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

So you are seeing sort of this growth of the market.

Whereas I think, you know, maybe a few years ago people looked at it and said, well, how many SpaceXs are we going to need?

Or how many, you know, andRils are we going to need?

And now you see actually the market can support that because a lot of the existing players are desperate for innovation.

They're desperate for for um artificial intelligence, you know, suppliers, but they're also desperate for critical parts.

And so we are seeing sort of that movement as well.

Well, well, I I like that question because it depends on how you look at drones, right?

So so we always look at it in terms of sort of what is the theater?

Is it air, is it sea, um, is it space?

And the thing I think the commonality of the new technologies that are being built by by Silicon Valley companies or by companies that are built in the I always say the school of Elon Musk, right?

They're building attritable systems, they're mass producing, and they're producing from one to ten to ten thousand as quickly as possible, is that these are small systems that can.

built cheaply.

So we're not investing in aircraft carriers.

We're not investing in what's known as exquisite systems by the Department of War, where you know the the the kind of hundred year old companies, they know how to build those and it's going to take 10 years to build, you know, a an aircraft of some kind.

We're investing in the products that are 10 times as cheap, they're built as quickly, and they're built in a way where they can be mass produced as quickly as possible for the Department of War.

So things

Like when you said drone, you know, we we have a company called Saronic that's building autonomous surface vessels.

That is a type of drone, but it's on the water.

It's also a boat.

And if you build a boat and engineer it so that you can go from one to ten to ten thousand as quickly as possible, uh they have moved faster than any company that we've ever seen in terms of how quickly they've been able to manufacture and produce and get things in the warfighter's hand.

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