American Dynamism Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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15:46
May 08
May 08
Betting on US technology and dynamism
America won the Industrial Revolution through superior technology and now faces the AI revolution; a16z has placed the largest bet in American history that the U.S. will win the next century of technology. Its American Dynamism effort invests in the national interest at the intersection of advanced software/hardware and rebuilding the defense industrial base and manufacturing, because the American system gives people a chance and helps advance humanity.
HIGH
16:49
Jan 26
Jan 26
American Dynamism is next big theme.
After AI infra and apps, American Dynamism is the next largest opportunity, driven by pressing market/world need, talent from SpaceX and Palantir, and advances in autonomy and vision technologies.
HIGH
14:01
Jan 13
Jan 13
American Dynamism has real investable opportunities.
A16z favored American Dynamism over ESG because it is economically oriented, less constraining, and has many real opportunities. The US must modernize defense, improve public-safety intelligence, solve the energy problem, and solve rare-earth mineral mining, which he views as very good problems for venture investing.
MED
About American Dynamism Investor Commentary
Across the available history and selected sources, Buzzberg tracks American Dynamism across 1 sources: 3 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 3 total trade ideas tracked. Latest voices: Ben Horowitz, David George.