Conference Presentation, Keynote
Intro to American Dynamism
- The "American Dynamism" movement is predicted to define the next decade of innovation in the United States, resonating with founders across Silicon Valley and the nation.
- Software is expected to enter difficult innovation categories including aviation, aerospace, national security, advanced manufacturing, public safety, transportation, logistics, housing, education, and workforce development.
- In 2023, computer science and engineering degrees awarded at American universities are projected to surpass all liberal arts degrees, shifting from the 4:1 ratio observed in 2010.
- A young, highly technical talent pool is anticipated to channel idealism into serving the country, marking a shift from the private sector trend identified in the 1990s where young people flocked away from government.
- New tech hubs are emerging in regions where jobs previously did not concentrate, leading to investment strategies that avoid traditional centers like San Francisco.
- Legacy incumbents, particularly those that are services-heavy and dominate specific industries, are expected to undergo significant transformation through software adoption within the American Dynamism category.
- Founders possessing unique government experience or background in public service, such as former FBI agents, will leverage insights into untapped innovation categories and ability to communicate with agencies.
- The American Dynamism category includes companies that do not sell directly to the government but serve defense suppliers or view government as a key stakeholder.
- Innovation is expected to increasingly originate from community-born ideas that delight citizens, prompting government adoption of these solutions.
- Companies within this category are forecasted to achieve rapid growth, high success rates, and significant national impact despite the prevailing narrative that large-scale government business is unbuildable, with SpaceX and Palantir cited as counter-evidence.
- Government agencies across the Defense Department and others are predicted to become increasingly curious and eager to collaborate with young entrepreneurs.
- The program will feature experts and leading government officials discussing cross-sector problem-solving to support the convergence of talent shifts and capital liquidity.
- The practice plans to execute approximately a dozen investments this year, focusing on founders with diverse backgrounds including those who have briefly worked in government.