Ulevitch: a16z Will Shift Defense Investments Into Mining and Supply Chains
David Ulevitch · Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It) · Nov 19, 2025 · at 40:58
David Ulevitch is a General Partner at Andreessen Horowitz co-leading the American Dynamism fund. He outlines how the practice plans to expand upstream into foundational materials needed during national conflicts.
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“I think as you look to the future, I mean, everyone has their own view of what the future will look like for American dynamism, but I think we, you'll see us increasingly shift left. That's why we look at minerals and we look at critical, critical minerals and mining. We look at manufacturing, and the supply chain, and the criticality of the supply chain, and the ability to get the important precursor ingredients we need for manufacturing in the event of a conflict.”
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