U.S. Allies Expose Iran's Deception on Nukes, Miss
Iran lied. About uranium. About missiles. About proxies. American + allied defense is truth serum
Saudi Power Grows as US Secures Bases for Iran War
The only way is through. I believe Saudi will be in a power position to help the world with oil and help their own ambition projects and the capital to fund them
Real-Time Video Generation Will Revolutionize Training Simulations
I had lunch w @runwayml founder @c_valenzuelab today What he showed me was insane. real-time video generation. this will lead to simulations training simulations.
AI Excels, yet Still Can’t Learn Like Toddlers
1/ New paper from @ylecun et al on alternative approach for AI to learn more biologically... paper basically says AI is super smart but still can't learn like a toddler can... the main critique https://t.co/QcHpTmcRbZ
Twitter Revived: Musk, Bier and Others Defy Predictions
remember when everyone said twitter was done, dead? @elonmusk + @nikitabier + many others saved it. it's amazing.
Nominal Cofounders Secure $80M at $1B Valuation
A big week for @CameronLMcCord + @brycestrauss cofounders of @Nominal_io with $80M raise at $1B led by our super smart partners at @foundersfund
Autonomous Maritime Defense AI: Next VC Goldmine
1/ Fully automonous + maritime defense AI Institutional Investor: "Could Be the Next Big Investment Opportunity in Venture Capital... "... https://t.co/NoMGiNKai6
Variant Bio Hunts Rare Traits For
From a tiny idea in our Lux office to deal after deal... ...@VariantBio finding outlier people, with outlier traits, in outlier parts of the world to make outlier drugs. organ by organ ... https://t.co/I5fK8nzZb4
Qasar's Power Lies in Private Building, Not Publicity
The reason @qasar is one of the most important tech CEOs today is NOT because he built a monster business shrewdly, compounding tech and capital into a cash-flow positive business... but b/c he builds in PRIVATE + rarely speaks in PUBLIC
Applied Intuition Poised as AI‑physical World Leader
Lux family co Applied Intuition 🇺🇸 will be one of the largest, most important companeis at the intersection of AI + physical world.
New Alabama Factory Boosts U.S. Defense Tech
we will REINDUSTRIALIZE + win the production war 🇺🇸 less than a year later, we're opening Factory 4 by @HadrianInc in... Alabama making the most cutting-edge American defense tech will be there Fri March 20. can't wait.
US Maritime Crisis Spurs Bipartisan Push for Lean Dual‑Use Ships
1/ The US maritime base is in crisis A new Whitehouse Maritime Action Plan (MAP) highlights a rare bipartisan truth: rebuilding shipbuilding capacity is natsec priority. the core debate? expensive battleships vs. lean fast dual-use vessels https://t.co/ornn1pqNVC
AI Will Spawn Human Errand Jobs for Autonomous Agents
one big coming surprise in AI MORE jobs created for people. but with a twist the increase in jobs will be for human taskrabbits running physical world errands (with no context of why they're doing task)... for AI agents working for other humans...
Edge Inference Will Replace Mega‑data‑center Compute
everyone is saying "there won't be enough compute." I think the opposite the amount of capex being deployed for multi-gigawatt data centers does not make sense why the narrative is going to shift from centralized mega-clusters to localized edge inference...
Treasury, SEC Crack Down on Fake Charities Funding Terrorists
Treasury + @SecScottBessent have intel and are taking action on fake charities that send cash to Islamist terrorists. Hopefully nobody you know has given money to these + others.
Young Staff Outsmart Outdated Media Oversight Teams
Yup and yup. WTF is wrong with social media oversight functions at large media companies. The young people managing these accounts 100% know what they are doing and know the old people 100% have no idea.
China Refrains From Detaining Ships Amid US‑Iran Clash
“China could have held these vessels at port, imposed an administrative delay, invented a customs hold – any number of bureaucratic tools, but didn’t,” he said, calling the decision notable at a time when the United States and Iran are engaged...
US and Israel Signal Extended Iran Conflict Through September
The signal from Washington and Jerusalem is that this runs through September or later— long enough to set expectations, long enough to signal to the Mullahs and IRGC we have staying power in a war of attrition, long enough to buy...
From Zero to $1B in 3.5 Years: Lux‑Backed Success
From ZERO to $1B in 3.5 years. We wrote their first check at Lux… Here’s how they did it.
Bill Gurley Missed Google’s 10,000x Gain, Shares Lessons
the amazing story how Bill Gurley @bgurley passed on Google––and missed a 10,000x return🤯 i think he'll be all right. And you will too if you read his new book 🔖"Runnin' Down a Dream"... https://t.co/fiRcxsWair
Early Belief Fuels Tiny Startups Into Big Success
there will be MANY minnows that become VERY successful firms we at Lux once had a few $ M 1st fund from 1 amazing person who believed in us (a pledge fund) + then a $100M second fund that we couldnt...
Xi Signals: Move From SaaS to Hard Tech
1/ 2+ years ago I advised the shift from SaaS to Hard Tech Why? Because I saw a signal. It wasn't from Buffett. It was from Xi Jinping. He signaled software was done + aerospace, defense, biotech + hardware was next.
From MEMS Startup to $7.5B TI Acquisition
Over 15yrs ago Lux partner @Farshchi and I worked close with Lux family co Silicon Clocks (MEMS resonators on CMOS circuits for timing products) thru their sale to Silicon Labs… Today Silicon Labs got acquired by Texas Instruments for $7.5B
AI Secretly Powering Darren Aronofsky's Latest Film
My friend Darren Aronofsky texted me this earlier and my draw dropped. He told me it was AI. Lux is deeply invested in AI (esp @runwayml) but had he not told me I would have thought he made the movie...
