N64 Prowess Humorously Linked to Startup Success
True story: this was the only diligence we did when Lux backed @eglyman at @tryramp ** N64 prowess is predictor of success I crushed at Goldeneye, sniper or slap mode **not true, but maybe sort of might be
Elite Israeli Talent Now Essential for Offensive Cyber
have met truly tremendous + elite (and tight) talent pool (esp Israel) in tech arena once deemed too taboo + UNTOUCHABLE––now critical + UNAVOIDABLE [in same way investors went from discomfort with dual use to comfort w/ offensive kinetic/kill-chain ventures] offensive cyber
Got Mom’s Day Surf Pass to El Salvador
My beyond better half gave me hall pass to go on a boys surf strike to 🇸🇻 El Salvador (on Mother’s Day). Forever grateful❤️🙏 “Board meetings” Quick 🏄🏻♂️🎥highlights by incomparable @Casey https://t.co/JTwBlqIjTs
Early Nvidia AI Bet Proved 80x Success
1/ On Feb 21 I told my boss aka my wife @LTwolfe that I had my third conviction call not yet appreciated + to buy a basket *In 2016 it was NVDA, pitched publicly at Invest For Kids in Chicago (80x+)...
Value Investing Survives Buffett; Nasdaq Set to Drop
I believe we see a headline this year or next: “Reports of Buffett’s death were NOT greatly exaggerated. But reports of the death of VALUE investing were.” I foresee Nasdaq + Mag7/10 📉 10-15% while a resurgent or new stock picker value...
Prevent Deadbeat Dads From Fleeing With Children
10000% support Deadbeat dads shouldn’t be able to leave the country (even or especially for overseas vacation) if they leave their kids or their kids moms.
Modular Gate-Loading Plane Slides in, Unloads Both Sides
first principles: this cutaway isn't the idea but invokes the idea of the sort of the module i had in mind that could modularly PRE-LOAD (passengers + luggage) at the Gate and then slide + lock into the plane... while the arriving...
Time and Weather: Nature’s Battlefield Shaping Military Strategy
1/ the CALENDAR is a COMBATANT thru history, seasons, weather, fog, cold, rain, heat, have provided the cover OR the obstacle to maneuver militaries from George Washington escaping the British when retreating from Brooklyn to...
Must‑Read Insider Books on Greenspan, Hedge Funds, VC
1/ Absolutely extraordinary must-read from my friend @scmallaby Every book of his from Greenspan (the man who knew) to hedge fund masters (more money than god) to best book on VC (the power law) captured with insane access + clarity the...
Lux Cohosts AI Innovation Event Humans in the Loop
Lux is cohosting Humans in the Loop the annual ecosystem event spotlighting the most ambitious, creative early-stage AI companies impacting daily human life. Join us June 10th in SF! https://t.co/wYVl6G4Agh
Constraints Unlock Creativity: Think Inside the Box
1/ I just finished one of the best books I've EVER read. Comes out next week. My friend @DavidEpstein (Range, The Sports Gene) has written a masterpiece on the virtue of constraints, of not thinking OUTSIDE the box but "INSIDE...
Buffett‑Munger Pick Todd Combs Leads $10B JPM Resilience Fund
Buffett + Munger handpicked Todd Combs (he made some of the most successful investments at Berkshire Hathaway) After being on JPM’s Board so did Jamie Dimon Now Todd is running an initial $10 billion (likely to be much larger) for JPM's security +...
Nigerian Defense Firm Empowers African Forces Against Terror
Lux family co @terraindustries a Nigerian 🇳🇬defense continent helping sovereign armed forces across the Africa continent, starting with Nigeria, to battle growing set of terror threats
Leadership Turmoil Fuels Spicy Battle Over AI Fundamentals
I have no idea how this ends and leadership swaps every few month But -the litigation w Elon (who doesn’t lose), -Anthropic’s runaway momentum for the moment -the quiet shutdown of Sora -the critic spotlight on financials/fundamentals instead of product makes this spicy
Senator’s Meeting with Adversary Sparks Calls for Investigation
Beyond concerning. Worthy of Investigation and hearings why an US Senator is sitting with a foreign adversary