In this episode of "RiskReversal Pod," Dan Nathan sits down with Josh Wolfe, founder and managing director at Lux Capital. The discussion delves into the current state of venture capital, macroeconomic forces, and the impact of rising interest rates on private and public markets. Wolfe shares insights on the generative AI landscape, the dynamics between large tech companies and startups, and the valuation discrepancies between private and public markets. The conversation also explores the psychology of investing, the importance of proprietary data in the AI era, and the evolving role of leadership and narrative in business and politics. The episode blends market analysis, personal anecdotes, and broader reflections on human nature and decision-making in finance and technology
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