Josh Wolfe Profile picture
Co-Founder @Lux_Capital | Trustee @SfiScience Santa Fe Inst | Chair @CiPrep Coney Island Prep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
Chris Huser Profile picture Bill OuYang Profile picture Matthew 𝕊t◎tts 🌙 Profile picture KimSia Sim (I tweet business & software stuff) Profile picture Nancy Profile picture 76 added to My Authors
Aug 13 10 tweets 5 min read
1/ HOW OLD ARE YOU?

There’s
1. Chronological age––when you were born
2. Biological age–– your different cells, organs + systems are different ages

Lux has had long standing theses + interest in mechanics of intracellular, intercellular and emergent phenomena of CHRONOBIOLOGY 2/ It goes back to researchers like
Seymour Benzer + Joseph Takahashi (Nobel Prize) who used forward mutagenesis to figure out which genes were responsible for circadian rhythms…
Aug 12 4 tweets 2 min read
1/ FUTURE of LIFE SCIENCE
has clear directional arrow of progress

WET LABS🧪👩‍🔬🔬🧫––
fully automated (running 24/7)
accessible remotely via cloud
producing more data than ever
with AI/ML processing for insights
+ comparing with old data + publication…
2/ With cutting-edge software from ELN (electronic lab notebooks) + LIMS (lab information management systems) that usher the ANALOG and siloed into the DIGITAL and networked…

From the likes of Lux co’s like @benchling….
Jul 31 4 tweets 4 min read
1/ The FUTURE is BRIGHT!

Lux summer mocktails in NYC office
with SUPER smart summer interns + friends
each more impressive than i ever was at their age
(awesome 📷s by @CGates123)… 2/ A history of Lux + a vision for the future
(Me + brilliant @DannyCrichton in convo…)
Jul 27 4 tweets 2 min read
1/ Tomorrow––@ Lux we will announce our newest

"WAIT...WHAT?!" investment

Where our partnership's reaction is a surprise "WAIT..WHAT?" upon learning some truth that 'sucks' with the world that we didn't know

(+ then confirming others haven't realized this truth yet either)... 2/ of course AGRICULTURE is critical and now more than ever under pressure as demand for food grows...BUT

WAIT WHAT?!...

Commodity trading is seriously ANALOG + OFFLINE?!?...
Jul 22 4 tweets 2 min read
1/ HARD agree with my friend Greg @glukianoff

Free speech is so easy––tho it seems hard
If only safe unoffensive ideas are OK
if we only ALLOW unoffensive ideas––we have lost… 2/
If Lee Bollinger of Columbia University invited Ahmadenijad (Iran) today—as he did 15yrs ago—he would have been deplatformed/cancelled

But he did the WISE + MATURE thing––he invited bad ideas onto stage. And highlighted them as bad ideas and BEAT them with BETTER ideas…
Jul 11 4 tweets 2 min read
5/ Dutch farmers protest government green reforms

Further food crises

ENTROPIC APEX 6/ 10 day "temporary" shutdown of Russia gas "for maintenance" is almost surely a **permanent** move by Putin (who has secured India and China as alt purchasers to keep his cash flowing)

—unless Putin can get EU concessions to reopen spigot

ENTROPIC APEX
zerohedge.com/energy/french-…
Jul 11 8 tweets 2 min read
1/ Two months ago Lux warned of an

"ENTROPIC APEX".. 2/ Sri Lanka...food shortages

ENTROPIC APEX
Jul 9 7 tweets 6 min read
1/ Lux axe throwing NYC 🪓
...There will be blood 🩸 2/ Lux partners a dangerously competitive crew...

Absinthe-Axe Man Danny @DannyCrichton
Jul 8 6 tweets 2 min read
entire thing was clever ruse to

SELL + LIQUIDATE $8.5 BILLION of TESLA STOCK
(w/plausible excuse for doing it)

80% odds Elon pays $1B breakup fee
+ walks away with $7.5B liquidated
20% spends $100M fighting litigation

honestly think he can “land rockets”
but can’t fix ‘bots’? Y'all got musked

Uh I mean.. Praise Be

(cue idolatry nerds throwing themselves in front of bullets for their hero and their hitched-wagon of personal identity)
Jul 1 5 tweets 2 min read
"Beware of Greeks bearing gifts"

CHINA has been gifting palaces to African countries all over the continent—flattering leaders, extracting resources, shoddily built and bugged for surveillance.

They have been playing a VERY different long game than the US + allies 2/ Many don't know this story...

This seal of the US was given to the US ambassador as a gift by a group of Soviet school kods visiting the US embassy in Moscow.

