DeepCorner: American Dynamism and Manufacturing

✍️ Notes from the Editors

Today's article is brought to you by Ryse. This smart home company grew 200% year-over-year—and you have the opportunity to invest.

LinkedIn saw it first, but we (and over a dozen emerging managers) had a great time at our latest SF dinner.

Registrations are open for our next seed+ founders SF dinner on May 8 (we’ll be in town for Figma Config and Stripe Sessions), but the party doesn't stop there… stay tuned for some exciting events coming up in LA and NYC.

The poll results were in—Unicorner readers are obsessed with deep tech and appropriately want to dive deep. So, Kanay is back this week with another article for our DeepCorner series. Hope you enjoy this week’s analysis!

- Arek and Ethan 🦄

DeepCorner: American Dynamism and Manufacturing

Welcome back to DeepCorner. Today we’re covering something top of mind for everyone:

Manufacturing.

Well, not really. But what is top of mind? Tariffs. The cost of goods. Inflation. Market fluctuations. All are inherently tied to manufacturing, since manufacturing is the fundamental backbone of any industry. And manufacturing is only poised to grow these next four years.

The current administration is attempting to bring manufacturing back stateside. Whether or not this is good for overall development is up for debate. But as companies grapple with policy changes, there has been a heavy increase in investment and innovation. This new wave of funding is part of a broader investment theme: American Dynamism.

A word from our partner

The Smart Home disruptor with 200% year-over-year growth…

No, it’s not Ring or Nest—meet RYSE, the company redefining smart shade automation, and you can invest before its next major growth phase.

With $10M+ in revenue and distribution in 127 Best Buy locations, RYSE is rapidly emerging as a top acquisition target in the booming smart home industry, projected to grow 23% annually.

Its patented retrofit technology allows users to automate their window shades in minutes, controlled via smartphone or voice. With 200% year-over-year growth, demand is skyrocketing.

Now, RYSE’s public offering is live at just $1.90/share.

This is sponsored content. Conduct your own research before making investment decisions.

What is American Dynamism?

American Dynamism, a term coined by a16z, is a broad investment theme focused on domestic investment into infrastructure.

A key feature of American Dynamism is increasing the manufacturing capacity of the United States, reminiscent of the industrial age where manufacturing—from transportation, technology, aerospace, and more—flourished in the states. 

Beyond a16z, we see other firms such as JD Vance’s former firm Revolution doubling down on this upheaval, all driven by the push to see more of the supply chain in the U.S. Vance has gone as far as to speak at a tech conference around American Dynamism, further emphasizing how American Dynamism is going to play a pivotal role in the near future.

What companies are thriving in this new push?

Manufacturing is not new to Unicorner. You’ll recall our previous string of construction coverage, which resulted in many promising Unicorns-to-be getting the spotlight. We outlined how Constructable uses AI to make construction more efficient and how Agave connects and helps construction managers find efficiencies in their operations and finances. Beyond traditional software solutions, companies like Intramotev are creating new supply chain solutions, streamlining current manufacturing processes. 

Outside the startup space, traditional tech companies are investing in factories in the states. NVIDIA has pledged billions of dollars to ramp up U.S. chip manufacturing. The consortium of OpenAI, SoftBank, Oracle, and others have pledged $500 billion toward increasing AI capabilities in the U.S., with a focus on manufacturing as well. With the growing race in AI and computing capabilities, all tangential industries hit manufacturing, bolstering the need for enterprise-level capacity in the industry. There is also an uptick in international investment into American capacity, with the United Arab Emirates committing $1.4 trillion to infrastructure and industrial assets, including manufacturing.

In short, many companies stand to benefit. But only if they play their cards right.

What’s next?

America can never be counted out. In the nearly 250 years the country has existed, the U.S.’s pioneering spirit has consistently influenced the global landscape. From exploring new frontiers geographically and scientifically, the U.S. has continuously redefined expectations. While the country has deindustrialized, in part by offshoring to industrializing countries, there is no doubt it can reindustrialize again, with global implications. 

Driven by new investment and governmental direction, the ramp-up in production is just getting started. The stage is being set for a huge change in the markets. The future will be shaped by a new type of innovation, with manufacturing at its core.

While many sectors will be influenced by this new school of thought, not all will be impacted in the same way. As we continue this conversation in future DeepCorner discussions, we’ll take the opportunity to analyze each sector, one at a time.

Stay tuned. The manufacturing transformation is just beginning.

Written by Kanay Jay Shah

🥲 That’s all, folks

If you enjoyed today's article, forward this email to a friend!

If you're just seeing this email now, subscribe here.

Made with 💜 by the Unicorner team