Podcast appearances and mentions of josh wolfe

In this episode of "RiskReversal Pod," Dan Nathan sits down with Josh Wolfe, founder and managing director at Lux Capital. The discussion delves into the current state of venture capital, macroeconomic forces, and the impact of rising interest rates on private and public markets. Wolfe shares insights on the generative AI landscape, the dynamics between large tech companies and startups, and the valuation discrepancies between private and public markets. The conversation also explores the psychology of investing, the importance of proprietary data in the AI era, and the evolving role of leadership and narrative in business and politics. The episode blends market analysis, personal anecdotes, and broader reflections on human nature and decision-making in finance and technology — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

While Silicon Valley chases unicorns, Josh Wolfe hunts for something far more elusive: scientific breakthroughs that could change civilization. As co-founder and managing partner of Lux Capital, he's looking for the kind of science that turns impossible into inevitable. Josh doesn't just invest in the future—he sees it coming before almost anyone else.    In this conversation, we explore:  The rapid evolution of AI and potential bottlenecks slowing its growth  The geopolitical battle for technological dominance and rise of sovereign AI models  How advances in automation, robotics, and defence are shifting global power dynamics  Josh's unfiltered thoughts on Tesla and Elon Musk  AI's revolution of medical research  Parenting in a tech-dominated world  How AI is forcing us to rethink creativity, intellectual property, and human intelligence itself  Why the greatest risk isn't AI itself—but our ability to separate truth from noise    Despite the challenges ahead, Josh remains profoundly optimistic about human potential. He believes technology isn't replacing what makes us human—it's amplifying it. This episode will challenge how you think about innovation, risk, and the forces shaping our future. If you want to stay ahead of the curve, you can't afford to miss it.    Josh Wolfe co-founded Lux Capital to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time. He previously worked in investment banking at Salomon Smith Barney and in capital markets at Merrill Lynch. Josh is a columnist with Forbes and Editor for the Forbes/Wolfe Emerging Tech Report.  (00:00:00) Introduction (00:01:42) Interview with Josh Wolfe (00:02:46) Current Obsessions (00:05:11) AI and its Limitations (00:10:58) Memory Players in AI (00:13:27) Human Intelligence as a Limiting Factor (00:15:38) Disruption in Elite Professions (00:17:15) AI and Blue-Collar Jobs (00:18:29) Implications of AI in Coding (00:19:40) AI and Company Margins (00:25:48) AI in Pharma (00:26:44) AI in Entertainment (00:28:04) AI in Scientific Research (00:30:24) AI in Scientific Research (00:33:31) AI in Patent Creation (00:34:49) AI in Company Creation (00:35:33) Discussion on Tesla and Elon Musk (00:40:54) AI in Investment Decisions (00:42:20) AI in Analyzing Business Fundamentals (00:45:27) AI, Privacy, and Information Gods (00:53:04) AI and Art (00:56:43) AI and Human Connection (00:58:22) AI, Aging, and Memory (01:00:46) The Impact of Remote Work on Social Dynamics (01:03:18) The Role of Community and Belonging (01:05:44) The Pursuit of Longevity (01:11:58) The Importance of Family and Purpose (01:14:18) Information Processing and Workflow (01:23:00) AI and Personal Style (01:26:03) Investment in Military Technology (01:28:09) Global Conflict and Military Deterrence (01:31:28) Information Warfare (01:32:32) Infiltration and Weaponization of Systems (01:37:06) Infrastructure Maintenance and Growth (01:38:27) DOGE Initiative (01:40:09) Attracting Capital and Global Competitiveness (01:43:16) Attracting Talent and Immigration (01:45:42) Designing a System from Scratch (01:47:30) AI and Intellectual Property (01:51:56) The Fear of AI (01:53:57) Defining Success (01:55:38) Closing Remarks   Newsletter - The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at fs.blog/newsletter Upgrade — If you want to hear my thoughts and reflections at the end of the episode, join our membership: ⁠⁠⁠⁠⁠⁠⁠fs.blog/membership⁠⁠ and get your own private feed. Watch on YouTube: @tkppodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Get more notes at https://podcastnotes.org This member's only content is a compilation of several podcasts that will teach you about the importance of mental models and how they can help you improve your decision-making process.Get the FULL COLLECTIONKey Takeaways:* Mental Model: Direction Over Speed* If you're pointed in the wrong direction, it doesn't matter how fast you're traveling* Mental Model: Availability Bias* Design your environment to the best of your availability to limit your temptation to perform unwise actions* Mental Model: Hanlon's Razor* Don't attribute to malice what can be attributed to stupidity. Don't assume someone did something because they're a bad person, assume they did it out of stupidity.* Mental Model: George Mack's Razor* When presented with two options, choose the one that brings a greater amount of luck.* Mental Model: Zeitheimer's* Every generation tends to assume their problems are the absolute worst – we forget about the daily struggles of our ancestors* Our generation is complaining about social media addiction – people less than a hundred years ago were dying on battlefields during world wars* Mental Model: Signal vs. Noise* This mental model is all about how to distinguish the high-intensity/useful information (the stuff that actually matters) from the noise* If a book has been around for 100 years, you can assume it'll be around for 100 additional years (this is also known as the Lindy Effect)Defining Mental Models* A mental model is ways of taking principles from different disciplines and applying them to make better decisions* Helpful mental models:* Be careful of actions that would multiple your life by 0* Don't take any risk that might make your life go to zero* E.g: It's great if you exercise and don't smoke, but if you drive drunk you could go to jail or end up deadMental Model: The Map is Not the Territory* Check out Shane's blog post on the topic* A few examples:* A balance sheet is the map of a business, but it doesn't fully represent the company* An employee satisfaction survey (a map) is only a glimpse of the entire terrain (everything going on within the company)* “If you become exclusive to one map, you're less likely to identify when the terrain changes” – Shane Parrish* “There's always an imperfect relationship between reality and the models we use to represent and understand them, but it's necessary in order to simplify things because we can't deal with the world in all of its complexity” – Shane Parrish* Like online dating* The “map” (someone's profile) doesn't match the overall person – they'll often be completely different* The size of your email list is a map, but it doesn't tell you about the territory* It doesn't tell you about the open rates, the engagements, or whether people care if they receive the emails* Business targets/projections are another example* For one, they're often pulled out of thin air* The growth target doesn't, in fact, indicate what's possible* “If you could 10x something, why would you be happy with 5x, and if 5x'ing something is, in fact, impossible, why would you be disappointed with 4x?” – SamMental Model: The Unforced Error* This mental model comes from Super Thinking: The Big Book of Mental Models by Gabriel Weinberg* The concept: do all you can to prepare to avoid bad outcomes* Ex: Dress well to avoid making a bad first impression* Ex: Don't text while driving to avoid getting in a car crash* “An unforced error is the most basic way you can be wrong. Independent of all other circumstances, you done f**ked up.” – ChrisMental Model: Anti-fragility* This one originates from Nassim Taleb, author of Antifragile, and a few other classics – The Black Swan, Fooled by Randomness, and Skin in the Game* The main idea – Become someone who thrives and improves from disorder* Think of a glass cup: if you drop it on the floor (disorder), it breaks (AKA it's fragile)* How can you do this? – There are quite a few ways:* Have multiple sources of income – this way, if you lose your job (disorder), you'll be fine* Exercise and build strength – if you stumble and lose your balance, you're more likely not to hurt yourself* Look for business opportunities where no matter what happens, you'll experience an upsideMental Model: Finding Good in the Bad* This one originates from Josh Waitzkin in his first appearance on The Tim Ferriss Show* It's very easy to get bummed out when it rains and let it affect your mood* Josh realized parents instill this in their kids by encouraging them to stay inside when it's raining rather going out to actually enjoy the “bad” weather* So, he flipped it. Josh taught his son to look at rain and think: “Oh, look at how beautiful it is! Let's go outside and enjoy it!”* George adds – “When everything's going bad, I say ‘good.' When everything's going good, I say ‘bad.'”* When times are good, it's quite easy to take your foot off the gas* When times are bad, it's an opportunity to thriveMental Model: Surround Yourself With People You Admire* “I definitely find the biggest influence in my output and the way I think is who I'm around” – George Mack* Think of two versions of yourself:* In one world, you spend most of your time around a positive and motivational person (like David Goggins)* In another world, you spend most of your time around a sloth (the type of person who always has negative blinders on)* After a year, imagine these two people meet – they'll be completely different!* High agency people actively seek out those they admire and want to emulate* Chris thinks David Perell largely fits this bill – “He's always the dumbest person in the room in one of multiple domains and he keeps changing the domain””Mental Model: Directional Arrows of Progress* This one comes from Josh Wolfe (as discussed in these Podcast Notes). Here's how Josh explains it:* “The half-life of technology intimacy” is a trend related to how we interact with our computers:* 50 years ago, you had a giant computer the size of multiple refrigerators sitting in the corner of a room* The way you would interact would be to flip it's switches, and pull plugs etc.* 25 years ago – we first got personal computers* How did we interact with them? – Mainly through a keyboard and a computer mouse* 12.5 years ago – the dominant form of computers became laptops* Now it's physically on your lap, so the computer has gotten closer to you* 6.5 years ago – the iPhone* It's the last thing we touch at night, as well as the first thing we touch in the morning* You “swipe” it and “tap” it* The only physical barrier with the human body is a thin film of fabric in your pants* 3.5 years ago – the smartwatchGet the FULL COLLECTION Thank you for subscribing. Leave a comment or share this episode.

