Erin Price-Wright
General partner at Andreessen Horowitz focused on American Dynamism, investing in companies building AI for the physical world across robotics, energy, manufacturing, industrials, and defense. She previously worked at Index Ventures and Palantir, including product leadership for Palantir’s data analytics and machine learning platform.
Production Capacity Is the Binding Constraint on Defense Growth
At a16z’s American Dynamism Summit, Erin Price-Wright’s conversation with Michael Duffey and Dino Mavrookas recasts the “trillion-dollar” defense question as a production problem. Mavrookas argues that autonomy and software-first design can make new maritime platforms cheaper, simpler, and faster to build, while Duffey says the Pentagon must change acquisition incentives so industry invests in capacity rather than waiting for government-funded expansion. Their shared case is that defense cannot scale without a broader industrial base built around producibility, commercial demand, private capital, and faster procurement.
Critical Minerals and Grid Hardware Are the AI Economy’s Physical Bottlenecks
In an a16z conversation with Erin Price-Wright, former Tesla executives Turner Caldwell and Drew Baglino argue that America’s AI ambitions depend on rebuilding the physical systems beneath them: critical minerals, refining, power electronics, manufacturing and the grid. Caldwell, now CEO of Mariana Minerals, says the US is decades behind China in minerals capacity and must use automation and vertical integration to speed mining and refining. Baglino, CEO of Heron Power, says outdated mechanical grid equipment should be replaced with silicon- and software-based power electronics, backed by durable industrial policy and coordinated infrastructure planning.
Apple Explores Intel and Samsung for U.S. Chip Production
Mark Gurman said Apple has held early talks with Intel and Samsung about using new U.S. fabs to make future A-series and M-series processors, an exploratory move he framed as a supply-chain redundancy question rather than only a political one. Apple still relies heavily on TSMC, primarily in Taiwan, and Gurman described that geographic and supplier concentration as one of the company’s biggest risks. Across the rest of the broadcast, executives and analysts described a similar shift from exposure to execution: AI companies are giving Washington early model access for review, while enterprise adoption is being tested by security, deployment cost and proprietary data advantages.