Josh Wolfe The Tech Imperative - [Invest Like the Best, EP.130]

Published: April 23, 2019, 9:30 a.m.

b'My guest this week is Josh Wolfe, co-founder and managing partner at Lux Capital. I had Josh on the podcast last year which was one of the most popular episodes in the shows history. This is a continuation of our ongoing conversation about investing in the frontiers of technology. My favorite thing about Josh and the way that he invests is the mosaic that he and his team at Lux are constantly building to understand the world and where new companies may fit in. We cover a crazy variety of topics from business model innovation, roles of a CEO, the military, the death of privacy, and arrows of human progress. Please enjoy round two with Josh Wolfe.\\n For more episodes go to InvestorFieldGuide.com/podcast.\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.\\n Follow Patrick on Twitter at @patrick_oshag\\n Show Notes\\n 1:22 - (First Question) \\u2013Ability to tackle massive scale problems\\n 4:05 \\u2013 Key roles of leaders and his checklist for evaluating them\\n 5:55 \\u2013 Common traits among founders that make them incredible storytellers and leaders\\n 10:22 \\u2013 The concept of ill-liquidity\\n 14:53 \\u2013 Thoughts on the types of companies going public\\n 16:41 \\u2013 Most innovative business models\\n 19:14 - Advice for LP\\u2019s\\n 23:51 \\u2013 Common devil\\n \\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 24:01 \\u2013 The True Believer: Thoughts on the Nature of Mass Movements\\n 25:09 \\u2013 Big internal debates at his firm, starting with price discipline\\n 28:45 \\u2013 The value debate internally\\n 33:34 \\u2013 CRISPR from an investment standpoint\\n 36:50 \\u2013 Edge cases they are looking at\\n 46:52 \\u2013 How they target ideas in a single concept\\n \\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 50:01 \\u2013 The Coast of Utopia: Voyage, Shipwreck, Salvage\\n 51:04 \\u2013 New theses that they chase\\n 56:31 \\u2013 Recent adventure with special operations guys\\n Learn More\\n For more episodes go to InvestorFieldGuide.com/podcast.\\xa0\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub\\n Follow Patrick on twitter at @patrick_oshag'