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13 May, 5 tweets, 2 min read
1/ Some news from Lux...

The FUTURE of MANUFACTURING is
agile
automated
highly distributed
environmentally responsible
and now being built with software

New "Lux Manufacturing + Tech" Index
- on Bloomberg

A quick thread 🧵on WHY + the methodology...
lux-capital.medium.com/building-the-f…
2/ Advanced MANUFACTURING co's are using DIGITAL tech thru the entire product lifecycle -

from design, engineering, + production
to recycling + end-of-life disposal...

and using advanced MATERIALS, modeling + simulation software, additive manufacturing, distributed sensors...
3/ Our Manufacturing + Tech investments include ultrafast + precise sensor + control systems like @veobot for "cobots"; 3D-printing tech like @DesktopMetal + @shapeways automated PCB assembly @TempoAutomation; space-related manuf companies like Hadrian + @vardaspace + more...
4/ Several companies in the Index started more than 100 years ago as novel ideas before becomingglobal generational companies, like Siemens ($137B) and Honeywell ($149B). While others are new innovative + more recent like Desktop Metal ($2.6B) + Fortive ($18.1B)...
5/ Read more HERE: lux-capital.medium.com/building-the-f…

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More from @wolfejosh

Josh Wolfe Profile picture
7 May
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.
Read 8 tweets
Josh Wolfe Profile picture
5 May
1/ Lux thesis of "TECH of SCIENCE"

the most cutting-edge hardware
the most sophisticated software
to do science...

Science is PROGRESS for humanity
and also PRESTIGE for individuals, companies, universities, cities, countries

This is a BIG deal. statnews.com/2021/05/05/rog…
2/ Led by Lux partner @AGoulburn around the Nobel prize winning work of Eric Betzig who looked to the far reaches of the solar system and discovered a breakthrough imaging technique for INNER SPACE to see in REAL-TIME what is happening in cells... Image
3/ I mean this technique of adaptive optics x lattice light sheet microscopy gives subcellular resolution. INSANE what this means for drug discovery when you can see how drugs work inside cells!
Read 6 tweets
Josh Wolfe Profile picture
27 Apr
If we invent edible Flubber, there may come a day when we can survive by eating Flubber and also create a sustainably green economy building breathing Flubber buildings or entire towns out of it and even one day give Flubber consciousness too and expand it to a multiverse.
If we invent teleportation, there may come a day when real estate no longer matters as the majority of our time will be in the 'etherverse' and we will have solved the 'distance problem' and will need to rethink time. Something to think about.
If civilization is able to connect itself to itself via neuralinks, into a global consciousness we would be able to anticipate each others needs even before they are communicated and make life peaceful and stress-free. As so much pain comes from not being understood.
Read 6 tweets
Josh Wolfe Profile picture
25 Apr
1/ on CHINA + HOLLYWOOD

If she wins tonight brilliant Beijing born Chloe Zhao (Nomadland) may be the first Chinese woman having won a Golden Globe to win an Oscar.

China all but banned the movie as she made critical comments 8 years ago saying "there are lies everywhere"...
2/ I've previously highlighted the absence of Chinese villains in US movies

motivated by (1) US rational economic actors to sell into a $9B market and not be banned and (2) China control + censorship of studios + theaters
3/ Impacted by covid surely(and China reopening quicker) but in 2020 China for the 1st time became the largest movie market in the world.

The 8 Best Picture Oscar nominees made $35M in theaters vs $700M in 2019 while China made 4.5x normalized numbers with $3B in tix sales...
Read 5 tweets
Josh Wolfe Profile picture
24 Apr
1/ "Tech of Science"

A few days ago something HISTORIC and not yet widely appreciated happened 460km/285 mi away from YOU...

At the end of the Cold War in 1998 US + Russia teamed up on the ISS (international space station) after 40 years of fiercely competing in a Space Race...
2/ A few days ago on the 60th anniversary of Yuri Gagarin (Russian) to be the 1st in space...

..Putin symbolically gave a speech + rallied Russia to "maintain its status as one of the leading SPACE powers"

And announced Russia pulling out of the ISS by the next 4 years to...
3/ ...🇷🇺partner with CHINA 🇨🇳

to team on space including a lunar base
🚀🌑(on the moon or orbiting it)

after rejecting NASA🇺🇸 offer to team on this exact topic.
Read 10 tweets
Josh Wolfe Profile picture
15 Apr
1/ This is the #1 reason why cold war with China is inevitable

The Left should be outraged by Muslim concentrating camps, human rights abuses and environmental disregard. The Right by expansionist military actions, hacking + corporate theft.
bloomberg.com/news/articles/…
2/ US solidarity won't come from Kumbaya.

We are a diverse deeply divided people with 1-2 generation long respites of internecine animosity redirected from each other to a common enemy...

1940s: Nazi Germany
1980s: Communist Russia
2020s: ?

Has been this way 100+ years...
3/ Those highlights were excerpts from convo with me + @patrick_oshag + @TonyT2Thomas

I explain why neither Vietnam in the 60s/70s nor Japan in the 80s/90s nor Al Qaesa/ISIS in 00s/10s United our divided States. None were all 3 alien, large + threatening
joincolossus.com/episodes/70111…
Read 4 tweets

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