In his much-anticipated return to Real Vision, Josh Wolfe, Lux Capital co-founder and managing director, speaks with Thiel Macro’s Michael Green about how 3D printing, virtual reality and the evolution of mathematical applications are bringing equality to the global economy. He explains that digital technology will soon transform the way in which trillions of dollars worth of physical goods are manufactured — and highlights how investors can capitalize as all these shifts occur. Filmed on June 5, 2018 in New York. Watch more Real Vision™ videos: http://po.st/RealVisionVideos Subscribe to Real Vision™ on YouTube: http://po.st/RealVisionSubscribe Watch the full video by starting your 14-day free trial here: https://rvtv.io/2NPYZcu About The Interview: Unfiltered, long-form deep dives with the most successful investors in the world. In discussions across a range of subjects, we dig into the minds of the sharpest investors to find out what makes them tick. If you’ve ever wanted to learn from the best, this series is where to go. About Real Vision: Real Vision is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision. Connect with Real Vision™ Online: Twitter: https://rvtv.io/2p5PrhJ Instagram: https://rvtv.io/2J7Ddlw Facebook: https://rvtv.io/2NNOlmu Linkedin: https://rvtv.io/2xbskqx Capitalizing on Tech-Enabled Transformations (w/ Josh Wolfe) | Interview | Real Vision™ https://www.youtube.com/c/RealVisionTelevision
Josh co-founded Lux Capital to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time in order to lead us into a brighter future. The more ambitious the project, the better—like, say, creating matter from light. Josh is a Director at Shapeways, Strateos, Lux Research, Kallyope, CTRL-labs, Variant, and Varda, and helped lead the firm’s investments in Anduril, Planet, Echodyne, Clarifai, Authorea, Resilience and Hadrian. He is a founding investor and board member with Bill Gates in Kymeta, making cutting-edge antennas for high-speed global satellite and space communications. Josh is a Westinghouse semi-finalist and published scientist. He previously worked in investment banking at Salomon Smith Barney and capital markets at Merrill Lynch. In 2008 Josh co-founded and funded Kurion, a contrarian bet in the unlikely business of using advanced robotics and state-of-the-art engineering and chemistry to clean up nuclear waste. The company was among the first responders to the Fukushima Daiichi disaster. In February 2016, Veolia acquired Kurion for nearly $400 million—34 times Lux’s total investment. Josh is a columnist with Forbes and Editor for the Forbes/Wolfe Emerging Tech Report. He has been invited to The White House and Capitol Hill to advise on nanotechnology and emerging technologies, and a lecturer at MIT, Harvard, Yale, Cornell, Columbia and NYU. He is a term member at The Council on Foreign Relations and Chairman of Coney Island Prep charter school, where he grew up in Brooklyn. He graduated from Cornell University with a B.S. in Economics and Finance. Entrepreneurship at Cornell is a diverse, university-wide program that finds and fosters the entrepreneurial spirit in participants from every college, every field, and in every stage of life. We are grounded in the belief that individuals who exhibit an entrepreneurial spirit and have acquired entrepreneurial knowledge can add significant value to any working environment from the smallest startup to the largest business, from non-profits to government agencies.
Josh Wolfe (Co-Founder, Lux Capital) – Investing in the Impossible YouTube & Spotify Description: What if the best investments sound crazy at first? Josh Wolfe, co-founder of Lux Capital, breaks down why he bets on frontier tech—AI, deep science, and the next wave of world-changing innovation. From navigating venture downturns to spotting the future before it happens, this episode is a goldmine for founders and investors alike. 🔹 How Lux Capital invests in the future 🔹 The mindset of a contrarian investor 🔹 Where AI, biotech & deep tech are headed next 🎧 Hit play for a crash course in bold investing.
Josh Wolfe, Founder and Managing Director at Lux Capital, joined FirstMark's Matt Turck for a fireside chat at March's Hardwired NYC. He shared his thoughts on a range of topics including accessing deal flow, what he thinks makes for the best founder tandems, and his outlook on Tesla. Hardwired NYC is a monthly event in New York covering the intersection of hardware and software (Internet of Things, 3D printing, robotics, etc.), hosted by Matt Turck, partner at FirstMark Capital.
