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Capital Allocators · December 8, 2024 · 58m

Josh Wolfe - Directional Arrows of Progress

Josh Wolfe

Josh Wolfe of Lux Capital discusses deep tech investing, the directional arrows of technological progress, and why the most important investments are in companies solving problems that most people don't know exist yet.

This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.

Canon

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Biographies of scientists and inventors reveal patterns invisible in business biographies
Wolfe reads biographies of scientists and inventors rather than business leaders. The patterns of discovery — obsession, isolation, ridicule, then vindication — are more relevant to deep tech investing than MBA case studies.
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Highlights

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The best investments are in technologies that feel impossible until they are inevitable
Wolfe argues that the highest-return investments are in technologies that experts dismiss as impossible. By the time something feels inevitable, the returns have already been captured.
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