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Trend Is Your Friend: Tech’s Biggest Ideas for 2025
Edoardo Zarghetta Edoardo Zarghetta

Trend Is Your Friend: Tech’s Biggest Ideas for 2025

AMERICA2030’s portfolio reflects a commitment to shaping the future through investments in critical technologies. From nuclear energy and reusable rockets to AI-disrupting search and custom computing hardware, we provide unparalleled exposure to the technologies driving America’s industrial renewal.

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Can enemies use ai apps against the US and its NATO allies?
Edoardo Zarghetta Edoardo Zarghetta

Can enemies use ai apps against the US and its NATO allies?

Exploring the dual-use potential of AI models like Grok, ChatGPT, and Gemini in defense: from real-time data analysis and intelligence gathering to training simulations, each AI offers unique capabilities that could enhance military operations if adapted with ethical safeguards.

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US tech wins the elections
Edoardo Zarghetta Edoardo Zarghetta

US tech wins the elections

Donald Trump’s recent re-election promises a favorable climate for U.S. late-stage tech startups, with policies on deregulation, tax incentives, reshoring, and emerging technologies driving potential growth. Enhanced government partnerships, particularly in AI and aerospace, are expected to bolster opportunities for venture-backed companies poised for expansion.

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Key Geopolitical Risks Driving Global Defense, Energy, and Security Investments
Edoardo Zarghetta Edoardo Zarghetta

Key Geopolitical Risks Driving Global Defense, Energy, and Security Investments

Geopolitical tensions are reshaping global defense, energy, and security sectors, with increased military budgets in Europe, regional conflicts in the Middle East, and rising defense spending in the Asia-Pacific. From cybersecurity threats to energy security challenges, these risks highlight critical investment opportunities across defense technology, renewable energy, and cybersecurity.

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Is Quantum Computing Underfunded in the U.S.?
Edoardo Zarghetta Edoardo Zarghetta

Is Quantum Computing Underfunded in the U.S.?

Quantum computing in the U.S. faces funding challenges relative to its potential, particularly in defense. With venture funding of only $1.2 billion in 2023 and public funding lagging behind other nations, quantum could benefit from increased strategic investment. Quantum’s impact on cryptography, secure communications, and defense logistics highlights the need for greater support in this critical sector.

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Kodiak Robotics, manufacturing and defense
Edoardo Zarghetta Edoardo Zarghetta

Kodiak Robotics, manufacturing and defense

Kodiak Robotics develops autonomous driving technology for commercial trucking and defense applications. Their Kodiak Driver system is adaptable for military vehicles, excelling in off-road, GPS-degraded environments. Kodiak partners with the U.S. Army and Textron Systems for projects like the Robotic Combat Vehicle program. Kodiak aims to enhance safety and logistics across industries.

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