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American Dynamism made working with the government cool again: - Tech realizes defense matters - Companies like SpaceX and Anduril have proven startups can sell to the government - America has to build in the physical world to stay dominant David Ulevitch, Katherine Boyle, and Erik Torenberg join Marc...

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a16z

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313,735 просмотров • 7 месяцев назад •via X (Twitter)

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BREAKING: Inside a16z's American Dynamism Fund Why Marc Andreessen, Ben Horowitz, & David Ulevitch Launched American Dynamism David Ulevitch (David Ulevitch 🇺🇸), General Partner at a16z, who co-leads the firm’s AD practice w/ Katherine Boyle (Katherine Boyle) joins Sourcery to break down America’s comeback It's time to build. We discuss: - Story behind American Dynamism’s rise - Private capital boom behind national interest - JP Morgan’s $1.5T “Security & Resiliency” initiative - AI’s role across defense, logistics, & manufacturing - Why venture capital must “fund freedom like our lives depend on it.” Highlights: (00:00) David Ulevitch (01:54) The origin of American Dynamism (05:23) Why Marc Andreessen & Ben Horowitz backed the idea early (03:30) Partnering with Katherine Boyle, from rivals to co-leads (06:14) From meme to movement (07:00) Why venture returns exist in defense, energy, & infrastructure (07:11) The new supply-and-demand moment for American industry (11:00) Building a policy bridge between D.C. & Silicon Valley (15:29) Fixing defense procurement, the “bake-off” model (17:15) Private capital as America’s innovation engine (20:02) JP Morgan’s $1.5T commitment & what it signals (20:30) China, supply chains, & the race for energy independence (22:12) The new late-stage capital environment for defense tech (24:05) How AI is transforming defense, logistics, and public safety (27:42) Why this is a multi-generational mission
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BREAKING: Inside a16z's American Dynamism Fund Why Marc Andreessen, Ben Horowitz, & David Ulevitch Launched American Dynamism David Ulevitch (David Ulevitch 🇺🇸), General Partner at a16z, who co-leads the firm’s AD practice w/ Katherine Boyle (Katherine Boyle) joins Sourcery to break down America’s comeback It's time to build. We discuss: - Story behind American Dynamism’s rise - Private capital boom behind national interest - JP Morgan’s $1.5T “Security & Resiliency” initiative - AI’s role across defense, logistics, & manufacturing - Why venture capital must “fund freedom like our lives depend on it.” Highlights: (00:00) David Ulevitch (01:54) The origin of American Dynamism (05:23) Why Marc Andreessen & Ben Horowitz backed the idea early (03:30) Partnering with Katherine Boyle, from rivals to co-leads (06:14) From meme to movement (07:00) Why venture returns exist in defense, energy, & infrastructure (07:11) The new supply-and-demand moment for American industry (11:00) Building a policy bridge between D.C. & Silicon Valley (15:29) Fixing defense procurement, the “bake-off” model (17:15) Private capital as America’s innovation engine (20:02) JP Morgan’s $1.5T commitment & what it signals (20:30) China, supply chains, & the race for energy independence (22:12) The new late-stage capital environment for defense tech (24:05) How AI is transforming defense, logistics, and public safety (27:42) Why this is a multi-generational mission

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100,055 просмотров • 7 месяцев назад

The Common Thread of All Technology: Monitoring the Situation, Ep.1 "Every piece of technological progress can be reapplied somewhere else." American Dynamism, AI infra, crypto, consumer tech. These aren’t separate silos, they’re deeply intertwined. Without GPUs used as "toys" by gamers, we wouldn’t have modern AI. That’s the spirit of Episode 1 of our new show, Monitoring the Situation, with Katherine Boyle and Erik Torenberg. Katherine Boyle Erik Torenberg Eddy Lazzarin 🟠🔭
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106,275 просмотров • 9 месяцев назад

