US-China Is This Generation's Defining Conflict: Vannevar

Bloomberg

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00:00What do you make of U.S.-China relationships right now?

00:02How important is the competition?

00:04We think it's the defining conflict of this generation, possibly, the century.

00:08I think the conceit of Vannevar is that China has a vision for this century,

00:12and we're here to make sure the U.S. has more leverage in that competition.

00:18The entire conceit of Vannevar, when we sort of pivoted in 2020

00:22from counterterrorism to strategic competition,

00:25was that it's an entirely different mission

00:26that requires massive data collection behind the Chinese firewall

00:31and AI and agentic workflows working on top of that

00:35to find the exact data that warfighters need

00:37at the right time for that particular mission.

00:40Vannevar's mission statement is building the defense prime

00:43for competition with China.

00:44The headlines that we've just broken that are moving markets

00:47are about China as an economic adversary.

00:50Yes.

00:51I'd be grateful if you just sort of explained

00:53building the defense prime competition with China.

00:56What does that mean?

00:56What that means is that we think that the warfighter in particular

01:01has a big part to play in imposing cost on China.

01:06So we think the way that the Department of War has done it wrong in the past

01:10is that there was a real data gap

01:12and that they couldn't actually understand the Chinese information environment.

01:16For everything from, you know, intelligence analysis to logistics

01:20to planning, deployments, exercises, even procurement,

01:23how do you actually know that the actions that the U.S. is taking are imposing cost on China,

01:29that they're perceiving that there's a cost to their either aggressive action

01:34or even economic action, coercive action globally, information operations.

01:39We think that you have to understand that in order to use your assets,

01:42procure, deploy appropriately in order to make sure that their cost-benefit analysis

01:48of any aggressive action goes down over time.

01:51You are at the sweet spot of really the hype cycle when it comes to defense tech,

01:55but also AI and agentic AI.

01:57I'm trying to understand what data you're looking at

01:59and what you're building these agentic AI platforms upon.

02:02Yeah.

02:02Primarily what we do is we build tech stacks for decision advantage,

02:06and we are focused on China.

02:07The important thing is that those tech stacks are built on top of what we think

02:11is the premier national security-focused data set on the market.

02:16We have spent six years building this data set to include information

02:19behind the Chinese firewall.

02:21A quarter of our engineers are focused specifically on data collection.

02:25We manage a petabyte of data right now.

02:27It's increasing by 10 terabytes a week.

02:30Who's the customer there for?

02:31Sure.

02:31Who are you selling this to?

02:33We are deployed across all of the services in the Department of War.

02:37And we are deployed across all of the geographic combatant commands as well.

02:41I'm putting you on the spot, but these headlines,

02:44how severe a change of direction is this for the relationship between the U.S. and China?

02:49I think it's pretty severe.

02:50I mean, I think that there's...

02:53Going back and forth, I think that we're waking up to the fact

02:56that China has had a real, like I said, plan for this century,

03:00that they have been doing what we call a dual use,

03:03so military, economic coercion globally,

03:07and that it's had an impact on our strategic allies

03:10and that we've sort of lost a little bit of the fight there.

03:13Like Lucas academia, like a theatre in the border,

03:17aurylogical division,

03:18and a kingdom in which we claim that we use

03:21and that it has been during ESP.

03:23We haveات Himana,

03:24and that thePA,

03:26while communicating this scene across all the time,

03:28the terminal needs to avoid certain opportunities

03:32that we have moving forward on.

03:34That is why this means the letter has been processed now around,

03:36and it's just about this particular concept.

03:38Then we're headed for it.

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