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Connor Love

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  1. a16z49 min

    Why Founders Are Betting Big on Factories, Mines, and Energy

    Erin Price-Wright, Connor Love, Elena Burger

    The 2025 AD50 list centers on rebuilding the American industrial base through a unique convergence of geopolitical necessity, capital market innovation, and a new generation of hardware-focused entrepreneurs. This shift establishes a "build in advance" model where private venture capital funds defense prototypes and vertical supply chains before government contracts are awarded, utilizing AI to modernize manufacturing for high-mix production. By prioritizing full control over input extraction to end-system assembly, the movement is transforming defense hardware development into a dual-use engine that accelerates both national security readiness and the broader physical economy.