Marc Andreessen: How Movies Explain America In this episode of Monitoring the Situation, Marc, Katherine, and Erik go deep on four movies and how they fit into the American cultural canon: 00:40 - Once Upon a Time in Hollywood is a genius alternative history of the Manson murders 35:02 - Tropic Thunder is the funniest Hollywood movie in the last 25 years 49:37 - Oppenheimer fails to stick the landing despite an excellent first half and great production 01:08:40 - Fight Club is either incredibly left-wing or incredibly right-wing depending on how you read it Marc Andreessen 🇺🇸 Katherine Boyle Erik Torenberg
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596,077 просмотров • 8 месяцев назад

TBPN’s biggest episode yet? A glimpse behind-the-scenes, as an a16z all star lineup — Marc Andreessen 🇺🇸, Erik Torenberg, martin_casado, Anjney Midha 🇺🇸, David George, David Ulevitch 🇺🇸, Anish Acharya, jenkha.eth 🇺🇸 — went back-to-back live with John Coogan and Jordi Hays. Talking AI infra, consumer, growth, American Dynamism + more — streamed ahead of the a16z LP Summit. Watch the full video of today's TBPN livestream:
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TBPN’s biggest episode yet? A glimpse behind-the-scenes, as an a16z all star lineup — Marc Andreessen 🇺🇸, Erik Torenberg, martin_casado, Anjney Midha 🇺🇸, David George, David Ulevitch 🇺🇸, Anish Acharya, jenkha.eth 🇺🇸 — went back-to-back live with John Coogan and Jordi Hays. Talking AI infra, consumer, growth, American Dynamism + more — streamed ahead of the a16z LP Summit. Watch the full video of today's TBPN livestream:

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27,658 просмотров • 1 год назад

The biggest scandal is that top Silicon Valley VC firms went to China and “taught them how to do early stage investing.” Venture capital is American Dynamism. “It is the thing that allows America to be dominant in the global economy.” And we just gave it away. “VCs went over there and shared information, shared limited partners, shared all of the aspects and the functions of how you build an incredible legacy defining venture firm.” Twenty years later, China has a full-stack tech ecosystem aligned with the CCP. The real scandal is not just Apple but Silicon Valley itself. Katherine Boyle
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The biggest scandal is that top Silicon Valley VC firms went to China and “taught them how to do early stage investing.” Venture capital is American Dynamism. “It is the thing that allows America to be dominant in the global economy.” And we just gave it away. “VCs went over there and shared information, shared limited partners, shared all of the aspects and the functions of how you build an incredible legacy defining venture firm.” Twenty years later, China has a full-stack tech ecosystem aligned with the CCP. The real scandal is not just Apple but Silicon Valley itself. Katherine Boyle

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284,463 просмотров • 11 месяцев назад

“They go to the school of Elon Musk.” Founders trained at SpaceX are fanning out across the ecosystem — bringing hard-won lessons in manufacturing and production with them. In her conversation with TBPN, Katherine Boyle shares how these builders are helping power the next wave of American Dynamism — from modernizing legacy infrastructure to rebuilding the industrial base.
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“They go to the school of Elon Musk.” Founders trained at SpaceX are fanning out across the ecosystem — bringing hard-won lessons in manufacturing and production with them. In her conversation with TBPN, Katherine Boyle shares how these builders are helping power the next wave of American Dynamism — from modernizing legacy infrastructure to rebuilding the industrial base.

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"We believe that when people look back in 2050, they will say that California Forever was one of the most interesting and lasting and impactful partnerships between the government and military and Silicon Valley in the country." At the a16z American Dynamism summit in DC today, and the sense of optimism and opportunity in the room is incredible. Reminds me of what Katherine Boyle and I discussed last year. It’s time to build 🇺🇸🌁🏔️🛩️🛫🚀🛤️🌉🌇.
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"We believe that when people look back in 2050, they will say that California Forever was one of the most interesting and lasting and impactful partnerships between the government and military and Silicon Valley in the country." At the a16z American Dynamism summit in DC today, and the sense of optimism and opportunity in the room is incredible. Reminds me of what Katherine Boyle and I discussed last year. It’s time to build 🇺🇸🌁🏔️🛩️🛫🚀🛤️🌉🌇.

