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@wolfejosh Avatar @wolfejosh Josh Wolfe

Josh Wolfe posts on X about ai, adobe, $adbe, 6969 the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence technology brands XXXXX% stocks #5390 finance XXXXX% countries XXXX% vc firms #236 travel destinations XXXX% currencies XXXX%

Social topic influence ai 17.81%, adobe #178, $adbe #27, 6969 #724, $wly #1, hamas #320, israel #2309, $googl 2.74%, nyc 2.74%, pdf #198

Top accounts mentioned or mentioned by @yilengyao1 @grok @toffcap @judechrist44 @lux_capital @aboterodlt @themeyerlansky @vuittoncapital @ddblakefischer @nytopinion @nfergus @thefp @lalshareef @eikontx @chronosphereio @anduriltech @riotventures @gvteam @luxcapital @eueic

Top assets mentioned Adobe, Inc. (ADBE) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL) RELX PLC (RELX)

Top Social Posts

Top posts by engagements in the last XX hours

"Full LP letter as PDF (link here)"
X Link 2025-11-21T22:25Z 173.4K followers, 266.7K engagements

"7/ many underestimate workflow or pipeline raw generation edit (Photoshop) vector (Illustrator) video (Premiere) comtracts (Acrobat) my bet is AI doesnt replace pipeline but floods Adobe ecosystem w/ more volume data supports this: Firefly Services +32% QoQ"
X Link 2025-12-05T04:08Z 173.4K followers, 12.2K engagements

"19/ Wiley ($WLY) XX% Weight Research segment fell X% EBITDA margins compressed Leverage creeping to 2.9x (up from 1.5x). "Hindawi" disaster wasn't just bad M&A but a fraud factory (11k retractions brand killed)"
X Link 2025-12-05T04:32Z 173.4K followers, 5721 engagements

"This is true ADBE has cash + stock currency to do transformative accretive M&A Figma didnt work when they tried and Figma (which is awesome) is at moment still below $20B original offer ADBE price ($18.8B) and IPO"
X Link 2025-12-06T19:07Z 173.4K followers, 35.9K engagements

"You have to be a very specific kind of sick psychopathic mind-virus infected inhumane insane embodiment of pure evil to do this. There can be no peace or appeasement with evil"
X Link 2025-12-10T04:13Z 173.4K followers, 20.1K engagements

"people lose their mind all at once (viral social contagion) and regain their senses only slowly (and one by one) Love peace and gratitude♥☮🙏 to my Muslim brother @lalshareef"
X Link 2025-11-28T20:59Z 173.3K followers, 25.3K engagements

"Absolutely stoked to announce that David Meline has joined us on the Board of Lux family co @EikonTX David was: CFO Moderna CFO Amgen (2014-2020) CFO 3M (2011-2014) CFO GM (on X continents) and serves on the Board of HP ABB Lonza Group + the LA Philharmonic"
X Link 2025-12-03T02:44Z 173.3K followers, 3920 engagements

"It's wild. I love ChatGPT and the OpenAI team. I have said X things would crack the AI narrative X. OpenAI growth narrative slowing ✔ X. Shift to on-device inference and rise of memory players vs consensus presumption of endless scaling laws + ensless demand for GPUs + power"
X Link 2025-12-03T02:51Z 173.3K followers, 57.5K engagements

"2/ Thus far only VIP access like Henry Kravis (KKR) + his friend SNL leged Steve Martin"
X Link 2025-12-04T17:09Z 173.4K followers, 4847 engagements

"21/ Springer Nature XX% Weight XX% revenue from Research IPO'd Oct '24 failed in '18 and already broken crown jewel (Nature) charges 9.5k per open access article - target for revolt At 8.1x EBITDA a rerating to 5x implies XX% downside"
X Link 2025-12-05T04:34Z 173.3K followers, 5114 engagements

