David Ulevitch is a venture capital investor at Andreessen Horowitz who co-leads the firm's American Dynamism practice, focusing on defense, energy, and critical infrastructure companies that strengthen national capacity rather than chasing traditional software markets. Unlike most VCs, he built and scaled OpenDNS from founding through a major Cisco acquisition where he then ran a $2.4 billion security business, giving him an unusually complete founder-to-executive operating experience that he applies to mentoring technical founders in complex, regulated sectors. David Ulevitch is a venture capital investor at Andreessen Horowitz who co-leads the firm's American Dynamism practice, focusing on defense, energy, and critical infrastructure companies that strengthen national capacity rather than chasing traditional software markets. Unlike most VCs, he built and scaled OpenDNS from founding through a major Cisco acquisition where he then ran a $2.4 billion security business, giving him an unusually complete founder-to-executive operating experience that he applies to mentoring technical founders in complex, regulated sectors.