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Hollywood is going through a major cultural and creative reset, and Marc Andreessen thinks it’s long overdue. In this episode of Monitoring the Situation, Marc joins Erik Torenberg and Katherine Boyle to dissect the past decade of filmmaking, from the rise of “the message” in every movie to the return of genuine comedy and art. They cover the post-woke shift in Hollywood, the financial collapse of the streaming era, and why AI could spark a renaissance for a new generation of independent filmmakers. 00:00 Movies as modern myths 03:53 Why movies still matter 07:03 Taylor Swift, Scorsese & cultural artifacts 11:00 Streaming & the state of Hollywood post-COVID 27:41 Eddington: the first post-2020 real art film 48:49 AI in filmmaking & the future of creativity 52:26 Naked Gun revival and the return of humor 56:26 Fantastic Four and pro-family cinema 58:17 Could Atlas Shrugged be made today? Marc Andreessen 🇺🇸 Katherine Boyle Erik Torenberg
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In this conversation from the a16z New Media Summit, Marc Andreessen and Ben Horowitz join Gaby Goldberg and Erik Torenberg for a conversation on the present and future of media, including: - Why New Media favors offense over defense - How to go direct and tell a story that people care about - How to hire people who understand New Media - Why messaging matters first and distribution matters second - The skills founders need to become great communicators 00:00 Intro 00:54 Why authenticity wins in New Media 06:50 How traditional press has changed 11:50 Going direct & why founder-led branding matters 19:49 Picking your battles: When to fight back 23:37 Why being polarizing beats being liked 24:37 Hiring a team built for New Media 29:59 The founder messaging mistakes to avoid 33:42 Tell the bigger story: The Alex Karp playbook Marc Andreessen 🇺🇸 benahorowitz.eth Erik Torenberg Gaby Goldberg

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"The next war is actually going to be fought in space." Katherine Boyle on investing in space defense: "We need to be thinking about attritable systems in space. We need to be thinking about offensive capabilities. We need to be thinking about how Golden Dome can potentially be a part of that." Source: Katherine Boyle with The Wall Street Journal
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America has lost non-nuclear deterrence. Castelion CEO Bryon Hargis wants to change that. At Castelion, Bryon is building a new generation of hypersonic missiles designed for speed, survivability, and scalable production. He joined a16z's David Ulevitch for a conversation on Castelion, hypersonic weapons, the state of procurement and more. They cover: - America's lag in hypersonic weapons and why we need to catch up - The critical role of startups in weapons development - How Ukraine changed how we think about the future of warfare - Exciting developments towards procurement reform in Washington - How to build a company culture of urgency 0:00 Introduction 0:27 What are hypersonic missiles? 2:40 The continuum of deterrence 7:37 Breaking into government sales 8:14 Understanding the customer and building trust 14:29 Enterprise sales and government procurement 20:16 Lessons from Ukraine: Production and deterrence 23:15 Reindustrialization and dual use technology 25:00 Building company culture and urgency 26:45 Buy vs build: Supply chain decisions 28:55 Castelion's first launch 30:20 Optimism for American Dynamism Bryon Hargis David Ulevitch 🇺🇸
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America has lost non-nuclear deterrence. Castelion CEO Bryon Hargis wants to change that. At Castelion, Bryon is building a new generation of hypersonic missiles designed for speed, survivability, and scalable production. He joined a16z's David Ulevitch for a conversation on Castelion, hypersonic weapons, the state of procurement and more. They cover: - America's lag in hypersonic weapons and why we need to catch up - The critical role of startups in weapons development - How Ukraine changed how we think about the future of warfare - Exciting developments towards procurement reform in Washington - How to build a company culture of urgency 0:00 Introduction 0:27 What are hypersonic missiles? 2:40 The continuum of deterrence 7:37 Breaking into government sales 8:14 Understanding the customer and building trust 14:29 Enterprise sales and government procurement 20:16 Lessons from Ukraine: Production and deterrence 23:15 Reindustrialization and dual use technology 25:00 Building company culture and urgency 26:45 Buy vs build: Supply chain decisions 28:55 Castelion's first launch 30:20 Optimism for American Dynamism Bryon Hargis David Ulevitch 🇺🇸