Josh is Co-Founder of Lux Capital and focuses on investments in the physical and life sciences. Lux is actively investing out of its third fund, an oversubscribed $245M Lux Ventures III, pursuing contrarian emerging technologies ranging from nuclear-waste remediation, robotic surgery, meta-materials, computational photography, 3D printing and other ‘matter that matters’. He serves as Co-Founder and Chairman of the Board of Trustees of Coney Island Prep and has been actively involved with the East Harlem School at Exodus House for over a decade. Josh is a columnist with Forbes, Editor for the Forbes/Wolfe Emerging Tech Report and host of a show on the Forbes Video Network.
Josh Wolfe is the Co-Founder and Managing Partner of Lux Capital, a $4 billion venture capital firm that invests in solutions to the most vexing puzzles of our time. Josh described his background and Lux’s approach back in 2018 on the show and that conversation is replayed in the feed. This time around, we dive into Josh’s cautious perspective on the venture landscape and how it impacts Lux’s investment process. We then turn to updates on companies we last discussed and a handful of “directional arrows of progress,” including smell, deception and detection, the tech of science, infrastructure for the metaverse, crypto, elemental power, space, and Africa. Subscribe to the mailing list: https://capitalallocators.com/ Access Transcript with Premium Membership: https://capitalallocators.com/signup/ Subscribe on Apple Podcast: https://podcasts.apple.com/us/podcast/capital-allocators-inside-the-institutional/id1223764016 Follow Ted on Twitter: https://twitter.com/tseides Follow Ted on LinkedIn: https://www.linkedin.com/in/tedseides/ Original Publish Date: 2/21/2022
The safest jobs aren’t “safe.” Josh Wolfe on why elite roles are first in the blast radius—and how to adapt. In this conversation: * why doctors, lawyers, and analysts are more exposed than blue‑collar work * Meta’s bet, Nvidia’s moat, and where AI margins actually accrue * data monopolies, privacy, and the information edges that still exist * automated labs, IP, and how AI rewrites science and patenting * markets in flux: retail flows, new vehicles, and what changes structure * security blind spots: social weaponization, fragile infrastructure, and defense tech * meaning in the AI era: connection, community, parenting, and status games what you’ll learn * 5 rules to protect high-paid careers in an AI economy * how to build (and keep) an information advantage when AI levels search * where value concentrates: chips, models, data, apps—or distribution * a simple thesis screen for defense, science, and frontier bets * a privacy plan you can actually run (and why it matters for your upside) (00:00) - Welcome Josh (03:27) - AI and User Interface Evolution (06:10) - AI, Memory and Inference (09:43) - AI, Memory and Future of Nvidia (11:42) - AI and Human Intelligence Limitations (13:42) - AI's Threat to Elite Professions (15:15) - AI and Blue Collar Jobs (16:32) - AI and Coding (17:55) - AI and Business Margins (20:02) - AI and Data Monopolies (26:24) - AI and Science (30:22) - AI in Experimental Design and Automated Labs (31:47) - AI in Patenting and Prior Art (33:47) - Elon Musk and Tesla: A Critical View (39:10) - AI in Investment Analysis (42:17) - AI and Information Advantage (43:42) - AI and Privacy (45:59) - Reflections on Aging, Memory, and Shared Experiences (46:56) - Potential Changes in Market Structure (48:00) - Shift Towards Retail Investment and New Financial Vehicles (50:09) - AI's Impact on Creativity and Art (54:31) - AI's Influence on Future Professions (55:12) - The Importance of Human Connection in the AI Era (59:01) - The Impact of Remote Work on Social Dynamics (1:01:37) - The Impact of Religion and Community on Human Connection (1:03:33) - The Possibility of Extending Human Lifespan (1:08:09) - The Impact of Death on Our Perception of Life (1:12:45) - The Use of Technology in Filtering Information (1:16:58) - AI in Personal Life and Privacy (1:24:19) - AI and Military Technology (1:30:35) - AI, Ethics and International Competition (1:31:13) - Weaponization of Social Media and Information (1:33:52) - Vulnerability of Infrastructure to Attacks (1:34:39) - Maintenance and Longevity of Systems (1:36:42) - Views on #DOGE Initiative (1:38:25) - Policy Suggestions for Global Competitiveness (1:42:56) - Attracting and Retaining Talent (1:45:40) - AI, Copyright and Intellectual Property (1:50:18) - AI and the Scarcity of Authentic Human Interaction (1:52:05) - Reflections on Success and Parenthood About Josh Wolfe: * Josh Wolfe is co-founder and managing partner of Lux Capital, a multibillion-dollar VC firm backing frontier science, defense, and deep tech. * He’s led investments in companies like Anduril, Planet, Clarifai, and Hugging Face, and serves on multiple public and private boards. * Known for contrarian, data-driven theses, Wolfe writes widely on markets, science, and technology’s impact on society. ABOUT THE KNOWLEDGE PROJECT Like the mentor you’ve always dreamed of having, The Knowledge Project shares timely yet timeless lessons for work and life. Past guests include Naval Ravikant, Daniel Kahneman, Jim Collins, Angela Duckworth, Seth Godin, Melanie Mitchell, & Esther Perel.
