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11 Nov, 4 tweets, 2 min read
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What is it
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Many great guesses!

A few correct answers!
@rjdevereux
@mrethanmackin
@semper_doctrina

ANSWER: (video)
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What is it
What is its purpose? Image
Too many correct guesses to shout-out!
Nice job!

ANSWER: (video)..

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More from @wolfejosh

Josh Wolfe Profile picture
11 Nov
1/ SENSING x SIMULATION.

From many existing Lux family companies we have observed 3 directional arrows of technology progress converging

#1 Higher resolution capture of REALITY
#2 Higher resolution modeling REALITY
#3 Compute layer between them
2/ For #2––HIGH RESOLUTION MODELING

see @AppliedInt Applied Intuition.

Truly cutting-edge stunning work––FAR beyond any gaming engine...
appliedintuition.com
3/ For #1 ––high resolution CAPTURE

A few examples

Matterport @Matterport
Read 8 tweets
Josh Wolfe Profile picture
2 Nov
Some news tomorrow AM...
1/ Lux family co AEVA—

(led by veteran Apple engineers)—to go public in $2B+ deal, with up to $343M in gross proceeds.

Aeva will be NYSE listed following expected close in Q1 2021.

Key shareholders including....
prnewswire.com/news-releases/…
2/ Key shareholders—

including Lux, Canaan Partners, Lockheed Martin
will retain equity holdings thru Aeva’s transition to publicly listed co...

...along with Adage Capital + Porsche—
the majority owner of VW Group...
Read 7 tweets
Josh Wolfe Profile picture
31 Oct
1/ About to send our letter to Lux limited partners—

Notably relevant—while flipping through a few magazines that confirm the point. To wit...
2/ the economist says...
3/ While Scientific American notes...how things that seem salient fade more quickly than we can imagine

We say “never forget”—because we do
Read 4 tweets
Josh Wolfe Profile picture
29 Oct
1/ Triple news at Lux—🙌📈📈📈🙌

Deeply deserved promotions to...

@BrandonReeves08
—Lux's newest PARTNER!

Brandon hunts for innovations in open source infrastructure, data + ML applications—and tech disrupting antiquated x regulated industries...

He led Lux investments...
2/ investments in
@chronosphereio
(genius eng team from Uber)

@huggingface 🤗
(Brilliant breakthrough PhDs in NLP)

@benchling 🧪
(Incredible team revolutionizing software + infrastructure for how science is done)...
3/ Plus @BrandonReeves08 also led

@anchorage (crypto)
@fiddlerlabs (explainable AI) @OasisLabs (data tools)
@ElektraLabs (digitally connected health)
@TectonAI (ML tools)

And helped lead Lux investments in @Anduril and @ApppliedInt
Read 8 tweets
Josh Wolfe Profile picture
28 Oct
1/ The eventual reversion + shift
from GROWTH to VALUE
will take a while––

but I see ONE key catalyst:
a series of AOL/TimeWarner-like deals.

where smaller (more highly valued growth stock currency) consumes larger (cheaper cash-generating value biz’s, deemed in decline)...
2/ It will post facto finally bring reward to VALUE investors––

(who are facing growing, classic, end-of-cycle claims of the death of their strategy; from fund shutdowns to questioning Buffet to Damodoran as apologist)

––NOT because market sees the value they do...
3/ But IN SPITE of it––

as the market will have created crazy HIGH valuations of bad businesses that will buy good businesses at crazy LOW valuations

That will
1. put VALUE back in vogue
2. create tremendous SHORT opps as the combos fail
(but are good for book publishers)...
Read 5 tweets
Josh Wolfe Profile picture
27 Oct
1/ We’re pleased to unveil Lux’s NEWEST investment vehicle

Lux Health Tech Acquisition Corp
a $300M special purpose acquisition company

which begins publicly trading on the Nasdaq [LUXAU] this morning...
2/ We formed Lux Health Tech

for the purpose of entering into a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses at the intersection of the healthcare and technology industries...
3/ In PLAIN SPEAK:

we believe the time is now to take public and build generational technology companies that will have a profound positive impact on healthcare.
Read 9 tweets

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