1/ One of the MOST important concepts anyone can understand—

ENTROPY.

The concept applies not just to physics + life, but startups, relationships, geopolitics.

My eldest child, 10yo daugther, asked excellent Q last night that may seem foolish...
2/ Why do we go from WET to DRY
(say getting out of shower/bath)
but never from DRY to WET?

We talked about:
-solid ice > blob of liquid > dissipated vapor
-how eggs break but don’t go back
-how glasses break but don’t reform

How systems trend to disorder without more energy
3/
I am re-reading the incredible

“ORDER out of CHAOS”—Ilya Prigogine

who articulated beautifully how we get
structured macro state (~whirlpool)
EMERGING from non-equilibrium state (~water down a drain)

Here’s a copy (and a few of my highlights)...
…ialinvestigations.files.wordpress.com/2015/03/ilya_p…
4/ This came to mind while reading excellent Janan Ganesh column in today’s FT...
5/“For 4yrs now Trump brought improbable people together.

Those who treasure the armed alliance were as 1 with peace-sign daubers against Trump. So too cosmopolitan rich + socialists who would tax them; strict liberals + critics of liberalism as a cover for unconscious racism”
6/ “Even before his formal departure, his adhesive effect on the US left is weakening. Moderate Democrats blame the party’s mixed Congressional results on its off-putting radicals....Each one has the potential to turn Democrat against Democrat.”

ENTROPY.
7/ Commenter: “Things Fall Apart”
YES it’s as if brilliant @questlove took album title “Things Falls Apart” (aka Entropy)

and then took the drum tempo from structured hiphop beat to syncopated percussive chaos

at end of @theroots x @fatbellybella Erykah Badu “You Got Me”🤯

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More from @wolfejosh

16 Nov
1/ Here is a public version of Lux's Q3 Letter to LPs

"Do Good Things"...
medium.com/lux-capital/do…
2/ In preview, we hold the minority view that this moment in time is not––

in the context of all that has ever happened and all yet to happen

––uniquely special, even with all the evident chaos... Image
3/ Instead there are directional arrows of positive progress, technological inevitabilities, more + new options created by agency + ambition of scientific + technical founders we FUND

From any moment in the present, they are always setting up a perpetually more promising FUTURE
Read 29 tweets
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
11 Nov
❓ picQUIZ 1❓

What is it
What is its purpose? Image
Many great guesses!

A few correct answers!
@rjdevereux
@mrethanmackin
@semper_doctrina

ANSWER: (video)
❓ picQUIZ 2❓

What is it
What is its purpose? Image
Read 4 tweets
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
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
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

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