My 2020 rap faves

RTJ4
Jay Electronica—written testimony + act 2
Aesop Rock—spirit world field guide
unlocked—denzel curry x kenny beats
Marlowe 2
Eminem—Music to be..
Alfredo—alchemist
Revenge of the Dreamers
Clams Casino—esp ‘unchain me’; Lost Boys🎥
Pray for Paris
Marlowe 2
2/ A fave track of all of this––is this “DIET_”

GENIUS lyrics—and a hook with an amazing ascendant 3 bar rhyme that is an exorcism of DMX to a rising Slick Rick bassline

when you hear it you will hear it
(if you don’t it’s @ 0:47)
open.spotify.com/track/1AzqpMy3…
3/ the Clams Casino instrumental is solid but this track is more personal, he samples Cry Little Sister from “Lost Boys”—i was 9 and in middle of cross-country custody battle and LOVED this movie and well––wanted to be a vampire in Kiefer Sutherland’s gang
open.spotify.com/track/0RokJnY3…
4/ Here is “The Lost Boys” opening with the song that Clams Casino samples in last tweet

So badly wanted to be in Kiefer Sutherland’s vampire gang;)

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More from @wolfejosh

24 Nov
1/ AMAZED by @LTwolfe

Cover of @Forbes: Impactive Capital
Christian Asmar + Lauren Taylor Wolfe

"From Buffett With Love"
forbes.com/sites/hanktuck…
2/ "The Oracle of Omaha famously detached his investment strategy from his civic pursuits. Lauren Taylor Wolfe and Christian Alejandro Asmar's Impactive Capital borrows from his buy-and-hold value book—but overlays a large amount of sustainability and activism."
—By @hanstucker13
3/ A few excerpts:
-how many investments they hold
-on being forced to sell when returns are no longer there after a doubling
-on growing Calstrs $250M 6yr commitment 28% in 20 months to $320M
-now at $630M+ AUM and growing...
Read 7 tweets
18 Nov
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…
Read 7 tweets
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

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