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Excited to share that I’ve joined @a16z as an investment partner!
As part of the American Dynamism practice, I’ll be working alongside @davidu , @KTmBoyle, @espricewright and team to invest in visionary companies supporting our national interest.
More below, but TLDR we have an extraordinary opportunity to invest in the technology that will (and must) enhance our national security, industrial productivity, and public health. And although American Dynamism has evolved into a full-blown movement, we’ve just barely scratched the surface.
If you are an entrepreneur who shares our mission, please reach out!
Thank you to everyone (including @amishjani, the @FirstMarkCap team, and their incredible portfolio founders) who have supported me thus far.
More below and more to come 🇺🇸
~
In recent months, I’ve had dozens of conversations about my jump to a16z. Here’s some context for those I’ve yet to get to.
My journey began with a simple observation about VC: much of the “low-hanging fruit” has been picked.
The power of software is well-understood, and our asset class has grown around it, increasing competition. The best investors (like @FirstMarkCap!) will successfully back the best startups building AI-native solutions and deliver attractive returns. But many others will either 1) overpay just to win, or 2) rationalize investment in underwhelming companies (what I call “SaaS incrementalism”). Both will result in tepid returns.
To find transformative opportunities, VCs need to forge ahead and go where digital innovation previously hasn’t.
But where to go?
I stand by the cliché, “necessity is the mother of invention,” i.e., we should look where innovation urgently needs to happen. Interestingly, the sectors most critical to our national interest are also most underserved by software.
So I found my answers: aerospace, defense, energy, public safety, education, housing, supply chain, and manufacturing.
The problem with these domains – far from the safety and familiarity of white-collar enterprise SaaS – is that they present new challenges, most notably regulation, labor complexity, and capex intensity (the absence of which made SaaS so attractive since the advent of cloud).
But they also present enormous opportunity. Our largest economic sectors have yet to realize the benefits of major technology transformation. AI (from computer vision, to robotics, to agentic automation) dramatically increases the surface area for potential disruption.
I determined that success here will require a team of investors to share a mission and risk appetite, and build specialized networks for talent, GTM, and policy. I wanted to work for such a team, and feel lucky to have found one.
What began as a pragmatic observation about investing, morphed into a profound desire to invest in the technologies that will define the next century for Americans.
The AD team wants to empower the most daring entrepreneurs building in our most critical and overlooked sectors, so if you fit that profile, I’ll hope to connect soon.
As part of the American Dynamism practice, I’ll be working alongside @davidu , @KTmBoyle, @espricewright and team to invest in visionary companies supporting our national interest.
More below, but TLDR we have an extraordinary opportunity to invest in the technology that will (and must) enhance our national security, industrial productivity, and public health. And although American Dynamism has evolved into a full-blown movement, we’ve just barely scratched the surface.
If you are an entrepreneur who shares our mission, please reach out!
Thank you to everyone (including @amishjani, the @FirstMarkCap team, and their incredible portfolio founders) who have supported me thus far.
More below and more to come 🇺🇸
~
In recent months, I’ve had dozens of conversations about my jump to a16z. Here’s some context for those I’ve yet to get to.
My journey began with a simple observation about VC: much of the “low-hanging fruit” has been picked.
The power of software is well-understood, and our asset class has grown around it, increasing competition. The best investors (like @FirstMarkCap!) will successfully back the best startups building AI-native solutions and deliver attractive returns. But many others will either 1) overpay just to win, or 2) rationalize investment in underwhelming companies (what I call “SaaS incrementalism”). Both will result in tepid returns.
To find transformative opportunities, VCs need to forge ahead and go where digital innovation previously hasn’t.
But where to go?
I stand by the cliché, “necessity is the mother of invention,” i.e., we should look where innovation urgently needs to happen. Interestingly, the sectors most critical to our national interest are also most underserved by software.
So I found my answers: aerospace, defense, energy, public safety, education, housing, supply chain, and manufacturing.