We kick off with Paul Hickey of Bespoke Investment Group and Charles Schwab's Kevin Gordon analyzing key market movements and economic trends.Starbucks reports earnings as new CEO Brian Niccols changes come into sharper focus; Wedbush analyst Nick Setyan breaks down what's ahead. F5 CEO François Locoh-Donou on the latest quarter. Commvault CEO Sanjay Michandani on protecting AI data and the implications of DeepSeek. Josh Wolfe of Lux Capital joins to discuss U.S.-China competition, defense tech, and the future of critical investments.Walter Isaacson shares insights into Elon Musk's evolving influence in politics and business, bringing his perspective as Musk's biographer. 

Every quarter, Lux sends an update to our limited partners observing the macroeconomic environment, the changes in venture capital, and our current thinking regarding the present and future of science and technology. This time, we focused on “Titanic Lessons,” four classic parables from Greek mythology that elucidate our understanding of the world. Joining host Danny Crichton is letter writer Josh Wolfe, co-founder and managing partner of Lux Capital. Whether it is Prometheus offering fire as a form of “extensionalism” that expands the bounds of human powers, or Atlas taking on the burdens of the world in pursuit of the next intrepid voyage, Josh discusses how new technologies can rapidly augment human potential — but only if they are unlocked and unleashed. Unfortunately, so many of the world's best innovators remain shackled in research labs and corporate offices without the resources and autonomy to succeed. That's where our four investment strategies of Lux Labs, corporate spin-offs, tactical global opportunities and fixware come in. We discuss the potential of each in turn. Then there's a wider set of warnings from Epimetheus and Menoetius, two Greek Titans whose arrogance and hubris would prove their downfall. We bring them up in the course of discussing the future of AI infrastructure, its expansive energy needs, the power of decentralized compute technologies and finally, the potential for Apple to emerge from behind as an AI winner.

Anduril has become one of the most-watched companies in Silicon Valley, and for good reason. Its vertiginous rise from small hardware laboratory to next-generation defense prime has entranced engineers and investors alike, and it has also garnered an increasingly long record of success in Washington DC, including its victory in securing the U.S. Air Force's flagship Collaborative Combat Aircraft contract earlier this year. Yet for co-founder and CEO Brian Schimpf, the real magic of Anduril has been its ability to scale design, manufacturing and its culture from a dozen early employees to more than 4,000 today. Brian's maniacal focus has been on ensuring that Anduril never becomes a legacy defense prime ploddingly delivering half-baked products to the disappointed faces of warfighters. Instead, he and his team have tenaciously strategized on business models, contract negotiations, tuck-in M&A, engineering culture and manufacturing centralization and decentralization to ensure that Anduril always offers the highest-quality and most cost-effective products in the marketplace. Alongside Lux's own Josh Wolfe, Brian talks about his own founding journey at Anduril, the company's burgeoning portfolio of products, and how it's rebuilding the arsenal of democracy in the years ahead through clever and strategic leadership.

We're in the home stretch. Silicon Valley's political nightmare could hopefully soon be over. In the latest episode of the Newcomer podcast, we dig into all of the tech industry's burning political takes.There was Josh Wolfe's endorsement waffling. Jeff Bezos' editorial intervention. And the general sense that everyone is losing their minds leading up to what should be Trump's last run at the presidency. Later in the episode, we break down General Catalyst's massive fundraise haul and its transition into a “company.” We also discuss Stripe's billion-dollar acquisition of Bridge.Episode produced by Christopher GatesTimestamps: 00:00 — Intro04:13 — The VC political divide09:27 — The Washington Post's editorial debacle12:25 — General Catalyst raises $8B15:38 — Stripe acquires BridgeNote for our listeners: We'll be back with a couple episodes of the Cerebral Valley Podcast starting next week, so stay tuned. Get full access to Newcomer at www.newcomer.co/subscribe

We're in the home stretch. Silicon Valley's political nightmare could hopefully soon be over. In the latest episode of the Newcomer podcast, we dig into all of the tech industry's burning political takes.There was Josh Wolfe's endorsement waffling. Jeff Bezos' editorial intervention. And the general sense that everyone is losing their minds leading up to what should be Trump's last run at the presidency. Later in the episode, we break down General Catalyst's massive fundraise haul and its transition into a “company.” We also discuss Stripe's billion-dollar acquisition of Bridge.Episode produced by Christopher GatesTimestamps: 00:00 — Intro04:13 — The VC political divide09:27 — The Washington Post's editorial debacle12:25 — General Catalyst raises $8B15:38 — Stripe acquires BridgeNote for our listeners: We'll be back with a couple episodes of the Cerebral Valley Podcast starting next week, so stay tuned. Get full access to Newcomer at www.newcomer.co/subscribe

Ford CFO John Lawler joins in an exclusive interview to discuss Q3 earnings, the company's guidance and what's ahead in the EV market. Lux Capital co-founder John Wolfe on launching Lux Labs to invest in the next American breakthrough and the rise in defense tech investing. Plus, RBC's Lori Calvasina on what she's watching for Big Tech earnings.

