Keep pulling the thread on Josh Wolfe & Brett McGurk.
At the G20 summit in 2023, the United States helped launch the India-Middle East-Europe Economic Corridor (IMEC), a strategic initiative to connect India to Europe via the Middle East.
The international space collaboration model has fractured, with China and Russia now pursuing a joint lunar exploration program separate from the United States and its partners.
Josh Wolfe predicts that 50% of subscale venture capital funds will fail in what he terms an "involuntary exit or extinction event."
A large, unnamed Limited Partner told Josh Wolfe that the failure rate for subscale venture capital funds will be 90%, significantly higher than Wolfe's 50% prediction.
The venture capital industry is experiencing a major investment shift away from the SaaS and enterprise software that drove the last 10-year boom cycle and towards physical assets like semiconductors, energy, and data centers.
Josh Wolfe predicts that several large venture capital firms, including General Atlantic, General Catalyst, Andreessen Horowitz, Insight Partners, and Lightspeed Venture Partners, will go public.
Anduril has raised several billion dollars and is considered the dominant "next-generation prime" contractor in the defense technology sector.
Josh Wolfe predicts that large venture capital firms like General Atlantic, General Catalyst, and Andreessen Horowitz will go public, following the model of private equity firms.
Authoritarian leaders with long tenures, such as Xi Jinping and Vladimir Putin, view the frequent changes in U.S. presidential administrations as a strategic weakness, believing they can outlast any single administration's policies.
Global nuclear risk is increasing due to the erosion of arms control agreements and the significant expansion of China's nuclear arsenal.
Josh Wolfe predicts that 50% of subscale venture capital funds will fail or be forced to exit the market.
An unnamed large LP told Josh Wolfe that 90% of subscale venture capital funds will go out of business, a more pessimistic view than Wolfe's 50% prediction.