Joined a16z American Dynamism team to lead defense/space/manufacturing investing. Previously at Lightseed Ventures where he backed Anduril, K2 Space, AMA. Manages $1.2B fresh capital for the category.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
American Dynamism category (defense, space, manufacturing) is 99% underestimated in size; the inflection stage where companies have real customers but pre-product-market-fit at scale offers best fund returns because these capital-intensive companies need growth checks to build hard tech.