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Marc Andreessen and Ben Horowitz on the State of AI In this closing keynote from a16z’s Runtime conference, General Partner Erik Torenberg speaks with our firm’s cofounders, Marc Andreessen and Ben Horowitz, about whether AI can learn leadership success and theory of mind, how new entrants can beat huge incumbents, and how supply constraints evolve over time. 00:00 Intro 03:32 Remix, originality, and the nature of human creativity 06:20 Ben on hip-hop, innovation, and creative genius 16:40 Embodied intelligence & the mind-body question 23:02 Are we in an AI bubble? 31:00 Coaching founders in a unique AI era 34:14 Talent & chips 37:10 The U.S.-China AI race and the robotics future Marc Andreessen 🇺🇸 benahorowitz.eth Erik Torenberg
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Marc Andreessen and Ben Horowitz on the State of AI In this closing keynote from a16z’s Runtime conference, General Partner Erik Torenberg speaks with our firm’s cofounders, Marc Andreessen and Ben Horowitz, about whether AI can learn leadership success and theory of mind, how new entrants can beat huge incumbents, and how supply constraints evolve over time. 00:00 Intro 03:32 Remix, originality, and the nature of human creativity 06:20 Ben on hip-hop, innovation, and creative genius 16:40 Embodied intelligence & the mind-body question 23:02 Are we in an AI bubble? 31:00 Coaching founders in a unique AI era 34:14 Talent & chips 37:10 The U.S.-China AI race and the robotics future Marc Andreessen 🇺🇸 benahorowitz.eth Erik Torenberg

