Katherine Boyle on Shawn Ryan

Katherine Boyle on Shawn Ryan

a16z Podcast · 2025-08-30
02:51:38

Venture capital has powered companies like Facebook and TikTok—but what if that same urgency fueled America’s defense and industrial base? Katherine Boyle, General Partner at Andreessen Horowitz and cofounder of the firm’s American Dynamism practice, argues this is the biggest business opportunity of our time.

In this conversation from The Shawn Ryan Show, Boyle discusses the rise of defense tech startups, why optimism drives her work, and how a new generation of engineers and founders is rethinking innovation and patriotism in America.

Timecodes:

0:00 Introduction

0:41 Patriotism, Optimism, and American Innovation

4:27 Startups vs. Legacy Primes in Defense

10:08 Venture Capital’s Unique Incentives

17:21 Katherine’s Backstory: Family & Upbringing

21:07 The Decline of Community & Family Pillars

23:23 Polarization, Religion, and Social Fabric

26:16 America’s Birth Rate Crisis

29:46 Cultural Shifts and the Family Structure

42:01 Katherine’s Path: Journalism to Venture Capital

1:06:06 Breaking into Silicon Valley

1:18:06 Investing in Defense: The Anduril Story

1:37:37 The American Dynamism Movement

2:04:27 Manufacturing, Space, and the Future of Defense

2:14:06 Espionage, China, and National Security

2:37:38 The Attack on the American Family

2:48:29 Cultural Change, Suffering, and Purpose

2:55:30 Closing Thoughts

Resources:

Find Katherine on X: https://x.com/KTmBoyle

Shawn Ryan Show Links

YouTube: https://www.youtube.com/channel/UCkoujZQZatbqy4KGcgjpVxQ/join

Listen on Apple: https://podcasts.apple.com/us/podcast/shawn-ryan-show/id1492492083

Listen on Spotify: https://open.spotify.com/show/5eodRZd3qR9VT1ip1wI7xQ?si=7abec4d61c324b24

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

a16z Podcast

The a16z Podcast discusses tech and culture trends, news, and the future – especially as ‘software eats the world’. It features industry experts, business leaders, and other interesting thinkers and voices from around the world. This podcast is produced by Andreessen Horowitz (aka “a16z”), a Silicon Valley-based venture capital firm. Multiple episodes are released every week; visit a16z.com for more details and to sign up for our newsletters and other content as well!

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