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 Executive Producer: Rashad Assir Producer: Leah Clapper Mixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA 🎙 Listen to the show Apple Podcasts: https://podcasts.apple.com/us/podcast/the-logan-bartlett-show/id1606770839 Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1 Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg 🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1 Follow on Socials 📸 Instagram - https://www.instagram.com/theloganbartlettshow 🐦 Twitter - https://twitter.com/loganbartshow 🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow About the Show Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.
Josh Wolfe of Lux Capital sits down with Upfront Partner Nick Kim to talk about Lux Capital's investment process, why they're excited by science fiction, and how Josh thinks AI will play into the industry. Recorded February 27, 2025 at the Upfront Summit.
Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture capital firm formed to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time. Josh’s innovative thought process across his activities offers frameworks and insights applicable across the spectrum of investing. Our conversation covers Josh’s early passion for science and finance, building a competitive advantage in venture capital from scratch, sourcing ideas, conducting due diligence, making investment decisions, constructing portfolios, making exits, learning from mistakes, navigating a challenging private equity environment, posting on Twitter, active vs. passive management, dinner table conversation, and life lessons. Subscribe to the mailing list: https://capitalallocators.com/ Access Transcript with Premium Membership: https://capitalallocators.com/signup/ Subscribe on Apple Podcast: https://podcasts.apple.com/us/podcast... Follow Ted on Twitter: https://twitter.com/tseides Follow Ted on LinkedIn: https://www.linkedin.com/in/tedseides/ Original publish date: 8/20/2018
Axios business editor Dan Primack speaks to Lux Capital co-founder Josh Wolfe at Axios’ AI+ NY Summit 2025.
On today's episode of Empire, Jason Yanowitz and Santiago Roel Santos are joined by Josh Wolfe, co-founder of Lux Capital. Josh is a true polymath who invests in hard sciences, robotics, nuclear waste and more. If you wanted a nuclear energy crash course, this is it. Josh discusses where solar and biofuels fell short, how nuclear energy markets function, why nuclear is the sustainable-energy source environmentalist have wanted, and how nuclear is the key to energy security. Nuclear energy is inevitable. Listen to Josh's unique insights to learn why. -- BitMEX is back and better than ever. Sign up for BitmEX's new Spot Exchange for a chance to win a piece of $500,000 in BTC (new users). Learn more about them at https://www.bitmex.com/ -- Follow me and Santiago on Twitter, @JasonYanowitz and @santiagoroel; let us know what you thought of the show! Subscribe to the podcast on Spotify: https://open.spotify.com/show/4UTePv1CR3APdKOiosR3Iq?si=41bc452345b649f9 Subscribe to the podcast on Apple: https://apple.co/3srZf7M -- Timestamps (00:00) Introduction (00:49) Solar Energy Hype (06:07) Bio Fuels Fell Short (08:31) Energy Density (09:49) The Nuclear Narrative (14:22) Understanding the Uranium Market (17:35) Modular Reactors (18:40) Intro to Nuclear Waste (21:24) Low-Level and High-Level Nuclear Waste (23:02) Russia's Impact on the Nuclear Narrative (27:36) Sponsor Segment (28:52) Adopting Nuclear (32:30) Investing in Nuclear (36:21) China and the Nuclear Advantage (39:42) Cheap Electricity and Jevon's Paradox (43:29) Lux's Investment in Nuclear (47:44) Black Swan Events (51:10) Looking Forward -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Lux Capital invests in emerging science and technology companies, making long-term bets on contrarians in the space. Josh Wolfe is the futurist fund manager leading the charge at Lux Capital. He sits down with Leslie Picker to discuss his investing outlook. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30: https://www.cnbc.com/2020/09/29/the-news-with-shepard-smith-podcast.html?__source=youtube%7Cshepsmith%7Cpodcast Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC News on Twitter: https://cnb.cx/FollowCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC https://www.cnbc.com/select/best-credit-cards/ #CNBC #CNBCTV
