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American Dynamism
Organization
An a16z investment practice focused on companies supporting national security, defense, aerospace, manufacturing, and other strategic American capabilities.
2 episodes featuring American Dynamism
The a16z Show
a16z bets AI’s next phase needs a hardware rebuild
The episode examines whether AI’s expansion will depend less on software breakthroughs than on the chips, facilities, energy, and supply chains that make deployment possible.
Aug 30, 2026 · 25 min
The a16z Show
AI’s next bottleneck is the infrastructure beneath the models
The episode frames AI’s expansion as a physical buildout constrained by chips, memory, power, cooling, networks, and data centers.
Aug 28, 2026 · 55 min