Musk's Early Investor: The 3 Bets That Will Define AI by 2028 | Steve Jurvetson

Musk's Early Investor: The 3 Bets That Will Define AI by 2028 | Steve Jurvetson

July 7, 2026 · 42 min

About this episode

Steve Jurvetson discusses his insights on AI and technology investments based on his long-term experience with Elon Musk.

Steve Jurvetson has worked with Elon Musk for 29 years and was one of the earliest investors in SpaceX and Tesla, back when space wasn't even a category for venture capital. Today he runs Future Ventures, where he bets on nuclear fusion, epigenetic editing, and analog AI chips. We recorded this live on stage, with audience Q&A at the end. We cover: Why compute has compounded for 130 years, and what that curve says about the next 3 years Superintelligence odds: why Anthropic co-founder Jack Clark gives it a 30% chance of arriving next year What 29 years next to Elon taught Steve: focus, learning loops, and spotting talent (Tesla collects more AI training data in 4 days than Waymo has in its entire history) The 50-year question Steve asks every founder before writing a check His 30-day plan if you're one person with a crazy idea Where he's investing now: fusion, meat without slaughter, free healthcare via your phone When machines do everything, what's left for us Links: 📌 Subscribe to my free newsletter where I go deeper on AI tools, career strategies, and building with AI…

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Host: Marina Mogilko

Guest: Steve Jurvetson

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Organizations: SpaceX, Tesla, Future Ventures

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