DiscoverRiskgaming
Riskgaming

Riskgaming

Author: Lux Capital

Subscribed: 61Played: 1,138
Share

Description

A podcast by venture capital firm Lux Capital on the opportunities and risks of science, technology, finance and the human condition. Hosted by Danny Crichton from our New York City studios.
95 Episodes
Reverse
Welcome to the ongoing mini-series The Orthogonal Bet. Hosted by ⁠Samuel Arbesman⁠, a Complexity Scientist, Author, and Scientist in Residence at Lux Capital. In this episode, Sam speaks with Amy Kuceyeski, a mathematician and biologist who is a professor at Cornell University in computational biology, statistics, and data science, as well as in radiology at Weill Cornell Medical College. Amy studies the workings of the human brain, the nature of neurological diseases, and the use of machine learning and neuroimaging to better understand these topics. Sam wanted to talk to Amy because she has been using sophisticated AI techniques for years to understand the brain. She is full of innovative ideas and experiments about how to explore how we process the world, including building AI models that mimic brain processes. These models have deep connections and implications for non-invasively stimulating the brain to treat neurodegenerative diseases or neurological injuries. Produced by ⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠ & Suno
The history of pharmaceutical development has traditionally been one of exploration on the frontiers of life on Earth. From fungi to molds, we’ve sourced many of our most important drugs from some of the unlikeliest places, and it’s all due to evolution. Nature’s intense competition and selection forces has made it the ultimate developer of pharmaceuticals, with potential cures lying in wait for someone to find them. Searching nature is expensive though, and thus, pharmaceutical companies re-centered around synthetic chemistry over the past few decades, hoping to realize a more reliable and inexpensive drug discovery model. Unfortunately, we have hit a logjam with such an approach, and the evidence is clear that natural products are often regularly superior to synthetics. We wanted to dive deeper into the future of biopharma, and so we brought together our own Tess Van Stekelenburg and Elliot Hershberg, the writer of Century of Bio, to work on a new two-part mini-series for the Riskgaming podcast, titled Evolved Technology. It’s an extension of a series of talks that Tess and Elliot (“two crazy bio-optimists”) have conducted in SF, and we hope it illuminates a critical scientific frontier with implications for all of us. In this first episode, Tess and Elliot talk about the editing of life; why thousands head to the Himalayas to find tiny caterpillars in the dirt; the business history of natural products in pharma; the transition from natural products to synthetic chemistry; the limitations of our current biochem toolkits; and finally, how AI/ML are bringing us back to the search for natural products using higher-order models. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno
Welcome to the ongoing mini-series The Orthogonal Bet. Hosted by ⁠Samuel Arbesman⁠, a Complexity Scientist, Author, and Scientist in Residence at Lux Capital. In this episode, Sam delves into the recent CrowdStrike/Microsoft outage, providing insights on how to understand this event through the lens of complexity science. The episode was inspired by Sam's very timely post in the Atlantic: "What the Microsoft Outage Reveals" Join us as Sam answers Producer Christopher Gates’ questions, exploring the intricate web of factors that led to this global system failure and offering a unique perspective on navigating and preventing such crises in the future. Produced by ⁠⁠⁠Christopher Gates⁠⁠⁠ Music by ⁠⁠⁠George Ko⁠⁠⁠ & Suno
Welcome to the ongoing mini-series The Orthogonal Bet. Hosted by Samuel Arbesman, a Complexity Scientist, Author, and Scientist in Residence at Lux Capital. In this episode, Sam speaks with Kristoffer Tjalve. Kristoffer is hard to categorize, and in the best possible way. However, if one had to provide a description, it could be said that he is a curator and impresario of a burgeoning online community that celebrates the “quiet, odd, and poetic web.” What does this phrase mean? It can mean a lot, but it basically refers to anything that is the opposite of the large, corporate, and bland version of the Internet most people use today. The web that Kristoffer seeks out and tries to promote is playful, small, weird, and deeply human. Even though these features might have been eclipsed by social media and the current version of online experiences, this web—which feels like a throwback to the earlier days of the Internet—is still out there, and Kristoffer works to help cultivate it. He does this through a newsletter, an award, an event, and more. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno
