McIntosh: Hardware companies must reshore or vertically integrate key component supply chains
Ryan McEntush · AI Is Coming For These 3 Industries In 2026 (a16z Big Ideas) · Dec 26, 2025 · at 3:38
Ryan McEntush is a Partner at Andreessen Horowitz (a16z) focusing on American Dynamism. He discusses supply chain requirements for software-driven hardware like robotics and electric vehicles.
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“All these things we're going to need to either reshore or vertically integrate within the companies who are building the end product.”
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