The year was 1945

Awww. How cute!!! Right?...
Jun 27 4 tweets 2 min read
I teamed with the late Hieronymous Bosch and 'designed' a fusion reactor––on #dalle2

(promopt: 'fusion reactor, highly detailed painted by Hieronymous Bosch') 2/ Here is Hieronymous Bosch––painting what he saw at an EDM festival... "garden of EDM earthly delights"

made with #dalle2
Jun 10 6 tweets 3 min read
1/ Some #dalle2 images i generated...with descriptions.

AMAZING.

a picture of einstein made of peeling paint 2/

(2 of my kids favorite stuffed animals)

a monkey and a piggie holding hands, 35mm macro photo
Jun 3 4 tweets 2 min read
1/ EXCELLENT––from Lux partner @deenashakir on @CNBC

In its Q122 letter to LPs, Lux reminded investors that it had been predicting such trouble for months. The firm cited its Q421 letter, which told co's to preserve cash + avoid putting money behind unprofitable growth. 2/ ...“Companies that recently raised at very high prices at the height of valuation inflation may be grappling with high burn rates and near-term challenges growing into those valuations..."

said Lux's @deenashakir
Jun 1 8 tweets 2 min read
1/ New 2-part 4-hr doc on polymathic Ben Franklin 📺 AWESOME

I became Franklin fanboy not in school––but 20yrs ago admiring Charlie Munger’s admiration (esp Poor Charlie’s Almanack)

A key takeaway––how decisive disdain for Britain was in Franklin rallying Europe aid to America 2/ Beyond France’s Marquis de Lafayette (whose father had been killed by Brits in 7yr war)
-Poland’s Count Casmir Pulaski organized america’s cavalry (KIA Savannah, GA)
-Baron Frierich Wilhelm von Steuben developed system of discipline + drilling + training for American soldiers
May 30 6 tweets 2 min read
1/ just played game
Black to move. mate in 4… 2/ peak ahead…Mate in 3
May 24 11 tweets 5 min read
1/ About 13yrs ago we founded Coney Island Prep Public Charter School––(in my native coney island bklyn) where i have served as Chair of the Board of Trustees since...

We started w/90 fifth graders in a recreation room in the ground floor of the projects near where i grew up... 2/ I was drawn to founder Jacob Mnookin who was drawn to Coney Island––as the charter school movement had gained momentum in NYC but not south brooklyn

at a time when the BEST graduates wanted to work for TEACH FOR AMERICA (over Goldman or McKinsey) ...

––and fix EDUCATION🧑‍🎓🏫
May 20 52 tweets 19 min read
1/ NEW

Lux Q1 2022 Letter to LPs

“…SURVIVAL is a necessary precondition for GROWTH” 2/
We’ve reached an ENTROPIC APEX

-High pressure to act amid quotidian chaos

-Despite ease how recent fortunes were made—historically theyve been more quickly DESTROYED than ACCCUMULATED

-The child meticulously ERECTS tower of blocks
-The swipe of a sibling swiftly ERASES it
May 18 4 tweets 1 min read
1/ Will share new Lux LP letter––

if this RIDDLE is solved

-a pocket has 1 poker chip in it
-the chip has 50/50 odds of being black or white
-a white chip is put IN the pocket (so now there are 2 chips)
-pocket is jostled
-chip is taken OUT—it’s white

Odds other chip is white? 2/ Comments are awesome. Those that show work especially so.

So far— 100% odds that more than 50% of you are wrong…
May 16 4 tweets 2 min read
China’s shutdowns––w/headlines of it about covid achieves 2 things

1 Covers up massively slowing economy (for outside observers + growing domestic social unrest)—with EASY scapegoat

2. Chokes rest of world leveraging HARD reminder where our stuff comes from 2/
CCP could basically stand for “China Control of Ports”
-China operates 100 ports in 63 countries
-COSCO alone runs 357 terminals in 36 ports
-China controls or has major investments in all top 15 ports (by container vol)
-China’s first overseas naval base was Djibouti (2017)
May 16 5 tweets 2 min read
1/ We have some news tomorrow...

(no it is not that I got a yellow tie)

In the middle the incredible Roger Perlmutter

At left Roy Baynes (now at @EikonTX after leading global clinical development @ Merck and responsible for KEYTRUDA (and 140 other drugs + vaccines)... 2/ KEYTRUDA has approached it's millionth dose.

Saving endless lives of people with cancer who would have died and are now alive

all because of the tech + biotech modeling and creation of this...
May 15 4 tweets 1 min read
1/ Jeff is right and the bigger meta issue is Biden has lost the narrative on the economy.

People wanted less drama than Trump, civility and professionalism.

Here's how it plays out... 2/ Biden attacks corporates to keep the Left fringe wing of Democrats (anti-biz, anti-capitalism). AOC will amplify

Left + Right fight over FISCAL vs MONETARY mistakes

Wealth effect gone
Stocks + savings down
Credit balancss up
Layoff wave begins en masse
Recession headlines