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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...

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Molly O’Shea

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100,055 görüntüleme • 7 ay önce •via X (Twitter)

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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 Andreessen and Ben Horowitz to cover the origins of American Dynamism and where it's going, including Silicon Valley's roots in defense, the importance of American values winning globally, and how a special breed of founders is building for American Dynamism. 00:00 Intro 01:32 When Katherine Boyle coined “American Dynamism” 08:50 When emotional outrage replaced curiosity 14:14 “It’s Time to Build”: How COVID and The Social Network defined a decade 29:20 Space 2.0: Why you don’t need to build everything yourself 37:28 Attributable systems: Rethinking the economics of war 44:42 “The war won’t be about space, it will be in space” 46:33 Every country wants their own Silicon Valley 58:01 Winning by being more like us, not more like them 1:13:51 Why American Dynamism founders are different David Ulevitch 🇺🇸 Katherine Boyle Erik Torenberg Marc Andreessen 🇺🇸 benahorowitz.eth
1:16:32

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 Andreessen and Ben Horowitz to cover the origins of American Dynamism and where it's going, including Silicon Valley's roots in defense, the importance of American values winning globally, and how a special breed of founders is building for American Dynamism. 00:00 Intro 01:32 When Katherine Boyle coined “American Dynamism” 08:50 When emotional outrage replaced curiosity 14:14 “It’s Time to Build”: How COVID and The Social Network defined a decade 29:20 Space 2.0: Why you don’t need to build everything yourself 37:28 Attributable systems: Rethinking the economics of war 44:42 “The war won’t be about space, it will be in space” 46:33 Every country wants their own Silicon Valley 58:01 Winning by being more like us, not more like them 1:13:51 Why American Dynamism founders are different David Ulevitch 🇺🇸 Katherine Boyle Erik Torenberg Marc Andreessen 🇺🇸 benahorowitz.eth

a16z

313,735 görüntüleme • 7 ay önce

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 görüntüleme • 7 ay önce

We asked David Ulevitch 🇺🇸 (partner at a16z) to break down the thesis behind the American Dynamism fund. "We're going to invest in anything that supports the national interest." "We need to have an energy storage infrastructure in this country that's not dependent on China." "I would include everything from transportation, logistics, to education. You know, the tent is big."
1:12

We asked David Ulevitch 🇺🇸 (partner at a16z) to break down the thesis behind the American Dynamism fund. "We're going to invest in anything that supports the national interest." "We need to have an energy storage infrastructure in this country that's not dependent on China." "I would include everything from transportation, logistics, to education. You know, the tent is big."

TBPN

16,443 görüntüleme • 1 yıl önce

David Ulevitch on how AI is transforming categories like energy, drones, logistics, and public safety: “You can look from any dimension and recognize that AI is transforming all of these categories, as it should.” “AI is just transforming all of these industries, dramatically, and we’re all the beneficiaries.” Source: David Ulevitch 🇺🇸 on sourcery with Molly O’Shea
3:25

David Ulevitch on how AI is transforming categories like energy, drones, logistics, and public safety: “You can look from any dimension and recognize that AI is transforming all of these categories, as it should.” “AI is just transforming all of these industries, dramatically, and we’re all the beneficiaries.” Source: David Ulevitch 🇺🇸 on sourcery with Molly O’Shea

a16z

29,447 görüntüleme • 7 ay önce

AI Winners, Token Economics, and Venture Strategy w/ David Clark and David George VenCap CIO David Clark joins a16z GP David George to discuss the AI supercycle and how it's changing the technology industry, including what bigger exits mean for venture capital, why we're not in a bubble, why we're still early in enterprise AI adoption, and more. 00:00 Intro 00:38 The scale shift: Anthropic & OpenAI adding more revenue than hyperscalers 04:20 Skeuomorphic vs native AI applications in the enterprise 06:24 How the best AI companies run themselves differently 08:14 Top 1% exits 10x'd in 24 months 11:17 The half-life problem: Why 40% of AI leaders drop off every year 13:11 Token economics, cost pressure, and who captures value 17:00 Loss ratios, risk, and how to think about early stage 22:51 Are we in an AI bubble? 29:50 The future of venture capital in an AI world David Clark David George
33:09

