Juan Orbea

So, when making a decision about where you want to work, instead of asking:

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.

Until artificial rubber was invented by the colony-impaired Germans, no modern economy could exist without the natural stuff. All of the important powers had tropical colonies where rubber was produced. For the Netherlands, it was Indonesia; for France, it was Indochina; for the British, it was what they then called Malaya, as well as many other... See more

Anti-rivalrous – those set of things in which, if I have it, you can also get a completely functional copy of it without me losing it + the more people that have it, the more valuable it becomes.

Nodes, which in this case are people, exchange a host of things. Sometimes consciously if I pay you from my bank account, sometimes unconsciously like when you overhear me at dinner telling someone about how I coach founders during walks and you decide to try it with your employees. The nodes exchange more of these things when the friction is low... See more

The final question is whether "TAM dreaming" can translate into dollars and cents in terms of valuation and execution. Forecasts have only one thing in common; they're all wrong. But appreciating directional size for a market can impact the equation.