The Second American Century: Why Silicon Valley's Return to Defense Signals the Greatest Industrial Opportunity Since WWII

Executive Summary

Silicon Valley's 15-year hostility to defense work is ending with extraordinary violence. The same cultural forces that drove Google employees to revolt over Pentagon AI contracts in 2018 have completely reversed—Palmer Luckey went from Meta pariah to American hero in under five years. This isn't sentiment; it's survival economics. Ukraine proved that $1,000 drones can destroy $100M tanks, China spent two decades building manufacturing dominance while America exported factories, and COVID expose...

Key Investment Opportunity

Unity Software: The Spatial Intelligence Infrastructure Play

While the market sees Unity as a struggling game engine company, the American Dynamism thesis reveals it as critical infrastructure for 3D simulation, defense training, industrial design, and spatial AI applications. Marc's emphasis on 'AI in mechanical form' (robots) and the need for simulation env...

...and 1 more investment opportunities