The problem with these domains – far from the safety and familiarity of white-collar enterprise SaaS – is that they present new challenges, most notably regulation, labor complexity, and capex intensity (the absence of which made SaaS so attractive since the advent of cloud).
But they also present enormous opportunity. Our largest economic sectors have yet to realize the benefits of major technology transformation. AI (from computer vision, to robotics, to agentic automation) dramatically increases the surface area for potential disruption.
I determined that success here will require a team of investors to share a mission and risk appetite, and build specialized networks for talent, GTM, and policy. I wanted to work for such a team, and feel lucky to have found one.
What began as a pragmatic observation about investing, morphed into a profound desire to invest in the technologies that will define the next century for Americans.
The AD team wants to empower the most daring entrepreneurs building in our most critical and overlooked sectors, so if you fit that profile, I’ll hope to connect soon.
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big addition, welcome!
Two years after selling @FlyAerodome to @flocksafety, I’m leaving it in good hands.
Thanks to Flock, drones provide air support for 911 calls around the country.
Next, I'm joining @a16z as an Entrepreneur-in-Residence. There has never been a better time to build for America 🧵
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RT @bridgitmendler: This year has been a busy one for Northwood! We’ve announced and deployed two product lines across multiple continents,…
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will bitsky retweeted
Today, Northwood is announcing a $375M Series C.
In February of 2024, less than three years ago, we announced Northwood as a small six-person team.
We’ve grown a lot, but the goal stays the same – solve connectivity between Earth and space to take missions further faster.
The e data movement through space, and that is what we're building for, with scalable network capacity for the most challenging use cases.
We are proud to add new partners to our cap table and continue the journey with existing ones as we enter this new chapter.
Thanks to @a16z @DFJvc @WashingHarbour Alpine Space Ventures @stepstone and many others.
Read more: northwoodspace.io/blog/northwood…
In February of 2024, less than three years ago, we announced Northwood as a small six-person team.
We’ve grown a lot, but the goal stays the same – solve connectivity between Earth and space to take missions further faster.
The e data movement through space, and that is what we're building for, with scalable network capacity for the most challenging use cases.
We are proud to add new partners to our cap table and continue the journey with existing ones as we enter this new chapter.
Thanks to @a16z @DFJvc @WashingHarbour Alpine Space Ventures @stepstone and many others.
Read more: northwoodspace.io/blog/northwood…
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finance guys: maybe just trust shaun on this one
my first job after college was at goldman and i learned how to build thousand-row financial models with circular levered FCF builds
it taught me absolutely nothing about investing in novel technologies
Big Finance’s fetishization of the spreadsheet and accounting semantics continues to look silly
my first job after college was at goldman and i learned how to build thousand-row financial models with circular levered FCF builds
it taught me absolutely nothing about investing in novel technologies
Big Finance’s fetishization of the spreadsheet and accounting semantics continues to look silly
I hereby challenge @UnstructuredCap to a public debate
How about today at noon PT?
Consider this a financial duel
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wild it has been almost 5 years since @KTmBoyle wrote this.
many of these tropes are now common, esp. on X. they weren't in Jan 2022.
a16z.com/building-ameri…
many of these tropes are now common, esp. on X. they weren't in Jan 2022.
a16z.com/building-ameri…
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amazing outcome congrats to the rune team 🎉🇺🇸
salesforce ❤️ american dynamism
salesforce ❤️ american dynamism
We have signed an agreement to acquire Rune Technologies, bringing purpose-built super intelligence to logistics at the tactical edge
Together, we'll connect frontline operations with enterprise workflows to strengthen mission readiness, even with limited connectivity
More: sforce.co/4i92V7W
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TELEGRAM USERS: If someone using my name and this AI photo of me (not bad tbh) reaches out about some crypto thing — it is not me.
Crypto schemes not really my style. And I don’t use Telegram.
