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  1. a16z24 min

    The Founders Who Left Tesla to Rebuild America | a16z

    Erin Price-Wright, Turner Caldwell, Drew Baglino

    Led by former Tesla executives Turner Caldwell and Drew Baglino, Mariana Minerals and Heron Power are building a vertically integrated domestic supply chain for critical minerals and solid-state power infrastructure to close a fifty-year capability gap with China. The companies deploy proprietary autonomous operating systems to accelerate refinery ramp-ups and modernize the grid, aiming to secure over 500 jobs while establishing a new industrial model that prioritizes physical assets over software algorithms. By co-locating manufacturing with energy generation and leveraging silicon carbide semiconductors, the initiative seeks to re-industrialize the U.S. economy through a "minerals mandate" that mobilizes private capital to rebuild the foundational infrastructure of AI dominance.

  2. a16z26 min

    Modernizing Warfare and Beyond

    Liz McNally, Qasar Younis, Erin Price-Wright

    The Defense Innovation Unit is accelerating the integration of dual-use commercial technology into the Department of Defense by partnering with companies like Applied Intuition to prototype and field software at scale. This strategy leverages new congressional flexibility and the Commercial Solutions Opening model to bridge the gap between agile industry innovation and military needs, addressing critical challenges in the Indo-Pacific against China's advancing autonomy capabilities. By prioritizing "dual fluency" talent and a venture-first procurement approach, DIU aims to modernize the defense industrial base and ensure the U.S. maintains a technological edge in software-defined warfare.

  3. a16z27 min

    Powering the Next Big Things

    Erin Price-Wright, Doug Burgum

    Secretary Doug Burgum chairs the newly formed National Energy Dominance Council alongside Energy Secretary Chris Wright to address a declared national energy emergency driven by the AI arms race and threats from China and Iran. The administration is implementing a regulatory overhaul that utilizes AI to accelerate permitting from years to weeks, establishes Freedom Zones with guaranteed 30-day approvals, and deploys the Defense Production Act to modernize critical mineral mining and electricity generation. This strategy prioritizes abundant, reliable fossil fuel and nuclear power to support the tech sector's $300 billion infrastructure investment while explicitly excluding subsidized renewable sources.