Defence, energy, manufacturing and robotics are converging into one story: the rebuilding of America’s industrial base. a16z partners Erin Price-Wright and Connor Love join Elena Burger to explain how defence demand can finance manufacturing capacity that later serves far larger commercial markets, and why AI is changing the economics of the factory floor.
The discussion tracks a generation of founders applying lessons from SpaceX, Tesla, Anduril and Palantir to copper mines, grid power and machine tools – and argues these businesses can become some of the most valuable companies in the world even before government contracts arrive.
