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Welcome to The Hidden Layer. I’m Ian Krietzberg.
In today’s issue, a close
look at an increasingly nuanced and controversial issue: the military application of artificial intelligence. Last year, the Ukrainian military began deploying semiautonomous breaching vehicles on the front lines; last week, a sergeant major in charge of the program told me that in the future, these vehicles could be completely agentic. Of course, A.I. robots and frontier L.L.M.s in warfare have been hotly debated for years by military experts, safety engineers, human rights advocates,
etcetera—but most acknowledge that full-scale usage is an inevitability. More on all that below the fold.
Up top, a gut check on the U.S.-China A.I. arms race, an update on the super PAC wars, and why some are sounding the alarm that Google’s A.I. search feature is bad for kids. (Who could’ve seen that coming?)
Also mentioned in this issue: Christopher Nolan, Chris Lehane, Alexander Green, Josh Hawley,
Chris Stewart, Tom Cotton, Xi Jinping, Josh Wallin, Kevin O’Leary, Jim Steyer, Corey Wilkens, Scott Sanders, Pete Hegseth, Dean Ball, and more.
Let’s get into it…
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Three Things You Should Know…
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- China’s
A.I. moonshot: Last week, Chinese startup Moonshot released Kimi K3, a cheap open-weight model that is roughly at parity with the latest offerings from the U.S. frontier labs. Yes, model benchmarks remain generally poor indicators of real-world capability, but this release unleashed a veritable panic among developers and investors. PitchBook analyst Harrison Rolfes described Wall Street’s post-Kimi sell-off as an “echo of DeepSeek,” and argued that investors are
starting to reprice “the value of a closed model whose only moat was raw capability.” He concluded, rather dramatically, that “the gap between open and closed is now measured in weeks, not years, and a moat that closes that fast was never really a moat.” Indeed, the demand for Kimi was so hot that Moonshot had to
temporarily pause new sign-ups.
Of course, Kimi K3 arrives as more and more users are switching to open-source models, seeking better control over pricing and data privacy. The trouble for U.S. labs is that the
bulk of frontier-level open models are Chinese. Chris Lehane, OpenAI’s head of global affairs, called the combination of Kimi’s release and Xi Jinping’s recent speech critiquing the U.S.’s stewardship of the technology a “wake-up call.” Naturally, he
argued that a patchwork of state regulations will only advantage China.
According to Axios, the launch of Kimi has the administration
once again thinking about ways to effectively limit access to Chinese models without officially instating a ban. The notion of a soft ban was first raised last week by Dean Ball, a former Trump White House advisor and current OpenAI employee, who posited that the administration would eventually “realize that their best strategy here would be to create large
amounts of regulatory risk around the use of open-weight Chinese models. It needn’t be that well justified. You just create enough regulatory risk that every regulated enterprise backs off.” (When I reached out to the White House, an official told me the administration is committed to promoting America’s open-source ecosystem and strengthening its security. Well, sure.)
Obviously, many in the industry believe that any attempt to limit competition with China, as Littlebird A.I. co-founder
Alexander Green argued on X, would ultimately reduce consumer choice and harm the whole industry. “Regulation by vague threat is how things work in banking and fintech, and it’s precisely why those spaces are barren wastelands for innovation,” he said. “Importing that model into A.I. and software generally would be disastrous.” In the short term, though, this is
likely good news for OpenAI and Anthropic. - The PAC wars, cont’d: Public First Action, a super PAC focused on A.I. regulation, is going to bat for several conservative politicians, including Sens. Josh Hawley and Tom Cotton, as part of its new, $15 million Conservative A.I. Consensus Project. According to a statement, the initiative will support Republicans “who are leading on A.I. security and accountability,” and also
conduct national polling on conservative opinions around the technology. “The people running these A.I. companies have spent millions telling Washington that any guardrail is an attack on innovation. Republicans know better,” said Chris Stewart, co-founder of Public First Action and a former Republican congressman from Utah—where the massive data center spearheaded by Shark Tank villain Kevin O’Leary has become a major local issue. “This project is
about making sure their voices are the loudest ones in the room.”
- Google’s “unacceptable risk”: In a scathing report published last week, Jim Steyer’s Common Sense Media declared Google Search’s A.I. overviews and A.I. Mode an “unacceptable risk” to young users. Across extensive testing, the report
claimed, both features returned unreliable, sometimes inaccurate information; both failed at identifying kids in crisis, validating eating disorders and “reinforcing signs of psychosis and mania”; and both proved uncomfortably adept as homework helpers, completing “100 percent of the homework assignments we gave it—doing the work that students are supposed to do themselves.” The core problem, according to Common Sense, is that these features are “ubiquitous on children’s personal and
school-issued devices” and “can’t be turned off,” unlike Google’s Gemini model.
More than three years into the A.I. revolution, schools are still struggling to figure out how best to handle this technology. Several advocacy
groups, like Schools Beyond Screens, are campaigning for a moratorium on A.I. in the classroom entirely—a referendum, in many ways, on an edtech industry that invaded schools long before
generative A.I. came onto the scene.
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Quote of the Week: The
Trojan Horse
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“I think A.I. is a Trojan horse that everybody knows the Greeks are inside. I’ve never seen a technology
advancing so rapidly, so completely rejected by the public. Technology is always going to give us great gifts, but it has to be viewed with skepticism; the motives of the people giving it to us also have to be viewed with skepticism. That’s when we’ll get the best out of a new technology, rather than blind faith that everything’s going to be great.” —Christopher Nolan, a few days before the $124.5 million opening weekend for The Odyssey, just in case you needed another
way to interpret the film’s themes.
