Share this page!

Josh Wolfe Profile picture
Twitter logo
28 Jan, 10 tweets, 5 min read
It's been VERY exciting 3 months at Lux...

Find out what we've been up to 👉 lux.vc/winter2021
2/ From @DesktopMetal becoming publicly traded with @chamath investing
3/ To AEVA going public...
4/ To Lux's early cancer detection co Thrive Earlier Detection getting acquired by Exavt Sciences for up to $2.2B...
5/ To @latchaccess going public with Tishman Speyer at $1.5B...
6/ To Lux bringing the Auris Surgical Robotics team together for a new adventure in a $345M Lux public vehicle...
7/ To leading $125M round for @AppliedInt with @a16z + @gcvp
8/ To Lux family co Adimab developing a "super antibody" to fight COVID...
9/ To Zoox + Amazon unveiling years in the making the most advanced fully self driving autonomous vehicle...
10/ To Lux family @ThinkCaper teaming with @kroger to automate shopping checkout on the go...

• • •

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
30 Jan
1/ For years, a friend (“RD”) and I trade examples we find of
“Nominative Determinism”—

—when someone’s name possibly maybe influenced what they ended up doing in their career (or otherwise and most probably just hilarious coincidence)...

Like...
aldosohm.com
2/ Or...”Catherine Counts” who does statistcal quantiative work (but should have obviously focused on feline population numbers)...
3/ Or “Rosaline Brewer” the first woman + african american COO at....Starbucks. cnbc.com/2017/09/13/3-t…
Read 20 tweets
Josh Wolfe Profile picture
27 Jan
1/ Here's what my days look like.
My morning routine...☀️⏰
2/ On 'work ethic + stamina'

Fueled... by ☕️+ 🍫 + a chip on my shoulder.
3/ On 'information flows' ...
📰🗞️📱💻
Read 8 tweets
Josh Wolfe Profile picture
27 Jan
1/ There is no mandate of MORALITY in MARKETS

BUT investors have a choice in what they do

While retail speculators + those egging em on
for playful prank-like bloodsport inciting seige on “Capital”
resentful of short sellers remember a few things...
2/ Remember value investors and short sellers may not be VIRTUOUS but the EFFECT of their activity is MORAL as they seek to give money to those companies allocating it intelligently + take it away from those that are not so it can be redirected for higher + better use...
3/ Just as MOMENTUM investors + SPECULATORS play a MORAL role in providing capital to futuristic companies (MOST of which fail and a FEW which have historic impact) that have no cash flow or profits and cannot get the fuel unless its provided by someone...
Read 6 tweets
Josh Wolfe Profile picture
25 Jan
1/ Lux likes to “BELIEVE before others UNDERSTAND”

Lux partner @zacktrak was a table-pounding true believer in Luke Schoenfelder @LASchoenfelder and the vision for @latchaccess from Day 0. Zack repeatedly said: “there is something special about Luke”.

Boy was he RIGHT...
2/ Lux partnership is always trying to find an angle, the variant perception others might not see. When Latch was founded there were many *direct to consumer* door-lock or doorbell players like August or Ring.

Luke insisted on NOT going direct to consumers—but developers—SMART.
3/ We learned a lot from Luke’s culture of “humble excellence” that touched everything from inside DESIGN (reminding us of stories of Steve Jobs wanting what couldn’t be seen to be perfect) to cutting-edge TECH hardware + software to the strategies of PARTNERING + DISTRIBUTION.
Read 4 tweets
Josh Wolfe Profile picture
24 Jan
Where do I stand?

1/ I believe Bitcoin is real + has merit as any intersubjective asset may. At least til ~2017 it was at least reliably useful as barometer of belief in itself. Also useful as speculative asset with some ignorance arbitrage and some ‘willing into existence’...
2/ As an intrinsically valued asset I have never heard a persuasive non-technical analyis (momentum/chart) of at what price Bitcoin is OVERVALUED—This case can be made for other stores of ‘value’ like gold.

MIKE has excellent analysis rooted in irrefutable science of ‘why gold’.
3/ Most of the proponents of Bitcoin invoke

scarcity, mathematical superiority, indepdence of sovereignty and central banks, the ushering of the future, young who get it vs old who dont, digital vs analog, evolving social proof of ever more reputable + sophisticated institutions
Read 6 tweets
Josh Wolfe Profile picture
22 Jan
1/ Some news—when we first shot this video revealing the inside at Lux family co @saildrone...

I could NOT show ANY footage of a secret stealth drone ship called “Surveyor” it was MASSIVE. And a massive feat of engineering...
2/ This massive engineering feat by Lux family co @saildrone was finally UNVEILED last week
3/ Nothing autonomous this large or capable has ever been built.

72 ft long
Will spend MONTHS at sea
mapping sea floor with powerful sonar
scanning ocean surface for genetic material for fish and more...

@WIRED did a tremendous job covering it...
wired.com/story/the-auto…
Read 4 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