Founder/GP Wave Function Ventures investing in early stage deep tech. Former SpaceX engineer on Falcon 9 reentry and Co-Founder/CEO Talyn Air, Y Combinator.

Joined March 2009
57 Photos and videos
Pinned Tweet
3 Oct 2025
Stoked to get to finally announce Wave Function Ventures $15M Fund 1! Wave Function was created to partner with deep tech founders building hardware solutions to the world’s most important problems. I'm 9 investments in, with 15-20 left to go.
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Wild night in El Segundo with so many early @SpaceX employees celebrating. When many of us started it was a pipe dream that many made fun of. Here we are!
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Happy @SpaceX IPO eve to all those who celebrate. Wild to think I left a decade ago. Now my little dude has his SpaceX astronaut Jammie’s on for good luck.
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Jamie Gull retweeted
Jun 9
Our best numbers are rookie numbers? The US is on track to add a record ~86 GW of new generation capacity in 2026 — mostly solar, wind & storage. Reality Check: Large Power Transformers (LPTs 345kV ) are a massive bottleneck. Lead times stretch 2–4 years. Domestic production covers only ~20% of demand. Imports dominate, and the entire supply chain can’t keep pace. eia.gov/todayinenergy/detail…@newindustrials
Jun 8
Watch @ElonMusk provide a technical update on SpaceX’s capability to manufacture, launch, and operate AI satellites at scale → spacexipo.com
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Jamie Gull retweeted
Jun 9
In the US, we’re adding generation faster than we can integrate and deliver it reliably. While this level of generation capacity infrastructure output exceeded prior year records, this is only 20% of the 1 terawatt per year of GPUs that Elon and industry plan to build. rmi.org/resources/solving-th…
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It’s amazing to see the progress K2 Space has made in just four years – designing, building, and successfully launching the largest, most powerful satellites on orbit. @KaranKunjur and @neelkunjur leading some savage execution here.
K2 Space celebrates its fourth birthday today, June 1. When our co-founders @KaranKunjur and @neelkunjur started this company, they had big dreams to build big satellites – and now K2 is changing what’s possible in space with high power, high payload mass satellites to support all kinds of complex missions. Over the last four years, we went: --From a WeWork to a 180,000 sq. ft. factory in Torrance, CA --From 2 founders to a team of 275 people who are the best at what they do --From a new bank account to $450M in capital raised and $1B in contracts won --From a render to one of the largest satellites ever operating on orbit As we celebrate this milestone, we’re actively building and scaling to support extensive growth and other planned missions over the next year. Our Trinity mission will launch several satellites in early 2027, and we’ll be producing at least three dozen satellites a year in 2028. All of this is possible thanks to the support of our investors, customers, and employees, who share our vision of a bigger, more powerful future in space. (From then to now, below -- our original facility, on the left, and our current 180k sq. ft. factory and growing team, on the right.)
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Tobe is cooking, led by the awesome @H2Colby
NODE-01 specs: -50 kW membrane-free hydrogen electrolyzer -94.7% stack efficiency (HHV) -Zero platinum, zero iridium, zero precious metals -Pulsed-waveform power electronics, built in-house -95% US supply chain -Built in Oklahoma, not a render Shipping now. Hardware is back.
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The Avs can go into this third period and pull something off or get generationally embarrassed. Hoping for the former. @Avalanche
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Jamie Gull retweeted
Men 250 years ago: “I’ve been drinking Madeira wine, ale, rum, and hard cider since I weened off my mother’s tit. Water? Never touched the poison. On the morrow, I shall overthrow the most powerful empire in the history of the world. Men today: “I drank a glass of wine and it ruined my life. I couldn’t even podcast. My bracelet told me I was dying.”
Steven Bartlett says a few glasses of wine ruined the next 3 days of his life “It's one of those areas where you don't understand the hidden cost until you really give it up for a while. I stopped drinking at 30 years old. I'm now 33. When I was 31, I thought, I'll have a drink again because now I could really A/B test it. I had a year of not drinking, decided to have a drink again” “It ruined three days of my life. I had a couple of glasses of wine, didn't get drunk. It ruined three days of my life because of the domino effect it caused” “I got worse sleep that night, and then because I got worse sleep that night, I ate more poorly the next day because my dopamine system or whatever, the cortisol system was all messed up. I podcasted worse. I didn't go to the gym that day or the day after because I felt really bad. I then slept worse, and I could track all of this on my Whoop”
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Jamie Gull retweeted
Our Gen 1 humanoid doing some early morning stretches at Persona HQ in Houston. Crap, I also think I got some Gen 2 in the footage as well. ;) @personaaiinc
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Epic! Nice work @maddiehalla
1/ @OctopusEnergy is backing Living Carbon with $500M to reforest degraded land and remove CO₂ across North America. This major project financing comes with an additional ~$13M investment in our carbon business. Living Carbon is putting low quality land back to work. Our innovative reforestation turns low quality land into thriving forests faster to remove carbon or produce sustainable forest products. Read more about it in today’s @WSJ (link in the comments) →
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Half of America's AI data centers planned for 2026 are delayed or cancelled. They're waiting on transformers. I build chemical plants. Transformer prices have tripled in the last four years. Lead times are 2 to 4 years. Each new plant we build competes with AI data centers for the same grid equipment. Every large power transformer in America runs on grain-oriented electrical steel. It's made by rolling iron and silicon together until their crystals align in one direction. No other alloy works at utility scale and only one US company makes it: Cleveland-Cliffs. The average large power transformer on the grid is 38 years old. Service life is 40. Amazon, Google, Meta, and Microsoft committed $650 billion to AI infrastructure this year. Nvidia's most expensive GPU is useless without a transformer.
