The latest episode of Pathfinder features Shahin Farshchi, General Partner of Lux Capital, a leading venture capital firm known for its investments in deep tech startups and hard science industries. The episode offers insight into Lux Capital’s Q3 investor letter, the firm’s investment strategies, and its significant contribution to the space industry.
- Lux Capital recently closed Lux 8, a $1.15B venture fund.
- The firm has been an early supporter of the space industry with investments in companies like Relativity Space, Epsilon3, Impulse Space, Astranis, Kymeta, Varda, Planet, and Hadrian.
- The conversation also covers Lux Capital’s investment thesis interest, which emphasizes the importance of non-consensus hypotheses.
- Insights on geopolitical shifts and their impact on long-term investing are included.
- The discussion also explores the value of the media’s role in offering informative and nuanced reporting.
The episode is sponsored by SpiderOak, a US-based software company specialized in developing space cybersecurity products for civilian, military, and commercial space operations.
Additional takeaways include advice for emerging managers, starship launch predictions, and a critical look at American dynamism. To learn more about Lux Capital, interested parties are invited to visit the firm’s website: https://www.luxcapital.com/
