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Ulevitch: Rival VCs who shunned defense for China are jumping in late

David Ulevitch · Ben Horowitz on Leadership and Culture · Apr 23, 2025 · at 12:35

David Ulevitch, General Partner at Andreessen Horowitz, compares a16z's early stance on defense investing with other Silicon Valley venture firms.

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“Other firms, you know, were investing in China and had all this other activity and, you know, now they might be a little bit Johnny come lately and like excited about defense, but they used to say no way to defense, no way to those things”

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