Summary In this engaging conversation, Jason and Josh discuss the importance of passion in welding education, innovative approaches to career and technical education, and the role of social media in connecting with students. They explore the challenges faced in welding education, the journey into teaching, and the significance of community support. The discussion emphasizes creating a positive learning environment, the impact of technology, and preparing students for the workforce. They also touch on the value of humility in the trades, building relationships, and the importance of hands-on experience. Finally, they consider the future of education in the age of AI and the need for educators to maintain personal connections with students.   Arc Junkies Podcast: Instagram: @Arcjunkiespodcast YouTube: https://www.youtube.com/@arcjunkiespodcast9253 Email: Show@arcjunkies.com LinkedIn: https://www.linkedin.com/in/jason-becker-45407b72?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3BKipEwR3uQXCmCjaEfNzo6w%3D%3D Arc Junkies Website: https://arcjunkies.com Arc junkies Merch: https://shop.threadmob.com/arcjunkie/shop/home Underground Metal Works: https://www.underground-metalworks.com/   Friends of the Show: Outlaw Leather LLC Outlawleather.com Instagram: @outlawleatherusa Use ARCJUNKIES for 15% off all in-stock leather goods SendCutSend Instagram: @SendCutSend Save 15% off Online: https://sendcutsend.com/arcjunkies/   Everlast Welders Instagram: @everlastwelders  YouTube: Everlast Welders         Online: https://bit.ly/37xJstI Use Codeword ARCJUNKIES at checkout to get upgraded to a free Nova Foot Pedal and TIG Torch with the purchase of any machine that comes with a stock foot pedal and TIG Torch. ISOTUNES: Instagram: @isotunesaudio Online: https://shop.isotunes.com/arcjunkies10.  Use ARCJUNKIES10 at checkout and save $10 on your purchase    

Science is the world's greatest force for progress, but how are the people and institutions that compose this critical activity performing? More specifically, how well is American science competing as more and more countries focus on sci-tech supremacy as a key aspect of building power? The frontiers of technology are determinative of destiny, and so who is pushing those boundaries furthest is crucial to understand. Those questions and more are what Lux Capital's co-founder and managing partnerJosh Wolfe and Riskgaming host Danny Crichton talk about. Riffing on Lux's most recent LP quarterly letter, which emphasized the tension between the nihilist antihero of V for Vendetta against the collaborative community at the heart of scientific progress, the two debate the promise of greater prosperity against the concerning signals of stagnation that are talked about relentlessly in the press. Among the other topics the two discuss are why scientists continue to compete so ferociously for recognition; the sins of human nature; why the cultures of labs, schools and nations is so vital for progress; recent capital market changes particularly around interest rates; AI's influence in the sciences; and finally, how VCs will make money in AI — and how they can also lose tens of billions of dollars as valuations evaporate.

Thursday 9-5-24 Show #1062: Tonight we talk to comedian Josh Wolfe! Plus, the police caught Ken's door knockers, Florida's Funniest Comedian, and Din-Dong-Ditch.

Josh Wolfe, co-founder and managing partner at Lux Capital, is a master at quickly understanding complex, emerging technologies. In our conversation, Josh shared how he identifies the next big thing, his contrarian views on nuclear energy, biotech, and robotics, as well as his thoughts on the state of the venture capital market today.(00:00) Intro(01:02) Daily News Routine(05:28) Geopolitical Insights(07:03) Competitiveness and Curiosity(11:01) Investment Strategies and Risks(26:07) The Control Labs Story(33:48) The Founder's Dilemma: Financial vs. Strategic Motivations(34:33) Geopolitical Concerns: Iran and Global Politics(36:31) Investments in Defense: Controversies and Convictions(37:36) The State of Society: Happiness and Social Dynamics(48:07) Artificial Intelligence: Trends and Predictions(01:02:22) The Future of Robotics: Beyond Humanoids(01:06:46) Ethical Implications of AI and Defense Technologies(01:11:29) Lux Capital's Investment Strategy and LP Relations(01:12:43) ESG and Moral Impositions(01:13:30) Defense and Complex Moral Valences(01:14:19) Investment Ethics and Decision Making(01:16:46) Venture Capital Market Outlook(01:17:56) Challenges in Venture Capital(01:37:12) The Role of Storytelling in Venture Capital(01:43:20) Personal Reflections and Background(01:51:34) Partnership Dynamics and Trust(01:53:48) Conclusion and Final Thoughts Executive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

More about Josh Wolfe and Lux Capital here.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This episode of Turpentine VC is a live panel from the Hill and Valley Forum held in May 2024 on the pivotal role of novel technologies and AI in modern warfare and defense strategies, and how venture is helping rebuild the capital formation of the industrial base. Senator Mike Rounds moderates Joe Lonsdale, Managing Partner at 8VC, Josh Wolfe of Lux Capital, and Matthew Steckman, CRO at Anduril to discuss the novel military applications of the technologies they are working on and the shift in culture at the DoD that could usher in a new future of warfare. Source better deals with the most complete startup database: https://bit.ly/harmonicturpentine RELATED PODCAST: Subscribe to The Hill & Valley Podcast This season brings together Silicon Valley innovators and lawmakers to address the most pressing problems: the techno-economic war with China, AI regulations, and the next space race. Hear new episodes with Alex Karp, Jacob Helberg, Alexandr Wang, Jack Clark, Roelof Botha, Delian Asparouhov, and Vinod Khosla. Apple: https://podcasts.apple.com/us/podcast/the-hill-valley/id1692653857 Spotify: https://open.spotify.com/show/39s4MCyt1pOTQ8FjOAS4mi -- SPONSORS:

Josh Wolfe, the co-founder of Lux Capital, joins Scott to discuss the sectors he's most excited about and those he thinks are overhyped. We also hear his thoughts on the Magnificent Seven and where the crypto market is seeing new life. Follow Josh on X, @wolfejosh.  Scott opens by giving his thoughts on the protests on college campuses, specifically UCLA.  Algebra of Happiness: the circles of masculinity.  Follow our podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices

Over the last year or so, probably every venture capitalist has become interested in artificial intelligence. So people are still figuring out what types of business models actually work, and who will end up making money in the space. Josh Wolfe has been at it for a long time. As a co-founder and managing partner at Lux Capital, he's been involved in a number of deals in the space, and is already looking at what's next after the wave of excitement for chatbots since ChatGPT was released. On this episode, we talk to Josh about what he's excited about right now, including robotics, biotech, and maintenance. He tells us that just as ChatGPT opened everyone's eyes to the power of chatbots, a similar moment is coming in the robotics space.See omnystudio.com/listener for privacy information.

Every quarter, Lux publishes our latest quarterly letter to our limited partners, highlighting the key themes we're working on as a partnership. These topics are — unsurprisingly — bold, as the frontiers of science fiction transition into the world of the possible. But this time around, we're emphasizing a new thesis that we think combines the future and the past, and might just help the entire world to boot. Lux co-founder and managing partner Josh Wolfe joins host Danny Crichton to discuss Lux's new theme of “maintenance.” As Josh wrote, “Maintenance is not about preserving the status quo but thoughtfully fueling forward progress by improving on humanity's past achievements.” Josh discusses the opportunity with maintenance, as well as why the repair of our society and its infrastructure is a growth industry since “the value of maintaining existing systems grows as entropy accelerates, and as we reach the Entropic Apex, that value becomes concomitantly unbounded.”

Averages closed lower today after more hotter-than-expected inflation data. Ariel's Charlie Bobrinskoy on small-caps and G Squared's Victoria Greene on broader markets. Earnings from Ulta Beauty, Pagerduty and Adobe. Adobe CEO Shantanu Narayen talks the latest quarter, AI adoption and OpenAI's Sora tool. Lux Capital co-founder Josh Wolfe on the many moving parts around a possible TikTok ban and what could be next. Plus, our Leslie Picker on why some rundown New York City apartments are turning into another headache for regional banks.  

Josh Wolfe is the founder and Managing Director at Lux Capital.

