17 Feb 2026
30m

WSJ x a16z: The Next 25 Years of Defense Innovation

Podcast cover

The a16z Show

Katherine Boyle, a general partner at a16z, discusses the firm's American Dynamism practice, which focuses on investing in companies that support the national interest. Boyle highlights the shift in Silicon Valley's attitude towards defense and aerospace, noting that every venture firm is now investing in these categories. She emphasizes the importance of building attritable systems and mass-producing technologies for the next generation of warfare, referencing companies like Ceronic, which builds autonomous surface vessels. Boyle also points out Elon Musk's contribution to training a new generation of engineers focused on manufacturing and production, leading to companies like Castellan, which is developing hypersonic weapons. The conversation touches on the need for American-made drone components and the bipartisan support for investing in the defense industrial base.

Outlines

Part 1: The Shift to American Dynamism

Part 2: Modern Defense Innovation & Strategy

Part 3: Engineering Talent & New Capabilities

Part 4: Manufacturing, Policy, & Dual-Use Tech

Part 5: Government Relations & Market Future

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