Ep 138: AI, Space-Based Interceptors & the Bleeding Edge of Warfare with Pentagon R&D Chief Emil Michael - Joe Lonsdale: American Optimist Recap

Podcast: Joe Lonsdale: American Optimist

Published: 2026-01-09

Duration: 30 min

Summary

In this episode, Emil Michael, the Undersecretary of War for Research and Engineering, discusses the urgent need for the Pentagon to adapt rapidly to emerging threats, leveraging advanced technologies like AI, hypersonics, and electronic warfare. He emphasizes the importance of a disruptive approach to defense innovation to maintain national security in a changing global landscape.

What Happened

In a candid conversation, Emil Michael shares his insights on the current threat environment facing the United States, highlighting the growing sophistication of adversaries and the need for the Pentagon to respond more swiftly. He reflects on how the American public may not fully grasp the challenges posed by advancements in drones, cyber-attacks, and quantum sensing, stressing that 'the American public is probably not as aware of the threat environment' as they should be. This lack of awareness is particularly concerning as the U.S. finds itself in a renewed great power rivalry, especially with China, which has been investing heavily in military technology while the U.S. has focused on irregular warfare tactics during the global war on terror.

Michael, who previously led growth at Uber, draws parallels between startup agility and the need for the Pentagon to adopt a similar mindset. He describes his mission to inject a sense of urgency and innovation into military research, noting how he successfully launched a new AI initiative within two months. His approach involves fostering an environment where traditional bureaucratic processes are challenged and efficiency is prioritized. As he puts it, 'I'm not going to do it forever. How do I leave my mark, right?' This sense of responsibility drives him to push for faster decision-making and technological advancement within the Department of Defense.

Throughout the episode, Michael emphasizes the importance of collaboration among the military services and the need for a unified strategy to counteract threats. He acknowledges the complexities of managing multiple branches of the military but remains optimistic about the potential for change. The conversation underscores a critical moment in U.S. defense strategy, where embracing innovation and a disruptive approach is seen as essential for achieving peace through strength.

Key Insights