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 assets
• Missing pieces holding back U.S. reindustrialization
• Why talent is still the biggest bottleneck in deep tech
• How storytelling can make or break a hard tech founder
• What it was like building reusable rockets at SpaceX
• The future of humanoid robotics and real-world AI training data

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:

• Wave Function Ventures - https://www.wavefunction.vc/
• LinkedIn – https://www.linkedin.com/in/jamie-gull/
• X – https://x.com/jamiegull
• E-mail - [email protected]

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