American Dynamism Defense Supply Chain Govtech And National Constraints
American dynamism was a strong marketing concept, but an investable fund thesis required a tighter focus than the broader marketing narrative.
VC partners who are no longer deeply engaged in the underlying technology become less effective and may need to be replaced.
AI benchmarks can be misleading because different use cases require different models and there may be no single 'God-level' model for modalities like video.