Donald Trump pitched himself to voters as a supposed anti-interventionist candidate of peace. But when he reenters the White House in January, at his side will be a phalanx of pro-military Silicon Valley investors, inventors, and executives eager to build the most sophisticated weapons the world has ever known.
During his last term, the U.S. tech sector tiptoed skittishly around Trump; longtime right-winger Peter Thiel stood as an outlier in his full-throated support of MAGA politics as other investors and executives largely winced and smiled politely. Back then, Silicon Valley still offered the public peaceful mission statements of improving the human condition, connecting people, and organizing information. Technology was supposed to help, never harm. No more: People like Thiel, Palmer Luckey, Trae Stephens, and Marc Andreessen make up a new vanguard of powerful tech figures who have unapologetically merged right-wing politics with a determination to furnish a MAGA-dominated United States with a constant flow of newer, better arms and surveillance tools.
Trump’s election marks an epochal victory not just for the right, but also for a growing conservative counterrevolution in American tech.
These men (as they tend to be) hold much in common beyond their support of Republican candidates: They share the belief that China represents an existential threat to the United States (an increasingly bipartisan belief, to be sure) and must be dominated technologically and militarily at all costs. They are united in their aversion, if not open hostility, to arguments that the pace of invention must be balanced against any moral consideration beyond winning. And they all stand to profit greatly from this new tech-driven arms race.
Trump’s election marks an epochal victory not just for the right, but also for a growing conservative counterrevolution in American tech that has successfully rebranded military contracting as the proud national duty of the American engineer, not a taboo to be dodged and hidden. Meta’s recent announcement that its Llama large language model can now be used by defense customers means that Apple is the last of the “Big Five” American tech firms — Amazon, Apple, Google, Microsoft, and Meta — not engaged in military or intelligence contracting.
Elon Musk has drawn the lion’s share of media scrutiny (and Trump world credit) for throwing his fortune and digital influence behind the campaign. Over the years, the world’s richest man has become an enormously successful defense contractor via SpaceX, which has selling access to rockets that the Pentagon hopes will someday rapidly ferry troops into battle. SpaceX’s Starlink satellite internet has also become an indispensable American military tool, and the company is working on a constellation of bespoke spy satellites for U.S. intelligence agency use.
But Musk is just one part of a broader wave of militarists who will have Trump’s ear on policy matters.
After election day, Musk replied to a celebratory tweet from Palmer Luckey, a founder of Anduril, a $14 billion startup that got its start selling migrant-detecting surveillance towers for the southern border and now manufactures a growing line of lethal drones and missiles. “Very important to open DoD/Intel to entrepreneurial companies like yours,” Musk wrote. Anduril’s rise is inseparable from Trumpism: Luckey founded the firm in 2017 after he was fired by Meta for contributing to a pro-Trump organization. He has been outspoken in his support for Trump as both candidate and president, fundraising for him in both 2020 and 2024.
Big Tech historically worked hard to be viewed by the public as inhabiting the center-left, if not being apolitical altogether. But even that is changing. While Luckey was fired for merely supporting Trump’s first campaign, his former boss (and former liberal) Mark Zuckerberg publicly characterized Trump surviving the June assassination attempt as “bad ass” and quickly congratulated the president-elect on a “decisive victory.” Zuckerberg added that he is “looking forward to working with you and your administration.”
To some extent, none of this is new: Silicon Valley’s origin is one of militarism. The American computer and software economy was nurtured from birth by the explosive growth and endless money of the Cold War arms race and its insatiable appetite for private sector R&D. And despite the popular trope of liberal Google executives, the tech industry has always harbored a strong anti-labor, pro-business instinct that dovetails neatly with conservative politics. It would also be a mistake to think that Silicon Valley was ever truly in lockstep with progressive values. A 2014 political ad by Americans for a Conservative Direction, a defunct effort by Facebook to court the Republican Party, warned that “it’s wrong to have millions of people living in America illegally” and urged lawmakers to “secure our borders so this never happens again.” The notion of the Democrat-friendly wing of Big Tech as dovish is equally wrong: Former Google chair and longtime liberal donor Eric Schmidt is a leading China hawk and defense tech investor. Similarly, the Democratic Party itself hasn’t meaningfully distanced itself from militarism in recent history. The current wave of startups designing smaller, cheaper military drones follows the Obama administration’s eager mass adoption of the technology, and firms like Anduril and Palantir have thrived under Joe Biden.