The media world has been rocked by artificial intelligence, labor strife, the creator economy, the decimation of business models and so much more. But sometimes it's not collapse and crisis that's the most interesting story, but rather just another day of a assiduously growing a platform. That's the story I want to talk about today on risk gaming, and we're going to zoom in on Medium. It's a venerable media business founded by Ev Williams all the way back in 2012. And one that has become notorious for its pivoting dance to a brighter media future. But under Tony Stubblebine who became CEO two years ago. The company has reached cash flow break even, and he believes Medium has found a balanced business and media model for the decade ahead. I wanted to learn more, so let's dive in. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Hello and welcome to the ongoing miniseries The Orthogonal Bet Hosted by Samuel Arbesman, Complexity Scientist, Author, and Scientist in Residence at Lux Capital In this episode, Samuel speaks with Alice Albrecht, the founder and CEO of Recollect, a startup in the AI and tools for thought space. Alice, trained in cognitive neuroscience, has had a long career in machine learning and artificial intelligence. Samuel wanted to talk to Alice because of her extensive experience in AI, machine learning, and cognitive science. She has studied brains, witnessed the hype cycles in AI, and excels at discerning the reality from the noise in the field. Alice shares her wisdom on the nature of artificial intelligence, the current excitement surrounding it, and the related domain of computational tools for thinking. She also provides unique perspectives on artificial intelligence. Episode Produced by ⁠Christopher Gates⁠ Music by ⁠George Ko⁠ & Suno
If we had to rebuild American politics to be more positive, could we do it? And what would a positive or even optimistic politics look like? What would be its program, and how could we all be galvanized to join in a world and at a time when it seems as though every day brings another dampener to human enthusiasm? Those are just some of the questions that James Pethokoukis approaches in his recent book, The Conservative Futurist. James emphasizes that optimism and pessimism don’t exist on the traditional left-right axis of political analysis (named for the seating arrangement of politicians during the French Revolution). Instead, he divides the world into an “up wing” — people who believe in expanding the bounds of human ingenuity — and those who belong to a “down wing,” which might be simply summarized as degrowthers and others who see limits in all aspects of science, technology and the human condition. James and I talk about his book, and then I quiz him on just how realistic his futurism is. Is his vision actually possible, or is it the sort of slapstick fantastical science fiction that is great as entertainment but has long since died out as a way to govern? He’s got better evidence marshaled than I expected, and you can be the judge if optimism can guide your thoughts. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Welcome to The Orthogonal Bet, an ongoing mini-series that explores the unconventional ideas and delightful patterns that shape our world. Hosted by Samuel Arbesman, Complexity Scientist, Author, and Scientist in Residence at Lux Capital. In this episode, Samuel speaks with Philip Ball, a science writer, and formerly a longtime editor at the science journal Nature. Philip is the author of the fantastic new book “How Life Works: A User’s Guide to the New Biology.” Samuel wanted to talk to Philip because he loved this book. It’s fascinating and deeply provocative, even for someone with a PhD in computational biology—though Samuel’s might be a bit worn and out of date—and yet he still learned so much. The book examines how new advances in our understanding of biology have led scientists to understand that life is far less deterministic than we might imagine. For example, cells are not really machines, as some might have thought, but complex and messy yet robust systems. And while DNA and genes are important, there is so much more going on, from the processes that give rise to the shape of our limbs and our bodies, to how all of this can have implications for rethinking medicine and disease. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠ & Suno
2024 is the year of democracy, with more than half of the world’s population voting in elections across India and Indonesia to the European Union, United Kingdom and  United States. Underneath the usual campaign slogans and stump speeches though is a crucial set of enabling technologies that are increasingly under attack, diminishing the will of voters and raising very challenging geotechnology questions for governments in the years ahead. That’s why I am excited to bring back the Riskgaming (née “Securities”) podcast’s very first guest, Scott Bade, back on to the show as we approach our centennial episode. Scott is geotechnology analyst at Eurasia Group and has been tracking the rising threats to the world’s technological infrastructure and their implications for global politics. We cover several dozen topics in the show, but focus on three big ones: the killing of TikTok in New Caledonia and what it says about France’s commitment to free speech as Azerbaijan (of all countries) attempts to undermine French democracy. We then zoom in on subsea cables, data centers and AI training, and why there’s been so much more competition in their construction. Finally, we talk about the Global South, and the lack of a new development path for countries in the AI era. Add in some chaos engineering, hybrid warfare, water politics, and the future of Disneyland’s Hall of Presidents and you’ll be demanding an Orthogonal Bet episode just to palette cleanse. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
