Share this page!

Josh Wolfe Profile picture
Twitter logo
21 Jan, 7 tweets, 6 min read
1/ A few wildlife shots I took in Costa Rica last month.

From poisonous frogs to deadly vipers to monkeys...
2/ Sloths and bats and frogs...
3/ Exotic birds...
4/ Bizarre insects and the most in, disturbing tree I’ve ever seen—clearly infected with a parasitic 2020 meme.
5/ the most surreal sunsets I have seen
6/
7/ used new @CanonUSA R5 (w/R kit lens + adpater ring + EF lenses)

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Josh Wolfe

Josh Wolfe Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @wolfejosh

Josh Wolfe Profile picture
17 Jan
1/ From 2.5yrs ago..

I am free market champion (abhoring corrupting crony ‘capitalism’) + I believe in path dependence from circumstances NOT of one’s choosing, misfortune and moral obligation to help.

How have pure LIBERTARIAN addressed this?
1st w/ indifference, 2nd fleeing?
2/ This was way too snarky from 1.5 yrs ago but where is the outpouring of compassionate community can-do-anything problem-solving love from this network?
3/ Some people fleeing SF for greener pastures talk about advancing “freedom + liberty”, where do moral obligations + community come in?
Read 4 tweets
Josh Wolfe Profile picture
15 Jan
1/ Speculation:

It may be factor rotation out of GROWTH (FAANG which may trade range bound after tractor beaming future growth to present) as well as less concentrated longer tail of broader overvaluation in Russell 2000 (all can’t be the next FAANGs)...

More flows into VALUE..
2/ A shift from NARRATIVE driven motivated buying to fundamentals (notably even classic metric driven discounted cash flow & equity risk premia (Damodaran)+ CAPE (Shiller) have shifted focus to explain investor behavior to STORIES over STORES (of value)...
3/ The 10:1 leverage driving SPAC arb participants maybe gets reduced a bit and PIPE players get reduced alot (and we go thru phase of more signal and less noise aka more quality and less crap)...
Read 6 tweets
Josh Wolfe Profile picture
13 Jan
1/ In preview: FLORIDA is utterly + completely ABSURD.

(as every ‘Florida Man’ meme account or Carl Hiaasen novel shows).

It’s why all the eye-rolling criticism is totally justified—

—BUT misses that entrepreneurial surprise (entropy)
is nearly 100% ASSURED.

I predict...
2/ A FL-native Latinx tech-scene billionaire in the next 4 years...

The SF tech + VC scene that has moved GIVES more proximate + more frequent chance of encounters and more access to capital + fluid connections + intros—aka R&O (“randomness + optionality”)

But most importantly—
3/ All the connections in FL are fresh + NEW.

Consider this excerpt from a brilliant SFI + Princeton researcher Simon Levin.

“..Joint partnerships that are genuinely NEW”...
Read 6 tweets
Josh Wolfe Profile picture
12 Jan
1/ Listen to @brett_mcgurk (not Pompeo) on Al Qaeda
(a different mind virus the world must contend with).

Idlib (Syria) is and will be a key theater amongst many competing interests of US + "TRI" (Turkey, Russian, Iran)...
2/ To the NORTH of Idlib is border with Turkey.

And it is situated along highways running SOUTH from the Aleppo to Damascus...

HTS: Hayat Tahrir al-Sham is the key formerly AQ threat.

This is COMPLEXITY cubed. Image
3/
TURKEY wants to avoid more refugees on its border and prevent Kurds from getting territory + power

RUSSIA wants militarily strategic access to project power.
-Airbase in Latakia
-Naval base in Tartus.

IRAN wants Assad in power, Hezbollah amplified, US interests thwarted.
Read 4 tweets
Josh Wolfe Profile picture
28 Dec 20
1/ Lux family co’s @Matterport platform going truly GLOBAL

From Lebanon... bit.ly/34DbYHV
2/ To ITALY...🇮🇹

Captured in #3D with more than 1,200 scan points, the outdoor exhibition of @Orticolario "The Origin" teleports the viewer to any place in the garden so they might undertake a journey between gardening, landscape, art and design.
bit.ly/3ayM787
3/...to the heights of Tarragona, Spain🇪🇸—down the Mediterranean coast from Barcelona—to explore the hidden gem of @UNESCO World Heritage site, @ctarraconense photographer Pierre Grubius walks us through this historical place.
bit.ly/2JeKUaw
Read 4 tweets
Josh Wolfe Profile picture
22 Dec 20
1/ THIS was an email sent 9yrs ago—from an unknown scientist with entrepreneurial ambitions.

We didn’t reply

9yrs later we + others (including Bill Gates, Jim Simons , sovereign wealth funds + top biotech VCs)—have put over $250M in companies @ipeikon has helped start with Lux
2/ Here is the story of KALLYOPE—which this brilliant young scientist helped create + build with Lux’s @AGoulburn leading the way.
3/ HERE was one of the founding dinners—

where Columbia U’s Tom Maniatis (to my right) tipped off Lux me + @AGoulburn —
to the enormous potential of Cryo-EM as cutting edge technology for science...
Read 9 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get emails when @wolfejosh has new unrolls!

Check out other threads from @wolfejosh!

Read all threads by @wolfejosh