the rise of an industrial base that is truly AI native and software-first
the rebirth of the American factory with software and AI at its heart
==Software transformed how we think, design, and communicate. Now it’s transforming how we move, build, and produce. Advances in electrification, materials, and AI are converging, bringing true software control to the physical world. Machines are beginning to sense, learn, and act on their own.==
This is the rise of the **[electro-industrial stack](https://a16z.com/the-electro-industrial-stack-will-move-the-world/)** —the combined technologies that power electric vehicles, drones, data centers, and modern manufacturing. ==It connects the atoms that move the world to the bits that command it==: minerals refined into components, energy stored in batteries, electricity directed by power electronics, motion delivered through precision motors, all coordinated by software. It’s the invisible foundation behind every breakthrough in physical automation; it’s the difference between software that merely summons a taxi and software that takes the wheel.
But the capacity to build this stack, from refining critical materials to fabricating advanced chips, is slipping away. If the United States wants to lead the next industrial era, it must make the hardware that underpins it. The nations that master the electro-industrial stack will define the future of industrial and military technologies.
**Software ate the world. Now it will move it.**
similar trend (AI + nation): [[Sillicon Valley should re-engage with the state, take social responsibilities, and build a technological republic]]