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Lucky to be included in the article fastcompany.com/91518561/ins… by @FastCompany for my deep tech VC fund, Wave Function Ventures. Also cool to see they highlighted the 4 SpaceX alum founded portcos and 2 SpaceX alum founded angel investments I've made. @JimCoutre @ShipByAirship, @_Andrenam_ @mateocernosek, @mike_smayda for Fortastra, Brian Taylor for Lux Aeterna, @WillBruey @VardaSpace , @neelkunjur @K2SpaceCo . This network is crazy strong and cannot wait to see what it brings the next 10 years.
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It's paywalled, but here is Wave Function.
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Jamie Gull retweeted
Having personally downlinked a lot of cool pics from space, this one takes the cake. Immensely proud of our team at @K2SpaceCo
I'm very proud to share that the team @K2SpaceCo has achieved Tier 2 Mission Success for Gravitas! Over the past week, we've: • Powered on our payloads • Activated our high power propulsion system and fired the thruster • Completed testing of our software system, including a software update With all of the satellite bus systems demonstrated and checked out, we will be transitioning to sustaining operations for the rest of the mission. This includes continuing our payload demonstrations while pushing the satellite bus systems to the limit to learn as much as possible for future missions. (And yes, this photo is real. Our thruster firing on orbit.) ---
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A real thruster pic on orbit on a high power class bird! Epic work @KaranKunjur @neelkunjur and @K2SpaceCo team.
I'm very proud to share that the team @K2SpaceCo has achieved Tier 2 Mission Success for Gravitas! Over the past week, we've: • Powered on our payloads • Activated our high power propulsion system and fired the thruster • Completed testing of our software system, including a software update With all of the satellite bus systems demonstrated and checked out, we will be transitioning to sustaining operations for the rest of the mission. This includes continuing our payload demonstrations while pushing the satellite bus systems to the limit to learn as much as possible for future missions. (And yes, this photo is real. Our thruster firing on orbit.) ---
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Great coverage by @Forbes on @DeepFission, a rapidly growing Wave Function Ventures portco.
The @Forbes Daily Cover Story just dropped, and @DeepFission is front and center. 👀👏 Take a look at how we’re rethinking #NuclearEnergy from the ground down. Read it here ➡️ forbes.com/sites/christopher… #Forbes #Nuclear #EnergyInnovation #AdvancedNuclear
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Fortastra making moves! @mike_smayda
Excited to welcome an exceptional group of leaders to Fortastra. This team has built and delivered at the highest levels. The time is now to execute. Let's get after it! Read more: spacenews.com/relativity-her…
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Epic!
I'm excited to announce we have achieved our Tier 1 mission success criteria and have begun gathering a tremendous amount of data on how this brand new spacecraft performs. On March 30th, 13:17:08Z, the Gravitas spacecraft separated from the SpaceX Transporter-16 stack to begin its mission as one of the highest power free-flying satellites ever launched. Immediately after separation, the spacecraft autonomously: - Executed detumbling maneuvers - Established two-way communications with the ground (on our very first ground station pass) - Deployed its 20kW solar arrays - Slewed to a safe and stable attitude to await further ground commands These actions alone are a testament to the incredible work of our in-house engineering, software, and GNC teams to build a robust spacecraft. Since then, our operations team completed all initial system activations and checkouts, confirming the vehicle is in a power positive and thermally stable state with no major anomalies observed at this time. We completed this phase of the mission ahead of schedule. Next up we will be powering up and downlinking data for all payloads aboard the Gravitas spacecraft in support of our customers and partners while continuing to put the spacecraft through its paces. As we noted ahead of launch: The goal of this mission is to experiment and push our systems to the limit to inform future missions. I look forward to sharing more on our successes and challenges as the mission proceeds. Video of our satellite below; link to full T-16 webcast: x.com/SpaceX/status/20368739…
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