Shaun Maguire, partner at Sequoia and former physicist turned investor, joins the Limitless Podcast to explore why we’re on the verge of a technological renaissance.
From AI and silicon photonics to humanoid robots and space infrastructure, Shaun makes the case that the next 20 years will make the internet boom look tame. We dive deep into why America needs 10 SpaceX-level companies, the return of hardware innovation, the energy constraints of the future, and how frontier technologies like Neuralink and Mars colonization might reshape civilization.
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TIMESTAMPS
0:00 Intro
6:36 Who’s Shaun Maguire?
9:24 Investing in the AI Age
13:06 Hardware Manufacturing
21:58 Hardware Precedes Software Revolutions
42:20 Energy
49:53 Space Solar Reflectors
55:45 Space Economy
1:04:15 Elon Musk
1:14:24 Robotics
1:17:39 Neuralink
1:25:22 Doom Scenarios
1:32:02 Closing Thoughts
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RESOURCES
Shaun Maguire
https://x.com/shaunmmaguire
Sequoia Capital
https://www.sequoiacap.com/
Josh Kale
https://x.com/Josh_Kale
David Hoffman
https://x.com/TrustlessState
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures