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1 Uncuffed
EP 115: Josh Wolfe (Co-Founder, Lux Capital) On Uncovering Hidden Opportunities
Manage episode 435737210 series 3308502
Josh Wolfe, co-founder and managing partner at Lux Capital, is a master at quickly understanding complex, emerging technologies. In our conversation, Josh shared how he identifies the next big thing, his contrarian views on nuclear energy, biotech, and robotics, as well as his thoughts on the state of the venture capital market today.
(00:00) Intro
(01:02) Daily News Routine
(05:28) Geopolitical Insights
(07:03) Competitiveness and Curiosity
(11:01) Investment Strategies and Risks
(26:07) The Control Labs Story
(33:48) The Founder’s Dilemma: Financial vs. Strategic Motivations
(34:33) Geopolitical Concerns: Iran and Global Politics
(36:31) Investments in Defense: Controversies and Convictions
(37:36) The State of Society: Happiness and Social Dynamics
(48:07) Artificial Intelligence: Trends and Predictions
(01:02:22) The Future of Robotics: Beyond Humanoids
(01:06:46) Ethical Implications of AI and Defense Technologies
(01:11:29) Lux Capital’s Investment Strategy and LP Relations
(01:12:43) ESG and Moral Impositions
(01:13:30) Defense and Complex Moral Valences
(01:14:19) Investment Ethics and Decision Making
(01:16:46) Venture Capital Market Outlook
(01:17:56) Challenges in Venture Capital
(01:37:12) The Role of Storytelling in Venture Capital
(01:43:20) Personal Reflections and Background
(01:51:34) Partnership Dynamics and Trust
(01:53:48) Conclusion and Final Thoughts
Executive Producer: Rashad Assir
Producer: Leah Clapper
Mixing and editing: Justin Hrabovsky
Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA
🎙 Listen to the show
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-logan-bartlett-show/id1606770839
Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1
Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg
🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1
Follow on Socials
📸 Instagram - https://www.instagram.com/theloganbartlettshow
🐦 Twitter - https://twitter.com/loganbartshow
🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow
About the Show
Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.
146 حلقات
Manage episode 435737210 series 3308502
Josh Wolfe, co-founder and managing partner at Lux Capital, is a master at quickly understanding complex, emerging technologies. In our conversation, Josh shared how he identifies the next big thing, his contrarian views on nuclear energy, biotech, and robotics, as well as his thoughts on the state of the venture capital market today.
(00:00) Intro
(01:02) Daily News Routine
(05:28) Geopolitical Insights
(07:03) Competitiveness and Curiosity
(11:01) Investment Strategies and Risks
(26:07) The Control Labs Story
(33:48) The Founder’s Dilemma: Financial vs. Strategic Motivations
(34:33) Geopolitical Concerns: Iran and Global Politics
(36:31) Investments in Defense: Controversies and Convictions
(37:36) The State of Society: Happiness and Social Dynamics
(48:07) Artificial Intelligence: Trends and Predictions
(01:02:22) The Future of Robotics: Beyond Humanoids
(01:06:46) Ethical Implications of AI and Defense Technologies
(01:11:29) Lux Capital’s Investment Strategy and LP Relations
(01:12:43) ESG and Moral Impositions
(01:13:30) Defense and Complex Moral Valences
(01:14:19) Investment Ethics and Decision Making
(01:16:46) Venture Capital Market Outlook
(01:17:56) Challenges in Venture Capital
(01:37:12) The Role of Storytelling in Venture Capital
(01:43:20) Personal Reflections and Background
(01:51:34) Partnership Dynamics and Trust
(01:53:48) Conclusion and Final Thoughts
Executive Producer: Rashad Assir
Producer: Leah Clapper
Mixing and editing: Justin Hrabovsky
Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA
🎙 Listen to the show
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-logan-bartlett-show/id1606770839
Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1
Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg
🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1
Follow on Socials
📸 Instagram - https://www.instagram.com/theloganbartlettshow
🐦 Twitter - https://twitter.com/loganbartshow
🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow
About the Show
Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.
