Juan Orbea
@juanorbea
A node in a network
Juan Orbea
As a result, countries around the world have banded together to decarbonize the energy grid. Japan, Canada, and the EU have already passed legally binding net zero commitments, and more than 130 countries have now set or are considering a policy target of reducing emissions to net zero, including China (by 2060) and the U.S. (by 2030).
Bessemer Venture Partners • Investing in a world powered by nuclear fission
The mathematically obvious path will feel like “the right decision.” But note that what even shows up on your life dashboard is put there by your network. And the math associated with each option — the rewards and frictions and probabilities — are determined by your unique network. And your network is the result of the network decisions you made... See more
nfx.com • Your Life Is Driven by Network Effects
Existential issues are usually not the most efficient place to add your efforts, but efficiency isn’t a priority when the walls are crashing down around you. You should swarm to existential problems, but if a problem isn’t existential then you should be skeptical of adding your efforts where everyone’s already focused. Folks often chase... See more
lethain.com • Work on What Matters.
- The concept of ‘micromarriages’ and ‘microbestfriendships’.
Robert Wiblin • Chris Olah on working at top AI labs without an undergrad degree
Though energy may never be “too cheap to meter,” Vernon and Dourado explain that higher energy consumption directly increases economic growth. Achieving energy superabundance would radically improve the US economy as well as the quality of life for all Americans. They show us a vision of the future that includes flying cars, hyperloop, sub-orbital... See more
Austin Vernon • Energy Superabundance: How Cheap, Abundant Energy Will Shape Our Future - The CGO
investing wisdom and
"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.
The truly interesting stuff is the governance innovation: using network states to organize in ways that would actually not be possible under existing regulations.
Vitalik Buterin • What do I think about network states?
Concordia Consulting
concordia-consulting.com