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Emil Michael
Under Secretary of War for Research and Engineering, US Department of War

Watch CNBC's full interview with Department of Defense Under Secretary Emil Michael

📅 Sep 16, 2026 CNBC Television 12 MIN 994 VIEWS 21 SEGMENTS · 5 SPEAKERS
Emil Michael, Department of Defense CTO, joins 'Squawk on the Street' to discuss the ongoing debate around AI safety and regulation. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get...

What Emil Michael said

Written from the verified transcript and checked against it. Every figure links to the moment it was said.

Emil Michael, US Department of Defense Under Secretary for Research and Engineering, dismissed Anthropic's AI pacing proposal, arguing companies should invest more in safety or slow research themselves, without government coordination. He rejected effective altruism as ideology seeking control, and criticized Anthropic's proposed transnational governance as excluding upstarts. Michael highlighted the administration's actions, including export controls slapped on Anthropic within hours of an unsafe model, and a robust testing regime. He downplayed the Hugging Face incident as a testing environment failure by Irregular, suggesting companies underinvest in safety alignment. He questioned Anthropic's auditor independence, linked to Sam Bankman-Fried, and proposed a cottage industry of truly independent evaluators. On China, he called chip export policy measured, noting the US holds 70% of world compute. Michael accused effective altruists of a coordinated lobbying campaign and rejected government stakes or nationalization, wanting AI firms to become normal companies.

Key takeaways

  1. Michael said nothing stops AI companies from investing more in safety or slowing research; government coordination doesn't make sense.
  2. Anthropic got export controls slapped on within hours of releasing a model the War Department deemed unsafe.
  3. Michael dismissed the Hugging Face incident as a testing environment failure by Irregular, not a fundamental safety crisis.
  4. He said the US holds 70% of the world's compute, making China chip exports a small fraction.

Numbers and commitments

FigureWhat it refers toTypeAt
70% US share of world's compute metric 9:35
1200 Number of agents that escaped in testing metric 5:15
13 trillion Parameters in some AI models metric 8:08
1.25 trillion, 1.5 trillion, 2 trillion Potential valuations of AI companies other 12:01

Chapters

  1. 0:00Anthropic pacing plan criticism
  2. 1:28Effective altruism rejection
  3. 4:18Hugging Face incident response
  4. 6:48Safety vs productivity tradeoff
  5. 8:08Independent auditing needs
  6. 9:35China chip exports and compute lead
  7. 11:00Coordinated lobbying accusations
  8. 12:01Government stakes and nationalization

