“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.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Emil Michael
Opinion
Michael: Boston Dynamics made less AI progress than Tesla Optimus
“Which is why Boston Dynamics didn't make as much progress as Optimist did in the AI. You know, the things that started later on robotics just worked better because they were more AI infused.”
Emil MichaelJan 15, 2026▶ 16:47The Largest Untapped Market Inside U.S. Defense | Emil Michael
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 MichaelJan 15, 2026▶ 18:09The Largest Untapped Market Inside U.S. Defense | Emil Michael
Opinion
Michael: US defense industrial base was unready for recent conflicts
“Defense industrial base sort of wasn't ready to provide what's necessary for the threat environment. And if you think about threat environment, what we've done in Iran, what we've done in Venezuela what we've done with the Houthis, like all just in one year, r…”
Emil MichaelJan 15, 2026▶ 20:29The Largest Untapped Market Inside U.S. Defense | Emil Michael
AssertionNot 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 MichaelJan 15, 2026▶ 23:17The Largest Untapped Market Inside U.S. Defense | Emil Michael
AssertionContradicted
Michael: SpaceX, Anduril, and Palantir all sued the Pentagon for first contracts
“SpaceX and Anderil and Palantir all had to sue the Department of War for their first contract.”
Emil MichaelJan 15, 2026▶ 23:52The Largest Untapped Market Inside U.S. Defense | Emil Michael
PredictionNot checkable as stated
Michael: DoD is Close to Making the Defense 'Valley of Death' Minimal
“So all these funding cycle mechanisms are a way to get at that valley of death. And I think we've got, we're really close to sort of pinching, pinching that. Into, to being very minimal if it exists at all.”
Emil MichaelJan 15, 2026▶ 28:04The Largest Untapped Market Inside U.S. Defense | Emil Michael
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