cover of episode Startups & Defense: Katherine Boyle on TBPN

Startups & Defense: Katherine Boyle on TBPN

2025/5/7
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Katherine Boyle: 美国活力运动远未结束,这是一个长期的项目,目前还处于早期阶段。国防部正在进行大规模改革,为初创企业参与国防安全创造了机遇。陆军的转型计划是美国活力运动取得的一大进步,但科技界对此关注不够。国防部的采购改革迫在眉睫,许多过时的技术和平台需要更新换代。采购改革将有利于初创企业,因为这将允许更频繁的竞争和技术更新。国防部的采购流程过于僵化,与商业实践脱节,需要改革。陆军的转型计划为美国活力生态系统中的所有国防公司带来了利好消息。投资者在预测市场规模时容易犯错,不应该过早地预测新兴技术的市场规模。投资应该着眼于长远,而不应该过多关注短期事件。再工业化将是未来10到20年一个非常重要的主题。美国活力公司致力于支持国家利益,其定义简单明了,但创始人对它的解读各不相同。美国活力公司与传统企业和消费品公司有不同的需求,需要专门的平台来支持。风险投资公司可以通过公开分享知识和经验来帮助初创企业更快地适应华盛顿的环境。国防技术研发是一个持续不断的过程,旨在威慑战争,需要持续不断的努力。SpaceX等公司的创始人为国防技术领域带来了新的机遇,他们将自己的经验和技术应用于新的领域。国防技术领域存在许多未被开发的领域,为初创企业提供了机会。未来几年,国防领域可能会出现更多并购活动,因为大型国防公司需要通过收购来获得所需的技术和人才。大型国防公司过去缺乏研发投入,导致其竞争力下降,但现在情况正在发生变化。风险投资已经开始投资国防领域的零部件公司,未来可能会出现更多类似的投资。长期合作关系对公司的成功至关重要,创始人之间的深厚友谊可以帮助公司克服困难,取得成功。 John Coogan: (无核心论点,主要为引导访谈) Jordi Hays: (无核心论点,主要为引导访谈)

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In this episode of th a16z Podcast, we’re sharing Katherine Boyle’s recent interview on TBPN.

Katherine—General Partner at a16z and the architect of the American Dynamism thesis—joins hosts John Coogan and Jordi Hays to discuss the state of the movement today. They cover the Department of Defense’s sweeping reform efforts, the role of startups in national security, and why American Dynamism is just getting started.

From procurement reform to reindustrialization, this wide-ranging conversation explores how founders and investors are reshaping the future in service of the national interest.

Resources:

Watch more from TBPN: https://www.tbpn.com/

Find TBPN on X: https://x.com/tbpn

Find Katherine on X: https://x.com/KTmBoyle

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