The Knowledge Project #217 · March 18, 2025 · 1h 35m

Josh Wolfe: Human Advantage in the World of AI

Josh Wolfe — co-founder of Lux Capital, deep tech investor. What humans still do better than AI, where the real investment opportunities are in an AI world, and why the future is built at the intersection of science and entrepreneurship.

Highlights

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Invest in atoms, not just bits

Wolfe's thesis: the real opportunities are in companies that manipulate the physical world, not just software.

Claude ChatGPT Gemini

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Directional arrows of progress

Wolfe looks for irreversible technological trends — 'directional arrows' that can't be uninvented.

Claude ChatGPT Gemini

Misc

✧Lux Capital focuses on frontier tech — robotics, biotech, space, energy

✧Known for the phrase 'the future is already here, it's just not evenly distributed' (originally William Gibson)