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VOICE ARCHIVE

Josh Wolfe

@wolfejosh
71 posts
2026-02-05
Over 15yrs ago Lux partner @Farshchi and I worked close with Lux family co Silicon Clocks (MEMS resonators on CMOS circuits for timing products) thru their sale to Silicon Labs... Today Silicon Labs got acquired by Texas Instruments for $7.5B
2026-02-05 View on X
Bloomberg

Texas Instruments agrees to acquire US chip company Silicon Labs for ~$7.5B, paying $231/share in cash, closing in H1 2027; Silicon Labs has a ~$4.5B market cap

2026-02-04
Over 15yrs ago Lux partner @Farshchi and I worked close with Lux family co Silicon Clocks (MEMS resonators on CMOS circuits for timing products) thru their sale to Silicon Labs... Today Silicon Labs got acquired by Texas Instruments for $7.5B
2026-02-04 View on X
Bloomberg

Texas Instruments agrees to acquire US chip company Silicon Labs for ~$7.5B, paying $231/share in cash, closing in H1 2027; Silicon Labs has a ~$4.5B market cap

Texas Instruments Inc. has reached an agreement to buy the US chip firm Silicon Laboratories Inc. in a deal valued at $7.5 billion …

2025-12-20
Robots can learn by watching humans do stuff Lux family co @physical_int with MAJOR game changing insight
2025-12-20 View on X
Physical Intelligence

AI robotics startup Physical Intelligence says it saw improvements in its vision-language-action model by including human video data in the fine-tuning process

human data Mehdi / @bettercallmedhi : Physical Intelligence may have just triggered the real inflection point for robotics π0.5 shows emergent human to robot transfer: once the mod...

2025-11-20
1/🚨Palo Alto Networks (PANW) today revealed acquisition of Lux family co @chronosphereio for $3.35 billion in cash Chronosphere's data observability platform is built to scale for the AI era the founders worked in our Lux NYC office + we funded Chronosphere's Series A in 2019!
2025-11-20 View on X
CNBC

Palo Alto Networks reports Q1 revenue up 16% YoY to $2.47B, vs. $2.46B est., forecasts Q2 revenue in line with est., and acquires Chronosphere for $3.35B

Palo Alto Networks beat Wall Street's fiscal first-quarter estimates after the bell on Wednesday and announced plans …

2025-11-17
🇺🇸🇯🇵 a great headline as I start the day in Tokyo, Japan Lux family co @SakanaAILabs 📈 [image]
2025-11-17 View on X
Nikkei Asia

Tokyo-based Sakana AI raised a ~$135M Series B from MUFG, Khosla, Macquarie, NEA, Lux, and others at a ~$2.6B valuation, becoming Japan's most valuable unicorn

At present, we are seeing a record amount of capital pouring … eWeek : Sakana AI Becomes Japan's Most Valuable Unicorn Maija Palmer / Global Corporate Venturing : ‘Big in Japan’ is...

2025-11-02
History was just made. Lux family co @anduriltech has just successfully flown the FIRST EVER fully autonomous fighter jet ever in US history. 🇺🇸 🛫🤖💪 🇺🇸
2025-11-02 View on X
Reuters

Anduril conducts the first flight of its jet-powered unmanned drone, flying it “semi-autonomously”, as the US Air Force plans swarms of unmanned jet drones

Anduril's jet-powered drone flew for the first time on Friday, the company and the U.S. Air Force said …

2025-11-01
History was just made. Lux family co @anduriltech has just successfully flown the FIRST EVER fully autonomous fighter jet ever in US history. 🇺🇸 🛫🤖💪 🇺🇸
2025-11-01 View on X
Reuters

Anduril conducts the first flight of its jet-powered unmanned drone, flying it “semi-autonomously”, as the US Air Force plans swarms of unmanned jet drones

Anduril's jet-powered drone flew for the first time on Friday, the company and the U.S. Air Force said …

2025-06-09
Apple just GaryMarcus'd LLM reasoning ability [image]
2025-06-09 View on X
Marcus on AI

Apple researchers detail the limitations of top LLMs and large reasoning models, including on classic problems like the Tower of Hanoi, which AI solved in 1957

LLM “reasoning” is so cooked they turned my name into a verb  —  Quoth Josh Wolfe, well-respected venture capitalist at Lux Capital:

2025-05-22
the battle is now literally Meta x OpenAI for the future of human—computer interaction apple was just siri'd
2025-05-22 View on X
Bloomberg

OpenAI acquires io, Jony Ive's secretive AI startup, for nearly $6.5B in stock; Ive and LoveFrom will remain independent but take over design for all of OpenAI

OpenAI will acquire the AI device startup co-founded by Apple Inc. veteran Jony Ive in a nearly $6.5 billion all-stock deal …

both need to route around Apple ioS + Google android both want wearables with AI Meta betting on open source AI + glasses + AR + audio + hardware i DONT know form factor but do KNOW per Lux's “directional arrow of progress”—it will likely be -audio capture (like limitless etc
2025-05-22 View on X
Bloomberg

OpenAI acquires io, Jony Ive's secretive AI startup, for nearly $6.5B in stock; Ive and LoveFrom will remain independent but take over design for all of OpenAI

OpenAI will acquire the AI device startup co-founded by Apple Inc. veteran Jony Ive in a nearly $6.5 billion all-stock deal …

2025-05-07
He @CGarrett_15 is the man. A smart savvy class act, an ubermensch and super connector always paying it forward. And yes...he can dunk.
2025-05-07 View on X
The San Francisco Standard

A profile of Christian Garrett, co-founder of the Hill and Valley Forum and partner at 137 Ventures, who has become Silicon Valley's diplomat to Washington, DC

Margaux MacColl / The San Francisco Standard : X: @wolfejosh , @cgarrett_15 , @cgarrett_15 , @hkanji , and @seanhenryatl X: Josh Wolfe / @wolfejosh : He @CGarrett_15 is the man. A...

