Juan Orbea

Valuations will get reset. First in late-stage tech companies and then it will filter back to Growth and then A and ultimately Seed Rounds.

What is common about all of these examples is the value of having a physical region, at least of a few hectares, where the network state's unique rules are enforced. Sure, you could individually insist on only eating at healthy restaurants, and research each restaurant carefully before you go there. But it's just so much easier to have a defined... See more

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

Today, another 120 years later, we take wires completely for granted. This is most unwise. People who use the Internet (or for that matter, who make long-distance phone calls) but who don't know about wires are just like the millions of complacent motorists who pump gasoline into their cars without ever considering where it came from or how it... See more

The assessment provides detailed descriptions of views along multiple dimensions of an individual’s personality, including:

This  podcast  features the story of Constellation Software, a software conglomerate which owns more than 500 vertical market software businesses. It was founded by Mark Leonard (who amusingly started his career as a venture capitalist for 11 eleven years) in 1995 and has returned more than 100x to their shareholders since its IPO on the Toronto

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At the top of the meritocratic ladder we have in America a generation of students who are extraordinarily bright, morally earnest, and incredibly industrious. They like to study and socialize in groups. They create and join organizations with great enthusiasm. They are responsible, safety-conscious, and mature. They feel no compelling need to... See more

Experts predict that solar and wind can meet ~70% of the world’s energy demands, but what energy sources will take up which shares of the remaining pie? The remaining must be covered by some combination of other low-carbon sources like hydro, biomass, geothermal, gas/oil with carbon sequestration, and, of course, nuclear.