It’s been an eventful and energizing season at the Council on Global Competition and Innovation – CGCI. The CGCI team recently returned from a productive trip to India, meeting with leading investors, top business executives, and former senior government officials. The conversations underscored both India’s growing role in the global innovation ecosystem and the opportunities for deepened U.S.-India collaboration in our eight critical sectors of technology.
This month, we are spotlighting a contribution from CGCI Council Member, David Ulevitch , General Partner at Andreessen Horowitz, a leading venture capital firm. In his recent article, “Investing Capital to Defend the Nation,” he cites CGCI’s leadership in creating the GCI framework and framing this conversation for the investment community. He emphasizes that large institutional investors—not just venture capital—must lead the charge in funding sectors essential to sovereignty and resilience, from semiconductors and biotech to advanced manufacturing and energy. His message is clear: building America’s innovation and industrial base is not only patriotic—it’s a sound and necessary financial strategy in an age of geopolitical volatility.
We are also pleased to present perspectives from Council Member Karl Muth and Jake Guglin, CEO and Co-Founder of Foundation Alloy. Karl’s article, “Insurance Innovation in Support of Future Tech,” explains how risk retention groups can unlock investment in critical but “fundamentally uninsurable” defense technologies, from AI to hypersonic weapons. Jake’s article, “American Leverage: How to Rebuild America’s Competitive Advantages in Global Markets,” offers a roadmap for restoring U.S. economic and military strength by leveraging our legal system, capital markets, and entrepreneurial ingenuity—while building new capabilities in strategic sectors.
From London’s convening on transatlantic deep tech cooperation to ongoing U.S. pitch competitions and timely briefings, CGCI continues to advance our mission: aligning capital and national strategy to strengthen American and allied innovation, industrial capacity, and global security.
If you are an investor, nonprofit, government stakeholder, or company looking to grow in a strategic sector, we welcome the opportunity to collaborate. Together, we can build the backbone of a more resilient, competitive, and secure future. Thank you for being part of this important work.
Sincerely,
Christina Alfonso
Executive Director
Council on Global Competition and Innovation


