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Audio · 2026-01-15 · 45m · 6 moments

AI and the Future of Warfare with US Under Secretary of War Emil Michael

Today’s arms race looks a little different from those of the past. Under the Trump administration, the US Department of War (DoW) is deploying generative AI to millions of employees in order to maintain a strategic edge over our global adversaries. Sarah Guo and Elad Gil sit down with Emil Michael, the Under Secretary of War for Research and Engineering of the United States, to discuss the radical technological transformation of the US military. Emil outlines the architecture and launch of GenAI ✦ AI generated

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01
Context

The military buildup in China is the biggest military buildup in world history, creating a real urgency for the US to invest differently and think differently to stay ahead.

Emil Michael frames China's military buildup as historically unprecedented, driving the need for new investment and thinking in US defense.

transcript

Emil Michael: The military buildup in China is the biggest military buildup in world history and so there's a real urgency on our side to ensure that we are ahead but we stay ahead and that's going to take a different level of investment and different type of thinking than we've had in the last 20 years.

02
Claim

The Department of War consolidated 14 critical technology areas down to 6 action-oriented priorities with sprints, because 14 priorities effectively means no priorities at all.

Michael explains his prioritization framework: reducing from 14 to 6 critical technology areas and adding sprint-based execution, arguing that too many priorities dilutes focus and resources.

transcript

Emil Michael: So when I got here, there were 14 critical technology areas. So critical. critical to our national security. So I looked at them, I said, well, number one, if there's that many, they can't be critical. But #2, hard for people to hold in their head that many priorities and wake up every morning. knowing that they have to get up and execute against those priorities and make progress, because you get distracted, you get too much separation, and therefore not enough resource to any one thing. So I cut them down to six after studying, and I made it more action-oriented, so we put sprints behind them like you would in the engineering team.

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03
Fact

The Department of War launched GenAI.mil to 3 million employees in 60 days, with over 1 million unique users in the first 30 days, by architecting secure data flows that prevent classified data from entering public AI model training pools.

Michael describes rapidly deploying generative AI across the DoW's secure networks, working with a tiger team of engineers from Databricks, Meta, and AWS, and partnering with Google's Gemini to ensure data security.

transcript

Emil Michael: So GenAI.mil, because if you're on a Department of War network, even the unclassified networks are secure, right? And different levels of security as you go up. So you still have to figure out how to architect using AI into those networks. It's not simple as going to chatGPT.com and signing up because those things are sort of generally prohibited because you have to have restrictions on how to use them. So we had to figure out what are the policies, how do you architect it in the network so nothing goes back into the pool of data that ChatGPT or Claude or any of these companies have, because we certainly don't want, no one in this country wants our data getting out into the general public, right, into these models. So you have to architect a different data flow. So, but we moved really fast. I had some like Databricks engineers, former Databricks engineers, former meta engineers, former AWS people, tiger team, 60 days, good, great collaboration from Gemini, from Google's Gemini, who already works at Department of Wars, had some familiarity with our architecture and our systems, and got that launched to 3 million people. And we've had over a million people uniques use it in the last 30 days, which is kind of awesome. We've got one third of the enterprise on one model that's 2.5, not 3.0. 3.0 is coming in a couple of weeks. Then we're going to do Grok with XAI, and we'll see where we get to with the other two.

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04
Mechanism

The Department of War is applying AI across three broad categories: enterprise efficiency, intelligence analysis, and warfighting, with pace-setting projects in each to demonstrate capability and break down barriers.

Michael outlines the three-pronged AI strategy: enterprise use cases for efficiency, intelligence analysis to augment human analysts with fused data from multiple sources, and warfighting applications including war gaming and scenario planning.

transcript

Emil Michael: So we simplified it. and say, there's three sort of broad categories we're going to deploy it on. One is enterprise use cases, like any company would use it for efficiencies, right? The second is intelligence. We get a lot of intelligence from satellites, from all the things the United States does across the enterprise that previously used human analysts for. And so if you could improve the leverage of the human analyst by keying up to them, here's 10 things we saw that you should look at. Man, you're going to make that analyst way more efficient, right? And then, well, if I could take this type of intelligence and fuse it with this type of intelligence, I'm going to make that analyst really capable because usually one type of analyst looks at one type of intelligence. So the more data I can aggregate from all these sources, the more intelligence we can use, which is a great deterrent because we have the best intelligence collection in the world. And then third for war fighting. So war fighting is a complex sort of thing. You're doing war gaming, you're doing planning, you know, there's a lot of formalities and how you execute orders, how you simulate what might happen if you do different scenarios. So across those three areas, enterprise, intelligence, war gaming, we'll have a few pace setting projects within each of them.

05
Mechanism

The Department of War is changing its acquisition approach from 300-page RFP requirements documents to a problem-solving model where industry proposes solutions, making it easier for startups to compete with traditional primes.

Michael describes the Arsenal of Freedom tour's focus on reforming the defense industrial base, including shifting RFPs from prescriptive requirements documents to problem statements, which opens the door for startup innovation.

transcript

Emil Michael: We're gonna change the way we buy, the way we do RFPs even. For an RFP, it used to be, here's a 300-page requirement document, please fill it out and we'll decide if you win or lost. Now we say, well, here's our problem, we're trying to achieve this. Why don't you come back to us with a solution and you allow them to come in with different ideas about how to solve the problem. And there's novel concepts out there. So it's a different, so the primes will excel at filling out a 300 page questionnaire. A startup won't. So if you change it into here's the problem I'm trying to solve, well, startup may say, oh, I have ways of solving this.

06
Context

The defense industrial base shrunk from 50 contractors in the 1980s to about 5 today, creating a wide opening for new entrants, and it is unacceptable that SpaceX, Anduril, and Palantir all had to sue the Department of War for their first contract.

Michael highlights the dramatic consolidation of the defense industry and the historical barrier to entry that forced major innovative companies to sue for their first contract, signaling that the department is now open for business.

transcript

Emil Michael: In the 80s, there were 50 defense contractors and they got merged, so there were only about 5 now. So there's a lot of room for new entrants. And it's crazy to me that SpaceX, Anduril and Palantir all had to sue the Department of War for their first contract. So the idea is you don't have to sue anymore. Come through the front door because people are not going to fight you. We're now excited about lower cost, faster, more sophisticated options.

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