David Ulevitch
General partner at Andreessen Horowitz and a frequent a16z interviewer. In this episode, he hosts the conversation and guides the discussion on submarine production and defense manufacturing.
Top 3 podcasts with David Ulevitch
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64 snips
Nov 18, 2025 • 28min
Why Marc Andreessen, Ben Horowitz, & David Ulevitch Launched American Dynamism
David Ulevitch, a General Partner at Andreessen Horowitz, co-leads the American Dynamism practice, focusing on innovation for national resilience. He shares how American Dynamism transformed from a meme to a $660M fund aimed at sectors like defense and public safety. Ulevitch explains the role of venture capital in enhancing national interest, discusses the impact of AI on logistics and defense, and highlights JPMorgan’s $1.5T commitment to resilience. His insights provide a fascinating look at forging a new path for tech in service of the public good.
41 snips
Nov 22, 2025 • 28min
$635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund
David Ulevitch, General Partner at Andreessen Horowitz and former founder of OpenDNS, dives into American Dynamism and their impressive $600M fund. He discusses the U.S. supply-chain vulnerabilities to China and advocates for deterrence over parity in defense. Ulevitch highlights sectors ripe for investment like robotics-driven manufacturing and energy. He also explains Anduril's unique marketing strategy and shares his insights on talent acquisition in the startup world, emphasizing the importance of mission-driven cultures.
Mar 16, 2026 • 45min
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, general partner at Andreessen Horowitz who leads the American Dynamism practice and founded OpenDNS. He discusses backing companies with major production components. Short takes cover manufacturing-as-product, navigating government versus commercial sales, supply-chain and industrial sovereignty, and why space dominance and energy investments matter.