a16z

195,623 просмотров • 8 месяцев назад

I got to sit down with David Ulevitch (David Ulevitch 🇺🇸) for E31 of We The Builders (We The Builders). He is a General Partner at a16z where he cofounded the $1.776 billion American Dynamism practice with Katherine Boyle about 4 years ago. Since then, it has taken over the timeline and become the language many use to describe frontier, deep or hard tech. Friend of the show Christopher Lochhead 🏴‍☠️ ✍🏼🎙 calls this Category Design, where you don’t necessarily have to be the first to become a category leader, you need to frame the problem and do it better than everyone else. We talk about investing strategy, founding story of American Dynamism and what made it a sticky brand, what he has learnt about how the world works from his anthropology background, surveillance concerns with public safety technologies, his best mentor who is not Marc Andreessen 🇺🇸 and more. American Dynamism focuses on investing in areas such as public safety, aerospace, logistics, national security, defense, manufacturing, industrialization, logistics. Some of the companies in their portfolio include Anduril Industries , Amca, Applied Intuition , Apex Space, Astro Mechanica , Astranis Space Technologies , Base Power , California Forever , Castelion , Hadrian , Northwood , Radiant and of course SpaceX. Founders of many of these will be featured in upcoming episodes or are friends of the show. David was previously the founder and CEO of OpenDNS, a cloud-delivered security service that was acquired by Cisco in 2015 for $635 million. While at Cisco , David was Senior Vice President and General Manager of Cisco Security — a $2.4 billion annual revenue business with more than 5,000 team members — where he oversaw the company’s global cybersecurity strategy, product portfolio, and business (via A16Z). Timestamps: 00:00 - Introduction 01:57 - Defining American Dynamism 05:43 - Project Maven and Rebuilding the Arsenal of Democracy 07:24 - Competing with General Catalyst for Anduril 08:49 - Category creation and defining the market 10:57 - The marketing engine of “The American Dream” 15:20 - Replicating Silicon Valley 18:22 - Robot Dogs and General Catalyst 19:47 - 1776 Million: Building the American Dynamism Practice 20:59 - Why Hardware Outperforms Software Over Time 22:38 - Coupling Defense, Energy, and Space 26:28 - Investing in Public Safety 33:01 - Investment Committees are “stupid” 35:39 - Long-term partners over short-term bets 39:23 - Policy, Regulations, and navigating relationships in DC 43:11 - How regulations are slowing us down 46:54 - The Industrial Supply Chain Divergence 51:29 - Global Maritime Dominance and Expanding TAM 53:39 - Venture-Backable Bets in Critical Industrial Infrastructure 1:00:24 - Applying Anthropology: Study of People, Culture, and Political Power 1:04:08 - What Drives Innovation Across Nations? 1:11:49 - Regional Talent and State Incentives 1:15:48 - Moving from Benevolent Dictator to Minority Investor 1:20:42 - Life is Checkers, Not Chess: Agency and Knowing When to Sell 1:26:57 - OpenDNS and the Pivot to Enterprise: Letting Markets Dictate Your Revenue 1:30:13 - The High Bar for Talent: Grittiness, Grind, and Magnetic Leadership 1:33:09 - Attracting Capital via Narrative: Storytelling vs. Lying 1:35:07 - Toastmasters and Single-Topic Debates: Sharpening Communication 1:37:20 - Modern Credentials: Domain Expertise and Sourcing True Signals 1:44:23 - Government Sales 101: Enterprise Sales on Steroids 1:46:34 - Closing
1:51:14

I got to sit down with David Ulevitch (David Ulevitch 🇺🇸) for E31 of We The Builders (We The Builders). He is a General Partner at a16z where he cofounded the $1.776 billion American Dynamism practice with Katherine Boyle about 4 years ago. Since then, it has taken over the timeline and become the language many use to describe frontier, deep or hard tech. Friend of the show Christopher Lochhead 🏴‍☠️ ✍🏼🎙 calls this Category Design, where you don’t necessarily have to be the first to become a category leader, you need to frame the problem and do it better than everyone else. We talk about investing strategy, founding story of American Dynamism and what made it a sticky brand, what he has learnt about how the world works from his anthropology background, surveillance concerns with public safety technologies, his best mentor who is not Marc Andreessen 🇺🇸 and more. American Dynamism focuses on investing in areas such as public safety, aerospace, logistics, national security, defense, manufacturing, industrialization, logistics. Some of the companies in their portfolio include Anduril Industries , Amca, Applied Intuition , Apex Space, Astro Mechanica , Astranis Space Technologies , Base Power , California Forever , Castelion , Hadrian , Northwood , Radiant and of course SpaceX. Founders of many of these will be featured in upcoming episodes or are friends of the show. David was previously the founder and CEO of OpenDNS, a cloud-delivered security service that was acquired by Cisco in 2015 for $635 million. While at Cisco , David was Senior Vice President and General Manager of Cisco Security — a $2.4 billion annual revenue business with more than 5,000 team members — where he oversaw the company’s global cybersecurity strategy, product portfolio, and business (via A16Z). Timestamps: 00:00 - Introduction 01:57 - Defining American Dynamism 05:43 - Project Maven and Rebuilding the Arsenal of Democracy 07:24 - Competing with General Catalyst for Anduril 08:49 - Category creation and defining the market 10:57 - The marketing engine of “The American Dream” 15:20 - Replicating Silicon Valley 18:22 - Robot Dogs and General Catalyst 19:47 - 1776 Million: Building the American Dynamism Practice 20:59 - Why Hardware Outperforms Software Over Time 22:38 - Coupling Defense, Energy, and Space 26:28 - Investing in Public Safety 33:01 - Investment Committees are “stupid” 35:39 - Long-term partners over short-term bets 39:23 - Policy, Regulations, and navigating relationships in DC 43:11 - How regulations are slowing us down 46:54 - The Industrial Supply Chain Divergence 51:29 - Global Maritime Dominance and Expanding TAM 53:39 - Venture-Backable Bets in Critical Industrial Infrastructure 1:00:24 - Applying Anthropology: Study of People, Culture, and Political Power 1:04:08 - What Drives Innovation Across Nations? 1:11:49 - Regional Talent and State Incentives 1:15:48 - Moving from Benevolent Dictator to Minority Investor 1:20:42 - Life is Checkers, Not Chess: Agency and Knowing When to Sell 1:26:57 - OpenDNS and the Pivot to Enterprise: Letting Markets Dictate Your Revenue 1:30:13 - The High Bar for Talent: Grittiness, Grind, and Magnetic Leadership 1:33:09 - Attracting Capital via Narrative: Storytelling vs. Lying 1:35:07 - Toastmasters and Single-Topic Debates: Sharpening Communication 1:37:20 - Modern Credentials: Domain Expertise and Sourcing True Signals 1:44:23 - Government Sales 101: Enterprise Sales on Steroids 1:46:34 - Closing

