VC, entrepreneur, fund manager @Lux_Capital; Chair @CiPrep Coney Island Prep; Trustee @SfiScience Santa Fe Inst; CoFounder of Carson, Quinn & Bodhi w/ @ltwolfe
Aug. 23, 2018
1 min read
1/ A few excerpts (some content redacted) from Lux's most recent Quarterly letter to partners...
2/ A key theme was DICHOTOMIES (in markets + variety of systems)...
3/ Another theme was how COMPLACENCY sets up conditions for risk of reversal; and some key macro considerations.
4/ Also entropy + energy + information with a nod to Dali + The Doors ;)
(much of our thinking on that topic crystalized by MIT's Cesar Hidalgo's comprehesive clear writing, talks + thinking)
5/ Information as stored order in matter + a few Lux family companies
6/ Networks, trust + conditions needed for growth...
7/ The power of networked geniuses, especially immigrants + the danger of xenophobia; the currency of trust; belief, credit--and how it gets destroyed...
You can follow @wolfejosh.
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