Investors have had this day circled on their calendars for a while and it's finally here: Nvidia's Q4 results. We have you covered with the numbers and analysis from all angles, including where the stock goes from here and what it means for the rest of the market. BD8 Capital's Barbara Doran, DA Davidson's Gil Luria and Moor Insights & Strategy's Patrick Moorhead dig deep into the numbers. Bessemer Venture's Byron Deeter and Lux Capital's Josh Wolfe give their take on what Nvidia means for the private markets and what companies and sectors could be next. Plus, Closing Bell Overtime's 1-year anniversary. 

We can live in an Age of Miracles, but it's going to take a lot of work.  Energy abundance is the most important thing we can work towards as a species.  More than simply surviving climate change, we have the opportunity to unlock a new level of human thriving if we can successfully navigate this transition.  That's why we chose to do the first season of Age of Miracles on the energy sources of the future. In this episode of Age of Miracles, the final episode of season one, Packy and Julia reflect on the importance of energy abundance, how nuclear energy helps us unlock it, and what the future might look like when we do. Thank you to all of our guests this season for making this show possible—we're so grateful. Huge thank you to our sponsors: Secureframe: the only compliance automation platform with AI capabilities that help customers speed up cloud remediation and security questionnaires. Get 10% off your first year of Secureframe: https://secureframe.com/packy Pilot.com: accounting, CFO, and tax services that are designed with flexibility and scalability in mind. To get 20% off your accounting bill for the first 6 months, go to https://pilot.com/packy Tegus: combine fragmented workflows under one roof and compete on your ability to analyze companies — not on how well you aggregate data. Learn more and start your free trial at tegus.com/miracles Clean Air Task Force: CATF is one of the few NGO's in the world paving the way toward the global demonstration and establishment of a fusion energy industry this decade. They are undertaking and commissioning fusion energy market studies, technology readiness assessments, and regulatory analysis, emphasizing areas for international collaboration. As an objective and independent resource for stakeholders in the fusion sector, CATF is working to raise awareness and accelerate the potential for fusion energy. Learn more and support their efforts at: https://www.catf.us/fusion-energy/ Range Fund Holdings For the full list of resources referenced in this show: https://ageofmiracles.co/  Subscribe to Not Boring to get weekly doses of tech and business strategy, straight to your inbox: https://www.notboring.co/ Follow our hosts: Packy McCormick on Twitter and LinkedIn Julia DeWahl on Twitter and LinkedIn Timestamps: (00:00) The best way to create the future is to invent it (07:55) What can you do today? (16:09) Josh Wolfe on a future of abundance (18:29) Casey Handmer on a future of abundance (20:49) Angelica Oung on a future of abundance (23:22) Alex Epstein on a future of abundance (29:42) Final recap This show is produced and distributed by Turpentine, a network of shows and other media properties, where experts talk to experts about tech, business, culture, and more.  Credits: Nancy Xu produced this season of Age of Miracles. Audio editor: Justin Golden. Video editor: Nancy Xu. Executive producers: Amelia Salyers, Packy McCormick, and Erik Torenberg. 

On this episode of Okay, Computer. Dan Nathan is joined by Josh Wolfe of Lux Capital and Rick Heitzmann of FirstMark Capital for a conversation about investing in private tech, the macro environment and geopolitical hotspots.  Key Insights from the Pod: Intro (Listen to the last time Josh & Rick were on the pod) (0:00) The interest rate environment (2:15) Mentoring (6:00) Creative destruction and reformation (9:50) The IPO market (Read: IPO Class of 2024 Is Dominated by Older Startups (16:25) Sectors that could see a wave of money (19:15) The AI bubble (21:05) Massive bubble in Mag 7 stocks? (26:00) GLP-1s & Ozempic (29:50) The next Ozempic-like moment (31:20) Ro Body (32:20) Sentiment going into 2024 (34:00) Economic headwinds/Possible labor recession (37:30) Why Josh thinks UPS could go bankrupt & his case for Amazon (40:15) Josh's geopolitical outlook for 2024 (Read: Josh Wolfe's War) (41:40) China/Taiwan (44:15) Disarray in US politics (48:00) -- View our show notes here Learn more about Current: current.com Learn more about Ro Body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of Okay, Computer. Dan Nathan is joined by Josh Wolfe of Lux Capital and Rick Heitzmann of FirstMark Capital for a conversation about investing in private tech, the macro environment and geopolitical hotspots.  Key Insights from the Pod: Intro (Listen to the last time Josh & Rick were on the pod) (0:00) The interest rate environment (2:15) Mentoring (6:00) Creative destruction and reformation (9:50) The IPO market (Read: IPO Class of 2024 Is Dominated by Older Startups (16:25) Sectors that could see a wave of money (19:15) The AI bubble (21:05) Massive bubble in Mag 7 stocks? (26:00) GLP-1s & Ozempic (29:50) The next Ozempic-like moment (31:20) Ro Body (32:20) Sentiment going into 2024 (34:00) Economic headwinds/Possible labor recession (37:30) Why Josh thinks UPS could go bankrupt & his case for Amazon (40:15) Josh's geopolitical outlook for 2024 (Read: Josh Wolfe's War) (41:40) China/Taiwan (44:15) Disarray in US politics (48:00) -- View our show notes here Learn more about Current: current.com Learn more about Ro Body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Ever wonder if your dreams were more than just dreams? Dive into an intriguing conversation with Erik Hoel on our latest “Securities” podcast with host Danny Crichton, as we explore the unexpected link between AI, neuroscience, and the enigmatic world of dreams.  What if dreams are our brain's way of preventing cognitive overfitting, much like synthetic datasets in machine learning? Could dreams be the human equivalent of synthetic data? This episode doesn't just stop at dreams. We end the conversation with a discussion of Erik's essay “Why we stopped making Einsteins” delves into the intriguing question of why, despite the widespread availability of knowledge through the internet, there hasn't been a noticeable surge in the emergence of geniuses or a new golden age of intellectualism. Hoel argues that the decline in the production of geniuses, or world-historic figures, is closely tied to changes in education, particularly the decline in personalized, one-on-one tutoring. Could AI be the revival in one-on-one tutoring that we need to unlock genius?  With engaging insights from guests Josh Wolfe and Samuel Arbesman. Don't miss this captivating episode that merges the mysterious with the scientific, offering a fresh perspective on the wonders of the human mind and the future of AI. Tune in and be part of a discussion that's reshaping our understanding of consciousness.

In this episode of the "Securities" podcast, host Danny Crichton leads a discussion on consciousness with guests Erik Hoel, Josh Wolfe, and Samuel Arbesman. They dive into "The Consciousness Winter," comparing it to the AI winter in artificial intelligence. This concept highlights how consciousness studies were once sidelined but have since seen a revival. The conversation covers various theories, including Integrated Information Theory (IIT), and the importance of a mathematical approach to understanding consciousness.

James Vincent talks with Josh Wolfe, co-founder and managing partner of Lux Capital, about the need for technology to come from companies we trust and the role human nature plays in the application of technology.

James Vincent talks with Josh Wolfe, co-founder and managing partner of Lux Capital, about the need for technology to come from companies we trust and the role human nature plays in the application of technology.