In this episode, Sam speaks with Ben Reinhardt, an engineer, scientist, and the founder of a new research organization called Speculative Technologies. Ben is obsessed with building an open-ended and exciting future for humanity. After spending time in academia, government, startups, and even venture capital, he set out to build a new type of research organization—Speculative Technologies—that helps to create new technologies and innovations in materials and manufacturing, acting as a sort of industrial lab for these public goods in order to make a positive vision of the future more likely. There is a lot of optimism and excitement in this episode. The discussion covers the need for new types of research funding and research institutions, why it can be hard for startups to do research, Ben’s vision of the future—and his science fiction inspiration—the ways in which technological innovation happens, why he started Speculative Technologies, and much more. The Orthogonal Bet is an ongoing miniseries of the Riskgaming podcast that explores the unconventional ideas and delightful patterns that shape our world hosted by ⁠Samuel Arbesman⁠, complexity scientist, author, and Scientist-in-Residence at ⁠Lux Capital⁠. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠ & Suno
Another week, another media tempest in a shrinking tea cup. This time, the internet’s ire centered on Perplexity AI, a startup that offers a layer on top of LLM models that can answer real-time questions about current events. The company got into hot water after it summarized a paywalled Forbes article on Eric Schmidt and his investments in drones with minimal citations. Was this simply fair use summarization of an enterprising investigative article, or something more nefarious and damaging? We brought a troika of journalists (and former journalists) to talk about the controversy and its implications. First up, Reed Albergotti is technology editor at Semafor and a long-time journalist across The Washington Post, The Information, The Wall Street Journal and elsewhere. Second, Eric Newcomer departed Bloomberg after a distinguished reporting career to start Newcomer, a tech newsletter that’s now complemented by the prominent Cerebral Valley AI conference coming this week in NYC. Finally, host Danny Crichton was formerly managing editor at TechCrunch. We talk about the norms of journalism and creative work, the economic disruption of creativity by AI, how journalists should adapt to the coming automated world, how legislation might protect these industries and whether the regulatory approach fits the world’s needs, and finally, the limits of knowledge and how much AI still doesn’t know. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠
The Orthogonal Bet is an ongoing miniseries of the Riskgaming podcast that explores the unconventional ideas and delightful patterns that shape our world hosted by Samuel Arbesman, complexity scientist, author, and Scientist-in-Residence at Lux Capital. In this episode, Sam speaks with game designer and researcher Chaim Gingold, the author of the fantastic new book Building SimCity: How to Put the World in a Machine. As is probably clear from the title, this new book is about the creation of SimCity, but it’s also about much more than that: it’s about the deep prehistory and ideas that went into the game — from system dynamics to cellular automata — as well as a broader history of Maxis, the company behind SimCity. Chaim previously worked with SimCity’s creator Will Wright on the game Spore, where he designed the Spore Creature Creator. Because of this, Chaim’s deep knowledge of Maxis, his access to the folks there, and his excitement about SimCity and everything around it makes him the perfect person to have written this book. In this episode, Sam and Chaim discuss Chaim’s experience at Maxis, the uniqueness of SimCity, early 90’s gaming, the rise and fall of Maxis, Will Wright and his role translating scientific ideas for a general audience, and much more. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠ & Suno
There have been data revolutions in most areas of human activity, and biological research is no exception. The rapidly shrinking cost of collecting data like DNA sequences means that there has been an exponential growth in the amount of data that bio researchers have at their disposal. Yet, most biologists still operate on top of general purpose cloud compute platforms, which don’t offer a native environment for them to engage in research at the cutting edge of the field. On the Riskgaming podcast today, Lux’s Tess van Stekelenburg interviews Alfredo Andere and Kenny Workman, the co-founders of LatchBio who are on a quest to rapidly accelerate the progress of biology’s tooling. The big challenge — even for big pharma — is a lack of access to top-flight AI/ML developers in the ferocious talent wars they face against even bigger Big Tech companies. As Workman says, “They just don't have world's best machine learning talent … And then they're working with usually 5- to 10-year-old machine learning technology, except for a small handful of outliers.” LatchBio and other startups are pioneering new ways of delivering those tools to biologists, today. In this episode, the trio discuss the changing data economy of biological research, the lack of infrastructure for conducting laboratory and clinical work, why AstraZeneca has improved its pharma output over the past decade, what the ground truth is around AI and bio, the flaws of open-source software, and finally, how academia and commercial research will fit together in the future. Episode Produced by ⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠
