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Emil Michael

11 statements across 1 episodes · 6 bullish · 2 bearish · 1 people on the record · first statement Jan 15, 2026 by Emil Michael · said 1 times in 1 episodes since 2025 · across every show →

On the record as a speaker too: Emil Michael's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Sriram Krishnan (1)

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Everything said about Emil Michael, oldest first

Jan 15, 2026 neutral
Opinion
Emil Michael: AI foundation models and applications are sufficiently well-funded
“And then from an AI standpoint, you know, I feel like we're generally okay with the investment. I mean, there's so much money going in there that that's like a well-funded area, both the foundation models and the derivatives that are trying to do specific apps…”
Emil Michael Jan 15, 2026 ▶ 29:42 The Largest Untapped Market Inside U.S. Defense | Emil Michael
Jan 15, 2026
Disclosure
Michael cuts Department of War critical tech areas from 14 to six
“So I cut them down to six after studying and I made it more action oriented. So we put sprints behind them like you would an engineering team.”
Emil Michael Jan 15, 2026 ▶ 6:38 The Largest Untapped Market Inside U.S. Defense | Emil Michael
Jan 15, 2026 negative
Assertion Not checkable as stated
Michael: China's military buildup is the largest in world history
“The buildup, the military buildup in China is the biggest military buildup in world history.”
Emil Michael Jan 15, 2026 ▶ 23:17 The Largest Untapped Market Inside U.S. Defense | Emil Michael
Jan 15, 2026 bullish
Prediction Open · timeframe Jan 2036
Michael: Autonomous systems could consume 30% of defense budget within 10 years
“So, you know, in 10 years, it wouldn't surprise me if 20, 30% of the budget is, is, is spent on those kinds of systems.”
Emil Michael Jan 15, 2026 ▶ 10:20 The Largest Untapped Market Inside U.S. Defense | Emil Michael
Jan 15, 2026 positive
Disclosure
Emil Michael: Golden Dome is exploring intercepting targets from space
“For Golden Dome, which you've heard about, we're looking at how to take things out from space, which is a compelling, really complex, but interesting proposition.”
Emil Michael Jan 15, 2026 ▶ 29:31 The Largest Untapped Market Inside U.S. Defense | Emil Michael
Jan 15, 2026 negative
Disclosure
Michael: Department of War will not build proprietary foundation AI models
“The number one is applied AI. Because we're not building a foundation model at the DOW because there's being hundreds of billions of dollars being spent by the private sector on this. So how do I adapt or use what's being developed in the private sector and ap…”
Emil Michael Jan 15, 2026 ▶ 6:46 The Largest Untapped Market Inside U.S. Defense | Emil Michael
Jan 15, 2026 neutral
Assertion Supported
Michael: US defense contractors consolidated from 50 in the 1980s to five
“In the eighties, there were 50 defense contractors, and they were, got merged, so there were only about five. Now.”
Emil Michael Jan 15, 2026 ▶ 23:45 The Largest Untapped Market Inside U.S. Defense | Emil Michael
Jan 15, 2026 bullish
Assertion Supported
Michael: GenAI.mil reached over one million unique users in 30 days
“And we've had over a million people Unix use it in the last 30 days, which is kind of awesome. We've got one third of the enterprise on one model.”
Emil Michael Jan 15, 2026 ▶ 13:23 The Largest Untapped Market Inside U.S. Defense | Emil Michael
Jan 15, 2026 bullish
Prediction Not checkable as stated
Emil Michael predicts major defense innovation in large, missile-like drones
“I think there's going to be, when you think about drones, not just the small drones, they just get the bigger and bigger drones that really look like long range missiles, if you will, to be innovation there.”
Emil Michael Jan 15, 2026 ▶ 29:11 The Largest Untapped Market Inside U.S. Defense | Emil Michael
Jan 15, 2026 positive
Assertion Supported
Michael: Tiger team launched GenAI.mil to 3 million personnel in 60 days
“I had some like Databricks engineers, former Databricks engineers, former Meta engineers, former AWS people, Tiger team, 60 days good, great collaboration from Gemini from Google's Gemini, who already works at Department of Warsets, some familiarity with our a…”
Emil Michael Jan 15, 2026 ▶ 13:02 The Largest Untapped Market Inside U.S. Defense | Emil Michael
Jan 15, 2026 positive
Disclosure
Michael: DoD Deployed DOGE Recruits to Build Defense AI Initiatives
“The talent they brought into every department could then be deployed on other projects like the AI action plan that we did with Gen AI. So, because they were already, like, Elon chose technically sophisticated people. There weren't all engineers, some were law…”
Emil Michael Jan 15, 2026 ▶ 18:09 The Largest Untapped Market Inside U.S. Defense | Emil Michael
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