General Partner, Andreessen Horowitz
Verified interview transcripts, podcast appearances, and direct quotes from David Ulevitch, General Partner at Andreessen Horowitz. AI-verified speaker identity with full-text searchable transcripts.
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David Ulevitch is a General Partner at Andreessen Horowitz, one of the largest venture firms by AUM with $90B. He cofounded the American Dynamism practice with Katherine Boyle about 4 years ago. Since then, it has taken over the timeline and become the language many use to describe frontier, deep or hard tech. Friend of the show Christopher Lochhead calls this Category Design, where you don’t necessarily have to be the first to become a category leader, you need to frame the problem and do it better than everyone else. American Dynamism focuses on investing in areas such as public safety, ae…
David Ulevitch speaks with Col. Jeffrey Glover and Rahul Sidhu about how AI, drones, and sensor networks are reshaping public safety and what it takes to bring new technology into law enforcement at scale. As departments face staffing shortages, burnout, and rising complexity, they examine how the right tools can make officers more effective, safer, and better supported. The conversation covers how drone-as-first-responder programs are changing the speed and safety of emergency response, from high-risk warrant service to Amber Alert pursuits. Glover describes how Arizona DPS is building a full…
David Ulevitch speaks with Ben Horowitz about what it means to lead the technology industry at scale, and the responsibilities that come with it. Following the firm’s largest-ever fundraise, they discuss how venture capital, technology, and national strategy are increasingly intertwined. The conversation covers America’s role in the next technological revolution, from AI to advanced manufacturing, and why maintaining technological leadership is critical not just for economic growth, but for global influence. Horowitz also shares his perspective on working with government, supporting national…
David Ulevitch speaks with Justin Fanelli, CTO of the Navy, and John Doyle, founder and CEO at Cape, about how the Navy is transforming its approach to technology adoption, from running bootcamps for program managers to piloting commercial solutions in months instead of years. They discuss the Salt Typhoon breach that exposed China's infiltration of American cellular networks, how Cape built a secure alternative, and what defense tech founders need to understand about selling to the government. Timestamps: 0:00—Introduction 7:27—Cape: Privacy, Security, Resilience 11:48—Fixing Software Acquis…
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: https://www.semafor.com/newsletters/b... Compound Interest from Semafor Business is suppor…
Lydia Moynihan interviews David Ulevitch and Katherine Boyle from Andreessen Horowitz about their American Dynamism practice, which invests in companies serving the national interest, like aerospace, defense, and energy. They explain that global events, emerging technologies, and post-Covid supply chain challenges highlighted the need for resilient, physical-world industries. While initially contrarian, growing founder interest and competition have strengthened the ecosystem, benefiting both innovation and national security. #nynext #security #andreessenhorowitz The New York Post is your…
a16z American Dynamism lead David Ulevitch joins SPC investor Dylan Itzikowitz for a conversation on what it means to build in for the future in America today. Apply to SPC: https://www.southparkcommons.com/apply
On December 3, 2025, at 10:00 AM ET, David Ulevitch, General Partner at Andreessen Horowitz, joins Navin Girishankar on Betting on America to discuss the American Dynamism Fund and the growing trend of national interest investing. They discuss how these venture investors are looking for returns in sectors that will drive U.S. competitiveness and national security. Ulevitch shares his views on the U.S.-China technology competition and the feasibility of a sovereign wealth fund. This event is made possible through general support to CSIS. --------------------------------------------- A nonpar…
a16z General Partner David Ulevitch joins Sourcery to break down the real state of American Dynamism, their $600M fund, across defense, energy, mining, robotics, manufacturing, public safety, and national security. We discuss America’s supply-chain exposure to China, why deterrence—not parity—defines the future of U.S. defense, and how new companies are rebuilding core capabilities in nuclear, missiles, autonomy, grid reliability, materials, mining, and industrial operations. David highlights key a16z portfolio companies including Anduril, Radiant Nuclear, Base Power, Exowatt, Apex, Skydio,…
David Ulevitch, General Partner at Andreessen Horowitz (a16z), who co-leads the firm’s American Dynamism practice with Katherine Boyle joins Sourcery to break down America’s comeback. With the encouragement of Marc Andreessen and Ben Horowitz, the $600M fund was founded around 2020 to invest in companies that support the national interest: aerospace, defense, public safety, education, housing, supply chain, industrials, and manufacturing. David shares how American Dynamism evolved from a meme to a movement within a16z, inspired by Marc and Ben’s early conviction at Netscape that the next wave…
How quickly do VCs realise an investment isn’t going to work out? What’s it like to sell your company to Cisco for $635 million? And can we commercialise Tom Brady’s DNA? David Ulevitch - Entrepreneur and General Partner at Andreessen Horowitz - shares how a degree in anthropology and working at Cisco inform his approach to venture capital investing in companies that support U.S. national interests. Hear stories accumulated from a career that spans Silicon Valley, New York City and The Pentagon. Get full access to The Narrative at storyknight.substack.com/subscribe (https://storykni…
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