From the CHIPS Act to the Inflation Reduction Act, U.S. policy is reshaping industrial capital flows. What was once a cost-efficiency play—offshoring—has become a national security and resilience imperative. The result? A sweeping realignment of domestic manufacturing, logistics networks, and venture interest in infrastructure tech.

At Beyond Query, we see the rewiring of domestic supply chains not as a momentary trade policy response—but as a multi-decade capital reallocation. Startups that facilitate reshoring, regionalized manufacturing, and intermodal optimization are now mission-critical. Government incentives for semiconductor plants, electric vehicle supply chains, and clean energy facilities are catalyzing new demand for localized logistics infrastructure.

This shift creates opportunity far beyond industrial construction. It requires smarter warehousing near production zones, adaptive freight networks to serve non-coastal regions, and automation tools capable of scaling across fragmented geographies. It’s not just the factories that matter—it’s the systems around them that keep goods moving.

“Policy is picking winners. We’re aligning with that momentum.”

Venture capital must now operate with macroeconomic foresight. The startups we back anticipate—not react to—policy-driven shifts. That’s where long-term defensibility and compounding value reside. The next wave of logistics unicorns won’t just be tech-driven—they’ll be policy-aligned, regionally embedded, and geopolitically relevant.