The United States is fundamentally vulnerable to information warfare due to its commitment to freedom of speech, a weakness exploited by state-sponsored media and domestic outlets that have abandoned journalistic standards.
The technology industry is at the beginning of a new, multi-decade hardware revolution, driven by AI, robotics, defense, and the re-onshoring of manufacturing from China.
Every major software revolution is preceded and enabled by a corresponding hardware revolution.
The current limitations in AI and VR are primarily hardware-bound, presenting a massive investment opportunity.
Most venture capitalists, successful over the last 25 years of software-focused investing, are not equipped to underwrite the complex, capital-intensive nature of the emerging hardware and deep-tech era.
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Concerns Raised
The US's fundamental vulnerability to information warfare due to its open society.
The decline of journalistic integrity in major media outlets, which exacerbates misinformation.
The lack of preparedness among most VCs for the coming hardware-centric investment cycle.
The US has weakened its global strategic position over the last two decades.
Opportunities Identified
Investing in the new, multi-decade hardware revolution (AI, robotics, defense, space).
Capitalizing on the massive trend of re-onshoring manufacturing from China.
Backing outlier founders in deep-tech and hardware with a more rigorous, specialized underwriting process.
The development of enabling technologies for future software platforms like VR and BCI.