i think the most likely next two waves that were going tosee, and i 've no idea when, are going to be m and a consolidation activist move. I continue to be very worried about just that entire shalmgreb area in africa, and how that will spill over into southern europe,. And some of our interests there. Domestic civil war we have has the potential to be abated by a common enemy in china. The relative import of this import of semi conductors is more important than ever before.
In this episode of Infinite Loops we spoke with Josh Wolfe, co-founder and managing partner at Lux Capital. In this conversation we covered:
- The acceleration of technological change.
- Inflation, the dollar, and crypto.
- Macro and geopolitical risk.
- Lux’s portfolio companies
- And MUCH more
Follow Josh on Twitter (https://twitter.com/wolfejosh) and check out Lux Capital (https://luxcapital.com/)