Ryan McEntush is an investing partner on the American Dynamism team at Andreessen Horowitz (a16z), discussing electrical grid economics and balancing baseload power.
Prediction Not checkable as stated
McIntosh: Hardware companies must reshore or vertically integrate key component supply chains
“All these things we're going to need to either reshore or vertically integrate within the companies who are building the end product.”
Prediction Not checkable as stated
McIntosh: Electro-industrial supply chain ownership will dictate global military and economic power
“And I think as we, you know, look forward 50, a hundred years, owning the supply chains today are going to have a lot of effects of Who controls both the sort of economic and military powers in, in the future.”
Assertion Not checkable as stated
Texas deregulation drives massive wind, solar, and battery deployment
“The success of Texas and how much wind and solar and batteries they've been able to connect and why a lot of companies are flooding there is because of this policy that makes it very, very easy to connect new assets.”
Assertion Not checkable as stated
McIntosh: US rare earth bottleneck is scale and cost, not technology
“I think the reality is that you know, the technology that China has, America can do. We're very good at engineering. We're very good at doing specific things. And in fact, even like the, you know, recent stuff around rare earths, for example, rare earth separa…”
Opinion
McIntosh: SpaceX and Anduril vertically integrate by necessity, not strategy
“In many ways, they're vertically integrating by necessity, not strategy. There just isn't an ecosystem of companies that can scale with them.”
Prediction Not checkable as stated
McIntosh: US could take decades to match China's industrial supplier ecosystem
“Those are the things that might take years or decades for us to catch up to China. We can do the technology, but everything else needs to grow with it, or else we're just moving the bottleneck.”