Katherine Boyle

speaker

5,126 appearances 13 recordings 1 series first heard Mar 2025 last heard 17 Feb

Katherine Boyle’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Oct 2025 with 4.

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The a16z Show · WSJ x a16z: The Next 25 Years of Defense Innovation · 17 Feb 2026 podcast

There have been memes um, you know, for for many years that actually the companies that are 100 years old are going to produce the

Best technologies, or it's cute to work with a company like Andro, but they're still a small company compared to the public companies that have been around forever.

I think those people have changed their tune in recent years, seeing that how quickly the capabilities can be built.

I mean, Elon has talked a lot about this in terms of his experience with SpaceX, where the government didn't want to work with SpaceX, even though it is arguably the best engineering company on the planet in terms of talent density, in terms of how many products they.

Been able to build.

And so in in the case of both SpaceX and Palantir, I mean they they both had to sue the US government to be able to compete on contracts and be able to win those contracts and supply the Department of War.

And I think that that sort of mindset shift, that the riskiest thing you can do is bet on the companies of the past and believe that they're going to be all you need to solve your biggest problems.

Um that has changed.

People realize that they need to bring in and and particularly I'd say this administration.

Um, you know, Secretary Heggseth has been very vocal about bringing in new technologies, making sure that they're part of the supply chain, making sure that they have uh I'd say a level playing field to be able to compete for contracts.

Um and a lot of the changes that are happening now um are around just allowing for more fair competition between uh the existing sort of you know legacy prime customers or companies that have been around for a long time and the new entrants that really just want a level playing field.

Field.

Yeah, so I mean I think that there there's definitely competitors, there's definitely companies that that you know can can support um that infrastructure.

But I think the the thing that Starlink has figured out um is how to do it cheaply, how to do it efficiently, um, and how to support um in you know in in what what would be contested environments.

Um and so, you know, I think the the thing that we always say about the Department of War and how they make decisions about who they work with um is they have to work with the best companies.

They have to work with the ones that work time and time and time again.

Um and so, you know, are there are there companies that that build the same thing that can be redundancy?

Of course.

There there's there's many companies that are working on um various types of new technology.

Um in the case of SpaceX, you know, I think the big news yesterday was about space data centers.

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