While Silicon Valley chases unicorns, Josh Wolfe hunts for something far more elusive: scientific breakthroughs that could change civilization. As co-founder and managing partner of Lux Capital, he's looking for the kind of science that turns impossible into inevitable. Josh doesn’t just invest in the future—he sees it coming before almost anyone else.
In this conversation, we explore:
- The rapid evolution of AI and potential bottlenecks slowing its growth
- The geopolitical battle for technological dominance and rise of sovereign AI models
- How advances in automation, robotics, and defence are shifting global power dynamics
- Josh's unfiltered thoughts on Tesla and Elon Musk
- AI's revolution of medical research
- Parenting in a tech-dominated world
- How AI is forcing us to rethink creativity, intellectual property, and human intelligence itself
- Why the greatest risk isn't AI itself—but our ability to separate truth from noise
Despite the challenges ahead, Josh remains profoundly optimistic about human potential. He believes technology isn't replacing what makes us human—it's amplifying it. This episode will challenge how you think about innovation, risk, and the forces shaping our future. If you want to stay ahead of the curve, you can't afford to miss it.
Josh Wolfe co-founded Lux Capital to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time. He previously worked in investment banking at Salomon Smith Barney and in capital markets at Merrill Lynch. Josh is a columnist with Forbes and Editor for the Forbes/Wolfe Emerging Tech Report.
(00:00) - Welcome Josh
(03:27) - AI and User Interface Evolution
(06:10) - AI, Memory and Inference
(09:43) - AI, Memory and Future of Nvidia
(11:42) - AI and Human Intelligence Limitations
(13:42) - AI's Threat to Elite Professions
(15:15) - AI and Blue Collar Jobs
(16:32) - AI and Coding
(17:55) - AI and Business Margins
(20:02) - AI and Data Monopolies
(26:24) - AI and Science
(30:22) - AI in Experimental Design and Automated Labs
(31:47) - AI in Patenting and Prior Art
(33:47) - Elon Musk and Tesla: A Critical View
(39:10) - AI in Investment Analysis
(42:17) - AI and Information Advantage
(43:42) - AI and Privacy
(45:59) - Reflections on Aging, Memory, and Shared Experiences
(46:56) - Potential Changes in Market Structure
(48:00) - Shift Towards Retail Investment and New Financial Vehicles
(50:09) - AI's Impact on Creativity and Art
(54:31) - AI's Influence on Future Professions
(55:12) - The Importance of Human Connection in the AI Era
(59:01) - The Impact of Remote Work on Social Dynamics
(1:01:37) - The Impact of Religion and Community on Human Connection
(1:03:33) - The Possibility of Extending Human Lifespan
(1:08:09) - The Impact of Death on Our Perception of Life
(1:12:45) - The Use of Technology in Filtering Information
(1:16:58) - AI in Personal Life and Privacy
(1:24:19) - AI and Military Technology
(1:30:35) - AI, Ethics and International Competition
(1:31:13) - Weaponization of Social Media and Information
(1:33:52) - Vulnerability of Infrastructure to Attacks
(1:34:39) - Maintenance and Longevity of Systems
(1:36:42) - Views on #DOGE Initiative
(1:38:25) - Policy Suggestions for Global Competitiveness
(1:42:56) - Attracting and Retaining Talent
(1:45:40) - AI, Copyright and Intellectual Property
(1:50:18) - AI and the Scarcity of Authentic Human Interaction
(1:52:05) - Reflections on Success and Parenthood
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Like the mentor you’ve always dreamed of having, The Knowledge Project shares timely yet timeless lessons for work and life. Past guests include Naval Ravikant, Daniel Kahneman, Jim Collins, Angela Duckworth, Seth Godin, Melanie Mitchell, & Esther Perel.