a16z|3月 03, 2026 20:05
"We've got a lot of catching up to do."
Emil Michael on peacetime speed — and why America's next era of dominance depends on moving faster:
"Peacetime speed started after the Cold War was over at the Department of War."
"There was some famous event called the Last Supper where the leaders of the Pentagon said to industry, 'Hey, there's not going to be a lot more buying of weapons systems or innovation. So y'all should consolidate and slow down your growth basically, and become dividend payers and stock buy backers.'"
"We're faced with the biggest military buildup in history in China, starting in the mid two thousands, 2010. And we didn't catch up."
"We've outsourced a lot of our key domestic production on many different areas. Whether it's critical minerals, batteries, a lot of the supply chain stuff."
"Wartime speed is ensuring that domesticating the critical things we need for national strength."
"We have exquisite capabilities. We have a lead in so many areas, but we have to make sure that we're self-reliant in key areas."
"And so we're running as hard as we can on that."
@emilmichael @USWREMichael @DoWCTO @davidu(a16z)
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