Josh Wolfe, co-founder and managing partner at Lux Capital, is a master at quickly understanding complex, emerging technologies. In our conversation, Josh shared how he identifies the next big thing, his contrarian views on nuclear energy, biotech, and robotics, as well as his thoughts on the state of the venture capital market today.
(00:00) Intro
(01:02) Daily News Routine
(05:28) Geopolitical Insights
(07:03) Competitiveness and Curiosity
(11:01) Investment Strategies and Risks
(26:07) The Control Labs Story
(33:48) The Founder’s Dilemma: Financial vs. Strategic Motivations
(34:33) Geopolitical Concerns: Iran and Global Politics
(36:31) Investments in Defense: Controversies and Convictions
(37:36) The State of Society: Happiness and Social Dynamics
(48:07) Artificial Intelligence: Trends and Predictions
(01:02:22) The Future of Robotics: Beyond Humanoids
(01:06:46) Ethical Implications of AI and Defense Technologies
(01:11:29) Lux Capital’s Investment Strategy and LP Relations
(01:12:43) ESG and Moral Impositions
(01:13:30) Defense and Complex Moral Valences
(01:14:19) Investment Ethics and Decision Making
(01:16:46) Venture Capital Market Outlook
(01:17:56) Challenges in Venture Capital
(01:37:12) The Role of Storytelling in Venture Capital
(01:43:20) Personal Reflections and Background
(01:51:34) Partnership Dynamics and Trust
(01:53:48) Conclusion and Final Thoughts