a16z's Connor Love: Private capital is rewriting the Pentagon's defense procurement playbook

a16z · x · 2026-11-02

Connor Love of a16z's American Dynamism team draws on his Army service to critique traditional defense procurement: the buyer isn't the user, appropriators are far removed from frontline needs, and primes 'develop the thing after you give me the money,' leaving soldiers with systems designed a decade ago. He argues venture capital is changing that by pre-funding startups building to today's tech level ahead of government demand signals—delivering soldiers products that actually shift the battlefield and aid deterrence. He calls this private-capital-first model unprecedented in defense history.

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