Welcome to "Securities," a podcast and newsletter about science, technology, finance, and the human condition. In this episode, Danny Crichton and Josh Wolfe discuss themes from Lux Capital's Quarterly Letter, where techno-optimism collides with the despair of techno-pessimism. The conversation dives into the paradoxes of AI, oscillating between its awe-inspiring potential in transforming healthcare and education and the looming existential threats it poses. Danny and Josh dissect the complexities of AI, debating whether it's a Pandora's box leading humanity towards an unstoppable dystopian future or a beacon of hope promising unprecedented societal benefits. They also look at the critical role of error correction and criticism in the advancement of technology, advocating for a pragmatic middle ground in a world polarized between blind optimism and hopeless pessimism. The duo explores the necessity of competitive open systems in fostering innovation, warning against the dangers of AI monopolies. Josh sheds light on the concept of instrumental objectivity, emphasizing the urgent need for realism and pragmatism in technological and societal progress. They argue that while we aim for lofty future goals, the focus should remain on developing practical tools and instruments in the present. It's a must-listen for anyone interested in the future of AI, the role of innovation in society, and the fine line between utopian dreams and apocalyptic realities.

Let's dive into the world of advanced nuclear startups—where founders are playing entrepreneurship on hard-mode, and navigating how to build new reactor designs, sell to new markets, and forge new regulatory pathways. This episode is the second focused on nuclear fission startup founders—while last week Packy and Julia spoke with entrepreneurs who laser-focused on the problem of manufacturing ready-made designs at scale, this new crop of founders featured are tackling a seemingly even more difficult task of creating new forms of nuclear reactors from scratch. As a16z American Dynamism partner Katherine Boyle says, "to build a successful energy startup, you have to excel at math, deep technology, storytelling, recruiting, and regulatory." Tune in as Packy and Julia spotlight five founders taking radically different paths to bringing more nuclear online—from radioisotopes on the literal moon to the novel production of hydrocarbons. Thank you to this episode's guests: Katherine Boyle, Albert Wenger, Jake DeWitte, Isaiah Taylor, Matt Loszak, Tyler Bernstein, Jordan Bramble, Josh Wolfe, and David Ulevitch. Huge thank you to our sponsors: Secureframe: the only compliance automation platform with AI capabilities that help customers speed up cloud remediation and security questionnaires. Get 10% off your first year of Secureframe: https://secureframe.com/packy Pilot.com: accounting, CFO, and tax services that are designed with flexibility and scalability in mind. To get 20% off your accounting bill for the first 6 months, go to https://pilot.com/packy Clean Air Task Force For the full list of resources referenced in this show: https://ageofmiracles.co/  Subscribe to Not Boring to get weekly doses of tech and business strategy, straight to your inbox: https://www.notboring.co/ Follow our hosts: Packy McCormick on Twitter and LinkedIn Julia DeWahl on Twitter and LinkedIn Timestamps: (00:00) What are advanced reactors? (11:58) Introducing the startup founders (14:01) Oklo (17:55) Valar Atomics (25:27) Aalo (26:41) Zeno Power (30:07) Antares (37:18) Why we need a new playbook for nuclear (48:53) Selling to new markets and customers (1:07:00) On regulation (1:30:18) Nuclear startup operations (1:46:40) The importance of design (1:52:24) The advanced nuclear startup playbook This show is produced and distributed by Turpentine, a network of shows and other media properties, where experts talk to experts about tech, business, culture, and more.  Credits: Nancy Xu produced this season of Age of Miracles. Audio editor: Justin Golden. Video editor: Jake Salyers. Executive producers: Amelia Salyers, Packy McCormick, and Erik Torenberg. 

What if we treated building nuclear more like a manufacturing challenge than a construction challenge? How could nuclear benefit from the tried-and-true methodologies of other large industrial industries like ship-building and oil and gas to make nuclear as cheap as solar and wind to produce? In this episode – the first of two with leading nuclear fission startup founders – Packy and Julia talk to a new crop of nuclear entrepreneurs who are focused on manufacturing small modular reactors at scale. Drawing on best practices from very different industries like building reactors in shipyards or adapting the methods of offshore oil and gas rigs, these founders are taking a radically different approach from the incumbents in nuclear power plant construction. They're focused on bringing the experience curves for building nuclear way down But how will it actually work in practice? How do they balance pleasing regulators with innovating on new designs for more efficiency and manufacturability? How do they finance these businesses? What is the plan for connecting these power sources to the grid – or finding other “behind the meter” use cases? Tune in to go deep with the people turning theories about nuclear manufacturing into reality. Thank you to this episode's guests: Matt Slotkin, Nick Touran, Bret Kugelmass, Katherine Boyle, Josh Wolfe, and Jake DeWitte  Huge thank you to our sponsors: Secureframe: the only compliance automation platform with AI capabilities that help customers speed up cloud remediation and security questionnaires. Get 20% off your first year of Secureframe by mentioning "Age of Miracles" during your free demo: https://secureframe.com/ Pilot.com: accounting, CFO, and tax services that are designed with flexibility and scalability in mind. To get 20% off your accounting bill for the first 6 months, go to https://pilot.com/packy Clean Air Task Force For the full list of resources referenced in this show: https://ageofmiracles.co/  Subscribe to Not Boring to get weekly doses of tech and business strategy, straight to your inbox: https://www.notboring.co/ Follow our hosts: Packy McCormick on Twitter and LinkedIn Julia DeWahl on Twitter and LinkedIn Timestamps: (00:00) Building a shipyard to manufacture nuclear reactors (06:22) The experience curve (11:00) Which industries can we steal ideas from? (19:40) Blue Energy with Matt Slotkin (25:10) Last Energy with Bret Kugelmass (31:40) Good strategy, bad strategy (38:41) Financing nuclear companies (44:00) Oklo going public (51:30) Recap This show is produced and distributed by Turpentine, a network of shows and other media properties, where experts talk to experts about tech, business, culture, and more.  Credits: Nancy Xu produced this season of Age of Miracles. Audio editor: Justin Golden. Video editor: Jake Salyers. Executive producers: Amelia Salyers, Packy McCormick, and Erik Torenberg. 

If we just tried to implement and scale the technology we have today for large scale nuclear reactors, with no innovation on reactor designs or business models, could we do it? How hard (or expensive) could it really be? Turns out, this question gets to the heart of the paradox of nuclear power in America: this incredible energy source, which has the potential to be the cheapest and cleanest of all, is currently the most expensive to build by orders of magnitude. To get more nuclear power on the grid as fast as possible, we need to dramatically change the economics of new reactors. The complex economics stem from three main intertwined issues: construction, financing, and regulation.  In this episode, Packy and Julia dig into the nitty gritty of these issues and look at what it actually takes to build a plant in America (and around the globe). They point out some opportunities to improve key problem areas like financing and workforce deployment. And they talk with nuclear experts, government financing officials, investors, and entrepreneurs who are all trying to figure out: how do we fix the economics of building large scale nuclear reactors? Some of the answers include innovations in financing and possible regulatory changes – and some get more creative, like floating shipyards and repurposing old coal plants. Tune in to go deep on the economics of nuclear power plants.  Thank you to this episode's guests:, Bret Kugelmass, Mark Nelson, Josh Wolfe, James Krellenstein, Emmet Penney, Julie Kozeracki, and David Ulevitch. Huge thank you to our sponsors: Secureframe: the only compliance automation platform with AI capabilities that help customers speed up cloud remediation and security questionnaires. Get 20% off your first year of Secureframe by mentioning "Age of Miracles" during your free demo: https://secureframe.com/ Pilot.com: accounting, CFO, and tax services that are designed with flexibility and scalability in mind. To get 20% off your accounting bill for the first 6 months, go to https://pilot.com/packy Clean Air Task Force For the full list of resources referenced in this show: https://ageofmiracles.co/  Subscribe to Not Boring to get weekly doses of tech and business strategy, straight to your inbox: https://www.notboring.co/ Follow our hosts: Packy McCormick on Twitter and LinkedIn Julia DeWahl on Twitter and LinkedIn Timestamps: (00:00) Why is building new nuclear in the U.S. so expensive? (07:40) How nuclear fission and nuclear plants work (16:50) Nuclear power plant economics (29:05) So, how do we fix the economics of building nuclear power plants? (41:45) What's actually holding industry executives back from ordering more projects? (48:12) Serialized construction and developer models (58:50) Why is nobody talking about regulation? (1:08:30) Acceleration through federal and popular support (1:16:32) Recap This show is produced and distributed by Turpentine, a network of shows and other media properties, where experts talk to experts about tech, business, culture, and more.  Credits: Nancy Xu produced this season of Age of Miracles. Audio editor: Justin Golden. Video editor: Jake Salyers. Executive producers: Amelia Salyers, Packy McCormick, and Erik Torenberg.

