Call Me Back - with Dan Senor Bonus Episode: The Defense Tech Revolution is Here - with Josh Wolfe
45 snips
Aug 24, 2025 
Josh Wolfe, co-founder of Lux Capital and a prominent advocate for Israel, dives into the booming defense tech landscape. He shares insights on his early investments in Israeli defense innovations and how they transform the sector. The conversation touches on the shift in defense culture attracting engineers, contrasting it with celebrity superficiality. Wolfe also discusses Israel's strategic partnerships with nations like India and the UAE, emphasizing mutual benefits in energy and technology amid geopolitical tensions.
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Thesis-Driven Deep Tech Focus
- Lux targets deep tech across healthcare, aerospace/defense, and core hardware rather than consumer internet fads.
- They pair thesis-driven bets with backing founder teams and follow-on capital across stages.
Use Thesis As A Talent Magnet
- Publish a clear investment thesis to attract entrepreneurs working on non-obvious problems.
- Use that beacon to solicit founders tackling neglected opportunities several years before consensus arrives.
Curion's Fukushima Breakthrough
- Lux's early nuclear-waste company Curion won the Fukushima cleanup contract and became a fundmaker.
- That real-world win validated a contrarian thesis and led to an eventual profitable exit.
