504. American Dynamism: The Future of U.S. Industrials, Backing Companies with Major Production Components, Manufacturing Sovereignty, and Why Space Dominance is Critical (David Ulevitch)

David Ulevitch of Andreessen Horowitz joins Nick to discuss American Dynamism: The Future of U.S. Industrials, Backing Companies with Major Production Components, Manufacturing Sovereignty, and Why Space Dominance is Critical. In this episode we cover: Challenges in Venture Capital and Investment Philosophy Handling Startups and Market Pivots Navigating Dual-Use Startups Government Sales and Market Education Long-Term Revenue and Production Challenges American Dynamism Practice and Investment Thesis Supply Chain and Vertical Integration Policy Advocacy and Government Affairs Future of American Dynamism and Energy Investments Guest Links : David's LinkedIn David's X a16z's LinkedIn a16z's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp , the modern finance automation platform. Book a demo and get $150—no strings attached . Want to keep up to date with The Full Ratchet?

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504. American Dynamism: The Future of U.S. Industrials, Backing Companies with Major Production Components, Manufacturing Sovereignty, and Why Space Dominance is Critical (David Ulevitch) is an episode from The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private Equity | Business Loans by Nick Moran.

This episode is 44:36 long.

This episode was published on Mar 16, 2026.

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