In public markets, you might have sector specialists and people in deep domains reporting to a single portfolio manager. Here we have partners in a partnership that are basely in somebody like me back from the ledge. Every risk that we can identify, which is really itself a function of imagination. And as our network has gotten better, our talent that we can throw at people to reduce risks is weigh better.
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.
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