Host of the a16z podcast interviewing Meta CMO Alex Schultz and former Meta growth leader Antonio Garcia Martinez about digital advertising, AI, and Meta's strategy.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Early innings of massive unmanned systems adoption cycle; Ondas is industrializing drone supply chains and integrating persistent ISR with counter-drone capabilities for Pentagon and allies.
Zipline designs its own flight computers and delivery pods around Nvidia GPUs for onboard AI perception, navigation, and precision landing, creating a high-volume edge AI deployment for autonomous logistics.
Zipline has built cloud-based fleet management, detect-and-avoid, and airspace integration software from scratch to operate 100+ aircraft per fleet commander; this infrastructure could become the standard platform for high-density autonomous aviation as legacy ATC faces labor crisis and 10x vehicle growth.