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▶ 30:36 · $DEFENSE-INNOVATION-UNIT · DIU operates multi-billion dollar rapid contracting vehicle from Mountain View
episode briefing
Kleiner Perkins

AI Policy Clash: Anthropic and the U.S. Government | DoW Emil Michael

2026-03-23 · 6 company · 6 thematic
sentiment
5 bull0 bear1 neu
speakers
emil michael

Emil Michael served as White House Fellow under Secretary Gates (2009), led global business growth at Uber during its hypergrowth phase, and now serves as Under Secretary of War for Research and Engineering (CTO of Department of Defense), overseeing critical technology areas, DARPA, DIU, and Office of Strategic Capital.

quote
“I've got the Defense Innovation Unit, for example. It's a relatively new unit. It's based in Mountain View, California. It has a couple billion dollars, and it's it spends it in rapid contracting to help companies have a prototype bring th…”
—emil michael

episode shorts · 2

Exporting America’s Values

The Day Uber Lost Half a Million Users

now playing · $DEFENSE-INNOVATION-UNIT
$UBER···bullish· high· posemil michael
Emil Michael remains bullish Uber shareholder citing durable business model
Michael holds Uber stock because the business model fundamentally works — solving transportation needs profitably with positive externalities like reduced drunk driving and improv…
$OFFICE-OF-STRATEGIC-CAPITALbullish· high· posemil michael
DoD's Office of Strategic Capital deploys hundreds of billions in low-cost loans for critical minerals
The Office of Strategic Capital uses low-cost loans to crowd in private venture capital for domestic critical minerals and battery production, addressing supply chain vulnerabilit…
$ANTHROPICneutral· highemil michael
Government clashes with Anthropic over policy restrictions beyond law
The Department of Defense wants unrestricted lawful use of Anthropic's models for national security, but Anthropic imposes its own policy preferences (rooted in effective altruism…
$ANDURILbullish· mediumemil michael
Anduril cited as rare defense tech startup breaking prime contractor dominance
Anduril is one of the few new defense entrants successfully penetrating the procurement system, demonstrating that clean-sheet designs can compete with legacy primes.
$DEFENSE-INNOVATION-UNITbullish· medium· posemil michael
DIU operates multi-billion dollar rapid contracting vehicle from Mountain View
The Defense Innovation Unit, based in Mountain View with a couple billion dollars, bridges commercial prototypes to military adoption through rapid contracting, acting as a front…
$AFWERXbullish· medium· posemil michael
AFWERX provides billion-dollar scaling fund for defense production lines
AFWERX complements DIU by funding new production lines to scale proven prototypes, addressing the manufacturing valley of death for defense tech startups.