Misunderstood Power: Emil Michael on the Truth About the DoW & Defense Tech
Sourcery
A 1938 Moment for the Industrial Base
Emil argues the U.S. must rebuild its defense industrial base and reshore critical supply chains to deter adversaries.
With great honor, Mr. Emil Michael, the Under Secretary of War for Research & Engineering (USW(R&E)) and Chief Technology Officer for the Department of War (DoW), joins Sourcery in front of a F117 at the Reagan National Defense Forum 2025 to dispel common misconceptions about the DoW, modern defense technology, & the role of companies like Palantir, SpaceX, & Anduril.
Drawing on his unique path from hyperscaling Uber into a global technology company to now overseeing the DoW’s research, development, & prototyping enterprise, he breaks down how the system actually works behind the scenes.
He also outlines the DoW’s 6 Critical Technology Areas — Applied AI, Scaled Hypersonics, Scaled Directed Energy, Biomanufacturing, Contested Logistics, & Battlefield Information Dominance — and explains how these priorities reflect the realities of modern warfare rather than the myths often portrayed around the sector.
Bonus: Newer companies Emil Michael highlights as emerging leaders in defense innovation include Planet Labs for commercial satellite imagery, Neros as a next-generation drone company, Hadrian for AI-driven advanced manufacturing, and a broader group of frontier AI companies now engaging with the Department of War.
Emil Michael: https://x.com/emilmichael
Molly O’Shea: https://x.com/MollySOShea
Sourcery: https://x.com/sourceryvc
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YouTube: https://youtu.be/6Lfst-RXX9k
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