"22/ RELX 20x EBITDA / 26x P/E. Scientific publishing is cash cow (40% of profit) but growing only X% If mkt tops viewing this as a compounder and starts viewing it as disrupted utility (15x) that's XX% down"
X Link 2025-12-05T04:35Z 173.3K followers, 6398 engagements

"Iceland is like another planet"
X Link 2025-12-06T18:57Z 173.3K followers, 20.7K engagements

"All those pro-Palestine protestors. This is what you are aligned with. Morons. Senior Hamas official Khaled Mashal spoke in Istanbul at a conference called Commitment to Jerusalem and made Hamass intentions crystal clear: No international oversight in Gaza Hamas rule stays Terror weapons stay Israel is the eternal enemy International pursuit of Israeli leaders Terror prisoners must be freed Jerusalem is the central arena October X was carried out for Jerusalem This is a public official declaration that Hamas has no interest in peace reform or change directly contradicting every claim in"
X Link 2025-12-07T03:37Z 173.4K followers, 11.6K engagements

"buffett would say a business with pricing power implicitly says is a pretty good one i would be more worried if/when they are lowering prices to recover customers"
X Link 2025-12-09T03:46Z 173.4K followers, 8006 engagements

"Even larger than I predicted. It's not a myspace moment but Google is crushing right now and it's introduction of AI into Google scholar has given me a new short idea"
X Link 2025-11-28T03:46Z 173.4K followers, 109.7K engagements

"State by statelets go"
X Link 2025-12-09T14:11Z 173.4K followers, 13.9K engagements

"1/ Continuing my series of commanding heights of capital. Chase Coleman (Tiger Global)+ Josh Wolfe (Lux) + John Griffin (Blue Ridge)"
X Link 2025-10-15T17:52Z 173.4K followers, 68.7K engagements

"Tomorrow either we will learn NYC will lose federal funding and plunge into chaos OR Polymarket got rigged by foreign whales"
X Link 2025-11-04T03:52Z 173.4K followers, 1.6M engagements

"What practically (not hyperbolically) likely happens next is unfortunately a widening bifurcation of PRIVATE vs PUBLIC participation in NYC lifeexacerbating a deeper divide between rich + poor. as the former can opt-out of services the latter cannot. Cuomo would have been a UNITER not a DIVIDER. Trump will punish Mamdani withhold some federal funds for leverage. Thus. We will see the wealthy opting out of NYC + opting deeper into private services + opting further out of "public" life. The poorest who need better access were sold a lie and will suffer most as this observably happens -private"
X Link 2025-11-05T03:32Z 173.4K followers, 31.1K engagements

"1/🚨Palo Alto Networks (PANW) today revealed acquisition of Lux family co @chronosphereio for $XXXX billion in cash Chronospheres data observability platform is built to scale for the AI era the founders worked in our Lux NYC office + we funded Chronospheres Series A in 2019"
X Link 2025-11-19T23:16Z 173.4K followers, 37.8K engagements

"@anduriltech Full LP letter as PDF (link here)"
X Link 2025-11-21T22:24Z 173.4K followers, 3186 engagements

"New Lux Capital quarterly letter to LPs"
X Link 2025-11-23T16:30Z 173.4K followers, 52K engagements

"1/ Introducing (in this 🧵 thread below) Lux Capitals new luxury vintage technologies (inspired by WSJ magazine fashion ads which ALL have the SAME algorithmic layout: X page has model modeling new luxury jewelry or watch; adjacent page has item by itself)"
X Link 2025-11-29T19:54Z 173.4K followers, 10.6K engagements

"Lux is VERY bullish on supporting AEROSPACE + DEFENSE globally amongst all US allies. This time: Bulgaria and an amazing team + tech with mission to serve EU + NATO + allies + beyond"
X Link 2025-11-30T18:26Z 173.4K followers, 17.6K engagements

"1/ Foretell is out of stealth Backed by Lux Thrive Founders Fund Valor + @patrick_oshag + @GavinSBaker WIRED: "Want This Hearing Aid Well Who Do You Know"
X Link 2025-12-04T17:07Z 173.4K followers, 38K engagements

