Latest Interviews
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The Kill Chain: 2025 Edition
By early 2025, the defense technology ecosystem has matured into a collaborative network where companies like Anduril, Palantir, and SpaceX are delivering autonomous systems at scale, a shift catalyzed by the war in Ukraine and accelerated by a 25-year trajectory of theoretical innovation. Anduril now prioritizes mass production of low-cost assets, including cruise missiles and undersea vehicles, to meet the U.S. government's demand for industrial capacity in great power competition rather than relying on traditional, low-volume procurement models. This evolution reflects a broader strategic pivot toward iterative development and manufacturing readiness, challenging the Department of Defense to accept calculated risks and chaos as essential components of modern warfare.
- a16z14 min
Why American Dynamism Is Just Getting Started
Katherine Boyle, David Ulevitch
Launched three years ago with a 2022 geopolitical catalyst, the "American Dynamism" thesis rapidly transformed the venture capital landscape by shifting founder focus toward physical-world technologies and critical national infrastructure. This movement mobilizes a broad coalition of investors and engineers to support companies serving federal agencies and sectors like defense, energy, and manufacturing, effectively overcoming Silicon Valley's earlier resistance to patriotic business narratives. By prioritizing tangible outcomes over digital ad optimization, the initiative has established a new industry standard for building meaningful supply chains and technologies aligned with U.S. government interests.
- a16z19 min
Rebuilding the California Dream
Jan, founder of California Forever, proposes constructing a walkable city for up to 400,000 residents on 60,000 acres in Solano County to address the Bay Area's housing crisis and stimulate defense manufacturing near Travis Air Force Base. Targeting a 2027 groundbreaking contingent on local voter approval, the project aims to offer homes at approximately $1 million and implement pedestrian-focused infrastructure to recapture lost GDP caused by housing constraints. By leveraging renewable energy and positioning the community within 1.5 hours of major tech hubs, the initiative seeks to reverse California's population decline and reunite Silicon Valley capital with the military-industrial complex.