As the birthplace of semiconductors and computers, Silicon Valley has historically been a major center of the defense industry. That changed with the Vietnam War, when antiwar protesters burned down computing centers at multiple universities to oppose the effort in Southeast Asia, as well as the rise of countercultural entrepreneurs who largely determined the direction of the internet age. Today, there are once again growing ties between tech companies and the Pentagon as the need for more sophisticated AI tools for defense becomes paramount. But as controversies like Google's launch of Project Maven attest, there remains a wide chasm of distrust between many software engineers and the Pentagon's goals for a robust defense of the American homeland. In this episode of “Securities”, host Danny Crichton and Lux founder and managing partner Josh Wolfe sit down with retired lieutenant general Jack Shanahan to talk about rebuilding the trust needed between these two sides. Before retirement, Shanahan was the inaugural director of the Pentagon's Joint Artificial Intelligence Center, a hub for connecting frontier AI tech into all aspects of the Defense Department's operations. We talk about the case of Project Maven and its longer-term implications, the ethical issues that lie at the heart of AI technologies in war and defense, as well as some of the lessons learned from Russia's invasion of Ukraine the past year.

This week on the Value Perspective we're joined by Josh Wolfe, the co-founder of Lux Capital and one of the most successful venture capitalists of the last generation. Josh couldn't be more different that the Value Team because he invests in cutting-edge technology and things that may not even exist in five or ten years down the line. Even though what he invests in is in stark contrast to the  Value Team, we found that he has a similar mindset, especially in how he applies probabilistic thinking to his craft and how he utilises behavioural science. We also greatly enjoy his mantra ‘Believe before others understand'. During the episode we cover: pitching without a previous track record or experience as a venture capitalist, and the importance of experience; how to deal with information anxiety; the mindset of a Value investor in a VC world; using nuclear as an example of something with low acceptability in beliefs and narratives; the privileges and challenges of co-investing with Bill Gates; and finally why we are making such small incremental progress in the defence industry and the usefulness of risk gaming. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.  

Stocks bounced back after Thursday's late afternoon swoon. 3Fourteen Research's Warren Pies and Ariel's Charlie Bobrinskoy break down the huge week of earnings, data and Fed news. Lux Capital's Josh Wolfe talks investing in China and safeguards for doing business there. Former FDIC Chair Sheila Bair on banking regulations. Norfolk Southern CEO Alan Shaw on his company's quarter and its new $416M charge related to the Ohio train derailment. Costar CEO Andrew Florance talks earnings and competition.  

We're in the midst of an AI mania of sorts. In public markets, investors are placing bets on the companies perceived as being the winners of this new wave of computing. Companies that aren't even in "tech" are touting their AI bonafides. And of course, in private markets, every venture capitalist suddenly seems to be pivoting to AI in some way or another. But who will actually win? Will it be the big incumbents? Can those incumbents be disrupted? Will it be the companies who have access to unique datasets? Or will it be whoever has the most computing power? On this episode, we speak with Josh Wolfe, co-founder of Lux Capital, who has been investing in the space for several years, long before it was trendy. He talks about where he's placing his bets and how he's thinking about identifying winners.See omnystudio.com/listener for privacy information.

Josh Wolfe co-founded Lux Capital to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time in order to lead us into a brighter future. The more ambitious the project, the better—like, say, creating matter from light. Wolfe is a director at Shapeways, Strateos, Lux Research, Kallyope, CTRL-labs, Variant, and Varda, and helped lead Lux Capital's investments in Anduril, Planet, Echodyne, Clarifai, Authorea, Resilience, and Hadrian. He is a founding investor and board member with Bill Gates in Kymeta, which makes cutting-edge antennas for high-speed global satellite and space communications. In this presentation, Wolfe shares the principles that guide his entrepreneurship and investments, giving examples from companies he has founded and funded.

In Episode 308 of Hidden Forces, Demetri Kofinas speaks with Josh Wolfe, co-founder and managing partner at Lux Capital about the state of venture investing and how venture capital is disrupting the battlefield and changing the nature of warfare. Josh and Demetri spend the first hour of their conversation discussing the rise of narrative warfare and how social media, synthetic media, and historically high levels of public distrust in government and mainstream media institutions have made the problem worse. They discuss potential solutions to this problem and what individuals can do to become more discerning consumers of information and better at identifying misleading narratives. In the second hour, Demetri and Josh discuss the state of venture capital investing, the opportunities, challenges, and risks posed by artificial intelligence, and how the venture community and the portfolio companies of firms like Lux Capital are disrupting the defense industry. This includes a detailed discussion about the future of warfare, automation on the battlefield, the role of artificial intelligence in military planning, the geostrategic competition with China, the militarization of space, and much more. You can subscribe to our premium content and gain access to our premium feed, episode transcripts, and Intelligence Reports (or Key Takeaways) at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email info@hiddenforces.io, and Demetri or someone else from our team will get right back to you. If you enjoyed listening to today's episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 04/11/2023

Another mixed day for the averages with the Dow closing higher while the S&P 500 and Nasdaq finished in the red. Miller Tabak's Matt Malehy and Meghan Shue of Wilmington Trust break down the market action and where to invest right now. FedEx stock went the other way, closing higher after announcing a reorganization and a dividend hike. Meanwhile, as Speaker Kevin McCarthy met with Taiwan's President, Lux Capital Co-Founder Josh Wolfe discussed the threats China poses to U.S. companies. Rockefeller International's Ruchir Sharma makes the case for why the dollar's days of being the dominant global currency may be numbered. Plus, Betterment CEO Sarah Levy on the pulse of the retail investor. We get reports from our Melissa Repko on on weak March sales for Costco and Kate Rogers on how small business owners are rethinking regional banking. 

You can find a full transcript of this conversation at Compound.

