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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 görüntüleme • 9 ay önce •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
28:06

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

Molly O’Shea

100,579 görüntüleme • 9 ay önce

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 🟠🔭
59:18

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 🟠🔭

a16z

106,275 görüntüleme • 10 ay önce

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
1:16:21

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

a16z

596,077 görüntüleme • 10 ay önce

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
2:56

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

a16z

284,490 görüntüleme • 1 yıl önce

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
1:08:31

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

a16z

736,153 görüntüleme • 10 ay önce

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
41:51

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

a16z

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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
0:29

"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

a16z

31,135 görüntüleme • 6 ay önce

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 🇺🇸
31:55

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 🇺🇸

a16z

59,072 görüntüleme • 8 ay önce

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
39:17

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 görüntüleme • 9 ay önce

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

23,974 görüntüleme • 1 ay önce

"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

276,664 görüntüleme • 5 ay önce

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

2,229,761 görüntüleme • 9 ay önce

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 görüntüleme • 10 ay önce

"If you're an investor, why are you not focused on investing in things that have America's interests at heart?" kuz discusses why he’s a major proponent of American Dynamism: "You think about space and defense and where we're at in the world, and our counterparts are focused on space, getting to the moon, and satellites. Whoever rules space is probably going to rule the world." "There's a lot of things that can really go wrong if we're not focused on preserving America."
1:58

"If you're an investor, why are you not focused on investing in things that have America's interests at heart?" kuz discusses why he’s a major proponent of American Dynamism: "You think about space and defense and where we're at in the world, and our counterparts are focused on space, getting to the moon, and satellites. Whoever rules space is probably going to rule the world." "There's a lot of things that can really go wrong if we're not focused on preserving America."

TBPN

131,287 görüntüleme • 2 ay önce

a16z always intended to be a media empire. This is the story of how it was built. As one of a16z’s earliest employees, Margit Wennmachers laid the foundations for a16z’s marketing operation. In this conversation with Marc Andreessen and Ben Horowitz, she shares stories of telling Marc to write Why Software Is Eating the World, getting Ben on the cover of Fortune Magazine, and finding that no publications were willing to run Marc’s now famous It’s Time to Build. The conversation also covers why founders should have a public voice, how a16z learned from CAA and changed venture, the power of authentic personality-driven media, and how the role of traditional media has changed. 00:00 Introduction 00:43 Meeting at The Creamery: When the firm had no office 06:24 “Treat LPs like mushrooms” 11:00 “We don’t have products. We have people and ideas” 14:45 The Fortune cover that started a war 28:03 Software is Eating the World: One draft, no edits 29:45 When nobody would publish “It’s Time to Build” 33:36 Why Ben wrote a book 41:30 “You can’t market a company without a character” 50:33 The GPT test for human communication 53:30 “How many people have something to say every day?” 57:00 Every company needs a personality Margit Wennmachers Marc Andreessen 🇺🇸 benahorowitz.eth
59:02

a16z always intended to be a media empire. This is the story of how it was built. As one of a16z’s earliest employees, Margit Wennmachers laid the foundations for a16z’s marketing operation. In this conversation with Marc Andreessen and Ben Horowitz, she shares stories of telling Marc to write Why Software Is Eating the World, getting Ben on the cover of Fortune Magazine, and finding that no publications were willing to run Marc’s now famous It’s Time to Build. The conversation also covers why founders should have a public voice, how a16z learned from CAA and changed venture, the power of authentic personality-driven media, and how the role of traditional media has changed. 00:00 Introduction 00:43 Meeting at The Creamery: When the firm had no office 06:24 “Treat LPs like mushrooms” 11:00 “We don’t have products. We have people and ideas” 14:45 The Fortune cover that started a war 28:03 Software is Eating the World: One draft, no edits 29:45 When nobody would publish “It’s Time to Build” 33:36 Why Ben wrote a book 41:30 “You can’t market a company without a character” 50:33 The GPT test for human communication 53:30 “How many people have something to say every day?” 57:00 Every company needs a personality Margit Wennmachers Marc Andreessen 🇺🇸 benahorowitz.eth

a16z

39,155 görüntüleme • 8 ay önce

People keep asking if we’re in an AI bubble. Ben Horowitz says the question itself means we’re not there yet. Marc Andreessen says what matters are the ground-truth fundamentals: working tech and paying customers. benahorowitz.eth Marc Andreessen 🇺🇸 Erik Torenberg
2:05

People keep asking if we’re in an AI bubble. Ben Horowitz says the question itself means we’re not there yet. Marc Andreessen says what matters are the ground-truth fundamentals: working tech and paying customers. benahorowitz.eth Marc Andreessen 🇺🇸 Erik Torenberg

a16z

24,160 görüntüleme • 9 ay önce