The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 15 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Wolfe: Lux banned TikTok internally and helped push for its divestment
“TikTok, of course, a huge one, right? We banned it years ago, right when it had become TikTok from Musical.ly, in part because at the time, I seemed like a conspiratorial nut saying, I don't trust this with the Chinese Communist Party having control over this.…”
Wolfe: TikTok is the only digital tool restricted for his children
“The only tool that I restrict them from is TikTok. But otherwise, and that's for a variety of bad influence and Chinese Communist Party but otherwise, I want them learning how to use every tool as they would every appliance in a kitchen”
Wolfe: Lux Capital requires full-time in-office presence Monday through Friday
“Everybody is here Monday through Friday now. You know, at first it was Monday through Thursday, take Friday. Now I'm like, look, if you need to leave, you go family first. It's a principle here. Never miss a concert, a recital, a science fair, but we need to b…”
Wolfe: Investing drive is motivated by public status and getting credit
“I want to be right. I want to make money. I want the credit for it, but it really is about like the status because otherwise you would just do these things in private and totally in quiet.”
Wolfe: Lux Capital seeks scientists possessing hidden technological secrets
“And then the final situation, which is where we spend most of our time, is the Schopenhauer dictum, which is talent can hit a target that nobody else can hit, and genius can hit a target that nobody else can see. And that goes back to the asymmetric informatio…”
Wolfe: Lux partners get one solo high-conviction override investment per fund
“If you have one partner that is dogmatically table-bounding, and everybody else has said, I don't see it, what we decided to do for the tribe is, Is everybody gets one of those. So if I'm the one that sees it. Shane Parrish: One per year, one per career. Josh …”
Wolfe: I run my medical records through LLMs to catch doctor oversights
“Today, I take my medical records as soon as I get them from top doctors, and I still put them into LLMs to see what did they miss, and sometimes it unearths some interesting correlations.”
Wolfe: Lux Capital Has Discussed Adding an AI Partner to the Firm
“We have not yet done this as a partnership, but we've talked about it. Having an AI partner.”
Wolfe: I Record and Locally Search My Entire Screen Activity
“I've already given over again to the privacy gods everything that my screen sees. And so I trust that that's siloed on my device. It's not going to the cloud, but it's super helpful when I'm trying to search for something.”
Wolfe: Lux Capital's future investments will sit at the edge of today's
“I am a hundred percent certain that Lux will be investing in the most cutting-edge crazy stuff that you can imagine over the next two years. The zero that follows is I have zero percent certainty what those things will be. No idea. Now I have an inkling, and i…”
Wolfe: Lux Capital is funding a genetics company to sequence rare mutants
“And so I'm doing this right now in the genetic space, you know, a space that I know a little bit about, but we started with this crazy thesis about X-Men. Could you find the rare mutants in the world and could you sequence them? And search for them, and then s…”
Wolfe: Lux would rather lose half its investors than their capital
“The typical mantra we have internally is I would rather lose half my LPs than half my LPs money.”
Wolfe: I Use AI for Two to Three Hours Daily, Surpassing Google
“I'm on AI easily more than Google now, but I don't know, 2:03 hours a day.”
Wolfe: I Query ChatGPT, Claude, and Perplexity Simultaneously Across Browsers
“I will put them into three different models at the same time. So I will open three different browsers, you know, arrange them, and put it into ChatGPT, put it into Claude, put it into one of the perplexity models that's not running on those two, and, you know,…”
Wolfe: Calliope reverse-engineers the gut-brain axis to understand human satiety
“We back one guy. He happens to be this brilliant scientist at Columbia who reverse engineered the neural correlates for taste, and we funded him in a company called Calliope that is reverse engineering your gut-brain axis to understand how you feel the sense o…”