Juan Orbea

Again, this doesn't have to be a deep multi-year fundamental understanding of a market. This often comes from an appreciation of reality as it is . The internet is growing 2,300% and it seems to have legs. Building infrastructure is really hard, and we've gotten really good at it.

Rushkoff unpacks parts of his new book, Survival of the Richest: Escape Fantasies of the Tech Billionaires, on the need to collectively break away from a top-down mindset to embrace circularity and resiliency. 

Wherefrom Moore’s Law

A surprising number of projects are one small change away from succeeding. With your organizational privilege, relationships you’ve built across the company, and ability to see around corners derived from your experience, you can often shift a project outcomes by investing the smallest ounce of effort, and this is some of the most valuable work you... See more

TAM arbitrage: The core idea is that if you, as an investor or a founder, can do the work and understand a market better than anyone else, and appreciate that its actually bigger than anyone gives it credit for, then investors can pay higher prices, founders can be more aggressive with burn, and experiment more broadly.