Hello everyone,A few months ago, I finally had the chance to record a conversation with Josh Wolfe of Lux Capital. This was published at Compound (I also previously profiled Josh).Josh has been a frequent podcast guest and I did a lot of prep work to find questions he hadn't tackled yet. As a result, I think it's a timeless conversation with the exception of a brief discussion of the macro cycle (Josh and Lux were bearish and cautious before markets turned down).Josh and his partners were young with an unconventional background when they bootstrapped Lux. With little capital under management they earned additional cash flow through a research business.We sold [the report] for $4,750 bucks a copy, sold a few 100 of them and helped keep our little business alive. I got access to all these famous CEOs and VCs. Vinod Khosla was one of the first VCs to buy it. And I was like, Okay, I'll sell it to you, but only if I can come and meet you. So I went out to Sand Hill Road and I remember his office, I remember viscerally what it looked like, it was the first major billionaire VC I met.I absolutely loved his comments about using doubt as motivation and fuel.Anybody that doesn't believe in you, either you let that bring you down, or it becomes fuel. To this day, we like to say that we believe before others understand. Because there really is something powerful, just psychologically, of believing in somebody.I would be on a run on a treadmill, and I'd be getting tired. And I would imagine some of these heroes cheering me on. ‘You can do it, come on.' I have ghost images of these individuals to cheer me on. Peter and I would find strength in the people that didn't think we were going to make it and felt really motivated to prove correct the people who did.It's also a framework he uses to assess founders. Chips on shoulders put chips in pockets as he likes to say.The best entrepreneurs we see are the ones who are so obsessed to prove other people wrong who don't think this is possible. That to me feels honest.It feels petty, but it's real.I also admired Josh's focus on his family. It's easy to neglect that if you're highly competitive.Being with my kids is just the great salve. … Family stuff for me is very cathartic. Whatever is going on, I could be negotiating a big financing. And my little guy who's six is like, Dad, I can't get the screw into this thing and that is more important. Getting the screw into the little toy is more important at that moment. That to me is a big thing.Thank you for listening and happy holidays

Ryan sat down with Josh Wolfe, co-founder of Lux Capital, in his New York office earlier this month to talk about why he is drawn to invest in companies working on national security challenges. But the conversation covered much more than that. They covered everything from the major defense industry primes to why anger is an important driver of innovation to what he looks for in founders, and beyond.

While technology is a key driver of advancement and disruption, technology itself does not produce innovation. It's the people that make it possible—and the leaders who aren't afraid to take risks, admit when they're wrong, and face failure head on. In this episode, host Gautam Mukunda speaks with Josh Wolfe, Founding Partner and Managing Director of Lux Capital and Mike Pell, Envisioneer and Director at the Microsoft Garage in NYC about how leaders should approach and encourage innovation, and lead employees in a technology-driven world. “I like to say that chips on shoulders put chips in pockets, in part because it is often predictive of somebody that is going to be relentless against adversity.” – Josh Wolfe, Founding Partner and Managing Director of Lux Capital “Tech enables amazing, incredible new things we could never do before, but it's always, for me, the people part that is far more interesting and far more powerful.” – Mike Pell, Envisioneer, Director, The Microsoft Garage - NYC Follow @GMukunda on Twitter or email us at WorldReimagined@nasdaq.com For more information on this episode's guest please visit: Nasdaq.com/world-reimagined-podcast

IN THIS EPISODE, YOU'LL LEARN:03:40 - Why Josh believes we are at an Entropic Apex in the current markets.06:14 - His beliefs around peace through strength and why he backed billionaire Palmer Luckey's new defense startup, Andruil. 27:06 - Why Stan Druckenmiller invested in Lux early on, alongside Bill Conway, the billionaire co-founder of the Carlyle Group.41:38 - Josh's belief is that we should rebrand sustainable energy to Elemental Power and include nuclear.54:58 - Josh's entrepreneurial endeavors, such as founding Kurion with $1.5M and selling it for over $100M Bitcoin.59:28 - Josh's previous criticisms of Elon Musk and his Twitter deal as well as Ray Dalio, who had retired on the day of this recording.1:05:02 - His pursuit of digitizing scents.And much, much more!Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESLux Capital Website.Josh Wolfe's Twitter.Trey Lockerbie's TwitterRelated Episode: The Real Life Tony Stark W/ Josh Wolfe - TIP399.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSInvest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Build a plan that helps you strengthen your financial security with RBC Wealth Management. RBC capital markets LLC, member NYSE, FINRA, SIPC.Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with Genesis.Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax's Gold Investor Kit today - 3 ounces of the world's most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.See the potential of your business. Find solutions that work for you, that tick bigger boxes and help you grow with Square.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Enjoy a 400-calorie meal that contains 40g of expertly sourced, premium plant protein, all 26 essential vitamins and minerals, and a scientifically calibrated mix of carbs, good fats and fiber with Huel Black Edition. Plus, get a free t-shirt and free shaker with your first order.Start printing everything your small business needs and discover the endless printabilities with VistaPrint.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Get position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia's first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.Start building a portfolio of alternative farm and timberland assets with AcreTrader.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

My guest today is Katherine Boyle, a general partner at Andreessen Horowitz. Katherine started her career as a reporter for The Washington Post before moving into VC at General Catalyst. She now leads a practice at a16z called American Dynamism, investing in companies that are solving critical issues in areas like defense, housing, and education. In the past year, I've spoken to Marc Andreessen, Josh Wolfe, and a number of founders about this need to build societally important businesses so I was excited to explore the topic in even more detail today. Please enjoy my conversation with Katherine Boyle.   For the full show notes, transcript, and links to mentioned content, check out the episode page here.   The content here is for informational purposes only and should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security and is not directed at any investors or potential investors in any a16z fund. For more details, please see a16z.com/disclosures.   -----   This episode is brought to you by Tegus. Tegus streamlines the investment research process so you can get up to speed and find answers to critical questions on companies faster and more efficiently. The Tegus platform surfaces the hard-to-get qualitative insights, gives instant access to critical public financial data through BamSEC, and helps you set up customized expert calls. It's all done on a single, modern SaaS platform that offers 360-degree insight into any public or private company. As a listener, you can take Tegus for a free test drive by visiting tegus.co/patrick. And until 2023 every Tegus license comes with complimentary access to BamSec by Tegus.   -----   Today's episode is brought to you by Brex. Brex is the integrated financial platform trusted by the world's most innovative entrepreneurs and fastest-growing companies. With Brex, you can move money fast for instant impact with high-limit corporate cards, payments, venture debt, and spend management software all in one place. Ready to accelerate your business? Learn more at brex.com/best.   -----   Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:02:42] - [First question] - The origin and overview of the term American Dynamism  [00:05:01] - Why the shift to a move slow and make sure nothing breaks mentality [00:07:31] - What about the American system today feels broken and stale  [00:09:48] - Becoming a journalist at The Washington Post  [00:11:35] - Describing the power landscape of media as it exists today   [00:12:28] - Major categories of American Dynamism that matter most   [00:14:29] - What matters more or less to her as an investor in  these categories  [00:17:31] - Whether or not there's anything fundamentally broken about our government [00:19:36] - The Systems Bible; What excites her about aerospace and defense and what creates opportunity and demand in these sectors [00:22:44] - Explanation of what it means when the factory is the product  [00:23:47] - How much is flowing into aerospace and defense currently  [00:26:01] - An overview of how lobbying works and who does it and why [00:29:07] - Whether or not she considers these sectors from a bottom up perspective as in investor    [00:30:32] - What other categories she feels pulled towards  [00:33:09] - The biggest problems that currently exist in the K-12 school system  [00:35:34] - Thoughts on how states are competing citizens and how it plays into American Dynamism [00:37:34] - The role immigration will play in range of outcomes in these main categories  [00:39:32] - Key takeaways about housing in light of American Dynamism   [00:42:09] - Her interpretation of the chart that shows inflation in categories over time [00:44:40] - How different the investing dynamics are in all of these categories and thoughts on valuation in this world  [00:47:56] - Whether or not expected returns and risk profiles are different in this area  [00:48:36] - The importance of effective a founder's storytelling, knowledge and customer empathy [00:49:55] - Overview of the anatomy of a great story   [00:51:30] - The story she tells founders at this stage so establish a partnership  [00:52:46] - The kindest thing that anyone has ever done for her

Josh co-founded Lux Capital to support scientists and entrepreneurs. He has been described as "The Renaissance Man of Venture Capital" for his ability to spot trends and see where the world is moving. In this conversation, we spoke about how to meet a partner, why you should connect with strangers, what it's really like to work with Bill Gates, what true wealth is for Josh, how to parent your children, and much more. (0:00) “I hope you make a billion” (3:45) Preparation (5:49) Connecting with strangers (10:43) Wife (15:35) Learning (18:14) Chips on shoulders put chips in pockets (20:43) 100-0-100 (23:30) Bill Gates (26:01) Does this person respect me? (28:30) Parenting (35:21) True wealth (36:57) Danny Kahneman (37:40) Hardest bias Josh on Twitter – https://twitter.com/wolfejosh Continue the conversation with me...