Suffiyan Malik

23,315 просмотров • 12 дней назад

We asked Katherine Boyle about the Army Transformation Initiative. "Last week was a huge week for American Dynamism inside of the DoD. The Army basically Department of Government Efficiency-ed itself." "The Army basically said: it's been too long. We want to divest from tech that's no longer helpful and modernize. We want to figure out what's actually useful for the Army and do it ourselves." "This is something that a lot of the early American dynamism cos have been pushing for for a long, long time. So congratulations to the Army."
2:07

We asked Katherine Boyle about the Army Transformation Initiative. "Last week was a huge week for American Dynamism inside of the DoD. The Army basically Department of Government Efficiency-ed itself." "The Army basically said: it's been too long. We want to divest from tech that's no longer helpful and modernize. We want to figure out what's actually useful for the Army and do it ourselves." "This is something that a lot of the early American dynamism cos have been pushing for for a long, long time. So congratulations to the Army."

TBPN

101,224 просмотров • 1 год назад

PART II: $635M Exit → $600M Fund David Ulevitch (David Ulevitch 🇺🇸), General Partner at a16z, on the Critical Industries AD is Investing in to Rebuild America AD Portfolio Companies & Areas: • AI: Applied Intuition, Ambient AI • Defense: Anduril, Saronic, Shield AI, Castelion • Energy: Radiant, Base Power, Exowatt, RigUp • Aerospace: SpaceX, Apex, Northwood, Aerodome, Air Space Intelligence (ASI), Astro Mechanica, Astranis • Manufacturing: Hadrian, Senra • Public Safety: Flock Safety, Longeye, Skydio • Supply Chain: Zipline, Flexport • Minerals: Mariana Materials, KoBold Metals We also discuss - Anduril’s Aura - The Magnetic Founder Principle - Lessons From OpenDNS's $635M Exit to Cisco David, alongside General Partner, Katherine Boyle (Katherine Boyle), co-founded a16z's American Dynamism Fund - creating one of the greatest national movements to come out of Silicon Valley
27:57

PART II: $635M Exit → $600M Fund David Ulevitch (David Ulevitch 🇺🇸), General Partner at a16z, on the Critical Industries AD is Investing in to Rebuild America AD Portfolio Companies & Areas: • AI: Applied Intuition, Ambient AI • Defense: Anduril, Saronic, Shield AI, Castelion • Energy: Radiant, Base Power, Exowatt, RigUp • Aerospace: SpaceX, Apex, Northwood, Aerodome, Air Space Intelligence (ASI), Astro Mechanica, Astranis • Manufacturing: Hadrian, Senra • Public Safety: Flock Safety, Longeye, Skydio • Supply Chain: Zipline, Flexport • Minerals: Mariana Materials, KoBold Metals We also discuss - Anduril’s Aura - The Magnetic Founder Principle - Lessons From OpenDNS's $635M Exit to Cisco David, alongside General Partner, Katherine Boyle (Katherine Boyle), co-founded a16z's American Dynamism Fund - creating one of the greatest national movements to come out of Silicon Valley

