Josh Wolfe Profile picture
Aug 14, 2019 4 tweets 3 min read Read on X
The first 3 (short bite-sized) episodes are out for "FUTURA"—

—Lux's show shining spotlight on rebel inventors + entrepreneurs closing the gap between sci-FI <> sci-FACT

Ep 1: why brain machine interfaces won't be invasive

Full episode:
Ep:2 the hidden tech, hardware & software—behind cutting edge drone racing from @DroneRaceLeague

Full episode:
Ep 3: why the future of shared viewing may not be headsets with AR or VR —but full-color freespace complex light fields in glass like holograms out of StarWars...

Full episode:
Ep 4: why the future of every portal to spaces you enter—will have smarter access.

And how cutting-edge tech hardware + software blends trust, security + convenience—to even let strangers in

Full episode:

• • •

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More from @wolfejosh

Jun 7
Apple just GaryMarcus'd LLM reasoning ability Image
2/ Apple tested today's "reasoning" AIs like Claude + DeepSeek which look smart—but when complexity rises, they collapse.

Not fail gracefully. Collapse completely.
3/ They found LLMs don't scale reasoning like humans do.

They think MORE up to a point…

Then they GIVE UP early, even when they have plenty of compute left.
Read 6 tweets
May 19
1/ Three big Lux things tonight

-@anduriltech founder Palmer Luckey on @60Minutes
“The Future of Warfare”

-@eGenesisBio on @CNN with Sanjay Gupta
“Animal Pharm”

-new Lux Q1 2025 Quarterly LetterImage
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2/
This is one of my favorite letters we’ve ever written

The theme is PARTNERSHIPS

-between man and machine
-between present and future selves, decision, companies
-between us and our founders of Lux companies
-between Lux partners ourselvesImage
3/ word processor > spellcheck >grammar‑check > LLM “style‑check” if paragraph was birthed by human mind or statistical echo. We detect plagiarism but also something subtler—call it prompterism, prose coaxed from silicon’s
latent space rather than summoned from lived experience.Image
Read 9 tweets
May 9
BIG NEWS from Lux🚨…

American scientists––and those we attract to America🇺🇸––are what have helped make America not just great but absolutely + relatively EXCEPTIONAL.

We CANNOT cede scientific supremacy to China.
We don’t need talk, we need action…
2/ The 🇨🇳CCP “2035 Science & Technology Vision” states unapologetically “original innovation is the sharpest blade.” coupling that declaration w/ vast subsidies, talent visas + procurement guarantees which have helped them take lead in 37 of 44 critical and emerging technologies!
3/ Upending American science seemed an impossible order.

Regularly copied and always envied, but never rivaled.

Constructed by visionaries like Vannevar Bush in the ashes of WWII + propelled by brilliant legislation like Bayh-Dole Act––we did the impossible: an open scientific enterprise that could simultaneously probe into the furthest frontiers while translating the most original insights uncovered into the most prosperous companies in the world.
Read 16 tweets
Apr 22
1/ My take on Trump in exchange with one of my smartest market friends.

Bizarrely I’m more sanguine.

Either it’s the greatest policy mistake and blunder of a rollout ever. OR it ends up with some grand bargain for those that want to ensure certainty and stability by doing long term deals or otherwise face massive undulating volatility in his flip-flopping, fickle whims.

I think overall across all domains (tech cos, universities, law firms, countries) they got very confident and then cocky ... I think it started with the Silicon Valley and Elon flip over… And then Zuck shifting his board and taking a knee… And he saw powerful person after powerful person pledging fealty out of fear. I think that further emboldened them the "we’re fucking here We are in total control. We have all the leverage. You do what we say or you're fucked" from big tech to Zelensky to law firms to Columbia + Harvard and then the rest of the world

And Whether it’s the market fighting back or law firms, fighting back or universities fighting back… He’s gotta double down and not show weakness or concede. He was wrong… It’s very tough game theory.

The other view… Is they try a few experiments mindful that it could create chaos… And going into midterms they stabilized with more predictability market so and they have total political control
2/ post election when all Trump bros were “golden age of America” with 80s topgun hulk hogan f-yeah amurica hype videos…

We bought deep out of the money puts

Because the consensus and stability were the consensus view and the scarce contrarian view was: insane volatility ahead
3/ those puts paid off (pa) and now nearly 100% consensus is lower growth or recession AND inflation….SO…. Image
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Read 6 tweets
Feb 13
1/ New Q4 Lux letter to LPs… Image
2/ Image
3/ AI will bring the death of APIs Image
Read 5 tweets
Jan 29
1/ an urgent wake-up call ⏰

A new bombshell report just dropped.

China’s playbook isn’t war in the open—it’s war in the seams.

They target the gaps between state & federal, public & private, markets & security.

America must 'armor up' 🧵...
2/ The CCP’s strategy?

Hollow out U.S. strength from within.

Critical infrastructure? Infiltrated.
Universities? Compromised.
State pension funds? Financing China’s military tech.
3/ While America focused on the War on Terror, China waged a war on us—a silent siege of intellectual property theft, capital capture, and digital espionage.

Now, the bill comes due.
Read 19 tweets

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