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Josh Wolfe Profile picture
@wolfejosh
Nov 10, 2021 • 15 tweets • 8 min read • Read on X
Scrolly
1/ A few Lux fam pics reunited after nearly 2 years physically apart Image
2/ Bilal @bznotes Image
3/ Deena @deenashakir Image
4/ Shaq + @DannyCrichton + @zavaindar Image
5/ Shahin @Farshchi ImageImage
6/ An always contemplative @AGoulburn Image
7/ No paparazzi please @BrandonReeves08 Image
8/ Alex @alxandernguyen Image
9/ Lux cofounder Peter @peterjhebert ImageImage
10/ Sego @Sego79 (CFO) + Steve (COO) + Sean (GC) ImageImage
11/ Scientist in Residence Sam @arbesman Image
12/ Venture Partner (ex SOCOM Commander) @TonyT2Thomas + CMO Scott Rubin ImageImage
13/ Lux ImageImageImageImage
14/ Lux cofounders @peterjhebert ✈️+ @wolfejosh 🪂

and with "T2" Venture Partner and ex 4-Star General + SOCOM commander ImageImage
15/ ImageImage

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More from @wolfejosh

Josh Wolfe Profile picture
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
Josh Wolfe Profile picture
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
Josh Wolfe Profile picture
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
Josh Wolfe Profile picture
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
Josh Wolfe Profile picture
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
Josh Wolfe Profile picture
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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