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The Shawn Ryan Show

#216 Katherine Boyle - America's Defense Tech Renaissance

10 Jul 2025

3h 5m duration
36607 words
3 speakers
10 Jul 2025
Description

Katherine Boyle is a General Partner at Andreessen Horowitz and cofounder of its American Dynamism practice, investing in sectors such as defense, aerospace, manufacturing, and infrastructure. She serves on the boards of Apex Space and Hadrian Automation, and is a board observer for Saronic Technologies and Castelion. Previously, she was a partner at General Catalyst, where she co-led the seed practice and backed companies like Anduril Industries and Vannevar Labs. She was also a reporter at The Washington Post. Katherine holds a BA from Georgetown, an MBA from Stanford, and a Master's from the National University of Ireland, Galway. She sits on the boards of The Free Press and the Mercatus Center. Shawn Ryan Show Sponsors: https://americanfinancing.net/srs NMLS 182334, nmlsconsumeraccess.org https://tryarmra.com/srs https://betterhelp.com/srs This episode is sponsored. Give online therapy a try at betterhelp.com/srs and get on your way to being your best self. https://meetfabric.com/shawn https://shawnlikesgold.com https://hillsdale.edu/srs https://masachips.com/srs – USE CODE SRS https://paladinpower.com/srs – USE CODE SRS https://patriotmobile.com/srs https://rocketmoney.com/srs https://ROKA.com – USE CODE SRS https://trueclassic.com/srs https://USCCA.com/srs https://blackbuffalo.com Katherine Boyle Links: Website - https://a16z.com/author/katherine-boyle X - https://x.com/KTmBoyle Learn more about your ad choices. Visit podcastchoices.com/adchoices

Audio
Transcription

Full Episode

5.363 - 7.336 Shawn Ryan

Katherine Boyle, welcome to the show.

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7.356 - 8.423 Katherine Boyle

Thanks so much for having me.

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8.625 - 35.893 Shawn Ryan

Thanks for being here. Thanks for being here. You came on my radar, what, about a couple of weeks ago from a mutual friend. And so I looked into you and you're invested in all of the companies that just fascinate me every day. And I'm brand new to, you know, kind of diving into the tech space. And man, like what a...

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35.873 - 56.515 Shawn Ryan

This has been mind-blowing for me just to be able to talk to these people who are just on a whole other operating field as everybody else and learning about some of the innovations and just talking to American innovators, which, to be honest, in the past couple years, I haven't had a lot of hope.

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57.052 - 65.61 Shawn Ryan

A lot of hope in our country, but since diving into the tech space and seeing, I mean, we really do have the world's best innovators.

65.63 - 65.95 Unknown

We do.

66.351 - 87.162 Shawn Ryan

And we attract that. These people come from all over the world to come here and live the American dream. I personally needed that to restore some hope in this country. And so, like I said, you're invested in a lot of those companies and a lot more than I even know about. And so it's just, it's an honor to have you here today. And I've been looking forward to this.

87.182 - 103.403 Katherine Boyle

It's an honor to be here. And I always say I come bearing good news. Usually after people talk to me, they are very optimistic. And I always have to warn people, I am in the business of optimism, right? Like I'm an early stage investor. I'm always thinking that a company, I only invest if I think a company is going to become some extraordinary movement. I agree with you.

103.663 - 126.43 Katherine Boyle

The last few years, what we have seen as investors in the American dynamism ecosystem, the companies that are building for defense tech, it did not exist five years ago. There was not the enthusiasm or the excitement. DoD wasn't excited about buying from startups. It's a complete 180. I always like when people say they meet these founders and they have hope for America.

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