Can VC Rebuild America's Industrial Base? | Ryan Else, Roadster Capital

Ryan Else spent nearly two decades working inside enterprise security, industrial markets, and frontier tech before launching Roadster Capital to back seed-stage founders modernizing the American industrial base. His portfolio already includes a company that received a $150 million commitment from the U.S. Department of Commerce for extreme ultraviolet lithography critical to national chip security.We get into why Ryan believes narrative follows execution and not the reverse, why he sometimes backs founders who know nothing about the industry they're disrupting, and what it means to invest at the point of true technical risk before institutional consensus arrives.