Juan Orbea
@juanorbea
A node in a network
Juan Orbea
Network Effects and
Apeiron | About Us
apeiron-investments.com
The second? In 2006, they had the idea that there would be advantages to hosting other people's applications and AWS was born. A few years later in 2008, the entire market for cloud computing was a little north of $5B. Today? AWS alone is generating over $80B in revenue.
Kyle Harrison • Markets, Markets, and Markets
"An investment philosophy on ‘complexity investing’ from NZS Capital"
Investment philosophy on "complexity investing" from NZS Capital, emphasizing the need to embrace extreme events, balance resilience and optionality, and focus on quality, growth, and understanding change in portfolio construction.
static1.squarespace.comNZS Capital poses that the economy and the stock market are best studied as complex adaptive systems akin to biology. They emphasize investing in companies that are adaptable, long-term focused, innovative, possess long-duration growth, and maximize non-zero-sum outcomes. The approach involves fewer, larger positions in companies highly adaptive to disruption, high levels of quality, growth, and context, and smaller positions in companies with a wide range of potential outcomes.
One of the curious features of the book that a reader will notice almost immediately is that it sometimes feels like two books in one: sometimes, it's a book about the concept of network states, and at other times it's an exposition of Balaji's grand megapolitical theory.Balaji's grand megapolitical theory is pretty out-there and fun in a bunch of... See more
Vitalik Buterin • What do I think about network states?
Venture capital has delivered great historical returns but is illiquid and hard to access. Fortunately, innovation does not occur only at venture-backed startups.
Kai Wu • Liquid Venture Capital
I think in the future people will be judged by nº of experiences per year, instead of years of experience
The Knowledge Project • #141 Kunal Shah: Core Human Motivations
A publication isn't content. A publication is the exploration
of an idea.
of an idea.