Connor Love joined a16z's American Dynamism team to invest in defense tech, energy, manufacturing, and space, drawing on his military background.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Defense tech is shifting to low-cost autonomy (10x cheaper, as performant), creating a massively large market; Anduril continues to solve new problems and partnerships like Archer expand its platform.