The Cerebral Valley Podcast Josh Wolfe on America’s Next War and Why It Isn’t Taiwan
May 2, 2025
This week’s guest is Josh Wolfe, co-founder of Lux Capital, who dives into the surprising dynamics of international politics and technology. He discusses the significant role of private group chats among Silicon Valley elites in shaping political decisions. Wolfe warns about emerging threats from the Sahel region and Latin America, highlighting the misconceptions surrounding Taiwan as the primary flashpoint. He debates the future of American manufacturing and the implications of friend-shoring versus reshoring, revealing a broader perspective on global power dynamics.
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Tech: Freedom and Oppression
- Technology can be a tool of oppression, not just freedom.
- China's military-civil fusion compels private tech firms to serve government goals.
Tariffs: Blunder or Bargain?
- Tariffs were a chaotic policy, not a strategic master plan.
- A likely grand bargain may emerge with allies like Japan and India over tariffs and trade.
Taiwan Won't Face Invasion
- Taiwan likely won't be invaded but slowly absorbed like Hong Kong.
- China uses economic and political pressure rather than all-out war in Taiwan.