2024-12-27
Truth. India is an important US ally and we should be doing more not less against shared threats especially those that wish us both harm.
2024-12-27 View on X
Noahpinion

How H-1B workers from India and other countries help the US remain dominant in tech, as some on the new “Tech Right” discover MAGA's racial-nationalist bigotry

Can't say I did not see this coming, tbh.  —  x.com/LauraLoomer/... @thetnholler : In-fighting : “The new MAGA coalition has officially had its first internal debate - over H-1b vi...

Truth. India is an important US ally and we should be doing more not less against shared threats especially those that wish us both harm.
2024-12-27 View on X
Politico

Tech lobbyists see new opportunities to expand access to high-skilled H-1B visas and green cards by leveraging the sway of Elon Musk over the GOP

A holiday blowup over immigration between Trump's tech advisers and the GOP base suggests the road may be littered with obstacles.

2024-12-26
Truth. India is an important US ally and we should be doing more not less against shared threats especially those that wish us both harm.
2024-12-26 View on X
Noahpinion

How H-1B workers from India and other countries help the US remain dominant in tech, as some on the new “Tech Right” discover MAGA's racial-nationalist bigotry

This isn't ambiguous.  —  The new MAGA coalition has officially had its first internal debate, and it's over H-1b visas.

2024-10-11
I was early Apple visionpro user BUT @Meta Orion is way better, lighter + roadmap will be compute interface of future👓 Lux funded CTRL-Labs which Meta acquired and is the neural band interface (non-invasive and also the way of future)🤯 [video]
2024-10-11 View on X
CNBC

Sources detail Meta's work on an Orion consumer version that could be built within two years, plans to bring Orion wristband tech to its other devices, and more

2024-08-25
I personally don't get the humanoid attempts. Bipedal or handlike dexterity doesn't make sense to me. Even for navigating stairs, door handles and human built world. Why? Engineering beats evolution. Robots will reign but will not look or move like us Best bet is on AI + OS
2024-08-25 View on X
Reuters

A look at China's humanoids market, after the city of Beijing launched a $1.4B robotics fund in January and Shanghai announced in July plans for a $1.4B fund

China dominates the market for electric vehicles.  Now it's chasing Tesla (TSLA.O) in the race to build battery-powered humanoids expected …

2024-08-24
I personally don't get the humanoid attempts. Bipedal or handlike dexterity doesn't make sense to me. Even for navigating stairs, door handles and human built world. Why? Engineering beats evolution. Robots will reign but will not look or move like us Best bet is on AI + OS
2024-08-24 View on X
Reuters

A look at China's humanoids market, after the city of Beijing launched a $1.4B robotics fund in January and Shanghai announced in July plans for a $1.4B fund

China dominates the market for electric vehicles.  Now it's chasing Tesla (TSLA.O) in the race to build battery-powered humanoids expected …

2024-08-19
1/ I had to contend years ago with biased & baseless rumor mongers spreading lies that Palmer was antisemetic—NO A “radical Zionist” 🇮🇱 Palmer is patriot🇺🇸, pure ally and is only anti-idiots + anti-naive illiberal identity ideologues —oh and also anti-despots + evil dictators. [image]
2024-08-19 View on X
Tablet

A profile of Palmer Luckey, who sold Oculus to Facebook, was fired after donating to a pro-Trump troll group, and now imagines a new age of warfare at Anduril

NO A “radical Zionist” 🇮🇱 Palmer is patriot🇺🇸, pure ally and is only anti-idiots + anti-naive illiberal identity ideologues —oh and also anti-despots + evil dictators. [image] Madd...

2024-08-18
1/ I had to contend years ago with biased & baseless rumor mongers spreading lies that Palmer was antisemetic—NO A “radical Zionist” 🇮🇱 Palmer is patriot🇺🇸, pure ally and is only anti-idiots + anti-naive illiberal identity ideologues —oh and also anti-despots + evil dictators. [image]
2024-08-18 View on X
Tablet

A profile of Palmer Luckey, who sold Oculus to Facebook, was fired after donating to a pro-Trump troll group, and now imagines a new age of warfare at Anduril

The facts of Palmer Luckey's life are so uniquely bizarre—combining elements of fantasy with lunacy and also world-altering change … Threads: @anildash . X: @carnage4life , @carnag...

2024-08-05
Sequoia's Mike Moritz drops the... ‘have-you-gone mad-with-willful-blindness-from-your- parochial-disdain-for -California-woke-culture-and-would- you-ever-let-Trump-in-your-syndicate- you-unsynpathetic-sycophantic- amnesiacs’...moral hammer🔨 on self interest https://www.ft.com/...
2024-08-05 View on X
Financial Times

Silicon Valley's Trump supporters are making the same mistake as all powerful people who back authoritarians: they can't control him, and he won't keep promises

The financiers who support him have made the same error as all powerful people who back authoritarians  —  The writer is senior adviser, Sequoia Heritage