As recently as 2021, the concept of a venture capital fund explicitly building for the U.S. national interest was considered extremely controversial in Silicon Valley.

Apex Space is believed to be the fastest company in history to progress from a clean-sheet design to an orbiting satellite, accomplishing the feat in 13 months.

Odyssey is a company building the financial infrastructure for Education Savings Accounts (ESAs), which allow parents in states like Texas to use public funds for private or alternative education.

Many American Dynamism hardware companies, such as Flock Safety and early Anduril, initially build products using off-the-shelf commodity hardware combined with advanced software.

Over the last 25 years, the number of American tech companies among the world's top 10 largest by market capitalization has increased from three to nine.

U.S. officials and operators on the ground near the Ukraine border identified Starlink as the single most important piece of technology they use.

SpaceX is responsible for launching 85% of all mass put into orbit, which has significantly lowered launch costs and increased demand for satellite communications.

Andreessen Horowitz launched its "American Dynamism" investment thesis in 2022, three weeks before Russia's invasion of Ukraine.

The "American Dynamism" investment thesis was considered shocking in Silicon Valley but was immediately embraced in Washington D.C., highlighting the cultural gap between the two.

The "American Dynamism" thesis was particularly surprising to venture capital firms in Silicon Valley that were still operating funds in China.

Catherine Boyle believes the next major conflict will be fought in space to protect critical infrastructure in low-Earth orbit, making offensive space capabilities a key investment area.

The concept of a "federal practice" for government sales is standard in Washington D.C. but was a historically foreign concept in Silicon Valley, representing a key operational gap.

The "American Dynamism" investment thesis has been adopted much faster than Andreessen Horowitz anticipated, achieving in three years what was expected to take ten.

A heuristic for identifying an "American Dynamism" sector is the existence of a U.S. executive department, such as the Department of Energy or Department of Defense, that regulates or oversees the ind...

Certain U.S. technology companies, particularly those in the American Dynamism category, are legally prohibited from selling their products to other countries.

Companies in the "American Dynamism" portfolio, such as Anduril, SpaceX, and Flock Safety, have fundamentally different go-to-market motions than traditional software companies because their primary c...

China has been supplying components for drone warfare to both Russia and Ukraine, allowing its industrial base to ramp up production in a way the U.S. has not.

The founder of Saronic, Dino, served in the Navy SEALs for 11 years before founding his company, exemplifying a trend of American Dynamism founders having deep prior experience with their government c...

Both SpaceX and Palantir had to sue the U.S. government to win contracts, which helped pave the way for other technology startups to enter the defense market.