Erin Price-Wright

Andreessen Horowitz General Partner
@espricewright · tracked since Mar 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
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30d 0
90d 1
Best Calls
XLI long +5.4%
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XLI ×1
Recent Calls
XLI long 2 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d
Average Return +5.4% Long Return +5.4% Short Return -
Average Return
7d -0.5%
30d +4.3%
90d
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Thesis
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Long
Mar 25
$165.35
+5.4%
The current defense "space access" problem highlights massive work needed to rebuild supply chains; the U.S. does not manufacture key components like drone motors domestically, and critical materials (copper, steel, magnets) largely run through China. To produce low-cost, scalable systems and iterate quickly, the domestic industrial base for manufacturing, electronics, and engineering talent must be rebuilt. Founders are now moving "down the stack" to solve these foundational industrial problems. LONG on opportunities in real manufacturing companies and supply chain solutions that build resilience and enable scalable, cost-reciprocal defense production. Requires complex alignment between private companies and federal, state, and local governments for permits, land, and power to build physical factories and projects.
The current defense "space access" problem highlights massive work needed to rebuild supply chains; the U.S. does not manufacture key components like drone motors domestically, and critical materials (copper, steel, magnets) largely run through China. To produce low-cost, scalable systems and iterate quickly, the domestic industrial base for manufacturing, electronics, and engineering talent must be rebuilt. Founders are now moving "down the stack" to solve these foundational industrial problems. LONG on opportunities in real manufacturing companies and supply chain solutions that build resilience and enable scalable, cost-reciprocal defense production. Requires complex alignment between private companies and federal, state, and local governments for permits, land, and power to build physical factories and projects.
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