Josh Wolfe Profile picture
Aug 13, 2021 9 tweets 3 min read Read on X
1/ Have appreciation, emapthy and undersattnding for our VETERANS right now.

The ‘decision’ to “withdraw” from Afghanistan is causing heartwrenching pain suffering, frustration, anger—so many sacrificed SO MUCH (and many sacrificed ALL from limbs to life)…

i have a theory
2/ The US / Pentagon could never admit this overtly

failed state in Afghanistan under Taliban will foment violent extremists as it has
and yet now China = greater U.S. priority
History shows nation fighting two fronts often flails

Crazy 💭Our enemy’s enemy may be our “friend” Image
3/ CCP may recognize Taliban if Kabul fails

But will Taliban? They need
-Opium trade to China
-there are 1M muslims in concentration camps on Afghanistan border

What if US “decision” was not haphazard but calculated
“Enough—make this China’s problem on the Western front”
4/ I’d like to believe that US fight in Afghanistan was NOT for naught

It kept stabilized an unstable region that was always a powder keg

And at a time when China is on OFFENSE
this is a strategic move to threaten their Central Asia interests
and distract them on western front Image
5/ IF intentional

its a MUCH better strategy (Clausewitz x Sun Tzu)
at time when China facing global alliances focused on Taiwan in the EAST
and improbably may have to deploy troops to WEST

support for Taliban to liberate oppressed Uighurs
would be improbale insane plot twist Image
6/ highlights of Biden speech today on Afghanistan.

8/ UPDATE:
ISIS-K challenging Taliban, ‘declares war on China’
9/ UPDATE 2:
“…Now, as ISIS entrenches itself in Afghanistan, the group appears to be exploiting existing divisions to challenge neighboring countries, with China high on the list.” newsweek.com/isis-put-china…

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More from @wolfejosh

Nov 23
1/ New Lux quarterly letter to LPs...

Our theme? Tech, venture, global markets told in...

...Four parables of Four brothers
1 Prometheus
2 Menoetius
3 Epimetheus
4 AtlasImage
2/ The The Prometheus Promise––is Extending Human Limits what we call extensionalism

technology is not just augmenting our natural senses, but fundamentally extending and transforming them inImage
Image
3/ From sight, sound, touch, hearing and now…smell.

Technology extends our senses (“extensionalism”) with many Lux family co’ leading the way from

@physical_int + CTRL-Labs + Auris Surgical Robotics (touch)
@EikonTX + @Matterport (sight)
Chromatic (hearing)
@Osmo_Labs (smell)Image
Read 17 tweets
Nov 18
1/ 🏦 America needs an experienced wise and smarter than other global finance heads so he can outsmart them––a Treasury Secretary who puts 🇺🇸 first.

A leader who gets tariffs, trade, & turning the tide back in our favor.

SCOTT BESSENT is definitely THAT guy.

Here’s why: 🧵
2/ Scott understands tariffs aren’t just a policy—they’re a POWER MOVE.

While others talk, Scott will make sure unfair trade practices PAY UP.

He’s about winning for American workers and businesses.
3/ His America First agenda isn’t just talk

Scott’s built relationships across the globe, not to placate but to DOMINATE

He knows our adversaries + allies––they respect him.

He knows how to leverage deals to bring foreign $$ into the U.S. & keep it flowing into OUR economy💪
Read 9 tweets
Nov 17
1/ 🛡️ The FUTURE of WARFARE isn’t a “revolution” but an evolution—a mix of drones, AI, and smart strategy. What’s the playbook for Taiwan, Ukraine, and beyond?

A quick high-level dive📡Image
2/ 🛰️ The Gulf War heralded stealth, precision, & GPS.

Today, uncrewed systems (drones) + AI define the battlefield. But there are limits. Attrition wars teach hard lessons. Image
3/ 🔥 UKRAINE's lessons for TAIWAN:

Drones disrupt but aren’t invincible.

Customized kamikaze drones carry ~5kg payloads, fly ~19km + force adversaries to spend $$$ on defense.

Cheap beats fancy (sometimes). Image
Read 12 tweets
Jun 25
Some (first in history) news tomorrow…
2/ More than 3.5 billion years ago, life on Earth emerged from chemical reactions.

Nature invented RNA, proteins, and DNA, the core molecules of life, and created the ribosome, a molecular factory that builds proteins from instructions in the genome.
3/ Proteins are wondrous dynamic molecules with incredible FUNCTIONS

-molecular engines powering motion
-photosynthetic machines capturing and converting to energy
-scaffolding building skeletons of cells
-complex sensors interacting with environment
-information processing systems running the programming operating system of life
Read 22 tweets
May 21
1/ Quick thread 🧵important new paper 📜from @sfiscience on the THERMODYNAMICS of COMPUTATION...

Ever wondered why your gadgets get warm after using them for a while? As with cells🧫, brains🧠 and laptops💻––it's all about energy use and heat🔥.... Image
2/ The key is "stopping times". In biology a cell might stop making a protein once it triggers a reaction from another cell. In simulations like a coin-flipping it may be once it reaches a set number of flips...Image
3/ Estimates are that computers use 5-9% of global energy (AI will only increase this📈). Biological systems on the other hand are 100,000x more energy-efficient...
Read 6 tweets
May 19
1/ NEW–– just released.

Lux Q1 2024 Letter to LPs… Image
2/ Themes:

1. Riskgaming
2. Possible adjacencies + the ADJACENT POSSIBLE
3. Build your cash position for tuck-in M&A
4. Prepare for rising cost of capital (and a lot less of it)…
5. Moravec Paradox––what’s easy is hard and what’s hard is easy Image
3/ Lux family companies including @anduriltech , @SakanaAILabs, @togethercompute, @VardaSpace, @AppliedInt have raised war chest balance sheets…

watch for rising cost of capital, more powerful labor unions… Image
Read 8 tweets

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