American Dynamism

“This year we haven't made a single American dynamism investment in San Francisco.”

“It was more of a surprise for the people in Silicon Valley, many of whom who still had funds that were operating in China. It was more of a surprise for them. And now I don't think it's a surprise for anyone. I think everyone's gets the thesis and is, is on bo…”

“We have competitors at other venture firms that go to just incredible, incredible lengths to come up with alternative phrasing to not say American dynamism, you know, industrial revolution, resilience.”

“For decades, it was very taboo to say you were building only for one country. Tech was by its nature global.”

“You know, even in some of the origins where some of the AD companies started, it was after Google bailed out of Project Maven, and people in Silicon Valley were really trying to figure out what was important, how do I want to spend my time, and that, that, tho…”

“If there's an executive department in Washington that exists to regulate or oversee an industry, that is likely American dynamism.”

“None of them got to crypto in any real way. They, you know, they're trying on AI, but they're way behind. And they definitely, you know, and they mostly missed American dynamism entirely.”

“A lot of the American Dynamism companies, at least the early sort of innings of where they started, a lot of them were using off-the-shelf commodity hardware with really advanced software.”

“Yeah, AD is a good marketing idea. And I think what, right, when they presented it internally, they presented the marketing idea, and I was like, well, I want to know what the fund idea is. You know, like, how do I make money? Like, we have investors, we got t…”

“I don't think we got that serious with them, but the other one was kind of ESG kinds of things, you know clean tech green energy, this and that and the other. You know, we thought that the right lens on that was much more going to be American dynamism one beca…”