The first is Orbital Insight, a company that
analyzes satellite images to
discover trends and patterns on a global scale. As Orbital’s CEO James Crawford
said last year,
“The number of ships docked at a Malaysian port, even the color of a wheat field in western Nebraska, are actually signs…visible indicators of economic activity, not just for a local region but for an entire global industry.”Natural language processing is another a big area of AI investment. Greenbacker highlighted a company called
Primer, which sells a tool that can read and summarize text, useful for the
CIA’s Directorate of Intelligence (now Directorate of Analysis) and the decidedly unsexy work of combing through the world’s court cases, patent filings, and newspapers for relevant data. Primer is the work of Sean Gourley, a co-creator of the
Quid analysis and visualization engine and one of the more
celebrated young data scientists working at the intersection of Silicon Valley and national security.
What does a spy agency do with all of this data and analysis? Try to
predict the future, of course, and the
intelligence community has a big interest in AI that will help it succeed there as well. In-Q-Tel invested a company called
Celect, which says its predictive analytics engine can help retailers
anticipate demand for certain products — and perhaps help intel analysts anticipate national-security problems. When the researchers
fed the engine
a large database of published news stories,
it predicted, with high confidence, a steady increase in negative news about the security situation in Ukraine in the early spring of 2014.
And indeed, that happened.
(The experiment was done retroactively, after the Russian invasion, when outcomes were known to the researchers — but not to the AI.)
Unlike other technological areas, today’s AI startups don’t necessarily need intelligence-community money, says Greenbacker:
“There’s a lot more money flowing into the AI space than is typical” in the startup ecosystem.
“But putting in a
little leverage in the right spot can bend all this toward the things we care about,” he said. “At the end of the day, it means the government doesn’t have to foot all of the bill to develop technology it cares about.”
Competing with China
The intelligence community's investment in the valley’s
AI startups lags foreign investors and China. And that has some folks very concerned.
“The entire government spent
$1.1 billion on unclassified
AI programs in 2015. The estimate for
2016 was $1.2 billion,” said Greenbacker. “Meanwhile,
Softbank [a Japanese multinational conglomerate] has a $100-billion-dollar fund for this. The Chinese government in their most recent
five-year-plan has put $150 billion in this.”
Last week,
three U.S. senators proposed legislation to improve how the U.S. approves the sale or transfer of tech with national-security importance:
U.S. Sens. John Cornyn, R-Texas; Dianne Feinstein, D-Calif.; and
Richard Burr, R-N.C., the chairman of the Senate intelligence committee.
“By exploiting gaps in the existing CFIUS [Committee on Foreign Investment in the United States] r
eview process, potential adversaries, such as China, have been effectively degrading our country’s military technological edge by acquiring, and otherwise investing in, U.S. companies,” Sen. Cornyn said
in a statement about the
Foreign Investment Risk Review Modernization Act, or FIRRMA. “This undermines our national security and highlights the imperative of modernizing the CFIUS review process to address 21st-century threats. This bill takes a measured approach by providing long overdue reforms to better protect our country, while also working to ensure that beneficial foreign investment is not chilled.”
In
telegraphing the effort over the summer, Cornyn singled out AI, as well as the supply chains for microelectronics, as particularly deserving of extra scrutiny. Former Defense Department and White House officials were particularly skeptical that prohibiting the Chinese from investing in start-ups was the best method to tackle the problem. Some suggested instead that the U.S. government should simply try to outspend China.
“I have a lot of opinions about it.
They aren’t always approved for public release,” said Greenbacker. He added that the size of foreign investment moving into the AI space in Silicon Valley “will catch the attention of smaller companies and researchers seeking funding.”
Matthijs Broer, the chief technical officer of the CIA’s Science and Technology directorate,
also declined to comment on specific legislation. But Broer did say that far greater foreign investment in areas like artificial intelligence, including in U.S. startups, was “absolutely” an issue of vital importance.
“You bet they are national security issues. Of course that is under review on the U.S. government side,” he said at the
Defense One Summit on Thursday.
