American Dynamism
topic on 7 shows · 14 statements across 9 episodes · said 21 times in 10 episodes since 2023
Sourcery 8 
the a16z Podcast 8 
Latent Space 4 
Invest Like the Best 1 
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the a16z Podcast 8Sourcery 8Latent Space 4Invest Like the Best 1
2026 10 mentions in 6 episodes 2 per episode
- Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z
- Ben Horowitz on American Dynamism and the Future of AI | The a16z Show
- Why Top Founders Are Racing Into AI Infrastructure
- Palantir CTO on The SaaS Apocalypse & Preventing The Next World War | a16z
- Palantir CEO on Iran, AI Weapons and American Domination | a16z American Dynamism Summit
- Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview · Invest Like The Best
- every mention in 2026, scene by scene →
2025 9 mentions in 3 episodes 3 per episode
- How Marc Andreessen, Ben Horowitz, & David Ulevitch Started a16z’s American Dynamism Fund · Sourcery with Molly O'Shea
- $635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund · Sourcery with Molly O'Shea
- Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)
- every mention in 2025, scene by scene →
2023 2 mentions in 1 episode
every mention on every show, scene by scene, with the transcript →
14 statements about American Dynamism, every show
Gil: Fear of frontier labs drives founders into derivative niche markets
“And I think that's why you're seeing a flight to hardware companies. Oh, the labs will never do this hardware thing. And so we'll do that. And American dynamism and niche applications of AI and something that should be provided by an inference cloud. And et ce…”
Horowitz: a16z rejected ESG verticals in favor of American Dynamism
“I don't think we got that serious with them, but the other one was kind of ESG kinds of things, you know clean tech green energy, this and that and the other. You know, we thought that the right lens on that was much more going to be American dynamism one beca…”
Horowitz: a16z's American Dynamism Originated as a Marketing Idea
“Yeah, AD is a good marketing idea. And I think what, right, when they presented it internally, they presented the marketing idea, and I was like, well, I want to know what the fund idea is. You know, like, how do I make money? Like, we have investors, we got t…”
Ulevitch: Early Defense Startups Paired Commodity Hardware With Advanced Software
“A lot of the American Dynamism companies, at least the early sort of innings of where they started, a lot of them were using off-the-shelf commodity hardware with really advanced software.”
a16z launched American Dynamism in 2022 using core venture funds
“And in the beginning of twenty-twenty-two, we launched the American Dynamism practice. It wasn't a fun then. You know, as Catherine would say, it was like a meme that was becoming a movement and we announced that we had committed all this money to it, but we a…”
Horowitz: 2009 VC Rivals Missed Crypto, AI, and American Dynamism
“None of them got to crypto in any real way. They, you know, they're trying on AI, but they're way behind. And they definitely, you know, and they mostly missed American dynamism entirely.”
Boyle: Building tech exclusively for one nation was long considered taboo
“For decades, it was very taboo to say you were building only for one country. Tech was by its nature global.”
Boyle: American Dynamism targets any industry regulated by Washington departments
“If there's an executive department in Washington that exists to regulate or oversee an industry, that is likely American dynamism.”
Ulevitch: Early American Dynamism startups emerged after Google left Project Maven
“You know, even in some of the origins where some of the AD companies started, it was after Google bailed out of Project Maven, and people in Silicon Valley were really trying to figure out what was important, how do I want to spend my time, and that, that, tho…”
Ulevitch: Rival VC firms invent terms to avoid saying 'American Dynamism'
“We have competitors at other venture firms that go to just incredible, incredible lengths to come up with alternative phrasing to not say American dynamism, you know, industrial revolution, resilience.”
Boyle: Silicon Valley funds operating in China were surprised by American Dynamism
“It was more of a surprise for the people in Silicon Valley, many of whom who still had funds that were operating in China. It was more of a surprise for them. And now I don't think it's a surprise for anyone. I think everyone's gets the thesis and is, is on bo…”
Chirls: Defense tech is popular among mega VCs due to capital inefficiency
“I believe that the big venture firms, defense tech is great, right? Defense tech, those companies are going to be insanely capital inefficient. They're going to require insane amounts of money. My view is like American dynamism and defense tech as a theme. It'…”
a16z made zero American Dynamism investments in San Francisco in 2023
“This year we haven't made a single American dynamism investment in San Francisco.”
Boyle: Founders will build American Dynamism companies to solve local civic problems
“And so I'm incredibly bullish that American dynamism Will not only be companies that are built around the country, but it will also be just different types of problems because founders who wouldn't have gone to San Francisco are now building for their hometown…”