Josh Wolfe Profile picture
Oct 4, 2020 9 tweets 2 min read Read on X
1/ Some unsolicited advice.

A few people I admire and mentor were obsessed with the current news cycle––distracted + distraught with disbelief almost daily.

My advice was THIS: 👇👇👇
2/ Stop hitting refresh 🔘 on the news like an addicted caged rat looking for a hit of joy 😃or anger 😡

With so much to lose for so many in power––there is NO UNCERTAINTY. 

You know this: there is total CERTAINTY that there will be total chaos daily for weeks to come...
3/
You know this:
that few maybe none of those events are in your control. 

You know this:
you can control only what is in your control

1. voting (unless or until you can’t)
2. where you direct your attention + focus
3. how you choose to feel...
4/ Without investing intentional energy––the chaos will pull you down a drain on an endless journey without escape

Your friends and family will keep you in it as they commiserate and lament the chaos + distraction as their friends are doing the same

BUT––
5/ If you like them (or love them;)–– don’t let them.

Instead: lead + inspire them.

Avg + below avg people will be sucked down w/the masses.
You + yours are not average.
You + yours are better than that.

Whatever their job, joy, purpose, they mustnt’ let it get hijacked...
6/ Shake them from their head-shaking.

Remind them to fight the entropy + enmity in the world by doing good things. By doing really good things...
7/ Whether that is
-producing art
-serving others
-treating patients
-teaching students
-promoting justice
-accelerating tech progress
-advancing cures + treatments
-educating or entertaining people
-empowering + inspiring others, reducing human suffering

Fierce focus on that..
8/ Your (and their) time + attention are the scarcest resource

Willingly paying it to others in an unscripted circus show––as a passive spectator, a captive audience member gasping and cheering––is a squandering abdication of your own ambition and the good you must put out.
9/ Get up, get out, get at it––and get away from the vortex.

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More from @wolfejosh

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
Image
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
Dec 25, 2024
1/ QATAR -

If you were fly on wall in Qatar's strategy meetings you’d hear their not so secret strategy

i) keep up economic relations w/Iran (esp w shared gas reserves)

ii) support Islamist groups (esp Muslim Brotherhood) + use the masses as pawns for political leverage..
2/

iii) assert distinct identity in MidEast geopolitics as a ‘mediator’

iv) religious mafia style––foment fervent believers (funding Al Jazeera propoganda + mosques/ Imams to rule over other country populations) grow geopolitical power depsite tiny size (and no real military)
3/ The ties to Iran + Turkey in particular who leverage terrorism, religious extremism are the greatest threat to Mideast regional peace

especially with moderate + modernizing + peace + prosperity seeking UAE + Saudi (on cusp on Israel normalzied relations) and Sunni…
Read 10 tweets
Dec 8, 2024
1/Memory players will be ascendant.

At recent closed-door private investor gathering I pitched 1 LONG and a basket of 3 SHORTS.
2/ this technical paper from Apple published year ago not widely discussed was the breadcrumb clue and the inspiration I have shared with many friends since.... Image
3/ The paper introduces 2 methods called “windowing” + “row-column bundling” which allow devices to run models up to 2x DRAM size by storing model parameters in flash + loading them into DRAM as needed.

this company...
Read 14 tweets
Nov 23, 2024
1/ New Lux quarterly letter to LPs...

Our theme? Tech, venture, global markets told in...

...Four parables of Four brothers
1 Prometheus
2 Menoetius
3 Epimetheus
4 AtlasImage
2/ The The Prometheus Promise––is Extending Human Limits what we call extensionalism

technology is not just augmenting our natural senses, but fundamentally extending and transforming them inImage
Image
3/ From sight, sound, touch, hearing and now…smell.

Technology extends our senses (“extensionalism”) with many Lux family co’ leading the way from

@physical_int + CTRL-Labs + Auris Surgical Robotics (touch)
@EikonTX + @Matterport (sight)
Chromatic (hearing)
@Osmo_Labs (smell)Image
Read 17 tweets

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