"America's defense-tech renaissance is well underway… Yet raising capital and winning development contracts aren't what ultimately matter for great defense companies. What matters is production and fielding at scale." "Silicon Valley has largely overlooked that base: we haven't funded enough of the manufacturers and supply chain beneath these companies." "That gap is a national security liability. It is also a generational opportunity for American capital." "Tier 2 and 3 suppliers, the layer technology hasn't touched, sit grossly underpriced… That is the whitespace. That's the investment opportunity." "We are entering a new age of manufacturing, one that may be inspired by Silicon Valley, but will be built across Middle America." @ConnorLoveCA and Collen Larson on The Case for the American Manufacturing Asset Class: https://www.a16z.news/p/the-case-for-the-american-manufacturing