What has changed is which views the tech industry is now comfortable expressing out loud.
A year after Luckey’s ouster from the virtual reality subsidiary he founded, Google became embroiled in what grew into an industry-wide upheaval over military contracting. After it was reported that the company sought to win Project Maven, a lucrative drone-targeting contract, employees who had come to the internet titan to work on consumer products like Search, Maps, and Gmail found themselves disturbed by the thought of contributing to a system that could kill people. Waves of protests pushed Google to abandon the Pentagon with its tail between its legs. Even Fei-Fei Li, then Google Cloud’s chief artificial intelligence and machine learning scientist, described the contract as a source of shame in internal emails obtained by the New York Times. “Weaponized AI is probably one of the most sensitized topics of AI — if not THE most. This is red meat to the media to find all ways to damage Google,” she wrote. “I don’t know what would happen if the media starts picking up a theme that Google is secretly building AI weapons or AI technologies to enable weapons for the Defense industry.”
It’s an exchange that reads deeply quaint today. The notion that the country’s talented engineers should build weapons is becoming fully mainstreamed. “Societies have always needed a warrior class that is enthused and excited about enacting violence on others in pursuit of good aims,” Luckey explained in an on-campus talk about his company’s contributions to the Ukrainian war effort with Pepperdine University President Jim Gash. “You need people like me who are sick in that way and who don’t lose any sleep making tools of violence in order to preserve freedom.”
This “warrior class” mentality traces its genealogy to Peter Thiel, whose disciples, like Luckey, spread the gospel of a conservative-led arms race against China. “Everything that we’re doing, what the [Department of Defense] is doing, is preparing for a conflict with a great power like China in the Pacific,” Luckey told Bloomberg TV in a 2023 interview. At the Reagan National Defense Forum in 2019, Thiel, a lifelong techno-libertarian and Trump’s first major backer in tech, rejected the “ethical framing” of the question of whether to build weapons.” When it’s a choice between the U.S. and China, it is always the ethical decision to work with the U.S. government,” he said. Though Sinophobia is increasingly standard across party affiliations, it’s particularly frothing in the venture-backed warrior class. In 2019, Thiel claimed that Google had been “infiltrated by Chinese intelligence” and two years later suggested that bitcoin is “a Chinese financial weapon against the U.S.”
Thiel often embodies the self-contradiction of Trumpist foreign policy, decrying the use of taxpayer money on “faraway wars” while boosting companies that design weapons for exactly that. Like Trump, Thiel is a vocal opponent of Bush- and Obama-era adventurism in the Middle East as a source of nothing but regional chaos — though Thiel has remained silent on Trump’s large expansion of the Obama administration’s drone program and his assassination of Iranian Maj. Gen. Qassim Suleimani. In July, asked about the Israeli use of AI in the ongoing slaughter in Gaza, Thiel responded, “I defer to Israel.”
Thiel’s gravitational pull is felt across the whole of tech’s realignment toward militarism. Vice President-elect JD Vance worked at Mithril, another of Thiel’s investment firms, and used $15 million from his former boss to fund the 2022 Senate win that secured his national political bona fides. Vance would later go on to invest in Anduril. Founders Fund, Thiel’s main venture capital firm, has seeded the tech sector with influential figures friendly to both Trumpism and the Pentagon. Before, an investor or CEO who publicly embraced right-wing ideology and products designed to kill risked becoming an industry pariah. Today, he can be a CNBC guest.
An earlier adopter of MAGA, Thiel was also investing in and creating military- and intelligence-oriented companies before it was cool. He co-founded Palantir, which got its start helping facilitate spy agency and deportation raids by Immigration and Customs Enforcement. Now part of the S&P 500, the company helps target military strikes for Ukraine and in January sealed a “strategic partnership for battle tech” with the Israeli Ministry of Defense, according to a press release.
Before, a tech investor or CEO who publicly embraced right-wing ideology and products designed to kill risked becoming an industry pariah. Today, he can be a CNBC guest.
