From Thesis to Meme to Fund: Building American Dynamism
Mar 11, 2025
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Explore the journey from a bold thesis on American innovation to a thriving movement addressing key societal issues. Discover how startups can elevate national interests and the role of tech in enhancing national defense. The discussion highlights the rise of agile defense firms and the shifting landscape of tech hubs across America. With a focus on the collaboration between Washington and Silicon Valley, the conversation dives into the future potential of AI across various sectors, urging entrepreneurs to seize transformative opportunities.
The American dynamism movement, initially controversial, has gained momentum by encouraging startups to address complex societal challenges in alignment with national interests.
The collaboration between Washington and Silicon Valley is crucial for innovation, pressing the need for startups to devise solutions relevant to national defense and public welfare.
The latest American Dynamism 50 list showcases startups focusing on the Indo-Pacific region, illustrating the significance of geopolitical awareness in shaping future technological advancements.
Deep dives
The Acceleration of American Dynamism
The rapid emergence of the American dynamism movement highlights a growing desire among entrepreneurs to tackle substantial societal challenges in areas such as education, energy, and national defense. The concept, first articulated by A16Z's Catherine Boyle, was born out of the recognition that ordinary solutions would not suffice for complex societal issues. This organic growth is not merely a Silicon Valley phenomenon but resonates strongly with stakeholders in Washington D.C., as evidenced by the swift establishment of a $600 million dedicated fund aimed at supporting initiatives that build national interest. The timing of the thesis coincided with significant global events, such as the Ukraine invasion, amplifying the urgency for effective solutions to pressing problems.
Rebranding the National Interest
The term 'American dynamism' served as a crucial rebranding effort to support national interest-focused initiatives, breaking a long-held taboo around explicitly prioritizing American-centric solutions in technology. Initially deemed controversial, the notion that technological innovation could be directed for a nation's benefit was met with skepticism, especially in Silicon Valley, where a global mindset predominated. However, the term has become an empowering framework that encourages startups to align with governmental needs while also emphasizing positive connotations around improving sectors like education, public safety, and energy. By clearly labeling this initiative, it has galvanized support and fostered a culture where technology and national interest can coexist.
Diverse Innovations across Sectors
American dynamism encompasses a broader spectrum beyond merely defense technologies, reaching into areas such as education, agriculture, and healthcare. This expansion presents numerous opportunities for startups to engage in sectors that contribute to the national interest while igniting innovation across the American landscape. For example, logistics and energy are critical components that technology can enhance to alleviate challenges in supply chain management. Founders and innovators are encouraged to examine existing governmental frameworks to discover how they can align their work with national objectives, promoting an inclusive and multidisciplinary approach to innovation.
The Indo-Pacific Focus of the AD50
The latest iteration of the American Dynamism 50 list emphasizes the significance of the Indo-Pacific region in shaping the future of innovation and national priorities. With rising geopolitical tensions, the portfolio of companies covered reflects a concerted effort to develop technologies and systems relevant to potential conflicts or challenges in this critical area. The recognition of Taiwan's strategic role has underscored the need for American companies to be agile in their technological advancements, preparing for geopolitical shifts. This focus allows startups to align their objectives with the evolving landscape while contributing positively to the overarching goal of national readiness.
Future Prospects and AI's Role
The future of American dynamism is intricately tied to advances in technology, particularly with the transformative potential of artificial intelligence in various sectors. As startups increasingly incorporate AI to streamline operations or navigate complex regulatory environments, the landscape for innovation is rapidly expanding. This shift is fostering an environment where founders are empowered and motivated to create solutions that directly support the national interest, making it an opportune time for technologists to engage. With the changing political atmosphere in Washington, there is hope that government could adopt more supportive policies, enabling a stronger collaboration between the tech sector and public interests.
For over a century, the United States has been the birthplace of world-changing innovation – from the Wright brothers’ first flight to the invention of the transistor, the moon landing, and the birth of the internet. But in recent years, belief in American progress has wavered.
Three years ago, a16z General Partner Katherine Boyle wrote a bold thesis called Building American Dynamism, challenging this apathy and calling for startups to tackle the country’s biggest problems. The idea spread fast – first as a meme, then as a movement, and today as a $600M dedicated fund.
In this episode, Katherine and fellow a16z General Partner David Ulevitch discuss:
The origins of American Dynamism—and why it was controversial at first
How Washington and Silicon Valley can come together
America’s competitiveness in today’s great power competition
The latest American Dynamism 50 list focused on the Indo-Pacific, showcasing the top startups building for the national interest
If you’re curious about the future of America, this is a conversation you won’t want to miss.
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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