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  1. a16z56 min

    Anduril CEO: China Has Scale. Can America Catch Up?

    Ben, Marc, Erik Torenberg, Brian Schimpf, Chris Power

    A strategic assessment reveals a critical gap in U.S. defense industrial capacity, where Russia currently outproduces NATO on 155mm munitions and existing stockpiles would deplete within six to seven days of conflict. This deficit stems from decades of offshoring, an aging skilled workforce, and a reliance on technical superiority rather than mass production, leaving the U.S. unable to sustain high-intensity wars or effectively deter China in scenarios such as an invasion of Taiwan. To address these vulnerabilities, experts recommend a "factory-first" approach featuring government-backed long-term offtake agreements, concentrated capital investment in scaled manufacturing entities, and regulatory reforms to rebuild domestic supply chains and reinvigorate the talent pipeline.

  2. a16z45 min

    a16z Podcast: Best Clips of 2022

    Marc Andreessen, Balaji Srinivasan, Neal Stephenson, Karen Cheng, Steve Wozniak, Dr. Moriba Jah, Alex Fielding, Chris Power, Ryan Petersen

    Experts including Mark Andreessen, Balaji Srinivasan, and Neal Stephenson debate the societal impact of digital transformation, drawing historical parallels between technology regulation and 19th-century fears while arguing that mass internet immersion requires new national identities and functional metaverse solutions independent of AR hardware. Leaders from the space and manufacturing sectors, such as Steve Wozniak and Chris Power, warn of critical fragilities in advanced supply chains and orbital governance that threaten national security and economic stability without immediate legislative and logistical reforms. Concurrently, innovators like Karen Chang and Ryan Peterson analyze how artificial intelligence is democratizing creative expression and how e-commerce demands have fundamentally reshaped logistics to prioritize real-time consumer access over traditional freight efficiency.