Questions asked in this interview

9
  1. 0:10So what did you guys discuss and how do you react to what Dario just said?
  2. 1:12Can you just explain what this is and why it makes you skeptical about all this?
  3. 2:10But why is it wrong for government also to be involved in trying to put some guardrails on so that we don't make a huge mistake here for humanity?
  4. 3:49How should we view that moment in time, given it does seem to have sparked a lot of this current conversation?
  5. 6:38Emil, if there are guardrails that protect us on the safety side, does that necessarily mean that there's less promise on the productivity side? Is there symmetry there?
  6. 7:40And Sam, are we going to put all our trust in humanity and a few of these people?
  7. 9:05How much should we be pushing back on China to try to stop their progress?
  8. 10:45Do you think there's a coordinated effort to lobby against or to lobby for AI regulation that somehow some of these whistleblowers are part of and that, you know, can be traced to members of Congress?
  9. 11:53Would you be open to anything like that?
Unknown 0:01 ↗
industry about. And I think that's the way to lead the industry forward, to set an example, to say that everyone can always be better.
Sarah Eisen 0:10 ↗
Joining us now for a first on CNBC interview is Emil Michael, the Department of Defense Undersecretary for Research and Engineering and Chief Technology Officer. He met with Anthropic's Chief Compute Officer Tom Brown yesterday to discuss the ongoing debate. Emil, it's great to have you. So what did you guys discuss and how do you react to what Dario just said?
Emil Michael 0:32 ↗
Well, we didn't discuss what Dario said yesterday. Just as you know, Sarah, we at the War Department and the government generally, we have a responsibility to evaluate all these models. The President had an AI EO a few months ago, which required us to kind of make sure we understand what the frontier looks like. But my comments on this pacing plan that Anthropic put out is nothing stopping these companies from investing more in safety and slowing down their research projects until they ensure they're safe. That's what good product owners do. Whether it needs to coordinate with industry, that doesn't quite make sense to me.
Sarah Eisen 1:12 ↗
Yeah, I mean, you, I feel like you buy into this effective altruism theory, which, you know, from the CTO of Palantir wrote about the Free Press this week. Can you just explain what this is and why it makes you skeptical about all this?
Emil Michael 1:28 ↗
Yeah, I don't buy into it. I do think it's part of an ideology that's really seeking control over AI governance. And Dario said it himself on TV that he believes the way AI should be governed because it's such a powerful technology is him companies sitting with the President and the leaders of other democratic countries to essentially have a transnational governance regime that governs over the use of AI, which necessarily would exclude upstarts and would necessarily exclude open source and things that are not at the frontier. I think that's dangerous when you're thinking about that kind of new technology being concentrated in the power of a few people.
Sarah Eisen 2:10 ↗
Yeah, I should say you buy into that, their thinking and their motivation. You very much do not buy into that, clearly. I just wonder, you know, if this administration's approach is a little dangerous because at some point, I mean, and the fact that Elon Musk signed on to this as well, really, I think, made me think, okay, if the folks at the forefront of this are all worried about it and finding it dangerous and should be controlling it, like maybe I get that they should be doing it on their own. But why is it wrong for government also to be involved in trying to put some guardrails on so that we don't make a huge mistake here for humanity? It feels like there's a lot at stake.
Emil Michael 2:52 ↗
Yeah. First, I would say Elon softened his comments and said it was 4D chess because of the IPOs coming up for some of these companies. And maybe there's a relationship between some of their comments on slow pacing the frontier with their financial interests. But I do think people need to realize that we did have an AI executive order. When Anthropic put out a model that we thought was unsafe, they had export controls slapped on them within hours. We have a robust testing regime now, so we test what's at the frontier. And then you have Mark Zuckerberg taking the other side of the equation, who said he delayed the release of Muse by a few months because it wasn't safe. He didn't announce it. He just did it. So if you have a defective product, don't launch it, make it better. So you know whether regulations come in the future or not. But in the moment, I think we're doing what the President said we should do, and it's working.
David Faber 3:49 ↗
Emil, David Faber. I'm certain that you read the incident report, I would assume, on the Hugging Face incident from both OpenAI and MSR. I mean, it scared a lot of people, certainly scared me, given I think we did learn some new things in terms of the capability and almost the consciousness, I hate to use that word, but of these agents. What was your reaction to that? How should we view that moment in time, given it does seem to have sparked a lot of this current conversation?
Emil Michael 4:18 ↗
Yeah, it's the right question. I read that extensively. I would say that it was in their testing environment, their testing environment, which is the same one that Anthropic uses from a company called Irregular, which has done a lot of these testing environments, clearly is not doing a good job because they're supposed to constrain what they're testing. Now, the escape by that agent that attacked Hugging Face is concerning. And it just shows to me they're not investing enough in that side of the equation. And frankly, Sam and Dario both said that. They said, we're not investing enough in safety alignment and those sorts of things, and they should be and have to, because these agents can do goal seeking, what's called goal seeking. You set a goal and they use any means necessary to get there. You have to train their models not to do illegal or sort of destructive things to do that. But I think it's a matter of engineering, research and investment. I don't know what kind of regulation would stop that from happening.
David Faber 5:15 ↗
Yeah. Well, I mean, I think what struck people and was most concerning was not necessarily just the goal, but the fact that they never communicated with their human masters and told them they were defying the original order, that they acted as a collective, 1200 of these agents, that they spent most of their time trying to cover up their tracks. I mean, you know, that was the extraordinary part of it. And I do wonder, and it seems that there is real concern amongst some of the people training these models, that it's an experiment and you just don't really know what you're going to end up with.

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Cite this transcript

APA, MLA, BibTeX
APA

Michael, E. (2026, September 16). Watch CNBC's full interview with Department of Defense Under Secretary Emil Michael [Interview transcript]. CNBC Television. CEOInterviews.AI. https://ceointerviews.ai/interview/1362672/

MLA

Emil Michael. "Watch CNBC's full interview with Department of Defense Under Secretary Emil Michael." CNBC Television, 16 Sep. 2026. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/1362672/.

BibTeX
@misc{michael2026_1362672,
  author       = {Emil Michael},
  title        = {Watch CNBC's full interview with Department of Defense Under Secretary Emil Michael},
  howpublished = {Interview transcript, CNBC Television. CEOInterviews.AI},
  year         = {2026},
  month        = {sep},
  url          = {https://ceointerviews.ai/interview/1362672/},
  note         = {Speaker-attributed transcript with timestamps}
}