Variant Bio Launches $200M‑plus Pharma Collaborations with New Platform
1/ Big news today from Lux family co Variant Bio 🧬📈@VariantBio Announced its new Inference platform is now available to research partners + has collaborations with several pharmaceutical companies in deals totaling more than $200 million including Boehringer + Novo...
US Investors: Back Iran’s Emerging Tech Talent
If YOU are American🇺🇸 (need not be Iranian or Persian) investor, family office, asset manager and interested in funding technologists, engineers, entrepreneurs when Iran is free and talented is and opportunity is unleashed…. Leave a comment below 👇
Lux Funds Frontier; Others Waste on Quantum Hype
1000%. From my partner @Farshchi Lux funds the frontier but some people are funding really stupid shit including Quantum and Photonic compute (photonic interconnect and data relay makes good sense, not compute) nor data centers in space for terrestrial use
Waymo Leads Global Robotaxi Fleet, Poised for IPO
Not an investor but I think Waymo will be a successful IPO if and when it does It quietly has the most robotaxis of any company around the world https://t.co/CzXsOB6viz
Small VCs Forced Out, Large VCs Pursue IPOs
INVOLUNTARY exits for the small VCs (50%+) VOLUNTARY exits for the large VCs (~5 will IPO)
How Lies Shape Cascades, Markets, and Conscious Memory
1/ One of the coolest papers i read this week implications for -information cascades based on lies/misinformation (or accidental misinterpretations) -markets and investor reactors -understanding memory/prediction framework of our consciousness https://t.co/GOyDAbuwlA
Bruce Booth: Mastermind Behind LifeSciVC Success
Great profile of great investor Bruce Booth @LifeSciVC https://t.co/VCOHBQIriN
Exploring Sci‑Tech Diplomacy's Global Investment Strategies
Inside our SCI-TECH DIPLOMACY global investing theses…
Optics Excel at I/O, but Not for Computing
I responded to an investor re optical computing: More optical interconnects which we funded and sold. Have thus far been skeptical as optics for comms and moving data are amazing. But for computing/processing data very hard. Semiconductors work as switches and...
US Tech Must Treat Qatar Investors Like Threats
Any American tech or defense company should be as wary of any investor with ties to or money from Qatar as much as Russia or Iran or the CCP. It will NOT end well. Funds surely took money years ago...
Foretell Emerges From Stealth, Backed by Elite
1/ Foretell is out of stealth Backed by Lux, Thrive, Founders Fund, Valor + @patrick_oshag + @GavinSBaker WIRED: "Want This Hearing Aid? Well, Who Do You Know?
David Meline Joins Lux Board, Brings Global CFO Expertise
Absolutely stoked to announce that David Meline has joined us on the Board of Lux family co @EikonTX David was: CFO Moderna CFO Amgen (2014-2020) CFO 3M (2011-2014) CFO GM (on 5 continents) and serves on the Board of HP, ABB, Lonza Group + the...
Lux Capital Revives Vintage Tech with Luxury‑Style Ads
1/ Introducing (in this 🧵 thread below) Lux Capital’s new luxury vintage technologies… (inspired by WSJ magazine fashion ads which ALL have the SAME algorithmic layout: 1 page has model modeling new luxury jewelry or watch; adjacent page has item by...
Debt Joins AI Funding, Raising Bubble Risk
1/ AI has been amazing for all of us mostly EQUITY financed by risk-taking VC + growth equity + tech giants until now DEBT has entered the party (Which @andrewrsorkin in "1929" has shown is often the match 🔥that ignites bubbles📈 + eventually brings...
Lux LP Unveils Fresh Insights in New Letter
1/ New Lux LP letter...
Palo Alto Buys Chronosphere for $3.35B to Boost AI Observability
1/🚨Palo Alto Networks (PANW) today revealed acquisition of Lux family co @chronosphereio for $3.35 billion in cash Chronosphere’s data observability platform is built to scale for the AI era the founders worked in our Lux NYC office + we funded Chronosphere’s Series...
JPMorgan Accelerates Stealth Startup's Bold Market Entry
This is how America wins🇺🇸 A public shout @jpmorgan + our partners Doug Petno (co CEO commercial + inv bank) + John China (co head innovation banking) Lux stealth seeded serial founder w/big audacious plan + tech to match in non-obvious market JPM...
Cognition CEO Scott Wu Joins Growing Lux Family
Thrilled + lucky to count @ScottWu46 founder CEO of @cognition as part of the growing Lux family...
Lux Backs Tenzai Labs' $75M AI Pen‑Testing Platform
Lux is thrilled + lucky to back Pavel Gurvich (@PashaGur) + team in their new company @Tenzai_Labs $75M w/friends @ Battery, Greylock, Swish amazing cyber geniuses 🦸💻building agentic penetration testing platform that continuously hacks, exploits, + fixes vulnerabilities…
Lux Backs Majestic Labs with $100M for 1,000x Memory
Latest investment revealed from Lux Majestic Labs with $100M💰––from the team that ran silicon at Meta + Google... ...🧠💻1,000x the MEMORY of typical enterprise server
Lux to Invest Billions in UK Defense Tech
An inspiring talk Lux has been spending lots of time in UK We funded one of the most important new defense tech companies (Cambridge Aerospace) and with this kind of attitude will and spirit from @matthewclifford I expect we will invest billions...
Lockheed Invests $50M in SAILDRONE Autonomous Missile Platform
Next-gen autonomous maritime defense leader SAILDRONE accepts $50M investment from legacy prime Lockheed partner for weaponized missile launchers 🤖+⛵️+🚀 = 🇺🇸 https://t.co/E9NrWbePNv
