David Ulevitch, General Partner at Andreessen Horowitz (a16z), highlights European political responses to calls for increased national defense spending.
Assertion Contradicted
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.”
Prediction Not 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.”
Prediction Not 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…”
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.”
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 …”
Prediction Not 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.”