About this episode

Jamie Gull discusses the shift from software to physical infrastructure as the key to future innovation and investment opportunities.

For the last 30 years, software created many of the world's biggest fortunes. But according to Wave Function Ventures Partner and former SpaceX engineer Jamie Gull, that era is changing. In this conversation, we explore why AI is making software easier to replicate, why physical infrastructure is becoming the world's biggest bottleneck, and why the next generation of trillion-dollar companies may come from energy, manufacturing, robotics, space, and industrial technology. We also dive into what Jamie learned during SpaceX's early years, how he evaluates founders today, why Los Angeles is becoming a global center for hard-tech startups, and the biggest investment opportunities most people still overlook. If you're interested in the future of technology, venture capital, AI, or where the next decade of innovation is heading, this episode is for you.

People in this episode

Host: Dan Steinhart

Guest: Jamie Gull

Topics covered

• future of technology
• venture capital
• AI
• hard-tech startups
• investment opportunities

Keywords

• AI
• software
• infrastructure
• investment
• technology
• manufacturing
• robotics
• space
• industrial technology

Mentioned in this episode

Organizations: Wave Function Ventures, SpaceX

Places: Los Angeles

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