Lux Capital

6 statements across 3 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement Aug 23, 2024 by Grace Isford · said 42 times in 8 episodes since 2024 · across every show →

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brought up most by Grace Isford (20), Molly O'Shea (12), Chris Power (4), Sam D'Amico (2), Qasar Younis (2), Jeff Morris Jr. (1), Dan Wright (1)

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Everything said about Lux Capital, oldest first

Aug 23, 2024
Disclosure
Isford: 57 of 179 relocating Lux portfolio employees moved to NYC
“We've seen like an influx of like, I think it was roughly 179 employees of our Lux portfolio companies Who moved geographies between January, 20, 20. So just before the pandemic and mid April, 20, 24. So a few months ago 57 of those one 79 moved to New York an…”
Grace Isford Aug 23, 2024 ▶ 29:47 Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
Aug 23, 2024 bearish
Opinion
Isford: 2021-2022 AI investment sectors offer little opportunity today
“The map of how this evolved, particularly in AI today, is moving so quickly that what was a very great place to maybe be investing in twenty-twenty-one, 22, is really not the place where there's a ton of opportunity today.”
Grace Isford Aug 23, 2024 ▶ 10:39 Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
Aug 23, 2024 bullish
Disclosure
Isford: Lux invested in Hugging Face for its community and transformer unlock
“What really predicated our original investment was this incredible community. Their GitHub repo that took Advantage really of the key moment of the transformer paper unlock, productizing that, and then kind of becoming in many ways like the toll booth of AI in…”
Grace Isford Aug 23, 2024 ▶ 19:40 Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
Aug 23, 2024
Disclosure
Isford: Majority of Lux Capital's AI portfolio is based in NYC
“Majority of the Lux AI portfolio is here. I think we have a pretty darn good portfolio but that means Hugging Face is headquartered here. Runway is headquartered here. Mosaic ML, which was acquired by Databricks, They, their research team is largely here. Osmo…”
Grace Isford Aug 23, 2024 ▶ 27:01 Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
Oct 16, 2024 bearish
Assertion Supported
Josh Wolfe predicts 30% to 50% of VC firms will shut down
“Josh Wolf at Lux Capital wrote his quarterly letter and he predicted that 30 to 50% of venture firms would cease to exist.”
Jeff Morris Jr. Oct 16, 2024 ▶ 3:49 Inside VC’s Existential Crisis: Jeff Morris Jr. on Surviving & Winning · Sourcery with Molly O'Shea
Jul 18, 2025 bullish
Disclosure
Power: Hadrian raises $260M in equity and factory financing
“We just raised another two hundred sixty million dollars equity and factory financing. So Founders Fund and Lux led the round. So a hundred and ten million in new equity dollars as well as new investors like Altimeter.”
Chris Power Jul 18, 2025 ▶ 1:02 Inside Hadrian's $260M Series C to Advance Manufacturing in America · Sourcery with Molly O'Shea
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