Josh Wolfe Profile picture
Jan 30, 2021 20 tweets 8 min read Read on X
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…
4/ Or firefighter from Sun Prairie, Wi... “Les McBurney’🔥👨🏼‍🚒
5/ Or fast-food franchise guru “John Hamburger”
6/ Or on more somber serious note, “Les Payne” who helped highlight pain of inequality + racial injustice
7/ Or this illustrators artist name “Cyan Daly”...from this Washington Post piece
8/ The Chief Commercial officer prepared to do commerce + send accounts payables out... “Bill Ready” (via @bznotes
9/ The fraudulent chiropracter...Jeffrey Kimberly SPINA
10/ Tom Kitchin - Chef...

ht @raymondfdf
11/ “Clare Lane”—traffic reporter.

ht @beenbenn
12/ I mean...vasectomies. Dr. Richard “Dick” Chopp...

ht @ozyurtcu
13/ Jeffrey Housenbold - on OpenDoor board
14/ Dog named “Trigger” who accidentally shot is owner in foot. ht @zacktrak
15/ The CEO of MEAT co Smithfield is “Dennis Organ”

ht @RMac18
16/ Climate scientist...”Betsy Weatherhead”

i mean did she really even have a choice growing up?

ht @tlancaster50
17/ Male fertility doc... Eric Seaman

ht @JPQ
18/ Joe Fast...naturally.

ht @McCreadieWill
19/ Nintendo President and veiled villain...

Doug Bowser.

ht @mattiebellis + @2112Power
20/ Laywer “Sue Yoo”...

with a hilarious story from friend @peterlattman when he was at @WSJ

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More from @wolfejosh

Oct 8
1/ Revealing Lux's latest

a $101M launch of new cutting-edge biotech created from one the most important scientific breakthrus Lux has seen in many yrs!

NILO

control IMMUNE system 🦠
via NERVOUS system 🧠...

we stealth funded last yr before this NATURE paper got published👇Image
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2/ THE BIG IDEA?

Your brain has a direct hotline to your immune system.

Specific neurons in the vagus nerve detect inflammatory signals + then tell your brainstem to dial inflammation up or down.

When our team cut this connection immune responses went completely haywire!
3/ Here's HOW it works:

Think: biological thermostat for inflammation🌡️

Different vagal neurons respond to pro vs anti inflammatory cytokines (proteins that act as messengers in cell communication)

They relay this info to neurons––which then regulate the immune response...
Read 7 tweets
Aug 21
1/ Apple researchers just dropped NEW foundation model on BEHAVIORAL data from wearables.

Forget raw sensors—think steps, heart variability, gait

Trained on 2.5B hours via 162K people

Predicts age, sex, pregnancy, sleep like a crystal ball. Image
2/ Their new foundation model (WBM) trained not on noisy low-level sensor data––but on derived behavioral metrics via wearables

Outperforms raw sensor models in predicting sleep, injury, & infection.

When combined CRUSH it—predicting pregnancy w/ >90% accuracy. Image
3/ Contrarian take––Transformers may be overkill for everything

head-to-head on wearable data (Mamba-2) beat Transformers for health prediction. Simpler tokenization also won.

Lesosn: data’s unique physics (irregular, noisy)+ ignore the loud signals to hear the whispers––edge is in the architectureImage
Image
Read 4 tweets
Aug 21
1/ New Lux quarterly LP letter––Q2 2025

theme: “Friction Frontier”

-Over 50% of small VCs will involuntarily exit as ~5 VCs are planning to voluntarily exit (IPO)

-Lux team has invested over half a billion dollars across 82 companies (new + existing) in the past few months… Image
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2/
-Zuck’s “ Poachapalooza 2025”

-L&A (License + Acquihire) is the new M&A

-the AI capex surge (5% of GDP) ~ fiber-optic + router binge of 2000 tech boom (5.2%) and short step below sheet-rock bonanza of 2005 housing bubble (6.7%).

-Open source vs Closed… Image
3/great irony in frenzy for ARTIFICIAL intelligence––what’s acquired isnt hardware but HUMAN intelligence

-frontier of agentic Al not defined by model size-but what we can verify

-99% reliable agent degrades to 60.5% after 50 sequential decision tasks––each error cascading like cracks in glassImage
Read 8 tweets
Aug 18
1/ Beyond the hype + headlines

some eye-opening AI stats to consider

Today Mag 7 = 35% of US stock mkt value

NVDA = 19% of that––and 42% of NVDA revenue comes from just 5 Big Tech co's buying GPUs:

Meta, Amazon, Microsoft, Google, Tesla
2/At recent lunch with LP who put Lux in business I talked about shift from consensus cloud inference (GPUs + datacenters + power) to on-device inference (memory + batteries)...
3/ This valued LP talked about CAPEX:

Meta, AMZN, MSFT, GOOG TLSA spending $560B by EOY 2025

The total AI revenue from that spend? ~$35B

That's not great ~6% return
Read 5 tweets
Jun 7
Apple just GaryMarcus'd LLM reasoning ability Image
2/ Apple tested today's "reasoning" AIs like Claude + DeepSeek which look smart—but when complexity rises, they collapse.

Not fail gracefully. Collapse completely.
3/ They found LLMs don't scale reasoning like humans do.

They think MORE up to a point…

Then they GIVE UP early, even when they have plenty of compute left.
Read 6 tweets
May 19
1/ Three big Lux things tonight

-@anduriltech founder Palmer Luckey on @60Minutes
“The Future of Warfare”

-@eGenesisBio on @CNN with Sanjay Gupta
“Animal Pharm”

-new Lux Q1 2025 Quarterly LetterImage
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2/
This is one of my favorite letters we’ve ever written

The theme is PARTNERSHIPS

-between man and machine
-between present and future selves, decision, companies
-between us and our founders of Lux companies
-between Lux partners ourselvesImage
3/ word processor > spellcheck >grammar‑check > LLM “style‑check” if paragraph was birthed by human mind or statistical echo. We detect plagiarism but also something subtler—call it prompterism, prose coaxed from silicon’s
latent space rather than summoned from lived experience.Image
Read 9 tweets

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