Juan Orbea

You are not just the recipient of value from your network. The people and nodes in your network want and expect an exchange from you, too. They want you to validate them and support them. You are in a dialogue with the network force. You don’t always see it, but it is exerting itself on you. It wants something from you. Your network force... See more

 Peter Thiel discusses his encounter with the mimetic theory of René Girard and its applications in his life, business, and thinking.

Technology has changed the nature of the threats our society is facing, but the defense industry is still generally approaching these questions with a twentieth century mindset. Before we can make meaningful progress in the space, we need to reconceptualize our approach to the question.

We replicate venture capital returns using liquid small-cap public equities and find the underlying innovation premium also exists at large innovative firms. We also show that crypto tokens can provide a liquid complement to blockchain venture equity.

Where do most of the alumni of this college end up living? When you choose a college you are also choosing a regional network. If you go to school in California, for example, your friends and job offers will end up being mostly in that region. I don’t recruit at my alma mater Princeton anymore because it’s so low probability to pull a Princeton... See more

The truly interesting stuff is the governance innovation: using network states to organize in ways that would actually not be possible under existing regulations. 

The lessons to take from Buffet’s career, letters, etc. is not what criteria do I use to analyze stuff to buy, rather, where to get the capital to buy that stuff with. Don’t blow yourself up.