Guest

Josh Wolfe

Organizations

Lux Capitalco-founder

Interviews

Josh Wolfe on Lux Capital's $1.5B fund, the bifurcation of venture, and defense tech IPOs coming in 2026

Josh Wolfe on defense tech bubble risks, sail drone's pivot to gray, and why maintenance is the unsexy investment theme of the decade

Josh Wolfe on Reflect Orbital, Basic Capital, the collapse of science funding, and his skepticism of humanoid robots

Mentions

Trump administration in talks to take equity stakes in quantum computing firms including Rigetti, IonQ, and D-Wave

Are we in a GPU bubble? Doug O'Laughlin's case that this bull market has further to run — and who gets hurt when it ends