeekend Fund • VC terms you need to know
- Economic Layer: this layer is about physical infrastructure, skills, distribution of resources where people are working and things of that sort.- Sociopolitical layer: this layer is about the effectiveness, legitimacy and trust in various kinds of social institutions including schools, government and things like that.- Cultural layer: this layer... See more
Jordan Hall • Four Layer Model of Social Systems | Deep Code Experiment: Episode 1
This happens slowly because while public markets trade daily and prices then adjust instantly, private markets don’t get reset until follow-on financing rounds happen which can take 6–24 months.
Both Sides of the Table • What Does the Post Crash VC Market Look Like?
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
Both Sides of the Table • What Does the Post Crash VC Market Look Like?
But pretty soon, Balaji's examples do start to point to some particular themes: