The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: The 3 Forms Of Edge A Founder Can Have, Lessons From Being on A Board With Bill Gates & Why There Are A Lot Of Tourist VCs Who Are Going To Lose A Lot Of Money, with Josh Wolfe, Co-Founder @ Lux Capital

10 May 2017

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Josh Wolfe is the Co-Founder and Managing Partner @ Lux Capital, the fund that supports scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time, the more ambitious the project, the better. Josh is a founding investor and board member with Bill Gates in Kymeta, making cutting-edge antennas for high-speed global satellite and space communications. In 2008 Josh co-founded and funded Kurion, the company was among the first responders to the Fukushima disaster. In February 2016, Veolia acquired Kurion for nearly $400 million—more than 40 times Lux's total investment. In Today's Episode You Will Learn: 1.) How did Josh make his way into VC from the science lab? What was it about venture that got Josh hooked? 2.) How does Josh view the rise of thematic investing? Why does Josh believe there are a lot of tourist VCs who are going to lose a lot of money? 3.) Investing in such frontier technologies, how does Josh view market creation? How does Josh look to build a thesis and a methodology when investing in a company without an existing market? 4.) What is the inflection point for Josh for when heavy science and R&D becomes investable? What is that tipping point where science becomes commercialized? 5.) Does Josh get concerned that with such heavy IP and corporations not investing in R&D that this is a market for acquihires? What are the pros and cons of this shortened liquidity cycles? Items Mentioned In Today's Show: Josh's Fave Book: Sapiens Josh's Fave Blog: Media Redefined Josh's Most Recent Investment: Recursion Pharmaceuticals As always you can follow Harry, The Twenty Minute VC and Josh on Twitter here! Likewise, you can follow Harry on Snapchat here for mojito madness and all things 20VC. Eight is a sleep innovation company. With their latest product, the Eight Smart Mattress, being a bed that literally tells you how well you slept last night, paired with an intelligent sensor cover that measures the quality of your sleep and delivers a daily sleep report. In order to bring you the best product, Eight used anonymized sleep data and feedback from over 10,000 people, to understand which materials and types of mattresses give customers the best sleep resulting in their unique blend of four responsive and high-density foam layers plus one layer of proprietary technology that helps people track and improve their sleep. You can check it out on Eightsleep.com – and if you use the code 20VC you will get a whopping 20% discount! FullContact provides the ability to organize your contacts, gain rich insights into them and therefore build deep relationships. With features like automatically identifying and merging duplicate contacts to the ability to snap a photo of a business card and FullContact will transcribe them for you, so no more lost and loose business cards at events. It is with these features just being the tip of the iceberg, FullContact really is the best all in one solution for contact management and you can check them out on fullcontact.com.

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: The 3 Forms Of Edge A Founder Can Have, Lessons From Being on A Board With Bill Gates & Why There Are A Lot Of Tourist VCs Who Are Going To Lose A Lot Of Money, with Josh Wolfe, Co-Founder @ Lux Capital

This episode hasn't been transcribed yet

Other episodes from The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?

20Growth: How Wiz Built a $30BN Brand in Enterprise | What Worked vs What Was a Mega Failure: Lessons Learned | Why Marketers Make the Worst CMOs & What To Look for in Growth with Raaz Herzberg

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