Keep pulling the thread on David Ulevitch.
The United States is currently extremely vulnerable to supply chain disruptions if China were to halt exports.
China's defense shipbuilding manufacturing capabilities are far more advanced than those of the United States.
A better defense strategy for the United States against China's shipbuilding capacity is to develop superior, indefensible missiles rather than attempting to match ship production volume.
David Ulevitch predicts that Andreessen Horowitz portfolio company Radiant Nuclear will activate the first fueled nuclear reactor of a new design in the United States in over 50 years, with the activation expected to occur next year.
Castellum is developing and manufacturing next-generation hypersonic missiles at a low cost and large scale for the United States and its allies.
The prediction market platform Kalshi recently raised $300 million at a valuation of $5 billion.
The prediction market platform Kalshi has reportedly processed over $50 billion in trading volume.
Anduril has a corporate policy, established by founder Palmer Luckey, of never using CGI renders in its product marketing videos, only showing real footage of its systems in operation.
China is unlikely to unilaterally cut off its supply chain to the US because its economy is heavily dependent on American consumption, and such an action could risk an economic collapse.
The United States is on the verge of a robotics revolution that will drive a transformation in domestic manufacturing.
The United States has very few steel smelters remaining, representing a significant decline in domestic production capacity and a strategic vulnerability.
Andreessen Horowitz's American Dynamism fund is actively investing in defense, space, public safety, and energy, and is increasingly looking at opportunities in mining and manufacturing.