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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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

You know, we're early stage investors, so we see dozens of companies that are wanting to build um and different, you know, different architectures, but wanting to build the same sort of technologies.

Um, but ultimately the Department of War is going to work with the company that can continue to deliver um in contested domains and in in in harsh, harsh environments.

Um and so I think in in that respect, um, talking to operators who were who were saying how critical Starlink is, um, you know, they were they that was their reality on the ground, that this is the most reliable technology and that this is the technology that they use to make sure um that they survive another day.

Well, you know, I I think there you know, we invest in companies because we believe that they can be standalone public companies.

Um, you know, there's there's a number of different founders in our in our portfolio that have that have said publicly that they are aspiring to that.

So I think we are going to start seeing more and more founders taking their companies public.

But I think the the interesting thing that I think will also happen that that isn't probably as as obvious is I think a lot of these uh prime legacy public companies who haven't been thinking

Thinking about MA, who really haven't been forced to think about research and development and how they're investing in research and development, new capabilities.

I think they're also going to start looking at some of these companies and saying, well, maybe we should partner and maybe we should acquire them.

And so I think you're, you know, it was for 10 years or so there was sort of this meme in Silicon Valley.

None of these large companies are going to be acquisitive.

Your companies will have to go public.

And you know, this is not a market that is excited about these types of technologies.

I think that has changed.

I think the world has changed.

I think people realize that we're in a new reality.

And if you look back to sort of 19 the 1990s, um, what's known as the Last Supper, um, when all of these companies were told that they needed to merge.

Um, there were something like 17,000 different defense contractors in America.

They all merged, they were told by the Department of War they had to merge because the war was over, the Cold War was over, we weren't going to need them anymore.

I think you're going to see a lot of more acquisitions and a lot more companies realizing that there's there's a new sort of view of what's going to happen in the future.

Showing 281–300 of 5,126 · page 15 of 257