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emil michael

T2 · manager / operator

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.

12 calls·10 names·92% bull·last heard 18 days ago·Joe Lonsdale+1
track recordleaderboard →
hit rate
0%
avg alpha
-9.6pp
scored
2

top calls

highest conviction · one per company
1sthigh conviction
$UBERUberposition

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 improved urban mobility.

Kleiner Perkins2026-03→
2ndhigh conviction
$OFFICE-OF-STRATEGIC-CAPITALOffice of Strategic Capitalposition

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 vulnerabilities through an investment philosophy focused on national security needs.

Kleiner Perkins2026-03→
3rdmedium conviction
$AFWERXAFWERXposition

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.

Kleiner Perkins2026-03→

most discussed · click a bar to filter

recurring themes

12 total
$SPCX
···
SpaceX
MEDemil michael·Joe Lonsdale·18 days ago
SpaceX cited as model for commercial-first defense procurement
SpaceX, along with Palantir and Anduril, had to sue the government for its first major contract, proving the old prime-dominated system is broken and validating the new commercial-first mandate.
"I use Palantir and Roll and SpaceX. All had to sue the government for their first big contract cuz the primes were sophisticated at selling, sophisticated protecting their interes…"
20:10
$AFWERX
AFWERX
MEDemil michael·Kleiner Perkins·5 months ago· position
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.
"And then we have something called AFWERX, which is another billion dollars, which is, okay, you have a product you want to use, now I want you to build a new production line cuz I…"
31:01
$UBER
···
Uber
HIGHemil michael·Kleiner Perkins·5 months ago· position
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 improved urban mobility.
"Yeah, I'm I'm still a shareholder. I mean, the the thing about I still love Uber as a product, as a business. You're not salty about Uber. It's the It was the investor base. No, I…"
6:15
$OFFICE-OF-STRATEGIC-CAPITAL
Office of Strategic Capital
HIGHemil michael·Kleiner Perkins·5 months ago· position
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 vulnerabilities through an investment philosophy focused on national security needs.
"we have the Office of Strategic Capital here which is where we have you know, a bunch of money to go put in critical minerals companies to encourage them to do things in the US an…"
11:51
$ANDURIL
Anduril
MEDemil michael·Kleiner Perkins·5 months ago
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.
"Like it's really hard. And you know, like still to this day, I imagine minus maybe Anduril and a few others, like the incumbents, the primes, are probably winning most of the cont…"
29:51
$ANTHROPIC
Anthropic
HIGHemil michael·Kleiner Perkins·5 months ago
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) that hinder US competitiveness versus Chinese adversaries who face no such constraints.
"I think you're pretty far off in that I'll give you I'll give you an example. It's like if you buy the Microsoft Office Suite, they don't tell you what you could write in a Word d…"
13:25
$DEFENSE-INNOVATION-UNIT
Defense Innovation Unit
MEDemil michael·Kleiner Perkins·5 months ago· position
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 door for Silicon Valley defense tech.
"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 r…"
30:36
$SPCX
···
SpaceX
MEDemil michael·Joe Lonsdale·7 months ago
SpaceX cited as model for commercial-first defense procurement
SpaceX, along with Palantir and Anduril, had to sue the government for its first major contract; now referenced as proof that commercial-first procurement must change to avoid years of litigation for innovative defense companies.
"I use Palantir, Anduril, and SpaceX all had to sue the government for their first big contract because the primes were sophisticated at selling, sophisticated at protecting their…"
18:46
$ANDURIL
Anduril
MEDemil michael·Joe Lonsdale·7 months ago
Anduril cited as model for commercial-first defense procurement
Anduril, along with Palantir and SpaceX, had to sue the government for its first major contract because primes blocked competition; now held up as example of new commercial-first approach where Pentagon wants next companies to enter without litigation.
"I use Palantir, Anduril, and SpaceX all had to sue the government for their first big contract because the primes were sophisticated at selling, sophisticated at protecting their…"
18:46
$JPM
···
JPMorgan Chase
MEDemil michael·Joe Lonsdale·7 months ago
JPMorgan backing Pentagon's Office of Strategic Capital loans
JPMorgan announced support for Office of Strategic Capital loans, signaling private capital crowding into defense industrial base and critical minerals investments alongside government funding.
"JP Morgan announced that they're going to sort of back a lot, you know, a bunch of the office of strategic capital loans."
29:04