Plz block/report/ignore.
Crypto schemes not really my style. And I don’t use Telegram.
Plz block/report/ignore.
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we are in a new era. production is everything
🇺🇸
🇺🇸
The 2026 American Dynamism 50 is here: our annual list of 50 companies, from within the a16z portfolio and beyond, building for America's future.
This year's theme is Production is Deterrence. "America's ability to prevent conflict depends on what it can build, how fast it can t can keep going."
A new generation of defense companies is moving from prototypes to full-scale production, and the industrial base has to keep pace. This year's list is organized around three pillars:
1. Systems: the drones, ships, missiles, aircraft, and spacecraft that deter conflict.
2. Factories: the plants, tools, and software that build them.
3. Inputs: the materials and power they're made of and run on.
Get all three right, and the impact reaches well beyond defense, to skilled jobs, revitalized communities, and the supply chains behind energy, housing, and everyday goods.
Meet all 50: a16z.news/p/ad-50-2026-p…
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expected a characteristically technical piece from this team (which I always enjoy). reads as a nice ode to "pleasant persistence"
overlooked superpower for teams. and increasingly important as everyone seeks to solve 'friction with the real world.'
overlooked superpower for teams. and increasingly important as everyone seeks to solve 'friction with the real world.'
At @TerraformIndies we're often asked how, as a tiny start up in California, did we manage to build the cheapest utility scale solar array in North America? I asked @buildmattw to write a post on how he did it.
terraformindustries.wordpress.com/2026/10/27/how…
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will bitsky retweeted
Bringing Manufacturing Home.
Anduril isn’t even 10 years old yet. Imagine what they’ll be building in 50 years.
American Designed. American Built. 🇺🇸🚀💪
Thank you, @PalmerLuckey.
Anduril isn’t even 10 years old yet. Imagine what they’ll be building in 50 years.
American Designed. American Built. 🇺🇸🚀💪
Thank you, @PalmerLuckey.
BlueChip. Built in America.
America made the first electronic computer to win a war.
Now we depend on our greatest adversaries to build the computers that run our economy and defend our nation.
Today, we bring it home.
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this is going to be fun 🪐
Chris Dixon and Ben Horowitz on why a16z Crypto is now a16z Frontier, a fund for the "outer planet" founders building things that don't fit into any existing category:
"Years ago, [crypto] was sort of its own world with its own companies and its own investors. The lines have e kind of more part of the tech landscape."
"What we found with our vertical strategy is that there's still new things that fall outside of the verticals... And so by doing this, we will have the motion to invest in the very most interesting founders who are outer planets... It kind of fills a hole in the architecture."
"At the end of the day, more than categories, more than products, we invest in entrepreneurs, and so many of the most interesting entrepreneurs are outer planets, so this gives us a real way to get to them."
"Plenty of ideas that were not discussed today are probably more interesting and more creative. If for whatever reason they don't fit in the other kind of core areas at our firm, we're open-minded and willing to engage with those kinds of creative ideas."
@cdixon @bhorowitz
Full conversation: youtu.be/-9XQMHhpypc
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will bitsky retweeted
Denmark has selected Covenant's Anthem long-range precision strike system. 🇩🇰
We're proud to partner with DALO and @Forsvarsmin to strengthen Denmark's defence capabilities and advance affordable, scalable deep precision strike capabilities across Europe and @NATO.
fmn.dk/da/nyheder/202…
We're proud to partner with DALO and @Forsvarsmin to strengthen Denmark's defence capabilities and advance affordable, scalable deep precision strike capabilities across Europe and @NATO.
fmn.dk/da/nyheder/202…
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While the broader tech ecosystem spent hundreds of billions teaching AI to manipulate words and generate text. @AirSpaceIntel is different. We are deeply focused on the models that orchestrate the most complex systems across critical industries. Today's $325M Series C underwrites ansportation, defense and energy.
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