Josh Wolfe Profile picture
May 7, 2021 8 tweets 5 min read Read on X
1/ Take my money—DOUBLE it✌️

EVERY $1 you help K-12 scholars at Coney Island Prep @CiPrep—i will MATCH
up to $25,000
coneyislandprep.networkforgood.com

$100=scholar's family gets free WiFi access

Watch PART 1 of my interview with amazing school head Leslie-Bernard Joseph
2/ PART 2 📺: On difficult choices and challenging decisions w school head Leslie-Bernard Joseph

<Take my money—DOUBLE it✌️
EVERY $1 you help K-12 scholars at Coney Island Prep @CiPrep—i will MATCH
up to $25,000
coneyislandprep.networkforgood.com>
3/ PART 3 📺: On the speed+ magnitude of investment decision making —and of the resilience and adaptability...

...especially of kids.
4/ PART 4 📺: On how chips on shoulders put chips in pockets...how failure comes from a failure to imagine failure. And how we take for granted the abundance of tech around us.

PS I will match every $1 up to $25,000 for K-12 scholars in need @CiPrep
coneyislandprep.networkforgood.com
5/ PART 5 📺: On where the breakthroughs of the future will come from. And what young scholars ought study...
6/ PART 6 📺: on TECHNOLOGY as a language we all have to learn.

And on knowing how to parent my current 11, 8 + 5 year olds. And having NO advice or idea for a 12 yr old—yet.

<PS I match every $1 up to $25,000 K-12 scholars in need at Coney Island Prep
coneyislandprep.networkforgood.com>
7/ PART 7 📺: On those powerful predictive valuable words "it will rot your brain

"...on "believing before others understand"

especially of the doubted or UNDERDOG.
8/ FINAL clip 📺: Coney Island Prep head Leslie-Bernard Joseph recounts "Joshisms"

and the virtue + symbolism of
-chess♟
-skateboards 🛹
-hiphop 🎛🎧🎤

<I am matching every $1 up to $25,000 for K-12 scholars in need at Coney Island Prep @CiPrep
coneyislandprep.networkforgood.com>

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More from @wolfejosh

May 9
BIG NEWS from Lux🚨…

American scientists––and those we attract to America🇺🇸––are what have helped make America not just great but absolutely + relatively EXCEPTIONAL.

We CANNOT cede scientific supremacy to China.
We don’t need talk, we need action…
2/ The 🇨🇳CCP “2035 Science & Technology Vision” states unapologetically “original innovation is the sharpest blade.” coupling that declaration w/ vast subsidies, talent visas + procurement guarantees which have helped them take lead in 37 of 44 critical and emerging technologies!
3/ Upending American science seemed an impossible order.

Regularly copied and always envied, but never rivaled.

Constructed by visionaries like Vannevar Bush in the ashes of WWII + propelled by brilliant legislation like Bayh-Dole Act––we did the impossible: an open scientific enterprise that could simultaneously probe into the furthest frontiers while translating the most original insights uncovered into the most prosperous companies in the world.
Read 16 tweets
Apr 22
1/ My take on Trump in exchange with one of my smartest market friends.

Bizarrely I’m more sanguine.

Either it’s the greatest policy mistake and blunder of a rollout ever. OR it ends up with some grand bargain for those that want to ensure certainty and stability by doing long term deals or otherwise face massive undulating volatility in his flip-flopping, fickle whims.

I think overall across all domains (tech cos, universities, law firms, countries) they got very confident and then cocky ... I think it started with the Silicon Valley and Elon flip over… And then Zuck shifting his board and taking a knee… And he saw powerful person after powerful person pledging fealty out of fear. I think that further emboldened them the "we’re fucking here We are in total control. We have all the leverage. You do what we say or you're fucked" from big tech to Zelensky to law firms to Columbia + Harvard and then the rest of the world

And Whether it’s the market fighting back or law firms, fighting back or universities fighting back… He’s gotta double down and not show weakness or concede. He was wrong… It’s very tough game theory.

The other view… Is they try a few experiments mindful that it could create chaos… And going into midterms they stabilized with more predictability market so and they have total political control
2/ post election when all Trump bros were “golden age of America” with 80s topgun hulk hogan f-yeah amurica hype videos…

We bought deep out of the money puts

Because the consensus and stability were the consensus view and the scarce contrarian view was: insane volatility ahead
3/ those puts paid off (pa) and now nearly 100% consensus is lower growth or recession AND inflation….SO…. Image
Image
Read 6 tweets
Feb 13
1/ New Q4 Lux letter to LPs… Image
2/ Image
3/ AI will bring the death of APIs Image
Read 5 tweets
Jan 29
1/ an urgent wake-up call ⏰

A new bombshell report just dropped.

China’s playbook isn’t war in the open—it’s war in the seams.

They target the gaps between state & federal, public & private, markets & security.

America must 'armor up' 🧵...
2/ The CCP’s strategy?

Hollow out U.S. strength from within.

Critical infrastructure? Infiltrated.
Universities? Compromised.
State pension funds? Financing China’s military tech.
3/ While America focused on the War on Terror, China waged a war on us—a silent siege of intellectual property theft, capital capture, and digital espionage.

Now, the bill comes due.
Read 19 tweets
Dec 25, 2024
1/ QATAR -

If you were fly on wall in Qatar's strategy meetings you’d hear their not so secret strategy

i) keep up economic relations w/Iran (esp w shared gas reserves)

ii) support Islamist groups (esp Muslim Brotherhood) + use the masses as pawns for political leverage..
2/

iii) assert distinct identity in MidEast geopolitics as a ‘mediator’

iv) religious mafia style––foment fervent believers (funding Al Jazeera propoganda + mosques/ Imams to rule over other country populations) grow geopolitical power depsite tiny size (and no real military)
3/ The ties to Iran + Turkey in particular who leverage terrorism, religious extremism are the greatest threat to Mideast regional peace

especially with moderate + modernizing + peace + prosperity seeking UAE + Saudi (on cusp on Israel normalzied relations) and Sunni…
Read 10 tweets
Dec 8, 2024
1/Memory players will be ascendant.

At recent closed-door private investor gathering I pitched 1 LONG and a basket of 3 SHORTS.
2/ this technical paper from Apple published year ago not widely discussed was the breadcrumb clue and the inspiration I have shared with many friends since.... Image
3/ The paper introduces 2 methods called “windowing” + “row-column bundling” which allow devices to run models up to 2x DRAM size by storing model parameters in flash + loading them into DRAM as needed.

this company...
Read 14 tweets

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