Episode

Investing in American Dynamism featuring David Ulevitch, General Partner at Andreessen Horowitz

Podcast
Betting on America: Winning the Global Tech Race
Published
Dec 3, 2025
Duration seconds
2688
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https://cohst.app/pdcst/9F1G8X/traffic.megaphone.fm/CSIS8216600030.mp3
Audio
https://cohst.app/pdcst/9F1G8X/traffic.megaphone.fm/CSIS8216600030.mp3
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Summary

David Ulevitch, General Partner at Andreessen Horowitz, joins Navin Girishankar on Betting on America to discuss the American Dynamism Fund and the growing trend of national interest investing. They discuss how these venture investors are looking for returns in sectors that will drive U.S. competitiveness and national security. Ulevitch shares his views on the U.S.-China technology competition and the feasibility of a sovereign wealth fund.