Supply Chain is deterrence. We graded all 50 in @a16z's AD 50 for supply-chain execution readiness.
A ▰▰▰▱ 7
B ▰▰▰▰▰▰▰▰▰▰▰▰▰▰ 28
C ▰▰▰▰▰▰▰ 14
D ▱ 1
F's in the chat for the bottlenecks.
The 2026 American Dynamism 50 is here: our annual list of 50 companies, from within the a16z portfolio and beyond, building for America's future.
This year's theme is Production is Deterrence. "America's ability to prevent conflict depends on what it can build, how fast it can deliver, and how long it can keep going."
A new generation of defense companies is moving from prototypes to full-scale production, and the industrial base has to keep pace. This year's list is organized around three pillars:
1. Systems: the drones, ships, missiles, aircraft, and spacecraft that deter conflict.
2. Factories: the plants, tools, and software that build them.
3. Inputs: the materials and power they're made of and run on.
Get all three right, and the impact reaches well beyond defense, to skilled jobs, revitalized communities, and the supply chains behind energy, housing, and everyday goods.
Meet all 50: a16z.news/p/ad-50-2026-produ…
BOMForge retweeted
As a recovering SaaS GTM nerd, one of the most under discussed reasons why enterprise software is sticky is that implementations are painful and transferring to a better product is almost never worth the migration pain.
I think AI will take the rip and replace cost of large enterprise ERPs down to 0.
Most SaaS teams should be building AI migrators and doing free implementations ahead of contract signing to rip legacy competitors out.