Josh Wolfe is one of the most successful venture capitalists in the country right now. He is an iconoclast that leans against the mainstream narratives. Josh articulates that most future shorts will come from venture-backed companies that are premised on a narrative and expectations that are completely outrageous. He posits that 90% of companies are crap and 10% are run by real operators and management. The problem with investing is that 90% of companies get the benefit of a rising tide where their cost of capital is a lot lower than it should be. Josh confronts the question of whether innovation is better when the cost of capital is high or low. He offers that due diligence goes out the door when capital is abundant and makes Carson's job as a short-seller way more fruitful. Even in one of the most bountiful ages for VC Josh also agrees with Jim Chanos that this is a golden age of fraud. Carson and Josh also confront the question about how Silicon Valley VCs or private equity buy one anothers’ portfolio companies as a way to cover up performance issues. To watch the full interview, visit: https://www.zer0es.tv/interviews-and-analysis/the-shocking-truth-about-vc-backed-companies/ Learn the tricks of the trade from the biggest names in short selling. Visit Carson Block’s new video channel and be the first to see all future short-selling content. Find out more by visiting the home of short-selling: www.zer0es.tv About Real Vision™: Real Vision is the destination for the world’s most successful investors to share their thoughts about today's markets. Real Vision helps you understand the complex world of finance, business and the global economy with real in-depth analysis from real experts. Subscribe now for more videos like this one: https://rvtv.io/2OW3mqu Become a member of Real Vision -- get started for 7 days for only $1: https://rvtv.io/membership Disclaimer: This video content is intended for informational purposes only and does not constitute investment advice. It is very important to do your own research, and seek professional investment advice, before making any investment decisions. This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
Because of their favorable structure, SPACs have become the vehicle of choice for founders and venture capitalists to bring private startups to the public market—even with the explosion of SPACs in 2020, we are already on record setting pace in 2021. In this interview with Mike Green of Logica Capital, Josh Wolfe of Lux Capital breaks down exactly why the SPAC structure is so favorable and argues that the knock-on effect of an M&A boom will produce the modern equivalent of the AOL-Time Warner acquisition, signaling that the top is in. Wolfe and Green also discuss Wall Street Bets and the current meme driven market, Josh's prediction of an "Occupy the Fed" movement, and the biggest opportunities in tech that he and Lux Capital are invested in. Filmed on January 28, 2021. Key Learnings: SPACs have a favorable structure that makes raising cash so easy that it will encourage rampant M&A, which will eventually result in the mega-deal, signaling the top of the market. Crypto and Wall Street Bets are emblematic of outrage that Josh Wolfe believes will result in an "Occupy the Fed" movement and retroactive regulation. At the moment, Josh Wolfe and Lux Capital are focused on the technology behind scientific advancement and the emerging space economy as their big bets. Thanks for watching The Interview, the premier business and finance interview series in the world. Subscribe to our channel now for more videos like this one: https://rvtv.io/subscribe Do you want even more content like this? And to see this video before we release it here? Become a member of Real Vision -- get started for 7 days for only $1: https://rvtv.io/membership About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business and the global economy with real in-depth analysis from real experts. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Facebook: https://rvtv.io/facebook Linkedin: https://rvtv.io/linkedin The SPAC Boom Apex, Market Memes, & the Biggest Opportunities in Tech (w/Josh Wolfe & Michael Green) https://www.youtube.com/c/RealVisionTelevision For the transcript visit: https://rvtv.io/TheInterview Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.