Oct 27
Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Cliff Sosin is the founder of CAS Investment Partners, which he started in 2012. Roughly 80% of his portfolio is in Carvana. We discuss why Cliff thinks there are hard limits to what even the smartest AI can predict, which businesses benefit as intelligence gets cheap, and what t ... Show More
1 h
Oct 20
Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
My guest today is Christina Cacioppo, founder and CEO of Vanta, which helps more than 16,000 companies manage security and compliance. Five years after our first conversation, we discuss how Vanta became a category leader, what it takes to reinvent a successful software business ... Show More
57m 29s
Oct 13
David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]
David Vélez is the founder and CEO of Nubank, which serves 140 million customers across Latin America. David believes the industry is still in its Blockbuster era, with most of the world's banking still running through branches and incumbent banks, and that AI will make digital b ... Show More
1h 11m
Oct 2022
TIP485: Market Updates, Ray Dalio Retiring, Elon Buying Twitter and Elemental Power w/ Josh Wolfe
IN THIS EPISODE, YOU’LL LEARN: 03:40 - Why Josh believes we are at an Entropic Apex in the current markets. 06:14 - His beliefs around peace through strength and why he backed billionaire Palmer Luckey’s new defense startup, Andruil. 27:06 - Why Stan Druckenmiller invested in Lux ... Show More
1h 4m
Aug 2021
Emerging Technologies and China’s Crackdown on Tech — with Josh Wolfe
Josh Wolfe, the co-founder of Lux Capital, joins Scott to discuss his thoughts on the tech regulations coming out of China, and how investors should be thinking about them. He also discusses the sectors he’s keeping tabs on, including space and the metaverse, and the ones that he ... Show More
55m 46s
Feb 2021
#487 Tony Thomas on Defense, Technology, and Leadership
Tony Thomas is a retired 4-star General and was the 11th Commander of U.S. Special Operations Command (USSOCOM). General Thomas is one of our nation's greatest warfighters and he also happens to be an even better human being.
In this conversation, we discuss the wars in Afghanis ... Show More
1h 31m
Dec 2023
Of Mega Trends and VC Men | Okay, Computer.
On this episode of Okay, Computer. Dan Nathan is joined by Josh Wolfe of Lux Capital and Rick Heitzmann of FirstMark Capital for a conversation about investing in private tech, the macro environment and geopolitical hotspots.
Key Insights from the Pod:
Intro (Listen to the las ... Show More
54m 19s
Aug 2019
Josh Wolfe Discusses Innovative Investments (Podcast)
Bloomberg Opinion columnist Barry Ritholtz interviews Josh Wolfe, co-founder and managing partner at Lux Capital and a director at Shapeways, Strateos, Lux Research, Kallyope, CTRL-labs and Variant. He is also a founding investor and board member with Bill Gates at Kymeta, which ... Show More
1h 22m
Jan 2019
#50 Josh Wolfe: Inventing the Future
Josh Wolfe, co-founder of Lux Capital discusses how to unearth the unexplored ideas that will reshape our future. We also talk about parenting, decision-making, and which generation has the best rap. Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, ... Show More
1h 38m
Oct 2020
#119 with Josh Elman - How To Get The Benefits of Entrepreneurship Without Starting a Company
Sam Parr (@theSamParr) and Shaan Puri (@ShaanVP) are joined by Josh Elman (@joshelman) on the pod today. Elman is a veteran of LinkedIn, Twitter, Facebook, and Robinhood to name a few. This guy knows Silicon Valley and growth better than anyone else. In today’s episode you’ll hea ... Show More
54m 57s
Jun 2025
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc ma ... Show More
1h 1m
My guests today are Josh Wolfe and Tony Thomas, better known as T2. Josh is the co-founder and General Partner at Lux Capital. T2 is now a venture partner alongside Josh at Lux Capital, after serving for almost 40 years in the US military and becoming a 4-star general and the 11th Commander of US Special Operations Command. Our conversation focuses on the te ... Show More
