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

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

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