Juan Orbea

No phrase better encapsulates science investing today than the challenge of “condensing fact from the vapor of nuance.”

FLAG, a fiber-optic cable now being built from England to Japan, is a skinny little cuss (about an inch in diameter), but it is 28,000 kilometers long, which is long even compared to really big things like the planet Earth. When it is finished in September 1997, it arguably will be the longest engineering project in history. Writing about it... See more

The first? Selling things online. Bezos was a trader with some exposure to internet companies, but this wasn't a years-long journey of discovery and understanding. This was a dude who read a stat on some random website, and thought "there's something here." Early on, most of that skepticism came from an inability for a startup to compete with large... See more

The Intuitive Linear View versus the Historical Exponential View