And now for the main event…
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Ukraine has become a testing ground for new ways of fighting a war—cheap drones, A.I.
targeting systems, autonomous ground vehicles, etcetera—all while the debate over how deeply to incorporate A.I. into battlefield operations rages on. But don’t expect killer robots anytime soon.
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Shortly after Russia invaded Ukraine in 2022, Putin’s forces began assembling a series of
complex defensive fortifications known as the Surovikin Line—minefields, trenches, ditches, and concrete “dragon’s teeth” covering dozens of square miles of Ukrainian territory. For a time, the two countries were locked in a horrific war of attrition that seemed like it would inevitably end in victory for Moscow. Corey Wilkens, a sergeant major with the U.S. Army combat engineers, recalled the intense trepidation he felt studying the Surovikin Line from his post at Fort Bragg.
“Not only would we have a really, really hard time being able to breach that in general, but with our current methodologies, we would have mass casualties of our engineer units if we had to go do that,” he told me.
By January of 2024, however, Wilkens’ analysis had turned into the Sandhills Project, a well-funded program led by Wilkens and focused on the development of unmanned systems designed to remove soldiers from the most dangerous parts of combat operations. In this case, that meant
breaching defensive fortifications. In March of 2025, the U.S. Army awarded a $114 million contract to Forterra, a military contractor focused on autonomous vehicles. By October, Forterra had supplied the Ukrainian military with 105 “Lancer” autonomous ground vehicles, built on top of the Polaris Ranger 1500 A.T.V. platform.
The
Lancers—nonlethal self-driving vehicles capable of going off-road, gathering data, and trucking matériel across the front—have since been used across more than 1,100 missions, including 52 casualty-evacuation missions. All this as Ukraine has become the vanguard for A.I.-enabled defense capabilities supplied by allies—maritime drones, self-driving ground vehicles, and a host of A.I.-enabled
targeting systems for both air defense and ultraprecise, low-cost drone strikes. In a statement earlier this month, a Ukrainian commander described the Lancer as “the number one choice for critical logistics missions,” adding: “In fact, we urgently need more Lancers to be shipped over
immediately.”
Getting these systems ready for use was no easy task. “Ground autonomy is hard,” Wilkens told me, and even harder in an active combat zone. As Forterra’s chief growth officer, Scott Sanders, told me, “I want the vehicle to do exactly what I tell it to do, because it’s going to go play in a minefield. And it’s really hard to use agentic A.I. for stuff like that because there’s nothing to train it on—no one’s ever done that before.” The solution, he explained,
is an autonomy software that uses a mixture of classical and modern robotics techniques to grant the vehicles’ operators a kind of semiautonomous controllability. “In certain parts of certain missions, you don’t want it to try to figure out what it should do,” Sanders explained.
The resultant vehicles operate with a higher acceptable margin of error than, say, Waymos. That makes sense: There’s a greater risk tolerance in combat than on the streets of Austin. Even a system that works half
the time, Wilkens explained, keeps soldiers out of the breach. “You’re dealing with a more unpredictable environment,” as Josh Wallin, a defense fellow at the Center for a New American Security, bluntly put it. He described the semiautonomous nature of these systems as a “pretty natural next step, and it also seems like one where you’re less likely to end up with casualties.”
And while a driving force behind the project was to better equip the Ukrainian military, the
organizations behind it are clear-eyed about the benefits of having combat-tested technology ready for U.S. use, as well. “That’s how you don’t show up to the next war with the wrong army,” Sanders said.
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Sandhills 2.0 & The Slippery Slope
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The current version of the Lancer, Wilkens said, is “incredibly different, from a software and capability
perspective,” than the original. Still, he told me, the systems are not yet “using a lot of A.I.” That’s an experiment reserved for Sandhills 2.0. “Our next step, the framework that we just drew out, is to incorporate A.I. and agentic A.I. into our processes,” he said.
Wilkens described an agent, for instance, whose sole purpose would be mission planning for the autonomous ground vehicles. “As long as we’re staying very narrow, that’s all possible today,” he said. “It is pretty easy, and
we still have final control and approval of the mission. It would rapidly increase our ability to be able to push missions through, and reduce cognitive load for us to be able to go do that.” Eventually, the goal is to deploy multi-agent systems, with an agentic “orchestrator” that has access to the “overall mission plan,” he said.
That timeline, of course, raises plenty of questions, ranging from
military theories around the potential for robotic deescalation (or greater escalation), to the consequences of unreliable algorithms, to possible human rights violations. As safety engineers have been telling me for years, there’s no evidence that L.L.M.s are fit for military applications. And as Peter Asaro, an
expert in the ethics of military robotics, told me: “All of this technology could eventually be weaponized in various ways, and so that is also very concerning.” The concern is certainly not unfounded, given Defense Secretary Pete Hegseth’s directive that the U.S. military must become an “A.I.-first
warfighting force”—not to mention his clashes with Anthropic over guardrails for autonomous weapons systems.
According to Wallin, though, we’re not quite there yet. “I know the department talks a big game about this, but I don’t really see any sort of near-term development where we’re going to be deploying an L.L.M., or something with that degree of generality, in an actual use-of-force context,” he told me. “I would actually say in the case of the Department of Defense, I think there’s
been a lot of reticence in developing and deploying these systems in some cases, because no one wants to be the first one to fail. No one wants to be the first one to have an autonomous robot go off and kill innocent civilians.”
Instead, the focus remains on integrating A.I.-first strategies in intelligence analysis. “Over time, trust will be developed and, I would say, calibrated, so that hopefully you have a good understanding of what tools are and aren’t capable of, so they actually
get to leverage them to the fullest degree but not overtrust them,” Wallin said. “I think there is a healthy level of skepticism among folks right now about the potential for failures. I would actually argue in some cases there may be more under-trust than over-trust.”
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That’s all for today. I’ll see you on Thursday.
Ian
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