146 حلقات
كل الحلقات
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1 EP 132: Yamini Rangan (CEO, Hubspot) On Sales and Marketing Frameworks That Win in the Age of AI 1:15:00
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1 EP 131: Andy Price (Artisanal): Executive Hiring Advice from the Founder of Tech’s Top Recruiting Firm 1:30:48
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1 EP 130: Matt Mullenweg (Co-Founder WordPress): WordPress Controversy, Future of Open Source AI, and Navigating Backlash 1:04:52
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1 EP 129: Tom Hale (CEO, Oura) Shares Health Habits That Will Make You a Better Leader 1:24:49
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1 EP 128: Jay Chaudhry (CEO, Zscaler) On Picking The Best Markets, Risking Everything, & Scaling to $30B 1:02:21
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1 EP 127: Marc Benioff (CEO, Salesforce): the Future of Digital Labor & the Agentic Era 40:59
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1 EP 126: Eran Zinman (Co-Founder, monday.com) on The Efficiency Hacks That Drove monday.com to $14B 1:12:29
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1 EP 125: Glenn Fogel (CEO, Booking Holdings) Building a $170B Travel Empire: On AI, Acquisitions, and Shaping Travel’s Future 1:17:33
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1 EP 124: Databricks CEO Ali Ghodsi Breaks Down the AI Hype-Cycle 1:14:03
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1 EP 123: Intercom CEO on Endorsing Trump, Reinventing The Company, and the Future of AI in Software 1:35:59
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1 EP 122: Okta CEO Todd McKinnon on Scaling to $13B, High-Stakes Decisions, and Market Dynamics 1:21:28
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1 EP 121: Snowflake CEO Sridhar Ramaswamy on the Future of AI and Data 50:31
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1 EP 120: Evan Goldberg (Founder and EVP, Oracle NetSuite) on 26 Years of Operating Lessons Running NetSuite 1:17:14
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1 EP 119: Drew Houston (CEO, Dropbox): Reflections on the 17+ Year Battle Against Big Tech 1:34:53
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1 EP 118: Will Gaybrick (President of Product and Business, Stripe) on Capital Allocation, Org Design, AI, and Global Growth 1:42:18
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1 EP 117: Parker Conrad (CEO, Rippling) His Opinion on Founder Mode, Fundraising, and VC Advice 1:42:29
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1 EP 116: John Fieldly (CEO, Celsius) How He Saved Celsius From Near Bankruptcy to a $10B Company 1:06:53
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1 EP 115: Josh Wolfe (Co-Founder, Lux Capital) On Uncovering Hidden Opportunities 1:54:27
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1 EP 114: Emery Wells (CEO, Frame.io) on Selling to Adobe for $1.3B, Working with SNL and High Pain Tolerance 1:41:57
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1 EP 113: Dara Khosrowshahi (CEO, Uber) Lays Out the Path to Autonomous Vehicles 1:09:15
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1 EP 112: Mike Maples (Founding Partner, Floodgate): What Makes Startups Win & The Future of Venture Capital 2:03:48
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1 EP 111: How Josh Reeves (CEO, Gusto) Built a $10B Company Serving Small Businesses 1:34:05
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1 EP 110: How Eric Glyman (CEO, Ramp) Runs One of The Fastest Growing Startups 1:33:52
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1 EP 109: Sebastian Siemiatkowski (CEO, Klarna) on the Future of Klarna, Valuation Changes and AI in Finance 2:05:57
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1 EP 108: Olivier Pomel (CEO, Datadog) Shares Every Lesson From Scaling to $40B 1:32:04
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1 EP 107: Steve Kaufer (Co-Founder, Tripadvisor) - Why He Left & What He’s Building Now 1:39:55
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1 EP 106: How Bill Shufelt (CEO, Athletic Brewing) Built Athletic Brewing - Every Plot Twist Along The Way 1:15:20
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1 EP 105: Vlad Tenev (CEO, Robinhood): The Meme Stock Crisis, The Future of Crypto, and AI Opportunities in Finance 1:47:23
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1 EP 104: Sam Altman (CEO, OpenAI) talks GPT-4o and Predicts the Future of AI 46:30
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1 EP 103: The Untold Story of Marcus Ryu (Co-Founder Guidewire & Partner at Battery Ventures) Scaling to $10B and Diving into VC 1:50:28
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