AI Winners, Token Economics, and Venture Strategy w/ David Clark and David George VenCap CIO David Clark joins a16z GP David George to discuss the AI supercycle and how it's changing the technology industry, including what bigger exits mean for venture capital, why we're not in a bubble, why we're still early in enterprise AI adoption, and more. 00:00 Intro 00:38 The scale shift: Anthropic & OpenAI adding more revenue than hyperscalers 04:20 Skeuomorphic vs native AI applications in the enterprise 06:24 How the best AI companies run themselves differently 08:14 Top 1% exits 10x'd in 24 months 11:17 The half-life problem: Why 40% of AI leaders drop off every year 13:11 Token economics, cost pressure, and who captures value 17:00 Loss ratios, risk, and how to think about early stage 22:51 Are we in an AI bubble? 29:50 The future of venture capital in an AI world David Clark David George

a16z

42,120 görüntüleme • 1 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 • 6 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

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Ben Horowitz and Alex Rampell on AI Infrastructure, Crypto, and the Future of Venture a16z's Ben Horowitz and Alex Rampell sit down to discuss why the fundamental rules of building software companies have changed, how AI is creating massive demand for crypto infrastructure, why the next 15 years will make everyone's lives dramatically better, and more. 00:00 Intro 01:39 The new laws of physics for tech companies 06:37 Why not every legacy SaaS company is dead 10:30 America's AI infrastructure bottleneck 14:27 AI + crypto: Why they're more connected than you think 19:54 The future of VC 24:06 AI and the history of technological change benahorowitz.eth Alex Rampell
28:49

Ben Horowitz and Alex Rampell on AI Infrastructure, Crypto, and the Future of Venture a16z's Ben Horowitz and Alex Rampell sit down to discuss why the fundamental rules of building software companies have changed, how AI is creating massive demand for crypto infrastructure, why the next 15 years will make everyone's lives dramatically better, and more. 00:00 Intro 01:39 The new laws of physics for tech companies 06:37 Why not every legacy SaaS company is dead 10:30 America's AI infrastructure bottleneck 14:27 AI + crypto: Why they're more connected than you think 19:54 The future of VC 24:06 AI and the history of technological change benahorowitz.eth Alex Rampell

a16z

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"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

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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:
0:40

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:

a16z

27,658 görüntüleme • 1 yıl 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 • 8 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

284,452 görüntüleme • 11 ay önce

David Ulevitch on how AI is transforming energy, defense, and logistics: "If you start at the most fundamental level, energy—we have an insatiable thirst for energy in this country, and AI compute is driving a huge amount of it." "AI compute will then power lots of things. It's not just going to power ChatGPT, but it's going to power autonomy systems, all kinds of other language models, and all other kinds of use cases." "If you look at defense, computer vision is transforming the battlefield." "Then you see AI transforming logistics... flight operations and planning using AI, so you can have the most efficient flight planning, save the most amount of fuel, and make sure that the least amount of flights get canceled." David Ulevitch 🇺🇸 on sourcery
3:30

David Ulevitch on how AI is transforming energy, defense, and logistics: "If you start at the most fundamental level, energy—we have an insatiable thirst for energy in this country, and AI compute is driving a huge amount of it." "AI compute will then power lots of things. It's not just going to power ChatGPT, but it's going to power autonomy systems, all kinds of other language models, and all other kinds of use cases." "If you look at defense, computer vision is transforming the battlefield." "Then you see AI transforming logistics... flight operations and planning using AI, so you can have the most efficient flight planning, save the most amount of fuel, and make sure that the least amount of flights get canceled." David Ulevitch 🇺🇸 on sourcery

a16z

17,567 görüntüleme • 4 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

2,229,172 görüntüleme • 8 ay 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 • 8 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

57,624 görüntüleme • 13 gün önce

BREAKING | Made in America: Peter Thiel’s $50M Bet on American Nuclear Fuel w/ General Matter Scott Nolan (Scott Nolan), Founder & CEO of General Matter (& Partner at Founders Fund), joins Sourcery to explain why the US does <0.1% of global uranium enrichment today.. & why fixing that bottleneck is key to scaling AI, manufacturing, defense, & the grid itself Highlights: (00:00) U.S. Nuclear Resurgence (00:56) Why General Matter Was Founded (02:49) Making Nuclear The Cheapest Baseload Energy (04:00) Enrichment & Fuel Process Breakdown (05:16) Decline Of U.S. Enrichment Capacity (07:26) Building General Matter & SpaceX/Palantir Playbook (09:55) Skunkworks Team: Nuclear Experts + Generalist Engineers (11:11) Breakdown Of The Four Executive Orders (16:35) Geopolitics, GDP, & The China Energy Gap (21:14) End Of Stranded Assets & AI’s Power Bottleneck (24:40) AGI & Software’s Role In Nuclear Deployment (31:13) General Matter’s 12–18 Month Milestones This conversation is part of Sourcery’s “Made in America” Mini-Series recorded at the Reindustrialize 2025 Summit.
32:20