Molly O’Shea

236,064 просмотров • 7 месяцев назад

Sat down with Katherine Boyle (Katherine Boyle), General Partner at a16z and cofounder of the firm’s American Dynamism practice. We spoke about making government cool again, lessons from journalism, authoritarianism and innovation, propaganda, irony and seriousness, and Vanna White, hostess of the Wheel of Fortune. 0:00 - Intro 4:48 - The Decline in Public Service 7:47 - Making Government Cool Again 10:07 - Silicon Valley’s Aversion to National Security 13:15 - Positive Sum vs Zero Sum Cultures 16:27 - China, Authoritarianism, and Doing Hard Things 19:27 - What Makes America Special? 23:03 - Silicon Valley and the “Real Economy” 26:28 - Investing in Mature Markets 29:08 - Vanna White and The Wheel of Fortune 30:27 - Journalism and Loneliness 32:52 - Time and Suffering 38:10 - Seriousness and Purpose 41:11 - Is Culture Downstream of Technology? 42:48 - Propaganda and Coolness as a Strategic Asset 44:40 - Florida, Texas, and Regulatory Arbitrage 47:51 - DC, Silicon Valley, and Florida 50:20 - What Should More People Be Thinking About?
51:22

Sat down with Katherine Boyle (Katherine Boyle), General Partner at a16z and cofounder of the firm’s American Dynamism practice. We spoke about making government cool again, lessons from journalism, authoritarianism and innovation, propaganda, irony and seriousness, and Vanna White, hostess of the Wheel of Fortune. 0:00 - Intro 4:48 - The Decline in Public Service 7:47 - Making Government Cool Again 10:07 - Silicon Valley’s Aversion to National Security 13:15 - Positive Sum vs Zero Sum Cultures 16:27 - China, Authoritarianism, and Doing Hard Things 19:27 - What Makes America Special? 23:03 - Silicon Valley and the “Real Economy” 26:28 - Investing in Mature Markets 29:08 - Vanna White and The Wheel of Fortune 30:27 - Journalism and Loneliness 32:52 - Time and Suffering 38:10 - Seriousness and Purpose 41:11 - Is Culture Downstream of Technology? 42:48 - Propaganda and Coolness as a Strategic Asset 44:40 - Florida, Texas, and Regulatory Arbitrage 47:51 - DC, Silicon Valley, and Florida 50:20 - What Should More People Be Thinking About?

Alex LaBossiere

11,957 просмотров • 1 год назад

David Sacks on Polytheistic AI, Better Crypto Regulation, Beating China, and Fixing SF David Sacks is the White House AI and Crypto Czar. He joined a16z’s Marc Andreessen, Ben Horowitz, and Erik Torenberg for a conversation covering the importance of beating China in the AI race, the need for a federal standard for crypto regulation, how AI doomerism is replacing climate doomerism, how to solve the energy bottleneck in AI development, the path to fixing San Francisco, and more. 00:00 The state of AI and crypto policy 16:20 Orwellian AI and the real risks of AI 32:26 AI capabilities and pullback from AGI hype 39:18 Open-source AI, decentralization, and software freedom 46:28 Winning the AI race through innovation and exports 53:38 The energy bottleneck and America’s infrastructure challenge 59:48 AI doomerism and political narratives 01:13:30 San Francisco’s future David Sacks Marc Andreessen 🇺🇸 benahorowitz.eth Erik Torenberg
1:17:29

