Venture capital isa fascinating investment area whose many days in the sun shine brightest. This year, institutional portfolios with large venture allocations soared to their best year in history. Parts of venture are unique in being both efficient and unactionable. Many believe that sequoia or bench mark will produce returns at the top of the pack but there's not much action any one can take to participate. Each has a great differentiated story, de chare and something to prove.
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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