(1:27) – Welcome Josh Wolfe(3:10) – Market updates(13:21) – Anti-bubble(16:28) – Consolidation(19:57) – Everything times pi(22:35) – Welcome Sam Lessin(25:43) – NY tech founders in ‘07(30:44) – Slow Ventures(33:12) – The crypto debate begins(41:57) – On chain real estate(49:19) – Legal protections(1:03:10) – Does it hold up in court?(1:09:52) – Final walk through(1:14:42) – Bearer bonds(1:19:58) – Zach's reasons against crypto(1:31:37) – Zach's point(1:33:51) – Carta for your DAU(1:37:11) – Back to liquidity(1:41:24) – Why is it not awesome?(1:45:17) – Users(1:52:40) – Unsettled case law(2:00:29) – Final arguments(2:04:10) – The boiling point(2:06:59) – Maybe we can publish this part(2:12:15) – Zach ending(2:22:08) - Outro Mixed and edited: Justin HrabovskyProduced: Andrew Nadeau and Rashad AssirExecutive Producer: Josh MachizMusic: Griff Lawson 

Dan and Rick Heitzmann talk with Lux Capital's Co-Founder & Managing Partner Josh Wolfe about the venture capital industry's transformation in New York City over the past two decades (2:19), whether major venture capital firms will start going public (11:01), where Lux Capital is seeing the best investing opportunities amid industry turmoil (14:33), the fallout from the intensifying ideological fight between the U.S. & China (23:24), why soaring inflation may trigger an “Occupy Fed” movement (), the “new, new normal” coming for workers as the economy slows down (29:58), where the stock market will go from here (38:22), and how Elon Musk has turned Tesla into a religion (45:36). ---- Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod, and follow us @OkayComputerPod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

My guests today are Josh Wolfe and Chris Power. Josh will be a familiar voice to many of you and is the co-founder and General Partner of Lux Capital. Chris is the founder and CEO of advanced manufacturing start-up, Hadrian. Most of our discussion centers on the need to modernize the factories that supply our space and defense industries. But given the current market environment, we also talk about capital conditions and the responsibility to build products that really matter. Please enjoy this conversation with Josh Wolfe and Chris Power.   For the full show notes, transcript, and links to mentioned content, check out the episode page here.   -----   This episode is brought to you by Tegus. Tegus streamlines the investment research process so you can get up to speed and find answers to critical questions on companies faster and more efficiently. The Tegus platform surfaces the hard-to-get qualitative insights, gives instant access to critical public financial data through BamSEC, and helps you set up customized expert calls. It's all done on a single, modern SaaS platform that offers 360-degree insight into any public or private company. As a listener, you can take Tegus for a free test drive by visiting tegus.co/patrick. And until 2023 every Tegus license comes with complimentary access to BamSec by Tegus.   -----   Today's episode is brought to you by Brex, the integrated financial platform trusted by the world's most innovative entrepreneurs and fastest-growing companies. With Brex, you can move money fast for instant impact with high-limit corporate cards, payments, venture debt, and spend management software all in one place. Ready to accelerate your business? Learn more at brex.com/best.   -----   Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:02:40] - [First question] - An overview of the precision manufacturing industry writ large [00:08:28] - Why the manufacturing sector has so many great investment opportunities [00:12:58] - Anduril Breakdown; What Hadrian in its final form will unlock for manufacturing [00:16:08] - What the demand side looks like for manufacturers in its current state today  [00:18:29] - How the nature of demand will shift for this style of manufacturing in the future [00:22:51] - Important rare earth materials, supply chain constraints, and the revival of commodities  [00:27:55] - The key set of jobs being done by mom and pop shops that could be innovated on and done within a Hadrian factory  [00:30:35] - What is going on inside of a Hadrian factory and how they will evolve over time  [00:32:10] - Prosecuting diligence on someone's ability to execute on their behalf [00:37:14] - The PhD arrogance trap and how a Hadrian machine will be better in five years from now [00:39:44] - Units of innovation and optimization driven by software  [00:41:43] - Walkthrough of the bubble and anti-bubble concept and funding companies in today's markets   [00:48:08] - Breadth of ability versus focus and selling parts to buyers early on [00:50:42] - Lessons learned and advice for understanding the focus problem  [00:52:32] - Whether or not the climbing costs of experimentation is a bad thing [00:56:39] - Fat startup vs. lean startups and making the hardest irreversible decision during Hadrian's early days [00:58:31] - Enduring more schlep work than less being a good signal [00:59:06] - Chris' thoughts on the future of Hadrian and defining the exciting and scary edges of the spectrum of outcomes [01:03:36] - Josh's thoughts on the future of Hadrian and defining the exciting and scary edges of the spectrum of outcomes [01:07:22] - The kindest thing anyone has ever done for Chris

The best way to predict the future is to help invent it. That's exactly what today's guest is doing as the founder and managing director of Lux Capital, where he invests in emerging science and technology ventures at the outermost edges of what is possible. Josh Wolfe (@wolfejosh), renowned Forbes journalist and visionary thinker, joins us on the show to share why we should question everything, how modern stressors differ from those our ancestors faced, the 3 important "M's" in life, and some future advancements to look forward to (like the digitization of human scent). Josh is incredible, and it's safe to say there's something for everyone in this episode. ►► Want more community? Learn more here: http://trwih.com SPECIAL THANKS TO OUR SPONSORS ►► This episode is brought to you by Fundrise. Fundrise is on a mission to use technology to build a better financial system for the individual. With over $2.4B AUM and 250k active investors, it's the largest direct-to-investor real estate investor platform in America. Their platform is so easy to use and they make it so easy to diversify your portfolio. For a limited time if you sign-up, you can get $10 bonus. Just go to www.fundrise.com/room ►► This episode is also brought to you by LMNT (http://DrinkLMNT.com/HAPPENS). LMNT is a delicious electrolyte drink mix with all of the things you need and none of the junk. It contains a science-backed electrolyte ratio: 1000 mg sodium, 200 mg potassium, 60 mg magnesium. LMNT can help prevent and eliminate headaches, muscle cramps, fatigue, sleeplessness, and other common symptoms of electrolyte deficiency. It tastes amazing and is great after a workout or one too many drinks :) Right now LMNT is offering our listeners a free sample pack with any order. That's 8 single serving packets FREE with any LMNT order. Get yours at http://drinklmnt.com/HAPPENS. And it's so good they have a no questions asked refund policy but you won't need it. THIS EPISODE Josh Wolfe: https://twitter.com/wolfejosh Sahil Bloom: https://twitter.com/SahilBloom Greg Isenberg: https://twitter.com/gregisenberg Production & Marketing Team: https://penname.co/ FIND US ON SOCIAL Twitter: https://twitter.com/_trwih Instagram: https://www.instagram.com/_trwih TikTok: https://www.tiktok.com/@_trwih Web: https://trwih.com Spotify: https://open.spotify.com/show/6aB0v6amo3a8hgTCjlTlvh Apple: https://podcasts.apple.com/us/podcast/where-it-happens/id1593424985