David Ulevitch, general partner at Andreessen Horowitz (a16z), explains how tech worker protests against Google's military contract inspired defense tech founders.
“The Google Project Maven moment in 2018 in many ways as a galvanizing moment to actually wake up a lot of founders and builders and say, hey, wait a minute. I actually do want the government to have the best technology and best capabilities. I do want to build. I mean, that, you know, I would say if you fast forward, that gave rise to the American dynamism movement.”
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More from David Ulevitch
AssertionContradicted
Ulevitch: Taiwan is seven days from a blackout under a Chinese blockade
“This is an island country. That is, you know, seven days away from a total energy block, blackout if they get an oil and gas blockade from China so that they can't bring in ships to deliver oil and fuel.”
David UlevitchJul 16, 2025▶ 28:13America's Energy Problem: We Need A New Grid
PredictionNot checkable as stated
Ulevitch: Exquisite Military Platforms Will Not Win Future Wars
“I think the war in Ukraine really put a very, very bright light On how our exquisite large platforms are not gonna be the platforms for the fight of the future.”
David UlevitchNov 19, 2025▶ 37:23Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)
PredictionNot checkable as stated
Ulevitch: Surge in European Defense Spend Will Largely Flow to US
“And that spend is ultimately gonna go, there aren't enough incumbents in Europe to have all that money go to companies in Europe. So it's a huge opportunity for their strongest ally, which is the United States, for the companies here to actually go and increas…”
David UlevitchNov 19, 2025▶ 39:09Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)
Disclosure
Ulevitch: Three a16z Portfolio Companies Are on China's Sanctions List
“We have three companies now that are on China's unreliable entities list, which is an amazingly named list but they're forbidden now from buying batteries from China.”
David UlevitchNov 19, 2025▶ 1:09:50Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)
Disclosure
Ulevitch: Chinese battery cutoffs have severely impacted a16z portfolio startups
“Being cut off from being able to buy batteries from China is incredibly punitive to a company, and we've certainly seen that happen with some of our startups, and then they have to go, you know, then you find out quickly that the ability to procure and source …”
David UlevitchJul 16, 2025▶ 13:19America's Energy Problem: We Need A New Grid
PredictionNot checkable as stated
Ulevitch: Society is underestimating long-term electricity demand for AI compute
“And so, I do think that compute is gonna just, I think we actually probably are underestimating the amount of compute that we're gonna soak up over the, with electricity over the next, you know, 10, 2030, 4050 years.”
David UlevitchJul 16, 2025▶ 20:42America's Energy Problem: We Need A New Grid
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