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Josh Wolfe Profile picture
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30 Jan, 4 tweets, 1 min read
Anytime a headline says “Dalio says...”

It literally was him summarizing a Bloomberg or FT or WSJ article from earlier in the week.

Every. Time.

Prove me wrong.
2/ Breaking insight... “Dalio says”
3/ “Dalio says”... on gamestop in Bloomberg
4 days after Bloomberg article literally says this
4/ “Dalio says”...
bipartisan effort needed for post-pandemic world

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More from @wolfejosh

Josh Wolfe Profile picture
1 Feb
1/ The BEST thing about GOOD mental models and frameworks is their generalizability.

Are they USEFUL to advance understanding issues and find solutions?
2/ Readinf @slatestarcodex excellent piece on whether psychiatric conditions are clearly distinct CATEGORIES (in the way rabbits are rabbits + humans are humans) or DIMENSIONS (where people fall on spectrum with no clear demarcation line)...

astralcodexten.substack.com/p/ontology-of-…
3/ Found it useful in thinking about how we think about RACE, clear categories or spectra: light white to dark black, eye colors, hair textures, origin stories, group identity, family lineage, geography, rights, status, income, victim, pepetrator, justice, injustice...
Read 4 tweets
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
28 Jan
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...
Read 10 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

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