@shaunmmaguire A new Middle East is coming ๐ช๐ป
May the people of Iran have the strength to finish the job and restore their empire!
and with it the long lasting friendship between our two ancient ppl ๐ฎ๐ฑ๐ฎ๐ท
๐จ๐ฎ๐ฑ๐ฎ๐ท In what might be some of the most powerful footage to come out of today, Israelis and Iranians are dancing and celebrating side by side in the streets of London.
๐จ๐จ๐จ๐ธ๐ฆ Breaking: The Kingdom of Saudi Arabia announced it is joining Israeli-led American strikes against the Iranian regime. Bahrain, Jordan and UAE are also expected to join๐๐ป
Proud to build @kela_tech alongside partners who truly get it.
Grateful for @wolfejosh, @breeves08 who show conviction, clarity and mission alignment when it matters most ๐๐ป๐ช๐ป
We started Lux in 2000 with a simple conviction: the biggest opportunities lie at the frontier of science and technology that others find too hard, too early, or too confusing. Twenty-five years later, that conviction hasn't changed. What has changed is that the world has caught on.
Now compute, automation, and biology have matured into scalable engineering disciplines, and what was once fringe "deep tech" has become essential infrastructure. New talent, new tools, and new industrial capacity now exist to turn the most cutting-edge technology across the physical, computational, and life sciences into enduring businesses.
For these businesses and founders to become category-defining winners, they need meaningfulย capital and conviction. That is why we are especially excited to announce our largest fund to date, Lux Ventures IX, a $1.5B commitment to investing in the people turning sci-fi into sci-fact.
Today entire sectors of aerospace, biotech, defense, industrials, transportation and beyond are being reinvented by a new generation of brilliantly ambitious, often irreverent, scientists and engineers. And while markets have changed and capital reshapes around fewer companies and larger checks, our focus on the craft remains constant.
That focus matters because science doesnโt scale itself. The path from a result in the lab, only known to a few, to something durable the entire world will use requires a different kind of partnership. One that deploys the first $100K and the last $100M, that stays through the full arc of company-building, that mobilizes a powerful network of kinetic like-minded founders, and that treats capital as a tool rather than the product.
Forty-four people at Lux now manage $7B, still operating with the same discipline and purpose we had on day one. We find and fund founders others have overlooked, back conviction over consensus, and build alongside these rebels of science and tech at every stage.
Weโre grateful to our valued LPs who've partnered with us through multiple cycles, and to the founders who trust us with their life's work. The mission continues, with even greater intensity and momentum.
https://t.co/D6emTydcYK
Our last episode with David Cahn was one of the most downloaded of last year.
This episode today is even better.
- The Winners & Losers in AI
- The $0-$100M Club: Is Triple, triple, double, double dead?
- The Future of Defence: Who Wins & Who Loses
- How to Analyze Margins & Growth Rates in the World of AI.
Spotify ๐ https://t.co/hm14r2VhyY
Youtube ๐ https://t.co/ag70QcbZoV
Apple Podcasts ๐ https://t.co/yg11Q2LnEi
Timestamps:
00:00 Intro
01:09 Why Building Physical Data Centres is a Moat
10:36 Are We In an AI Bubble?
14:42 Winners and Losers in a World of AI
16:09 The Role of Big Tech and Monopolies
22:22 Breaking Down Circular Deals in AI: The Truth No One Sees?
34:26 Why Kingmaking is BS and VCs Do Not Make or Break Companies
37:53 The Importance of Margins in AI Investments
39:54 The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead?
49:13 Why the Most Important Hire for Startups Today is 23 Year Olds
58:29 The Future of Defence: Who Wins and Who Loses
01:07:33 Quick-Fire Round
My 6 takeaways with @DavidCahn6๐
.@jaredkushner: โI want to thank the amazing soldiers of the IDF ๐ฎ๐ฑ. Without their heroism, brilliance, and bravery, this deal would not have been possible.โ