"They NEVER was famine. There was ONLY felony theft by Palestinian terrorists. Free Gazans from Islamist jihad"
X Link 2025-12-09T15:32Z 173.4K followers, 15.1K engagements

"3/ I'll argue the consensus bear case: "AI kills the seat" + commoditizes design one AI-augmented designer replaces three Adobe loses its moat got disrupted growth is slowing + its milking a hostage customer base"
X Link 2025-12-05T04:00Z 173.4K followers, 17.8K engagements

"5/ switching isn't just downloading a new app could change but you see the stickiness in the numbers: entetprise gross retention XX% NRR XXX% no sign in the fundamentals/P&L that users are canceling en masse because an AI generator (and I use them all) is "good enough""
X Link 2025-12-05T04:05Z 173.4K followers, 14.2K engagements

"6/ some element of Jevons Paradox cut cost to generate assets 10x and you don't cut creators by XX% but explode volume of digital assets by 100x or more Midjourney which I love makes pixels Adobe owns pipelines many of those pixels will still flow thru"
X Link 2025-12-05T04:06Z 173.4K followers, 13.1K engagements

"12/ Risks exist (user revolt macro shock workflow rollout by upstarts) But at 11x EBITDA you aren't paying for perfection but basically for a funeral not happening death of adobe was greatly exaggerated;) Long $ADBE"
X Link 2025-12-05T04:15Z 173.4K followers, 18.4K engagements

"14/ the X control XX% of $19B scientific journal mkt For decades they operated on "prestige capture" + captive demand running SaaS-level margins (Elsevier 38%) been a perfect biz: get content for free (taxpayers pay) + sell it back to universities at a premium era is ending"
X Link 2025-12-05T04:21Z 173.4K followers, 9135 engagements

"18/third force Institutional Revolt Australia/NZ universities staring down Elsevier for Jan '26 Sci-Hub (88M papers) + Preprints + Unpaywall = a "porous ecosystem." Libraries won't admit it but they can buy the core XXX journals and let leakage handle the long tail"
X Link 2025-12-05T04:31Z 173.4K followers, 6011 engagements

"23/ newspape e went from 1214x EBITDA at peak to 35x today. .70% multiple compression Academic publishing faces same trifecta: X Free alternatives (Sci-Hub/Preprints) X Budget pressure (Libraries) X Regulatory hostility (OSTP/Gates)"
X Link 2025-12-05T04:36Z 173.4K followers, 6858 engagements

"NVDA CEO Jensen Huang with NVDA employee Avinatan Ortaken hostage byterrorists now freed. ❤🤍💙"
X Link 2025-12-11T20:44Z 173.4K followers, 16.5K engagements

"👀AI Investor rapid-fire debate datacenters NVDA META GOOG AAPL MSFT SK Hynix Memory Robots "Lifecording" open source maintenance capex decline of SaaS Anduril + more. -Brad Gerstner (Altimeter) -Andrew Homan (Maverick) -Josh Wolfe (Lux) -Chase Coleman (Tiger)"
X Link 2025-10-18T15:04Z 173.4K followers, 831K engagements

"Fuck him. Fuck this. Fuck anyone voting for Mamdani Brilliant immigrants + brilliant scientists + technologists have come to NYC because of Cornell Tech adding to the competitive ecosystem of Columbia + NYU to create life saving drugs and advance cutting edge tech for us all"
X Link 2025-11-01T21:20Z 173.4K followers, 974.1K engagements

"IQ test. Can you spot the genocide"
X Link 2025-11-20T23:10Z 173.4K followers, 246.1K engagements

"1/Today at private investor gathering I pitched LONG Adobe (ADBE) SHORT basket of scientific publishers Wiley Elsevier Springer Nature AI overestimation oversold Adobe (down 40%) AI underestimation along with X other catalysts is set to crack the oligopoly of publishers"
X Link 2025-12-05T03:15Z 173.4K followers, 424.8K engagements

