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  1. The a16z Show
  2. Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

The a16z Show · Jun 3, 2026

Balaji Srinivasan and Steven Glinert debate the rise of network states, US-China supply chain vulnerabilities, and allied coalition strategies.

Political Left and Right Share Symmetrical Scarcity Blind Spots

The left mistakenly believes in infinite monetary resources, ignoring physical and fiscal scarcity. Symmetrically, the right mistakenly believes in infinite coercive power, ignoring the need to build digital and political consensus.

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy thumbnail

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

The a16z Show·2 days ago

China Dominates Production for Future Autonomous Warfare

The US is severely disadvantaged in a future conflict based on production scale. China produces 93% of the world's rare-earth magnets and dominates PCB manufacturing—both essential for the robotics and autonomous systems that will define modern warfare—giving it an overwhelming advantage.

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy thumbnail

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

The a16z Show·2 days ago

"Internet First" Is a New Political Ideology, Not Just a Tech Strategy

The concept of "Internet First" is positioned as a global techno-capitalist ideology, a scaled alternative to nationalism and socialism. It merges the technological concept of "mobile-first" with the political identity of "America-first," prioritizing digital networks over nation-states.

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy thumbnail

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

The a16z Show·2 days ago

Coercion Fails in a Multipolar World, Making Persuasion Paramount

For centuries, Western political factions implicitly relied on coercion—taxation for the left, military force for the right. In today's multipolar world where American dominance is no longer absolute, these coercive backstops are failing, elevating the strategic importance of persuasion and alliance building.

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy thumbnail

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

The a16z Show·2 days ago

Silicon Valley's Era of Centralized Capital and Talent Is Over

The exodus of iconic founders like Larry Page, Elon Musk, and Peter Thiel from California, combined with restrictive immigration, signals the end of Silicon Valley's dominance. The future is a decentralized, global network of tech hubs, not a single geographic center.

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy thumbnail

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

The a16z Show·2 days ago

Your Digital Network, Not Your Zip Code, Is Your True Community

For modern individuals, the primary organizing principle has shifted from physical geography to digital networks. A person's top 100 online contacts are typically far more influential to their life and identity than the people living within a 100-mile radius of their home.

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy thumbnail

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

The a16z Show·2 days ago

Allied Industrial Capacity Is the Only Viable Counter to China's Production

A US industrial renaissance is a 10+ year project at best. The only way to balance against China's massive productive capacity in the short-to-medium term is by forming an "anti-hegemonic coalition" and leveraging the existing industrial power of allies like Japan, Korea, and Europe.

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy thumbnail

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

The a16z Show·2 days ago

A Single 1991 Policy Repeal Unleashed Internet Capitalism

The internet's transformation from a military and academic network into a commercial powerhouse was triggered by a specific 1991 event: the repeal of the NSF's "acceptable use policy." This single change, which had blocked capitalism online, unleashed the dot-com boom despite valid fears of spam and scams.

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy thumbnail

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

The a16z Show·2 days ago

Digital Networks Triumph Over States in the West; States Triumph in the East

The power struggle between digital networks and nation-states has geographically distinct outcomes. In the West, networks like X and crypto influence politics and finance (network over state). In China, the state maintains absolute control over its digital sphere (state over network).

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy thumbnail

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

The a16z Show·2 days ago