Hello, and welcome to the ongoing mini-series, The Orthogonal Bet, a show that explores the unconventional ideas and delightful patterns that shape our world. Host Samuel Arbesman, Complexity Scientist, Author, and Scientist in Residence at Lux Capital.  In this episode Sam speaks with Robin Sloan, novelist and writer and all-around fun thinker. Robin is the author of the previous novels, Mr Penumbra’s Twenty Four Hour Book Store and Sourdough, which are both tech-infused novels, with a sort of literary flavor mingled with a touch of science fiction. That’s why Sam was so excited by Robin’s brand new third novel Moonbound, where he goes for broke and writes a sprawling science fiction tale set in the far future. In this episode, we explore how Robin built this far future and how he thinks about world-building, an exercise regimen for your imagination, science fiction and fantasy more broadly, and of course, novels with maps. And Lord of the Rings obviously makes an appearance as well. But Moonbound also touches on AI in some really thoughtful and thought-provoking ways, and Robin has also been an early experimenter and adopter of language models. They get into all of that too, talking about AI, the nature of creativity, storytelling, and so much more. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠ & Suno
Qasar Younis and Peter Ludwig built Applied Intuition differently from most other startups. At a time of profligate spending at the peak of the tech bubble, they kept expenses low — and the company cash-flow positive for several years now. When every other company was moving toward remote work or a hybrid setup, they doubled down on the in-person, five-days-per-week office (while continuing a no-shoes philosophy). And when it comes to culture, they don’t just post their corporate values on a wall, but encode them right into the very software that runs the company. The results? Applied reached a new milestone valuation earlier this year of $6 billion as well as announced a strategic partnership with automaker Porsche. It’s a moment of success years and even decades in the making, with both Qasar and Peter growing up amidst the milieu of America’s auto capital Detroit. Yet, it wasn’t just friends and family working in the auto industry that led them to invent the future of the car, but also a willingness to learn from Silicon Valley’s most thoughtful startup growth practices. Alongside host Danny Crichton and Lux general partner Bilal Zuberi, we weave a conversation about automotive and autonomy while we discuss the key decisions that founders must make when building a startup. We talk about the pressure of capitalism on company execution, using software to manage a growing organization, why Google exported so much talent in the early 2010s, how to protect engineering productivity with a customer-centric culture, how to construct a useful board of directors, and finally, why markets just “whomp” any other factor of success for entrepreneurs. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠
This is the inaugural episode of an on-going mini-series for the Riskgaming podcast we’re dubbing the Orthogonal Bet. Organized by our scientist-in-residence Sam Arbesman, the goal is to take a step back from the daily machinations that I, Danny Crichton, generally host on the podcast to look at what Sam describes as “…the interesting, the strange, and the weird. Ideas and topics that ignite our curiosity are worthy of our attention, because they might lead to advances and insights that we can’t anticipate.” To that end, today our guest is Matt Webb, a virtuoso tinkerer and creative whose experiments with interaction design and technology have led to such apps as the Galaxy Compass (an app that features an arrow pointing to the center of the universe) and Poem/1, a hardware clock that offers a rhyming poem devised by AI. He’s also a regular essayist on his blog Interconnected. We latched onto Matt’s recent essay about a vibe shift that’s underway in the tech world from the utopian model of progress presented in Star Trek to the absurd whimsy of Douglas Adams and The Hitchhiker’s Guide to the Galaxy. Along the way, we also discuss Neal Stephenson, the genre known as “design fiction,” Stafford Beer and management cybernetics, the 90s sci-fi show Wild Palms, and how artificial intelligence is adding depth to the already multitalented. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠ & Suno
We’ve known for decades that one of the key mechanisms of biology — and of life itself — is the binding of molecules to proteins. Once bound, proteins change shape and thus their function, allowing our bodies to adapt and change their molecular machinery as needed for survival. The challenge that remains unsolved is to predict — across billions of potential proteins and a similar number of molecules — how those proteins change and how they might interact with each other. The fervent hope of many scientists and entrepreneurs is that artificial intelligence coupled with experimental and synthetic datasets, may finally unlock this critical piece of the biological puzzle, ushering in a new wave of therapeutics. My guest today is one of those science entrepreneurs, Laksh Aithani, the co-founder and CEO of Charm Therapeutics. He’s made cancer the focus of his work, and through Charm and his team, is building expansive datasets to develop AI models that can predict the 3D shape of proteins. Alongside host Danny Crichton and my Lux colleague Tess van Stekelenburg, we explore protein folding’s past, present and future, the utility and risks of synthetic data in biological research, how much money and time we might expect for future drug discovery, what individualized medicine might look like decades from now, and how new grads can get into the field as the century of biology kicks off. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠
