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 · Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We’re Fixing It) · 19 Nov 2025 podcast

Um, we we do need more comms.

We do need um an ability to be able to have communication and downlink to from low Earth orbit in particular to ground stations.

So these companies, I think, are attacking very important parts of the problem, but they're also kind of deconstructing the problem of space, which used to be build it all yourself, build it in-house, um, which was, of course, the reason why SpaceX has been so successful, but we're sort of seeing

seeing this unbundling um with the the emerging companies that are doing parts of the stack that that maybe SpaceX and some of the legacy players um ha haven't innovated in or don't see as the priority.

I mean, the the thing that's really exciting about defense is for the first time you have sort of this I I would say almost like golden triangle of the customer is desperate and moving very fast.

Um and the and the customer isn't just the Pentagon, it's also Congress.

Uh DU and I and and Mark were were just in Washington um talking to to senators and and members of members of the house who are very engaged on this year's NDAA.

Um, how do we fix some of the core problems with procurement?

And I think that it it I you know, I've never been so hopeful about these minor changes in procurement reform having a dramatic impact on all of the defense ecosystem.

So not just, you know, not just our companies, not just even little tech, but I think it will have a dramatic impact on improving research and development, even in the primes.

So that so there's there's something to be said of, you know, the last 10 years we've been saying the same thing over and over.

and over again, which is we need more competition.

We need, you know, modern software and Silicon Valley engineering to be brought into the Pentagon.

And now you're actually seeing it and you're seeing everyone say the same thing.

But the other things that I think have really changed in the last ten years and and particularly since we started uh the A D fund.

Is one, the downstream capital requirement that used to be sort of the thing that made investors very nervous, it's there.

Downstream capital has never been more excited to invest in these hard tech companies, American dynamism companies.

And so this sort of messy middle that used to exist where companies had to sort of float through or hope that they would get contracts.

Now there's capital to subsidize, which is, I think, is really important.

And that's led to so many different founders.

Showing 381–400 of 5,126 · page 20 of 257