BREAKING | Made in America: Peter Thiel’s $50M Bet on American Nuclear Fuel w/ General Matter Scott Nolan (Scott Nolan), Founder & CEO of General Matter (& Partner at Founders Fund), joins Sourcery to explain why the US does <0.1% of global uranium enrichment today.. & why fixing that bottleneck is key to scaling AI, manufacturing, defense, & the grid itself Highlights: (00:00) U.S. Nuclear Resurgence (00:56) Why General Matter Was Founded (02:49) Making Nuclear The Cheapest Baseload Energy (04:00) Enrichment & Fuel Process Breakdown (05:16) Decline Of U.S. Enrichment Capacity (07:26) Building General Matter & SpaceX/Palantir Playbook (09:55) Skunkworks Team: Nuclear Experts + Generalist Engineers (11:11) Breakdown Of The Four Executive Orders (16:35) Geopolitics, GDP, & The China Energy Gap (21:14) End Of Stranded Assets & AI’s Power Bottleneck (24:40) AGI & Software’s Role In Nuclear Deployment (31:13) General Matter’s 12–18 Month Milestones This conversation is part of Sourcery’s “Made in America” Mini-Series recorded at the Reindustrialize 2025 Summit.

Molly O’Shea

178,574 görüntüleme • 11 ay önce

BREAKING: Inside the Pentagon w/ Emil Michael, Under Secretary of War for Research & Engineering, & Department of War CTO “My job is to create 5 more companies [on top of the 'new primes'] that work in the department & bring new capabilities.” Honored to host Under Secretary of War Emil Michael, live from the Reagan National Defense Forum in front of an F-117. We break down how the DoW actually works, dispel myths around defense tech, & discuss 'new primes' like Palantir, SpaceX, & Anduril And go into why the DoW is now concentrating on just six Critical Technology Areas to shape modern warfare Highlights: (00:00) Intro to Emil Michael (01:16) Oversight of DARPA, MDA, CDAO & DIU (02:11) From Uber to the DoW (03:34) Modernizing the largest bureaucracy in the world (05:30) China’s advancements & shifting U.S. priorities (10:14) Why the DoW reduced 14 tech areas to 6 (11:00) Applied AI & adapting commercial AI for defense (11:47) Hypersonics, directed energy & counter-drone systems (Epirus) (12:36) Contested logistics, biomanufacturing & new materials (13:41) America’s “1938 moment” (15:35) Preparing & protecting future U.S. warfighters (17:05) Lessons from Ukraine: drone-on-drone warfare (18:49) Expanding partnerships & accelerating AI across the DoW (23:13) Clearing misconceptions about Palantir & defense tech companies (29:35) Emerging innovators: Planet Lab, Neros Technologies, Hadrian & frontier AI
30:58

BREAKING: Inside the Pentagon w/ Emil Michael, Under Secretary of War for Research & Engineering, & Department of War CTO “My job is to create 5 more companies [on top of the 'new primes'] that work in the department & bring new capabilities.” Honored to host Under Secretary of War Emil Michael, live from the Reagan National Defense Forum in front of an F-117. We break down how the DoW actually works, dispel myths around defense tech, & discuss 'new primes' like Palantir, SpaceX, & Anduril And go into why the DoW is now concentrating on just six Critical Technology Areas to shape modern warfare Highlights: (00:00) Intro to Emil Michael (01:16) Oversight of DARPA, MDA, CDAO & DIU (02:11) From Uber to the DoW (03:34) Modernizing the largest bureaucracy in the world (05:30) China’s advancements & shifting U.S. priorities (10:14) Why the DoW reduced 14 tech areas to 6 (11:00) Applied AI & adapting commercial AI for defense (11:47) Hypersonics, directed energy & counter-drone systems (Epirus) (12:36) Contested logistics, biomanufacturing & new materials (13:41) America’s “1938 moment” (15:35) Preparing & protecting future U.S. warfighters (17:05) Lessons from Ukraine: drone-on-drone warfare (18:49) Expanding partnerships & accelerating AI across the DoW (23:13) Clearing misconceptions about Palantir & defense tech companies (29:35) Emerging innovators: Planet Lab, Neros Technologies, Hadrian & frontier AI

Molly O’Shea

187,462 görüntüleme • 6 ay önce

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 görüntüleme • 1 yıl önce