How does science progress? One way to look at the question is to peer into individual fields and observe the flow of ideas from laboratories and experiments into seminars and conferences and ultimately into the journal record. But the reality is so much more complicated since science is truly a creative act, a set of imaginative leaps from incumbent ways of thinking to new possibilities. The milieu that scientists inhabit — and particularly science’s most productive leaders — is often far more expansive than one would expect. That’s the story today with Margaret Mead and the rise of psychedelic research. Best known as a cultural anthropologist, Mead spanned the sciences, from information theory into the humanities. That range brought her into regular contact with brilliance, and also helped her transmit vital ideas and concepts from field to field. One of the circles she participated in was an emerging group of scholars conceptualizing ideas around computer science, neurology and consciousness, linked together by a curiosity around psychedelics within the paranoia of Cold War politics. Joining host Danny Crichton on the Riskgaming podcast today is Benjamin Breen, a professor of science at the University of California Santa Cruz who just published his new book, Tripping on Utopia: Margaret Mead, the Cold War, and the Troubled Birth of Psychedelic Science. Also joining me today is Lux Capital’s scientist in residence Sam Arbesman. We cover Margaret Mead’s early work, her popularization of science, the Macy conference circles that brought disparate networks of scientists together in New York City, the utopian dream of science in the 1920s and 1930s recently depicted in Christopher Nolan’s Oppenheimer movie, the rise of LSD and finally, why there were so many interconnections between these scientists and defense institutions like the CIA. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠
Ever since the invention of CRISPR technology about a decade ago, biologists have gained increasing power to discover new DNA sequences, cut and mash them up, and then print them in ever larger volumes through biomanufacturers. That freedom and openness is the opening to a long-awaited Century of Bio, with scientists bullish on the potential to discover cures to long-resistant diseases. On the tails side of the coin though, there are fears that the open nature of these tools afford a rebel scientist the means of inventing and distributing well-known or completely novel pathogens that could threaten the lives of millions. It’s not the premise for a bad Hollywood B-movie, but a top security threat that experts at the White House and in the intelligence and defense communities are rapidly trying to solve. Today, I have Kevin Flyangolts of Aclid joining us. Aclid is using artificial intelligence to identify what new sequences of DNA might do, scaling up screening efforts that might allow biomanufacturers the ability to verify their customers’ intentions in a more thoughtful and comprehensive way. Kevin and host Danny Crichton talk about the recent history of bio, the rise of biohacking, the differences between bioweapons, cyberweapons and financial crimes, why we need new approaches to biosecurity, whether executive, legislative or industry approaches might work best, and whether designer bioweapons are as dangerous as many are making them out to be.Finally, a note: in line with the launch of our first riskgaming scenario on the Lux Capital website, Hampton at the Cross-Roads, we have officially condensed the “Securities” podcast name into just “Riskgaming,” which I think captures in one word the risks and opportunities that come from science, technology, finance and the human condition. Same show, more focused name and a great future. Produced by ⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠ & Suno
Every quarter, Lux publishes our latest quarterly letter to our limited partners, highlighting the key themes we’re working on as a partnership. These topics are — unsurprisingly — bold, as the frontiers of science fiction transition into the world of the possible. But this time around, we’re emphasizing a new thesis that we think combines the future and the past, and might just help the entire world to boot. Lux co-founder and managing partner Josh Wolfe joins host Danny Crichton to discuss Lux’s new theme of “maintenance.” As Josh wrote, “Maintenance is not about preserving the status quo but thoughtfully fueling forward progress by improving on humanity’s past achievements.” Josh discusses the opportunity with maintenance, as well as why the repair of our society and its infrastructure is a growth industry since “the value of maintaining existing systems grows as entropy accelerates, and as we reach the Entropic Apex, that value becomes concomitantly unbounded.” Produced by ⁠⁠⁠⁠⁠⁠⁠⁠Christopher Gates⁠⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠⁠George Ko⁠⁠⁠⁠⁠⁠⁠⁠
loading
Comments 
loading