David Ulevitch
General Partner, Andreessen Horowitz. On 2 shows, 14 appearances, plus 1 compilation re-air not counted. The Shows tab opens the full record on each.
investorfounderexecutivehost@davidu ↗LinkedIn ↗david.ulevitch.com ↗Wikipedia ↗
David Ulevitch founded EveryDNS and OpenDNS, which was acquired by Cisco in 2015, where he subsequently served as Senior Vice President of the Security Business. He is currently a General Partner at Andreessen Horowitz, leading the firm's American Dynamism practice.
2shows
14appearances
68statements
20resolved
11supported
5contradicted
55%fully supported
10said about them ↓ Everything David Ulevitch said on any show that made the record, most notable first. Each card names its show and opens the statement there.
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.”
Ulevitch: a16z made history's largest bet on US winning next tech century
“We have placed the largest bet in American history on the proposition that this country will win the next century of technology.”
Ulevitch: Project Maven Was Used During Afghanistan Evacuation
“Project Maven was used to make sure that we didn't leave anyone behind in Afghanistan.”
Ulevitch: China is far more advanced than US in defense shipbuilding and manufacturing
“If you've ever been to Shenzhen, which I went to even before I joined in recent Horowitz and saw the manufacturing capabilities of advanced, advanced manufacturing, robotics manufacturing you know, and then now we see the defense like shipbuilding manufacturin…”
Ulevitch: US should build better anti-ship missiles rather than match China's shipbuilding volume
“I'm not sure that the right strategy for America is to say, oh, they can build a hundred ships a year, so we need to be able to build a hundred ships a year. Like, what I would say a better strategy is if China's able to build a hundred ships a year, what if w…”
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.”
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…”
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.”
Ulevitch predicts China will sever U.S. battery supply chain in conflict
“If they all come from China, and we ever get into a real conflict with China, whether it's an economic conflict or an actual kinetic conflict, like, They're going to cut us off.”
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 …”
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.”
Ulevitch: One third of global wind turbines are out of service
“I think I read that globally, one third of all wind turbines are out of service at any given time.”
Ulevitch: Almost all spent nuclear fuel can be recycled and reused
“We should stop calling the spent fuel nuclear waste, because it's really not waste. Almost all of it can be recycled and reused.”
Ulevitch: AI will collapse regulatory permitting times from months to minutes
“AI can just automate all these things that take armies of consultants, You know, months or years to do can be, you know, brought down into being minutes or hours.”
Ulevitch: China is sole nuclear reactor bidder in market US cannot enter
“Right now for instance, there's a country that, that very much would like nuclear reactors for energy in the US is not allowed to sell into that country, and currently the only other country bidding on a reactor is China.”
Ulevitch: Global stability depends on America maintaining its technology dominance
“If America loses its technology edge and its dominance, the entire world will lose as well.”
Ulevitch: Chinese sanctions blocked drone maker Skydio from critical supply chain components
“We work with a company called Skydio, and they were sanctioned by China, and, ah, you know, we usually hear stories about how companies are, you know, sanctioned by the United States from doing business here, but it actually, if you're a company that's an impo…”
Ulevitch: Project Maven controversy sparked the American Dynamism movement
“The Google Project Maven moment in 2018 in many ways as a galvanizing moment to actually wake up a lot of founders and builders and say, hey, wait a minute. I actually do want the government to have the best technology and best capabilities. I do want to build…”
Ulevitch: The US will have lights-out factories like China
“I think we're gonna have lights out factories the way they do in China.”
Ulevitch: Radiant Nuclear will activate first new-design fueled reactor next year
“I think Radiant is going to turn on the first fueled nuclear reactor of a new design in like 50 plus years. I think they're going to do it next year.”
Ulevitch: Defense tech companies need public marketing to win political support
“Andrel never loses sight of who their customer is, and they have a ton, like, you know, there's tons of, like, collateral and white papers and documentation for their customers, but at the same time, they're hugely dependent on support from Washington for the …”
Ulevitch: a16z Will Shift Defense Investments Into Mining and Supply Chains
“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…”
Ulevitch: U.S. defense manufacturing relies critically on Chinese raw materials
“China, their ability to build ships is much, much faster than ours. A lot of the raw materials we need for our own shipbuilding comes from China, the steel and many of the metals. A lot of the things we need for batteries, for motors, for a lot of the ingredie…”
The other half of the tape: David Ulevitch's own voice is left out of every number here. Other people bring the name up 9 times in 6 episodes across the shows. 1 statement on the record names them. every mention, with the transcript →
Who brings them up most Chris Power 3Ben Horowitz 2Philip Buckendorf 1Palmer Luckey 1Molly O'Shea 1Adena Hefets 1
Statements about David Ulevitch, by other people (1)
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…”
Every mention by year
tap a year for its mentions
the a16z Podcast 8
Sourcery 1
2025 7 mentions in 4 episodes 2 per episode
2023 2 mentions in 2 episodes 1 per episode
One line per show, most statements first. The link opens David's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| a16zLEDGER | General Partner, Andreessen Horowitz | 12 +1 | 51 | 60% 9/15 | full record on the a16z Podcast → |
| SOURCERYLEDGER | General Partner, Andreessen Horowitz | 2 | 17 | 40% 2/5 | full record on Sourcery → |