Josh Wolfe, Discover and Read the Best of Twitter Threads by @wolfejosh

Josh Wolfe

wolfejosh

1/ A few select excerpts from Lux Q2 letter to LPs…“The best hedge against running out of cash—is raising it” 2/ -“Question your teaspoon”-“While many talk of discouraging ‘conflicts of

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

1/ Announcing something NEW @ Lux. We are committing very big moneyto a very big opportunity ahead.(Led by my brilliant partner + cofounder @peterjhebert)Here's what + here's why 2/ We

1/ Some unsolicited advice. A few people I admire and mentor were obsessed with the current news cycle––distracted + distraught with disbelief almost daily.My advice was THIS: 2/ Stop

1/ It is generational arbitrage. Human nature is this: the masses are mostly credulous steerable sheep— many lost, needing to be led.The WISE and the CLEVER break—first from the herd

1/ Ask anyone if they support FRAUD––they say no.Want to grok how supporters of FRAUD (politics, stocks, medicine) come to overlook it, rationalize or justify it as OK. THIS is

1/ Cycle of RELEVANCE to IRRELEVANCEfrom celebrated → coveted (by investors) → *something changes* → criticized (by citizens + watchdogs) → condemned → barely discussed...We forget 10yrs agoBig Oil was

1/ In Memoriam: Art Samberg.A reminder: LIFE is short. Often, a person’s greatest legacy is not what they achieve for themselves but what they do for others: in this case,

1/ Here are some REALLY interesting findings from a controversial empirical paper asking:*WHY do some people become ENTREPRENEURS?*Of the many findings + hypotheses, a few stand out-SIGNALING theory -REJECTING a

1/ OK here is another Lux investment thesis + process I'll share publicly...(and yet we failed to partner + make the investment) 2/ It has to do with SCARCITY +

1/ POST-PANDEMIC 2 kinds of winning co’s may emerge𝟭 𝗡𝗔𝗧𝗜𝗢𝗡𝗔𝗟𝗜𝗭𝗘𝗗-𝗣𝗥𝗜𝗩𝗔𝗧𝗜𝗭𝗘𝗗 𝗪𝗔𝗩𝗘-think 1980s europe (BP, Total...)-repurposed/bailed out by govt––then privatized𝟮 𝗥𝗘𝗔𝗟 𝗧𝗘𝗖𝗛/𝗕𝗜𝗢𝗧𝗘𝗖𝗛-engineering + infrastructure-not consumer mktg 2/ Some see national-