"Welcome to part two of our 2026 Big Ideas. Ryan Macintosh explores the rise of what he calls the electro-industrial stack, a new foundation for how we build and power America's industrial future. Ange..."

"investing partner on the American Dynamism team. My big idea for 2026 is that the electro-industrial stack will move the world. The next industrial evolution won't just happen in factories, but inside..."

"common uh tropes people report on. People talk about China's so far ahead uh we can't catch up. And actually, you know, you go back a couple years ago and people were saying, you know, China's very fa..."

"stack or the core components that feed into these technologies in the United States uh you need to blend Silicon Valley software talent and culture uh with industrial veterans. Even companies like Spa..."

"artificial intelligence get stronger and they start having you know more of a presence in in automation and industrial military owning these supply chains is going to become even more important. And I..."

"I'm Angela Strange, a general partner on the AI applications fund. And my big idea for 2026 is there will be a dramatic turning point coming to financial services and insurance where finally the risk ..."

"next generation of infrastructure doesn't just add AI. They unify the data from legacy cores, from external systems, from unstructured data into a new system of record, enabling FIS not only to scale,..."

"instance, customer data from onboarding, KYC, KYB, transaction monitoring, even how those customers behave with your customer service team could all sit into a single risk platform. brings together fr..."

"Primarily three reasons. One, we have to remember that many of these companies still live on mainframes, decades old mainframes, and their systems were already on the verge of breaking with the scale...."

"see a ton of opportunity here and potentially a dramatic reordering of the winners and losers of incumbent companies based on who become the early adopters of some of these new platforms. And we're al..."

"investor that I get so excited about infrastructure is that it's beautiful infrastructure that enables beautiful consumer experiences and beautiful business experiences. For instance, why does your ba..."

"going to see a dramatic acceleration for any company that has built a new AI first platform that sells into this large industry. But the opportunity is massive. So if you are a founder who deeply unde..."

"I'm Sarah Wang, general partner on A16Z Growth, and my big idea for 2026 is that systems of record start to lose their edge. A passive system of record layer stops making sense when agents can indepen..."

"losing privacy lightly at all. I used to work at a firm that almost exclusively invested in ERPs and other systems of record because of the stickiness of the data gravity. There was a wave of SAS 2.0 ..."

"IT service management. This has traditionally been the domain of powerhouse company Service Now. I chatted with a head of IT recently who told me for the first time in his two decade long career he be..."

"there's a couple of valuable layers in this new paradigm. Of course, there's the foundation model layer. We believe that stays valuable. Um, but it's really the emerging agent layer that sits as close..."