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# ![@wolfejosh Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::15370019.png) @wolfejosh Josh Wolfe

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

### Engagements: XXXXXX [#](/creator/twitter::15370019/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15370019/c:line/m:interactions.svg)

- X Week XXXXXXX +54%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +118%
- X Year XXXXXXXXXX +0.92%

### Mentions: XX [#](/creator/twitter::15370019/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15370019/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +80%
- X Year XXXXX -XXXX%

### Followers: XXXXXXX [#](/creator/twitter::15370019/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15370019/c:line/m:followers.svg)

- X Week XXXXXXX +0.53%
- X Month XXXXXXX +1.10%
- X Months XXXXXXX +5.70%
- X Year XXXXXXX +12%

### CreatorRank: XXXXXXX [#](/creator/twitter::15370019/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15370019/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  XXXXX% [stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXX% [vc firms](/list/vc-firms)  #217 [currencies](/list/currencies)  XXXX%

**Social topic influence**
[ai](/topic/ai) 17.57%, [adobe](/topic/adobe) #168, [$adbe](/topic/$adbe) #35, [lp](/topic/lp) #329, [6969](/topic/6969) #580, [future](/topic/future) 2.7%, [new york](/topic/new-york) 2.7%, [$googl](/topic/$googl) 2.7%, [$wly](/topic/$wly) #1, [israel](/topic/israel) #535

**Top accounts mentioned or mentioned by**
[@yilengyao1](/creator/undefined) [@grok](/creator/undefined) [@toffcap](/creator/undefined) [@judechrist44](/creator/undefined) [@lux_capital](/creator/undefined) [@aboterodlt](/creator/undefined) [@jweil130](/creator/undefined) [@littlestarxyz](/creator/undefined) [@themeyerlansky](/creator/undefined) [@vuittoncapital](/creator/undefined) [@ddblakefischer](/creator/undefined) [@nytopinion](/creator/undefined) [@nfergus](/creator/undefined) [@thefp](/creator/undefined) [@andrewrsorkin](/creator/undefined) [@chronosphereio](/creator/undefined) [@patrickoshag](/creator/undefined) [@gavinsbaker](/creator/undefined) [@anduriltech](/creator/undefined) [@lalshareef](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Apple, Inc. (AAPL)](/topic/$aapl) [RELX PLC (RELX)](/topic/$relx)
### Top Social Posts
Top posts by engagements in the last XX hours

"Piece. Of. Shit"  
[X Link](https://x.com/wolfejosh/status/1978647746509689104)  2025-10-16T02:22Z 173.1K followers, 145.2K 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](https://x.com/wolfejosh/status/1994251648789516565)  2025-11-28T03:46Z 173.1K followers, 109.7K engagements


"not coincidental This professor is Iranian born (Tehran) who came to the US and is paid to indoctrinate hundreds of students yearly in "Middle East Studies" dept at Univ of Arkansas with anti-west anti-US hate Funded since 90s by Saudi ($21.5M) + Iraq ($42M 2013-2018)"  
[X Link](https://x.com/wolfejosh/status/1994454279688511821)  2025-11-28T17:12Z 173.2K followers, 17.1K engagements


"ChatGPT is amazingand so is Gemini. Consensus assumed runaway success into far future. But future catches up fast"  
[X Link](https://x.com/wolfejosh/status/1995169169030234621)  2025-11-30T16:32Z 173.2K followers, 4971 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](https://x.com/wolfejosh/status/1979564191271841807)  2025-10-18T15:04Z 173.3K followers, 830.8K engagements


"Tomorrow either we will learn NYC will lose federal funding and plunge into chaos OR Polymarket got rigged by foreign whales"  
[X Link](https://x.com/wolfejosh/status/1985555613191934127)  2025-11-04T03:52Z 173.3K followers, 1.6M 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](https://x.com/wolfejosh/status/1991284411632087551)  2025-11-19T23:16Z 173.3K followers, 37.8K 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](https://x.com/wolfejosh/status/1996627406761673022)  2025-12-04T17:07Z 173.3K followers, 38K engagements


"2/ Thus far only VIP access like Henry Kravis (KKR) + his friend SNL leged Steve Martin"  
[X Link](https://x.com/wolfejosh/status/1996627956098388281)  2025-12-04T17:09Z 173.3K followers, 4841 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](https://x.com/wolfejosh/status/1996780445950685695)  2025-12-05T03:15Z 173.3K followers, 418.7K 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](https://x.com/wolfejosh/status/1996792480738717883)  2025-12-05T04:03Z 173.3K followers, 17K 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](https://x.com/wolfejosh/status/1996793389548011732)  2025-12-05T04:06Z 173.3K followers, 12.7K 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](https://x.com/wolfejosh/status/1996794222226428207)  2025-12-05T04:10Z 173.3K followers, 12.9K engagements


"9/ TBD if Semrush and GEO for search in LLMs proves valuable but low downside given price paid"  
[X Link](https://x.com/wolfejosh/status/1996794434424594895)  2025-12-05T04:11Z 173.3K followers, 10.1K 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](https://x.com/wolfejosh/status/1996795494312693810)  2025-12-05T04:15Z 173.3K followers, 18K 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](https://x.com/wolfejosh/status/1996799746854555691)  2025-12-05T04:32Z 173.3K followers, 5499 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](https://x.com/wolfejosh/status/1996800266205909351)  2025-12-05T04:34Z 173.3K followers, 5101 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](https://x.com/wolfejosh/status/1996800605667647728)  2025-12-05T04:35Z 173.3K followers, 6375 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](https://x.com/wolfejosh/status/1997382322958499919)  2025-12-06T19:07Z 173.3K followers, 35.9K 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](https://x.com/wolfejosh/status/1997510827142705516)  2025-12-07T03:37Z 173.3K followers, 11.6K engagements


