Invest Like the Best with Patrick O'Shaughnessy

Josh Wolfe and Tony Thomas - The Past, Present, and Future of Defense – [Invest Like the Best, EP. 216]

Mar 9, 2021
In this conversation, Josh Wolfe, co-founder of Lux Capital, and Tony Thomas, a former four-star general with vast military experience, delve into the intersection of defense technology and geopolitical threats. They discuss innovations like semiconductors and autonomous weapons and explore the ethical ramifications of investing in defense. From the transformations in military strategy against Russia and China to the profound impact of AI and information warfare, their insights reveal the complexities of modern security challenges and leadership in unprecedented times.
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ANECDOTE

Unexpected Guests

  • Josh Wolfe was once surprised by federal agents in his office.
  • They turned out to be Tony Thomas's security detail, highlighting his background.
INSIGHT

Tech Adoption Challenges

  • Special operators desire technological advantages but face adoption challenges.
  • Scalability and interoperability issues hinder technology integration across the military.
INSIGHT

Silicon Valley's Defense Roots

  • Silicon Valley's roots lie in post-WWII defense research and electronic warfare.
  • Government funding spurred tech innovation and the first Silicon Valley IPO (Varian).
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