"2/ first $ADBE thesis then the short basket + weighting reasonably clean dislocation in large-cap SW Stock $XXX (down XX% from highs) Mult compressed from 40x to 20x EV/EBITDA 1112x (10yr low) mkt sees "value trap" facing existential AI threat I see category error"
X Link 2025-12-05T03:57Z 173.4K followers, 30.1K engagements

"4/IF it's a category error + AI overestimated: market treats Photoshop like 2005 camera shop headed for obsolescence. But it's more like Excel: few switch. XX% of revenue is pros/enterprise -entrenched workflows -shared asset libraries (esp co's) -compliance integrations"
X Link 2025-12-05T04:03Z 173.4K followers, 17.3K engagements

"8/ an "unsexy" moat: INDEMNIFICATION prompt jockey doesn't care about copyright Fortune XXX General Counsel cares deeply Firefly is trained on licensed Adobe Stock + offer IP indemnification For enterprise safe cool XX% of Fortune XXX already using Adobe AI features"
X Link 2025-12-05T04:10Z 173.4K followers, 13.3K engagements

"9/ TBD if Semrush and GEO for search in LLMs proves valuable but low downside given price paid"
X Link 2025-12-05T04:11Z 173.4K followers, 10.4K engagements

"11/ If narrative shifts from "terminal decline" to "steady compounder. a return to a 2425x multiple implies $440480 (+4050%). and normalized 30x gets $550+ (+75%)"
X Link 2025-12-05T04:13Z 173.4K followers, 11.8K engagements

"13/ the SHORTS structural short basket on the academic publishing oligopoly Wiley ($WLY) RELX ($RELX) and Springer Nature (SPG.F Frankfurt) thesis: one of the most durable arbitrage in modern historymonetizing publicly funded research behind XX% margin paywallsis breaking"
X Link 2025-12-05T04:20Z 173.4K followers, 10.1K engagements

"15/3 forces cracking the moat Tech Dislocation (Google Scholar Labs) 200M+ papers + answers question w/o click-through of the oligopoly Library budgets governed by "Cost-Per-Download." but usage stats collapse then cancellations follow GOOG explicitly bypassing "Impact Factor" prestige hierarchy publishers need"
X Link 2025-12-05T04:26Z 173.4K followers, 8067 engagements

"JUST BEGINNING. XX mos ago i was quoted in WSJ piece by the great @andykessler and i said 'every country will want Israeli defense tech' they've now begun exporting (w/ Germany getting the first Arrow3 system after USA in 5B euro deal one of largest in history)"
X Link 2025-12-05T20:39Z 173.4K followers, 9798 engagements

"On $ADBE could be "different this time".but someone shared this chart + note: 'since mid 2015 revenue has increased sequentially in XX out of XX quarters. Since release of ChatGPT Adobe has seen X pressure on margins + revenue continues to hit ATH each quarter'"
X Link 2025-12-08T18:04Z 173.4K followers, 127K engagements

"A giant of moral character in the US Senate not beholden to fringes of the Democratic party equally comfortable dining with Trump disagreeing with him wearing Carhartt and teaming with Sen. Ted Cruz to designate the Muslim Brotherhood terrorists We need Fetterman Dems"
X Link 2025-12-09T13:38Z 173.4K followers, 14K engagements

"1/ Every well-intentioned dollar you or anyone you know ever gave to Palestine was actually literally hijacked by lying religious extremists who are beyond evil. Every dollar has been complicit in murder kidnap rape"
X Link 2025-12-11T12:42Z 173.4K followers, 5498 engagements

"24/ On $ADBE many believed maybe its "different this time".but someone shared this 📈 + note: 'since mid 2015 revenue has increased sequentially in XX of XX quarters. Since release of ChatGPT Adobe has seen X pressure on margins + revenue continues to hit ATH each quarter'"
X Link 2025-12-11T15:10Z 173.4K followers, 3524 engagements