The ripple effect of Palantir’s success has helped popularize defense tech and solidify its union with the American right. Thiel’s Palantir co-founder Joe Lonsdale, also an Anduril investor, is reportedly helping Trump staff his new administration. Former Palantir employee and Anduril executive chair Trae Stephens joined the Trump transition team in 2016 and has suggested he would serve a second administration. As a member of the U.S.–China Economic and Security Review Commission, Thiel ally Jacob Helberg has been instrumental in whipping up anti-China fervor on Capitol Hill, helping push legislation to ban TikTok, and arguing for military adoption of AI technologies like those sold by his employer, Palantir, which markets itself as a bulwark against Chinese aggression. Although Palantir CEO Alex Karp is a self-described Democrat who said he planned to vote against Trump, he has derided progressivism as a “thin pagan religion” of wokeness, suggested pro-Palestine college protesters leave for North Korea, and continually advocating for an American arms buildup.
“Trump has surrounded himself with ‘techno-optimists’ — people who believe technology is the answer to every problem,” Brianna Rosen, a strategy and policy fellow at the University of Oxford and alumnus of the Obama National Security Council, told The Intercept. “Key members of his inner circle — leading tech executives — describe themselves in this way. The risk of techno-optimism in the military domain is that it focuses on how technology saves lives, rather than the real risks associated with military AI, such as the accelerated pace of targeting.”
The worldview of this corner of the tech industry is loud, if not always consistent. Foreign entanglements are bad, but the United States must be on perpetual war-footing against China. China itself is dangerous in part because it’s rapidly weaponizing AI, a current that threatens global stability, so the United States should do the very same, even harder, absent regulatory meddling.
Stephens’s 2022 admonition that “the business of war is the business of deterrence” argues that “peaceful outcomes are only achievable if we maintain our technological advantage in weapons systems” — an argument that overlooks the fact that the U.S. military’s overwhelming technological superiority failed to keep it out of Korea, Vietnam, Iraq, or Afghanistan. In a recent interview with Wired, Stephens both criticized the revolving door between the federal government and Anduril competitors like Boeing while also stating that “it’s important that people come out of private industry to work on civil service projects, and I hope at some point I’ll have the opportunity to go back in and serve the government and American people.”
William Fitzgerald, the founder of Worker Agency, a communications and advocacy firm that has helped tech workers organize against military contracts, said this square is easily circled by right-wing tech hawks, whose pitch is centered on the glacial incompetence of the Department of Defense and blue-chip contractors like Lockheed and Raytheon. “Peter Thiel’s whole thing is to privatize the state,” Fitzgerald explained. Despite all of the rhetoric about avoiding foreign entanglements, a high-tech arms race is conducive to different kinds of wars, not fewer of them. “This alignment fits this narrative that we can do cheaper wars,” he said. “We won’t lose the men over there because we’ll have these drones.”
In this view, the opposition of Thiel and his ilk isn’t so much to forever wars, then, but rather whose hardware is being purchased forever.
The new conservative tech establishment seems in full agreement about the need for an era of techno-militarism. Marc Andreessen and Ben Horowitz, the namesakes of one of Silicon Valley’s most storied and successful venture capital firms, poured millions into Trump’s reelection and have pushed hard to reorient the American tech sector toward fighting wars. In a “Techno-Optimist Manifesto” published last October, Andreessen wrote of defense contracting as a moral imperative. “We believe America and her allies should be strong and not weak. We believe national strength of liberal democracies flows from economic strength (financial power), cultural strength (soft power), and military strength (hard power). Economic, cultural, and military strength flow from technological strength.” The firm knows full well what it’s evoking through a naked embrace of strength as society’s greatest virtue: Listed among the “Patron Saints of Techno-Optimism” is Filippo Tommaso Marinetti, co-author of the 1919 Fascist Manifesto.
The venture capitalists’ document offers a clear rebuttal of employees’ moral qualms that pushed Google to ditch Project Maven. The manifesto dismisses basic notions of “ethics,” “safety,” and “social responsibility” as a “demoralization campaign” of “zombie ideas, many derived from Communism” pushed by “the enemy.” This is rhetoric that matches a brand Trump has worked to cultivate: aspirationally hypermasculine, unapologetically jingoistic, and horrified by an America whose potential to dominate the planet is imperiled by meddling foreigners and scolding woke co-workers.
“There’s a lot more volatility in the world, [and] there is more of a revolt against what some would deem ‘woke culture,’” said Michael Dempsey, managing partner at the New York-based venture capital firm Compound. “It’s just more in the zeitgeist now that companies shouldn’t be so heavily influenced by personal politics. Obviously that is the tech industry talking out of both sides of their mouth because we saw in this past election a bunch of people get very political and make donations from their firms.”
