Excited to share that I’ve joined @a16z as an investment partner! As part of the American Dynamism practice, I’ll be working alongside @davidu , @KTmBoyle, @espricewright and team to invest in visionary companies supporting our national interest. More below, but TLDR we have an extraordinary opportunity to invest in the technology that will (and must) enhance our national security, industrial productivity, and public health. And although American Dynamism has evolved into a full-blown movement, we’ve just barely scratched the surface. If you are an entrepreneur who shares our mission, please reach out! Thank you to everyone (including @amishjani, the @FirstMarkCap team, and their incredible portfolio founders) who have supported me thus far. More below and more to come 🇺🇸 ~ In recent months, I’ve had dozens of conversations about my jump to a16z. Here’s some context for those I’ve yet to get to. My journey began with a simple observation about VC: much of the “low-hanging fruit” has been picked. The power of software is well-understood, and our asset class has grown around it, increasing competition. The best investors (like @FirstMarkCap!) will successfully back the best startups building AI-native solutions and deliver attractive returns. But many others will either 1) overpay just to win, or 2) rationalize investment in underwhelming companies (what I call “SaaS incrementalism”). Both will result in tepid returns. To find transformative opportunities, VCs need to forge ahead and go where digital innovation previously hasn’t. But where to go? I stand by the cliché, “necessity is the mother of invention,” i.e., we should look where innovation urgently needs to happen. Interestingly, the sectors most critical to our national interest are also most underserved by software. So I found my answers: aerospace, defense, energy, public safety, education, housing, supply chain, and manufacturing. The problem with these domains – far from the safety and familiarity of white-collar enterprise SaaS – is that they present new challenges, most notably regulation, labor complexity, and capex intensity (the absence of which made SaaS so attractive since the advent of cloud). But they also present enormous opportunity. Our largest economic sectors have yet to realize the benefits of major technology transformation. AI (from computer vision, to robotics, to agentic automation) dramatically increases the surface area for potential disruption. I determined that success here will require a team of investors to share a mission and risk appetite, and build specialized networks for talent, GTM, and policy. I wanted to work for such a team, and feel lucky to have found one. What began as a pragmatic observation about investing, morphed into a profound desire to invest in the technologies that will define the next century for Americans. The AD team wants to empower the most daring entrepreneurs building in our most critical and overlooked sectors, so if you fit that profile, I’ll hope to connect soon.

tesla is up ~3,500% since aswath ("dean of valuation") said "I cannot see a rationale for buying the company at today's market price" in sep'2013 why is he the person cnbc puts on TV to talk about spacex and elon aswathdamodaran.blogspot.com…

It’s so great to be back at a16z on the AI Infra team – there could not be a more exciting time to be in this space! As we continue to grow, I’m looking for someone to partner with me on the front lines of company evaluation and investing through AI research, market mapping, modeling and diligence.

spurs are long humans

OmG.

astonishing comeback from 29 point deficit as nithya raman defeats the san antonio spurs in game 4 of the nba finals

:)

all of software is just rbac now. everything is rbac

American Dynamism at its best. @Saronic is remarkable.

It took under 2 years to go from prototype to scaled production to lives saved in the news. Deployments will continue to ramp, and ASVs will become a cornerstone of the US Navy. I am incredibly proud of my time working on Corsair and of the @Saronic team’s continued progress.

One of the most prolific criminals in all of San Francisco tells @adam22 that “crime in San Francisco is over with” because of Flock cameras drones. He complains that he can’t even do drivebys anymore. It’s simple: when the risk of getting caught is too high, crime plummets.

American Dynamism 🇺🇸🚀💪

monday is a once in a lifetime opportunity to see trump, zohran, kylie and timmy sitting side by side

this was all preordained (knicks in 4)

Good morning

🦁 ˃ 👽

In 2019 @a16z passed on investing in a complex @opendns round but did so fast respectfully so I raised from other folks and made everyone a lot of money and now I work at @a16z with @pmarca and @bhorowitz and the amazing team building American Dynamism and I love it. 🙂

this was a thing in 2011. @LinkedIn or @X u should bring this back linkedin.com/blog/member/pro…

american dynamism is a really really big (and global) tent 🇺🇸🌎

reminder this company was founded in 2022