David Ulevitch, GP at a16z and an investor in Anduril, describes founder Palmer Luckey's philosophy regarding product announcement videos.
Opinion
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…”
Insight
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…”
Prediction Open · timeframe Nov 2030
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.”
Prediction Open · timeframe Nov 2030
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.”
Prediction Open · timeframe Dec 2026
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.”
Insight
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 …”