“It’s just more in the zeitgeist now that companies shouldn’t be so heavily influenced by personal politics. Obviously that is the tech industry talking out of both sides of their mouth.”
Despite skewing young (by national security standards), many in this rightward, pro-military orbit are cultural and religious traditionalists infused with the libertarian preferences of the Zynternet, a wildly popular online content scene that’s melded apolitical internet bro culture and a general aversion to anything considered vaguely “woke.” A recent Vanity Fair profile of the El Segundo tech scene, a hotbed of the burgeoning “military Zyndustrial complex” commonly known as “the Gundo,” described the city as “California’s freedom-loving, Bible-thumping hub of hard tech.” It paints a vivid scene of young engineers who eschewed the progressive dystopia of San Francisco they read about on Twitter and instead flocked to build “nuclear reactors and military weaponry designed to fight China” beneath “an American flag the size of a dumpster” and “a life-size poster of Jesus Christ smiling benevolently onto a bench press below.”
The American right’s hold over online culture in the form of podcasts, streamers, and other youth-friendly media has been central to both retaking Washington and bulldozing post-Maven sentiment, according to William Fitzgerald of Worker Agency. “I gotta hand it to the VCs, they’re really good at comms,” said Fitzgerald, who himself is former Google employee who helped leak critical information about the company’s involvement in Project Maven. “They’re really making sure that these Gundo bros are wrapping the American flag around them. It’s been fascinating to see them from 2019 to 2024 completely changing the culture among young tech workers.”
A wave of layoffs and firings of employees engaged in anti-military protests have been a boon for defense evangelists, Fitzgerald added. “The workers have been told to shut up, or they get fired.”
This rhetoric has been matched by a massive push by Andreessen Horowitz (already an Anduril investor) behind the fund’s “American Dynamism” portfolio, a collection of companies that leans heavily into new startups hoping to be the next Raytheon. These investments include ABL Space Systems, already contracting with the Air Force,; Epirus, which makes microwave directed-energy weapons; and Shield AI, which works on autonomous military drones. Following the election, David Ulevitch, who leads the fund’s American Dynamism team, retweeted a celebratory video montage interspersed with men firing flamethrowers, machine guns, jets, Hulk Hogan, and a fist-pumping post-assassination attempt Trump.
Even the appearance of more money and interest in defense tech could have a knock-on effect for startup founders hoping to chase what’s trendy. Dempsey said he expects investors and founder to “pattern-match to companies like Anduril and to a lesser extent SpaceX, believing that their outcomes will be the same.” The increased political and cultural friendliness toward weapons startups also coincides with high interest rates and growing interest in hardware companies, Dempsey explained, as software companies have lost their luster following years of growth driven by little more than cheap venture capital.
There’s every reason to believe a Trump-controlled Washington will give the tech industry, increasingly invested in militarized AI, what it wants. In July, the Washington Post reported the Trump-aligned America First Policy Institute was working on a proposal to “Make America First in AI” by undoing regulatory burdens and encouraging military applications. Trump has already indicated he’ll reverse the Biden administration’s executive order on AI safety, which mandated safety testing and risk-based self-reporting by companies. Michael Kratsios, chief technology officer during the first Trump administration and managing director of Air Force contractor Scale AI, is reportedly advising Trump’s transition team on policy matters.
“‘Make America First in AI’ means the United States will move quickly, regardless of the costs, to maintain its competitive edge over China,” Brianna Rosen, the Oxford fellow, explained. “That translates into greater investment and fewer restrictions on military AI. Industry already leads AI development and deployment in the defense and intelligence sectors; that role has now been cemented.”
The mutual embrace of MAGA conservatism and weapons tech seems to already be paying off. After dumping $200 million into the Trump campaign’s terminal phase, Musk was quick to cash his chips in: On Thursday, the New York Times reported that he petitioned Trump SpaceX executives into positions at the Department of Defense before the election had even begun. Musk will also co-lead a nebulous new office dedicated to slashing federal spending. Rep. Matt Gaetz, brother-in-law to Luckey, now stands to be the country’s next attorney general. In a post-election interview with Bloomberg, Luckey shared that he is already advising the Trump transition team and endorses the current candidates for defense secretary. “We did well under Trump, and we did better under Biden,” he said of Anduril. “I think we will do even better now.”
