Military veteran who joined a16z's American Dynamism practice to invest in defense tech, energy, manufacturing, and space; emphasizes low-cost autonomy thesis and building valuable companies for national security.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Anduril's partnership with Archer exemplifies the low-cost autonomy thesis playing out on battlefields in Ukraine and Iran, where 10x cheaper autonomous systems change the game; the defense industrial base requires solving massive technology problems across missiles, ground autonomy, and space, creating a multi-decade investment opportunity.