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Emil Michael: Iran, Anthropic and the Future of AI at the Pentagon

March 13, 2026

AI Summary

5 min read

The Pentagon’s AI Wake-Up Call

When Emil Michael was confirmed as Under Secretary of Defense for Research and Engineering, he took inventory. What he found was a department with fourteen critical technology priorities, most unchanged for nearly a decade, written in language so vague no one could act on them. He cut the list to six. Applied AI went to the top. Within 90 days, 1.2 million of the department’s 3 million personnel had used some form of AI. When he started, that number was 80,000.

The more urgent problem was what he found inside existing contracts: AI models baked into the most sensitive commands in the U.S. military, under terms that could shut the software off mid-operation. A company’s internal values document, he argues, cannot be the governing authority for American command and control.

From Peacetime to Wartime Speed

Michael describes a Pentagon that has been operating at “peacetime speed” since the Cold War ended. He points to a famous event called “The Last Supper,” where defense leaders told industry to consolidate and slow down. The result was a handful of prime contractors and a system that had not updated its technology priorities in nearly a decade.

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What you'll learn

  • 1 (00:00) **The Urgency Problem: Peacetime vs. Wartime Speed** - Michael frames the core challenge: the Pentagon has been operating at "peacetime speed" since the Cold War, while facing the largest military buildup in history from China.
  • 2 (05:52) **Taking Inventory: Cutting 14 Priorities to 6** - Michael describes his first act as Under Secretary: reducing a decade-old list of 14 vague technology priorities down to 6 actionable ones.
  • 3 (07:06) **The AI Adoption Gap: From 80,000 to 1.2 Million Users** - Michael reveals the scale of the AI adoption problem and the rapid progress made in 90 days.
  • 4 (09:57) **The "Holy Cow" Moment: AI Contracts and Vendor Lock-In** - Michael reveals the catalyst for the public debate: discovering existing AI contracts with terms that could shut down software mid-operation.
  • 5 (11:20) **The Maduro Raid Incident: A Company Questioning a Successful Operation** - Michael describes the chilling moment a vendor questioned whether its software was used in a successful military raid.
  • 6 (13:33) **The Core Conflict: Corporate "Constitution" vs. U.S. Constitution** - Michael argues that a company's internal values document cannot be the governing authority for American military operations.
  • 7 (14:54) **Democratic Oversight vs. Corporate Values** - Michael explains why the democratic process, not corporate policy, must govern the lawful use of force.

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Show Notes

This conversation with Emil Michael, undersecretary of defense for research and engineering and acting director of the Defense Innovation Unit, was recorded at the a16z American Dynamism Summit in Washington, D.C. Michael walks through how he inherited a department running 14 undefined technology priorities, cut them to six, and made applied AI number one. He also gives the first detailed account of why commercial AI contracts written under the previous administration created a vendor-lock crisis that put active military operations at risk.

 

 

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