David Sacks on Polytheistic AI, Better Crypto Regulation, Beating China, and Fixing SF David Sacks is the White House AI and Crypto Czar. He joined a16z’s Marc Andreessen, Ben Horowitz, and Erik Torenberg for a conversation covering the importance of beating China in the AI race, the need for a federal standard for crypto regulation, how AI doomerism is replacing climate doomerism, how to solve the energy bottleneck in AI development, the path to fixing San Francisco, and more. 00:00 The state of AI and crypto policy 16:20 Orwellian AI and the real risks of AI 32:26 AI capabilities and pullback from AGI hype 39:18 Open-source AI, decentralization, and software freedom 46:28 Winning the AI race through innovation and exports 53:38 The energy bottleneck and America’s infrastructure challenge 59:48 AI doomerism and political narratives 01:13:30 San Francisco’s future David Sacks Marc Andreessen 🇺🇸 benahorowitz.eth Erik Torenberg

a16z

2,229,172 просмотров • 8 месяцев назад

"I think our biggest risk as a country is suicide, not homicide." Palantir CTO Shyam Sankar joins a16z's Katherine Boyle and Erik Torenberg to discuss Shyam's new book, Mobilize, as well as defense, AI, the SaaSpocalypse, and more. 00:00 Introduction 07:53 Rebuilding the industrial base 18:01 Modernizing the Army 24:20 The SaaSpocalypse 29:42 Agency over automation 38:24 Beating China without self-sabotage 40:42 Film as cultural willpower 49:57 The story of Admiral Rickover Shyam Sankar Katherine Boyle Erik Torenberg Palantir
54:15

"I think our biggest risk as a country is suicide, not homicide." Palantir CTO Shyam Sankar joins a16z's Katherine Boyle and Erik Torenberg to discuss Shyam's new book, Mobilize, as well as defense, AI, the SaaSpocalypse, and more. 00:00 Introduction 07:53 Rebuilding the industrial base 18:01 Modernizing the Army 24:20 The SaaSpocalypse 29:42 Agency over automation 38:24 Beating China without self-sabotage 40:42 Film as cultural willpower 49:57 The story of Admiral Rickover Shyam Sankar Katherine Boyle Erik Torenberg Palantir

a16z

273,851 просмотров • 3 месяцев назад

China Has Mass. Can America Catch Up? If a Taiwan war were to break out, the US would run out of high-end munitions in about 8 days. Currently, China is far outpacing us on raw scale. They have more personnel, more missiles, and more than 200 times the shipbuilding capacity. We sat down with Anduril Industries CEO Brian Schimpf and Hadrian CEO Chris Power to talk about what it’s going to take to make the American defense base the best in the world once again. 00:00 The myth of technical superiority 03:31 The erosion of US manufacturing 08:31 The skilled labor crisis 17:57 Supply chain vulnerabilities 36:49 Financial engineering vs. industrial policy 46:55 The Taiwan scenario & war gaming 52:55 Demographics, economics, and CCP strategy Brian Schimpf Chris Power Erik Torenberg benahorowitz.eth Marc Andreessen 🇺🇸
55:57

China Has Mass. Can America Catch Up? If a Taiwan war were to break out, the US would run out of high-end munitions in about 8 days. Currently, China is far outpacing us on raw scale. They have more personnel, more missiles, and more than 200 times the shipbuilding capacity. We sat down with Anduril Industries CEO Brian Schimpf and Hadrian CEO Chris Power to talk about what it’s going to take to make the American defense base the best in the world once again. 00:00 The myth of technical superiority 03:31 The erosion of US manufacturing 08:31 The skilled labor crisis 17:57 Supply chain vulnerabilities 36:49 Financial engineering vs. industrial policy 46:55 The Taiwan scenario & war gaming 52:55 Demographics, economics, and CCP strategy Brian Schimpf Chris Power Erik Torenberg benahorowitz.eth Marc Andreessen 🇺🇸

a16z

493,545 просмотров • 9 месяцев назад