Deterrence between nations is no longer determined mainly by the size of a military but by the pace of innovation in responding to cheap, software-built technologies that adversaries — whether states, criminals, or terrorist groups — deploy, and those technologies are now built primarily by the private sector rather than governments.
Ann describes a shift she witnessed from the intelligence community into the White House: technology moved from being a diplomatic tool to the central arena of national power, redefining deterrence around innovation speed rather than military scale. ✦ AI generated
Ann · a16z Podcast · 2026-07-03 · original ↗
starts at this moment · 6:15
“How much of your decision to join a16z was motivated by this mission and also the sense of duty and helping other countries think about the adoption to AI and not wanting to get left behind in AI?”
You know deterrence is no longer just the size of a military. I think as we see in the straight of Hermuz or we saw in the Red Sea, it's the pace of innovation in reacting to cheap softwarebuilt tech that adversaries may be using whether they're a country, criminal or a terrorist group. And those technologies today are not being built by governments. They're being built by the private sector.
verbatim transcript · starts at 6:15
6:15think as we see in the straight of Hermuz or we saw in the Red Sea, it's the pace of innovation in reacting to cheap softwarebuilt tech that adversaries may be using whether they're a country, criminal or a terrorist group. >> Yep. >> And those technologies today are not being built by governments. They're being built by the private sector. Whether that's AI systems, whether that's autonomous systems, whether
6:38that's cyber defense systems, they are being built on in the private sector. So certainly from a US perspective ensuring that we have the relationships between government and private sector to leverage that for our own economic growth and as a force for good on the world stage but also that our allies as well we build together we fight together and to ensure that together we can both have the advantages of that and to the
7:01extent that our tech also represents our values >> it's important that the world run on America and on western tech. Yeah, actually that's a great point on the values point because Ben you've said before no country also wants to get colonized >> in cyerspace right particularly because AI is now just getting built in the six block radius >> in San Francisco um say say a little bit
7:23more about that >> well you know when AI becomes the interface for everything um so every every tool we have every technology we use every kind of system we have from your car to your refrigerator to your education system is going to be built on these models and the models um are not objective. They have opinions um and they they have strong opinions on things like history,
7:50>> on culture, on um you know, ethics, on values. And by the way, those are very different depending where you are. you know, the uh you know, the history of wars and the you know, history of of of a country and laws and whether that country was a good actor or a bad actor uh are all very different depending on um where you're getting the information from. And so if you believe that you you
- ·Deterrence no longer hinges on military size alone
- ·Now driven by pace of innovation vs. cheap software-built tech
- ·Seen in Strait of Hormuz, Red Sea conflicts
- ·Adversaries: states, criminals, or terrorist groups
- ·Threatening technologies are cheap and software-built
- ·Not primarily built by governments today
- ·Private sector now leads this technology development