Lydia Moynihan interviews David Ulevitch and Katherine Boyle from Andreessen Horowitz about their American Dynamism practice, which invests in companies serving the national interest, like aerospace, defense, and energy. They explain that global events, emerging technologies, and post-Covid supply chain challenges highlighted the need for resilient, physical-world industries. While initially contrarian, growing founder interest and competition have strengthened the ecosystem, benefiting both innovation and national security.
#nynext #security #andreessenhorowitz
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