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The a16z Show

The Ben & Marc Show: China Has Scale. Can America Catch Up?

The a16z Show

a16z

Science, Innovation, Business, Entrepreneurship, Culture, Disruption, Software Eating The World, Technology

4.41.1K Ratings

🗓️ 2 October 2025

⏱️ 57 minutes

🧾️ Download transcript

Summary

Ben, Marc, and Erik Torenberg are joined by Brian Schimpf, Cofounder & CEO of Anduril, and Chris Power, Founder & CEO of Hadrian. Together, they dig into America’s defense production gap: why the U.S. can out-innovate but not out-produce—and what it will take to turn that around. They discuss why U.S. war games show we run out of munitions in a week, the myth of “exquisite-only” systems, how to rebuild industrial capacity with software-led automation, financing factories like data centers, and what it takes to create real deterrence in a Taiwan scenario.

Transcript

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0:00.0

Russia today is out producing NATO on 155 munitions and took about two years.

0:07.0

We have no strategic plan as a country for how we preserve supply in a catastrophic situation.

0:13.0

Every war game we run, we run out of munitions missiles in like six to seven days.

0:18.0

And then it takes about two to three years to refill that battery.

0:23.0

We shoot all our missiles in one week, and then we have none for two years.

0:26.9

If the next conflict demands both brains and bulk, can the U.S. combine innovation with

0:31.6

industrial scale fast enough to win? On this episode of The Ben and Mark Show, we're joined by

0:36.4

Brian Schim, co-founder and CEO of Andrewil, and Chris Power, founder and CEO of Hadrian.

0:42.2

They break down what it really means to out-invent and out-adapt.

0:45.7

Ukraine proved that mass production matters and that advanced weapons without industrial capacity don't deter.

0:51.1

We also discussed the future of U.S. manufacturing, supply chains in rare earths,

0:55.5

automation, off-take agreements, regulatory bottlenecks, and how China's anti-access systems

1:01.0

shape the fight over Taiwan. Let's get into it.

1:04.0

Brian, I believe Palmer has said in an interview that as we think about competition with China,

1:12.4

it's going to be hard to match the scale from the get-go, but where we can continue to win

1:17.8

is in innovation and R&D, and that can make up for it. How would you edit that characterization,

1:23.2

or why don't you flesh out more of what that means? Well, I think the, like, so the U.S. has taken this strategy over the last 20 or 30 years

1:33.0

based on this like probably very anomalous and incorrect Gulf War experience,

1:37.4

where the U.S. having prepared to fight on like the most aggressive ally with the Soviet Union

1:43.0

had invested in all this technology,

1:45.2

believe that somehow punching down on a third world nation and winning was indication that

1:49.6

the strategy was vindicated. And so it went down this like conclusion of technical superiority

...

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