Released June 14th, 2022
Invest Like the Best
Josh Wolfe, Chris Power - Factories of the Future
Josh is the co-founder of Lux Capital and Chris is the founder of advanced manufacturing start-up, Hadrian. We cover the fragmented structure of precision manufacturing today, how Hadrian's factories can modernize the industry's supply chain, and the effect of a higher cost of capital on deep tech companies.
Aerospace & Defense
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Brian Schimpf - Anduril: Building The Future of Defense
Brian Schimpf is the CEO and co-founder of Anduril. We cover the evolution of the defense industry, the advantage of Anduril’s business model over legacy firms, and what Brian has learned about selling to the DoD.
Brinton Johns - Cadence: Software Behind Semiconductor Design
Brinton Johns and Jon Bathgate are investors at NZS Capital. We cover the value chain of semiconductors, the evolution of Cadence and the EDA market, and how Cadence has been able to mitigate the cyclical nature of the industry over the last decade.
Josh Wolfe - The Past, Present, and Future of Defense
Josh is the co-founder of Lux Capital. Tony, now a partner at Lux, is a retired 4-star General and 11th Commander of the US Special Operations Command. We cover the technology frontiers in defense, the future of semiconductors, and the most important trait of great leaders.
Eric Mandelblatt - Investing in the Industrial Economy
Eric Mandelblatt is the founder and CIO of Soroban Capital. We cover how the global push towards decarbonization could have massive impacts on the industrial economy, the supply and demand forces at work in commodities production, and why energy and materials represent such a small share of the market today.
Building Towards American Dynamism with Chris Power, CEO of Hadrian
Chris and the a16z team discuss the myriad use cases of Hadrian's factories in shoring up America's manufacturing supply chains.
Can semiconductor manufacturing return to the US?
Morris Chang explains the structural headwinds the US faces in manufacturing semiconductors and shares lessons from TSMC's experiences.
Interview: Katherine Boyle, venture capitalist
Noah Smith chats to a16z partner Katherine Boyle to define the concept of American Dynamism and explore the need to revitalize the military.
No longer tolerating the decline of American industry
A brief overview of the importance of precision parts manufacturing, and how this informs Lux's investment thesis for Hadrian.
Freedom's Forge: How American Business Produced Victory in World War II
The remarkable story of how America's industrial base was mobilized to serve the war effort, helping turn the tide of WWII in Europe.
The Elements of Power: Gadgets, Guns, and the Struggle for a Sustainable Future in the Rare Metal Age
Introduces the role of rare metals in the modern industrial economy, and the geopolitical struggle at the heart of the demand for them.
The Kill Chain: Defending America in the Future of High-Tech Warfare
Explores how consolidating the industrial base has caused supply bottlenecks, and how to reverse this trend in the face of emerging threats.