Josh Wolfe on America’s Next War and Why It Isn’t Taiwan

This week, we kick off by discussing Ben Smith’s bombshell post ”The group chats that changed America,” that exposed the private chats that nudged Silicon Valley’s money crowd into Trump’s orbit. 

Then we hop to DC’s Hill-and-Valley Forum, where the mantra was industrial renaissance or bust. The race with China, AI’s essential energy demands, and the need to reshore American manufacturing were the talk of the forum. Fear of China loomed over the entire forum and only whispers of tariffs crossed the lips of attendees and speakers alike. 

In the back half, Eric and Madeline are joined by Lux Capital’s Josh Wolfe, fresh off his on-stage appearance at the Hill and Valley Forum. Wolfe predicts two flashpoints the commentariat is ignoring: a terror-fertile Sahel and a China-courting Latin America. He spars with Eric Newcomer and Madeline Renbargner over Trump’s tariffs, friend-shoring versus reshoring, and whether founder-led startups like Anduril can out-maneuver bloated primes. If you think that the only great power game is Taiwan, Wolfe widens the aperture to central Africa and the Americas. 

Timecodes

00:00 - Intro

01:10 - Silicon Valley’s Most Important Group Chats 

08:18 - Hill and Valley’s “America First” Victory Lap 

16:20 - Josh Wolfe on America’s Next War