American Dynamism
The hard tech revival
American Dynamism is centered on integrating software and AI with the physical world to modernize defense, manufacturing, and critical infrastructure.
Dual-purpose returns
Attempting to achieve venture-scale financial alpha while simultaneously strengthening U.S. competitiveness and societal foundations.
Bridging the divide
Expertise in navigating the complex intersection of Silicon Valley innovation and the regulatory environment of Washington, D.C.
Why Now?
Convergence of three powerful, non-cyclical forces
These compel unprecedented and rapid capital deployment into Deep Technology and the modernization of core industrial and defense sectors.
Geopolitical pressure
The shift to great power competition mandates the rapid deployment of advanced technology in defense, space, and industrial capacity. National security is the ultimate demand signal for innovation.
AI-driven modernization
Artificial Intelligence provides the powerful toolkit needed to optimize legacy, analog systems in manufacturing, logistics, and energy. This enables rapid, step-change improvements.
Demand for resilience
Post-pandemic focus on domestic supply chain stability, energy independence, and critical infrastructure hardening has unlocked massive pools of public and private capital.
Core Pillars
Delivering broader access and potential superior risk-adjusted returns
Our approach provides access to foundational sectors that have been traditionally starved of modern technological innovation.
Critical Infrastructure
and Energy Security
Grid Resilience
Investing in smart grid software, advanced battery storage, and next-generation power sources (e.g., fusion/microreactors).
Industrial Cybersecurity
Protecting the operational technology (OT) systems that run factories and utilities from digital threats.
Policy Expertise
Our rigorous diligence framework includes deep analysis of new federal funding opportunities and regulatory changes.
Reindustrialization
and Supply Chains
Advanced Manufacturing
Backing robotics, automation, and industrial software to bring critical capacity back to the U.S.
Materials Security
Funding domestic production of specialized chemicals, battery components, and pharmaceuticals.
Talent Migration
Access to expert engineers moving from Big Tech to solve problems in the physical economy.
Public Safety
and Civic Tech
Public Safety Platforms
Modernizing emergency services and law enforcement with cloud-native data and sensor technologies.
Housing & Education
Funding solutions that utilize technology to lower costs and increase access in historically inefficient social sectors.
Long-Term Moats
Companies in these regulated spaces often establish powerful, enduring competitive advantages once adopted.
Resources
Our investment team has compiled our relevant white papers, articles and other resources to help better understand the potential benefits of American Dynamism and its growing opportunity set.
Frequently asked questions
Contact Us
Learn more about Altes’ approach to American Dynamism by following our research or contact us today.
