The investor behind a16z’s America First push on dealing with the Pentagon ‘where bits meet atoms’ episode artwork

EPISODE · Mar 17, 2026 · 56 MIN

The investor behind a16z’s America First push on dealing with the Pentagon ‘where bits meet atoms’

from Compound Interest from Semafor Business · host Semafor Podcasts

David Ulevitch leads Andreessen Horowitz’s American Dynamism fund, a $1.776 billion pot dedicated to defense, energy, public safety, and other national priorities. We talked about whether those industries deserve their conservative coding, why venture capital — with its roots in capital-light code — has a right to win in heavy industry, and why he doesn’t want the “moral liability” of deciding how the Pentagon uses the weapons Silicon Valley is building.  Sign up to get Semafor Business in your inbox. Compound Interest from Semafor Business is supported by Amazon Business.

Episode metadata supplied by the publisher feed · Published Mar 17, 2026

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The investor behind a16z’s America First push on dealing with the Pentagon ‘where bits meet atoms’

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