a16z 的 Connor Love 表示，面向国防建设就是为其他一切领域建设：军用系统所需的执行器、电机、阀门和开关等子系统，与未来机器人系统完全相同，一旦能“按质量和按成本”制造这些部件，原本不可行的市场就会变得可行。他认为 AI 终将能“转动扳手”，届时美国将迎来机器人浪潮，且无需依赖中国工厂。他强调美国工业基础在组件层面严重不足，必须补强。
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a16z's Connor Love says building for defense is how America builds for everything else, because once you can make the parts "to quality and to cost," new markets start to make sense:
"When you build many systems, you also require many subsystems below that. There are really interesting military systems being built today. The corollary: by building towards defense, you also build for a different industry."
"The subsystems that go into some of our military systems are the exact same subsystems that are going to go into the future robotic systems. It's the actuators, the motors, the valves and switches."
"When you can build those to quality and to cost, then all of a sudden other markets that maybe weren't viable make sense... You're going to have this robotic wave that will come in America."
"AI can't turn a wrench yet. They will eventually. And that will be enabled by all that, actuators and switches and subsystems that we built... And we're not going to have to rely on factories in China."
"As you build an industrial base, an industrial base can be used for many things. Down to the component level, I just think we don’t have enough of it in America."
@ConnorLoveCA @espricewright @VirtualElena
The American Dynamism 50 is a16z's annual list of companies building for America's future. This year's edition covers the industrial base end to end, from the inputs that come out of the ground to factories that make things and systems that deter conflict. a16z's Erin Price-Wright and Connor Love join Elena Burger to break down this year's list and its theme, Production is Deterrence, built around a simple idea: "You don't have a defense industrial base without an industrial base." 0:50 From mines to factories and systems 3:05 How the internet and nuclear was built 5:05 Drones built DJI into a robotics giant 6:50 Defense dollars pay for new factories 8:30 SpaceX and Tesla lessons on scale 10:15 How Mariana runs a mine on software 12:20 "AI cannot turn a wrench yet" 14:10 Retooling in 20 mins, not 3 months 17:45 Startups build before Pentagon asks 20:35 Why hard tech can be more valuable 24:45 The race for the biggest American flag 28:25 How defense parts unlock US robotics 32:05 The rise of the "manufacturing middle" 37:25 Anduril and SpaceX founder mafias 41:05 Private capital: USA's edge over China 46:30 The buildout must hit Middle America YouTube: https://youtu.be/cRJ7CfaK1Vc @espricewright @ConnorLoveCA @VirtualElena在 X 查看被引用的帖子
来源：a16z · x.com