Investing in American Dynamism

“Investing in American Dynamism” is the a16z essay (Jan 14, 2022) that names and operationalizes the American Dynamism practice. Per Building American Dynamism, Kyle treats it as the companion piece he re-read the same day as Katherine Boyle’s “Building American Dynamism” — where Boyle makes the cultural/manifesto case, this piece states the investing thesis: “why we believe there’s never been a better time to build companies that support the national interest and solve critical problems for the country.”

It defines the scope of the practice concretely: the American Dynamism practice “invests in founders and companies that support the national interest, including but not limited to aerospace, defense, education, housing, transportation, public safety, supply chain, industrials, and manufacturing.” Together the two essays pair the why-build argument with the what-we-fund mandate, and connect to the broader cluster Kyle tracks — It’s Time To Build, Marc Andreessen, and portfolio exemplars like SpaceX and Anduril Industries.

Context: a16z’s American Dynamism practice, launched publicly in early 2022 and led by Katherine Boyle and David Ulevitch, backs startups serving the national interest across defense, aerospace, manufacturing, and public-sector domains — a deliberate shift of venture capital toward “hard” industries historically dominated by legacy primes.

Where this appears

• Building American Dynamism — cited as the a16z companion piece read the same day, supplying the practice’s investing thesis and sector list.