"State by statelets go"  
[X Link](https://x.com/wolfejosh/status/1998394987931897897)  2025-12-09T14:11Z 173.3K followers, 13.9K 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](https://x.com/wolfejosh/status/1984732419262492780)  2025-11-01T21:20Z 173.3K followers, 974.1K engagements


"IQ test. Can you spot the genocide"  
[X Link](https://x.com/wolfejosh/status/1991645283693031454)  2025-11-20T23:10Z 173.3K followers, 245.7K 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](https://x.com/wolfejosh/status/1996790995334381678)  2025-12-05T03:57Z 173.3K followers, 29.5K 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](https://x.com/wolfejosh/status/1996791724455481603)  2025-12-05T04:00Z 173.3K followers, 17.4K 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](https://x.com/wolfejosh/status/1996792973351387237)  2025-12-05T04:05Z 173.3K followers, 13.8K 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](https://x.com/wolfejosh/status/1996793804909957388)  2025-12-05T04:08Z 173.3K followers, 11.9K 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](https://x.com/wolfejosh/status/1996795072465997953)  2025-12-05T04:13Z 173.3K followers, 11.5K 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](https://x.com/wolfejosh/status/1996796708978937942)  2025-12-05T04:20Z 173.3K followers, 9767 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](https://x.com/wolfejosh/status/1996797112621862978)  2025-12-05T04:21Z 173.3K followers, 8850 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](https://x.com/wolfejosh/status/1996798205468574051)  2025-12-05T04:26Z 173.3K followers, 7802 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](https://x.com/wolfejosh/status/1998091319751958567)  2025-12-08T18:04Z 173.3K followers, 126.3K 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](https://x.com/wolfejosh/status/1998237761321787754)  2025-12-09T03:46Z 173.3K followers, 7958 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](https://x.com/wolfejosh/status/1998386671360844110)  2025-12-09T13:38Z 173.3K followers, 13.8K engagements


"They NEVER was famine. There was ONLY felony theft by Palestinian terrorists. Free Gazans from Islamist jihad"  
[X Link](https://x.com/wolfejosh/status/1998415352527798707)  2025-12-09T15:32Z 173.3K followers, 14.8K engagements


"1/ Continuing my series of commanding heights of capital. Chase Coleman (Tiger Global)+ Josh Wolfe (Lux) + John Griffin (Blue Ridge)"  
[X Link](https://x.com/wolfejosh/status/1978519355819274703)  2025-10-15T17:52Z 173.3K followers, 68.7K 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](https://x.com/wolfejosh/status/1985913147417305502)  2025-11-05T03:32Z 173.3K followers, 31.1K engagements


"@anduriltech Full LP letter as PDF (link here)"  
[X Link](https://x.com/wolfejosh/status/1991996226427048430)  2025-11-21T22:24Z 173.3K followers, 3182 engagements


"Full LP letter as PDF (link here)"  
[X Link](https://x.com/wolfejosh/status/1991996294500614256)  2025-11-21T22:25Z 173.3K followers, 266.7K engagements


"New Lux Capital quarterly letter to LPs"  
[X Link](https://x.com/wolfejosh/status/1992631825542615317)  2025-11-23T16:30Z 173.3K followers, 52K 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](https://x.com/wolfejosh/status/1994511600360071517)  2025-11-28T20:59Z 173.3K followers, 25.3K 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](https://x.com/wolfejosh/status/1994857471543054387)  2025-11-29T19:54Z 173.3K 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](https://x.com/wolfejosh/status/1995197766029783435)  2025-11-30T18:26Z 173.3K followers, 17.6K 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](https://x.com/wolfejosh/status/1996047904688034203)  2025-12-03T02:44Z 173.3K followers, 3916 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](https://x.com/wolfejosh/status/1996049628538831141)  2025-12-03T02:51Z 173.3K followers, 57.4K engagements


"I responded to an investor re optical computing: More optical interconnects which we funded and sold. Have thus far been skeptical as optics for comms and moving data are amazing. But for computing/processing data very hard. Semiconductors work as switches and electrons repel. Photons don't. Same for memory. You can store data in a physical state or solid state liek flash mem etc. But you can't store light/photons So people have been stuck going between optical electrons back to.photons optical which is inefficient and too much energy So: optical I/o yes optical compute I'm too skeptical"  
[X Link](https://x.com/wolfejosh/status/1996803295210242387)  2025-12-05T04:46Z 173.3K followers, 14.7K 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](https://x.com/wolfejosh/status/1997043173885936110)  2025-12-05T20:39Z 173.3K followers, 9777 engagements


"Iceland is like another planet"  
[X Link](https://x.com/wolfejosh/status/1997379819940479244)  2025-12-06T18:57Z 173.3K followers, 20.7K 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](https://x.com/wolfejosh/status/1996799452372447355)  2025-12-05T04:31Z 173.3K followers, 5789 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](https://x.com/wolfejosh/status/1998606941925552489)  2025-12-10T04:13Z 173.3K followers, 17.8K engagements