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:Why venture capital is swinging back to hard assetsMissing pieces holding back U.S. reindustrializationWhy talent is still the biggest bottleneck in deep techHow storytelling can make or break a hard tech founderWhat it was like building reusable rockets at SpaceXThe future of humanoid robotics and real-world AI training dataIf you’re interested in deep tech, including the future of space, energy and robotics, then you will enjoy this conversation.Chapters:00:00 Introduction02:08 Explaining Techno-Industrials03:27 Shift In Venture Capital Towards Hard Tech05:49 Missing Pieces Of U.S. Re-industrialization10:24 Impact Of Protectionism On Innovation15:19 Deep Tech Incrementalism vs. Breakthroughs21:03 Aerospace & Space Investment Challenges24:09 Jamie’s Views On The Drone Market27:03 Energy As A #1 Investment Focus31:44 Complexity Of Building Real-World Infrastructure33:55 Lessons From Working at SpaceX37:38 Deep Tech Founders Must Master The Art Of Storytelling39:49 Jamie’s Background45:09 Starting Wave Function Ventures47:09 Robotics, Humanoids & Training Data54:13 Rapid FireFollow Jordan on X: https://x.com/jrwolfeLinks to Jamie’s Work:Wave Function Ventures - https://www.wavefunction.vc/LinkedIn – https://www.linkedin.com/in/jamie-gull/X – https://x.com/jamiegullE-mail - [email protected] & Follow:📰 Join the Substack – https://goingdirect.substack.com/subscribe⁠🎧 Listen on Listen on Apple Podcasts – ⁠https://podcasts.apple.com/us/podcast/going-direct-conversations/id1800505663⁠Subscribe to YouTube for more deep dives on decentralization, robots, and the real economy – ⁠⁠⁠https://www.youtube.com/@goingdirect_/videos

Ver todos los episodios