Jordan sits down with Jamie Gull, founder and solo GP of Wave Function Ventures, to explore investing across aerospace, energy, and robotics to drive the next wave of re-industrialization.
Jamie is a former Space-X engineer who prescribes to the, “techno-industrialist” movement and invests in technical founders at the earliest stages. They unpack:
If you’re interested in deep tech, including the future of space, energy and robotics, then you will enjoy this conversation.
Chapters:
00:00 Introduction
02:07 Explaining Techno-Industrials
03:27 Shift In Venture Capital Towards Hard Tech
05:49 Missing Pieces Of U.S. Re-industrialization
10:24 Impact Of Protectionism On Innovation
15:19 Deep Tech Incrementalism vs. Breakthroughs
21:03 Aerospace & Space Investment Challenges
24:09 Jamie’s Views On The Drone Market
27:03 Energy As A #1 Investment Focus
31:44 Complexity Of Building Real-World Infrastructure
33:55 Lessons From Working at SpaceX
37:38 Deep Tech Founders Must Master The Art Of Storytelling
39:49 Jamie’s Background
45:09 Launching Wave Function Ventures
47:10 Robotics, Humanoids & Training Data
54:17 Rapid Fire
Follow Jordan on X: https://x.com/jrwolfe
Links to Jamie’s Work:
Subscribe & Follow:
