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Josh Wolfe
co-founder + partner @ Lux Capital | Trustee @SfiScience Santa Fe Inst | Founding Chair @CiPrep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
This spend benefits us users + consumers
but directionally @elonmusk would be very wise + smart to focus on on-device inference for Grok/X
this will be battleground that Google / Apple may surprise vs OpenAI/Anthropic/xAI

Elon MuskAug 16, 12:55
Am trying out the new 𝕏 algorithm powered by Grok 4 Mini. It’s definitely better.
Will require ~20k GPUs to roll out to all users and there is higher latency, but the juice is worth the squeeze.
29.88K
Early adopters of this trend will capture + record daily audio + visuals (image/video) passively from their life
AI will actively surface background insights + unexpected connections + recommendations + advice
"lifecorders" will be advantaged
VS
"voiders" / "obscurists"

Josh WolfeJun 9, 2025
1/ LIFECORDING
this is a theme w/a clear directional arrow of progress that i have high conviction in (though no high conviction in which entrepreneur or companies win)
over next few years a combo of software + hardware will have you DVR your life daily with high utility...
6.84K
IMEC (India Mideast Europe Economic Corridor)
A counter CRINK (China Russia Iran NKorea) alliance that will be a big deal for next decade
India/UAE/Saudi/Israel/EU...

Narendra ModiAug 16, 19:30
Thank you PM Netanyahu for your warm wishes. May India-Israel friendship continue to flourish…may both countries further strengthen and deepen this relationship bringing peace, development as well as security to our people.
@IsraeliPM
6.6K
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