America’s defense, energy, manufacturing, and robotics booms are increasingly becoming one story: the rebuilding of the country’s industrial base. This year’s AD50 highlights the companies building across that stack, from critical materials and factories to the systems they ultimately power.

a16z’s Erin Price-Wright and Connor Love join Elena Burger to unpack what has changed. They discuss how defense demand can help finance manufacturing capacity that ultimately serves much larger commercial markets, why AI is changing the economics of American factories, and how a new generation of founders is applying lessons from SpaceX, Tesla, Anduril, and Palantir to mining, energy, manufacturing, and defense. 

They also make the case that these companies are no longer simply important to America. With private capital increasingly willing to fund physical infrastructure and production before government demand is guaranteed, they can become some of the most valuable companies in the world.

Resources:

Explore the AD50 : https://www.a16z.news/p/ad-50-2026-production-is-deterrence

Follow Erin Price-Wright: https://x.com/espricewright 

Follow Connor Love on X: https://x.com/ConnorLoveCA 

Follow Elena Burger on X: https://x.com/VirtualElena 

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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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