Juan Orbea

Through when times are really good and when times are really bad. I think that’s kind of a really good test of a relationship, right? And then sort of find that fertile soil of sort of peace, where things are not totally wild in either direction, where you start to make a decision, right?

Funds taking a more concentrated approach and investing in fewer companies most likely are assuming that one of their investments has an extremely large outcome while the rest either go to zero or whose exits are much more modest. This is called the power law dynamic and historically, this can be seen happening often in venture capital. Funds... See more

If your experience consisted entirely of being privileged, pampered, and recurringly rewarded in the greatest period of wealth creation in human history, you'd be upbeat too. You'd defer to authority. You'd think that the universe is benign and human nature is fundamentally wonderful.

As everyone spends more and more of their time online, the ability to design the digital screens and images people interact with has become top-of-mind for everyone. That change in behavior has led to a $41 billion market for a “wider audience – like social media influencers, small business owners and marketing executives – [who] are looking for... See more

For example, Indians are not familiar with the concept of salary/hour, which makes products whose value proposition is “convenience” very hard to sell, as opposed to the west.Maybe soulfulness is a function of chaos and inefficiencyIt is impossible to scale in life without standardizing, and standardization is the enemy of soulfulnessStandardized... See more

Sam Altman thinks we’ve been in the realm where you can do an incredible copywriting business or education service. He says he thinks people are doing amazing work with agents that can use computers to do things for you, use programs and use programs.

Venture capital has delivered great historical returns but is illiquid and hard to access. Fortunately, innovation does not occur only at venture-backed startups. 

The same can be said of markets. Understanding how big a market really is can be difficult. But the act of attempted futurism can have a clarifying effect on your perspective.