Josh Wolfe: Lux Capital Partners

Video Description

The safest jobs aren’t “safe.” Josh Wolfe on why elite roles are first in the blast radius—and how to adapt. In this conversation: * why doctors, lawyers, and analysts are more exposed than blue‑collar work * Meta’s bet, Nvidia’s moat, and where AI margins actually accrue * data monopolies, privacy, and the information edges that still exist * automated labs, IP, and how AI rewrites science and patenting * markets in flux: retail flows, new vehicles, and what changes structure * security blind spots: social weaponization, fragile infrastructure, and defense tech * meaning in the AI era: connection, community, parenting, and status games what you’ll learn * 5 rules to protect high-paid careers in an AI economy * how to build (and keep) an information advantage when AI levels search * where value concentrates: chips, models, data, apps—or distribution * a simple thesis screen for defense, science, and frontier bets * a privacy plan you can actually run (and why it matters for your upside) (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 About Josh Wolfe: * Josh Wolfe is co-founder and managing partner of Lux Capital, a multibillion-dollar VC firm backing frontier science, defense, and deep tech. * He’s led investments in companies like Anduril, Planet, Clarifai, and Hugging Face, and serves on multiple public and private boards. * Known for contrarian, data-driven theses, Wolfe writes widely on markets, science, and technology’s impact on society. ABOUT THE KNOWLEDGE PROJECT 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.