Juan Orbea

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.

This is also an important factor to consider when choosing a company to work at! Dig into what a company values and ensure it aligns with your intended personal growth.

Wires warp cyberspace in the same way wormholes warp physical space: the two points at opposite ends of a wire are, for informational purposes, the same point, even if they are on opposite sides of the planet. The cyberspace-warping power of wires, therefore, changes the geometry of the world of commerce and politics and ideas that we live in. The... See more

Everything that has occurred in Silicon Valley in the last couple of decades also occurred in the 1850s. Anyone who thinks that wild-ass high tech venture capitalism is a late-20th-century California phenomenon needs to read about the maniacs who built the first transatlantic cable projects. The only things that have changed since then are that the... See more

At the end of high school, most graduating seniors are given their diplomas with a heaping side of platitudes, many of them patently preposterous. Such as, “If you can dream it, you can do it.” Or “You can be anything you want to be.” And especially, “With grit and determination, there’s nothing you can’t do."

The Exponential Growth of Computation Revisited

Fission occurs when a neutron comes in contact with a larger nucleus (say, Uranium-235). After absorbing the neutron, U-235 turns into the violently unstable U-236 and immediately splits into two smaller nuclei, releasing a tremendous amount of energy. Additional neutrons are also released from the fission reaction, subsequently striking other... See more

I think there is an important idea hidden in [1]: while the "social technology" community has come up with many good ideas around better governance, and many good ideas around better public discussion, there is a missing emphasis on better social technology for sorting .