July 17, 2023· 58 min

Josh Wolfe on Where Investors Will Make Money in AI

Josh Wolfe

Orality

Model

50%

Speaker Breakdown

HostTracy Alloway(1,917 words)

M:29%

HostJoe Weisenthal(1,290 words)

M:28%

GuestJosh Wolfe(7,691 words)

M:28%

Oral Indicators

Agonistic36%

literally, completely, totally

Engagement67%

you, our, your

Memory Aids100%

listen, now, well

Repetition100%

like (147x), know (129x), it's (106x)

Parallelism80%

And I'm Tracy Alloway...., So there are a lot of companie..., And to be fair, like, I think ...

Sound Patterns63%

74 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases3%

you know what, i mean

Literate Indicators

Hedging7%

maybe, could, quite

Passive Voice8%

are enthused, been unexpected, is estimated

Abstract Nouns15%

investment, recommendation, moment

Subordination6%

because, since, while

Sentence Length41%

Avg: 15.3 words/sentence

Word Complexity47%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style33%

793 personal pronouns found

Descriptive Style92%

literally, completely, internally

Description

We're in the midst of an AI mania of sorts. In public markets, investors are placing bets on the companies perceived as being the winners of this new wave of computing. Companies that aren't even in "tech" are touting their AI bonafides. And of course, in private markets, every venture capitalist suddenly seems to be pivoting to AI in some way or another. But who will actually win? Will it be the big incumbents? Can those incumbents be disrupted? Will it be the companies who have access to unique datasets? Or will it be whoever has the most computing power? On this episode, we speak with Josh Wolfe, co-founder of Lux Capital, who has been investing in the space for several years, long before it was trendy. He talks about where he's placing his bets and how he's thinking about identifying winners. See omnystudio.com/listener for privacy information.

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