WolfeThoughts, Volume 2 — Selected TweetStorms (compiled by Kevin G.)
TL;DR — The second Josh Wolfe compilation: selected tweetstorms sorted by theme.
How much weight it carries: Primary material collected by a reader. The texts are the subject’s own letters, posts or talks; the selection, ordering and any introduction are the compiler’s (‘Kevin G.’, who publishes the series at 12mv2.com).
What is in it
The first page is a contents page headed “Selected TweetStorms (Work in Progress)”. It lists four parts: Values (p. 3); Mental Models (p. 59: behavioral psychology, learning, philosophy, probability, randomness and optionality, science, storytelling, uncertainty); Lux Memos/Media + JW’s Stock Pitches (p. 147: private talks, letters, theses, portfolio companies, team, stock pitches); and Industries/Trends (p. 210: artificial intelligence, defense, education, industries, trends, products). Only the first page was read for this card (the file is view-only); nothing beyond it is described here and the page count is not known.
Where this came from
- Compilations index at 12mv2.com — the compiler’s own public page, which lists this file as “Josh Wolfe_Volume 2, Lux Capital” and links to a view-only copy. Checked 2026-10-12.
Connections
- Josh Wolfe
- Lux Capital
- WolfeThoughts — Josh Wolfe (compiled by Kevin G.)