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.

Perhaps you are WEIRD: raised in a society that is Western, Educated, Industrialized, Rich and Democratic.

You are a node in each of the networks to which you belong. The other nodes – people – give you your ideas, your words and phrases, your assumptions, your desires, your fears and your beliefs. They give you your belonging, your affection, your shame, your fear, and your hopes.

The economy “wants” to grow more than the 3.5% per year, which constitutes the current “speed limit” that the Federal Reserve bank and other policy makers have established as “safe,” meaning noninflationary. The underlying long-term growth rate will continue at a double exponential rate. Restricting the growth rate of the economy to an arbitrary... See more

"dominating the present with insights."

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 Software of Intelligence