How “acquihires” break Silicon Valley’s social contract
September 8, 2025
1,746
20
1.15%
Search the Record
IndexedEvery word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
Bloomberg Podcasts Episodes Around September 8, 2025
See what was published immediately before and after this episode.
3:46Robinhood and AppLovin Gain; Loandepot Soars; Oracle Upgrade | Stock Movers
1:16Now PlayingHow “acquihires” break Silicon Valley’s social contract
YouTube Description
as posted by the channelWhen star engineers leave a startup, they violate a key "social contract" of Silicon Valley, Josh Wolfe said.
Wolfe, partner and co-founder of Lux Capital, talked to Tracy Alloway and Joe Weisenthal on the Odd Lots podcast about AI hype, the talent wars and the challenge of aligning incentives.
One day it's so over. The next day we're so back. This is what it feels like gauging the AI boom right now. Everyone's looking for signs of some kind of slowdown and that investments aren't going pan out, but mostly, the dollar signs just keep piling up. And the AI winners like Nvidia, OpenAI, and Anthropic just keep seeing their market valuations rise. In the meantime, other AI players are seeing weird outcomes. Some promising startups aren't being sold, but rather their top talent is walking out the door, leaving other workers potentially in the lurch, while creating risk for venture capital bagholders. On this episode we speak with Josh Wolfe, co-founder and managing partner at the firm Lux Capital, which invests in a range of startups, many of which are in the AI space. He talks about the challenge of aligning incentives, what's overrated, what's underrated, why he thinks Nvidia may have run its course, and the threats to Silicon Valley's "social contract.”
Join us live in Chicago! Get tickets
Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox now delivered every weekday plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots ()
Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.
Subscribe to Bloomberg Podcasts
Check out more Odd Lots
Get the Odd Lots newsletter via
And for all things Odd Lots, visit
Visit our other YouTube channels:
Bloomberg Television
Bloomberg Originals
#AI #Economy #SiliconValley #OddLots #Bloomberg #Podcast #Investing #Business #Finance #Markets
Follow Bloomberg Podcasts on Twitter
For coverage on news, markets and more
Social
Links & Promotions
Guests & Subjects Covered
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.