SHOW / EPISODE

Michael Broukhim: Why AI Is a National Security Issue l Trailblazers Podcast Episode 57

52m | Oct 20, 2026

Michael Broukhim is the co-founder of FabFitFun and Deep 33, a venture capital firm focused on AI, robotics, and frontier technologies. He's also an early investor in companies like SpaceX and Stripe.

In this episode of Trailblazers, Michael explains why AI is becoming a national security priority, how the US and China are competing for technological leadership, and why controlling critical technology matters more than ever.

We also discuss the importance of US-Israel tech partnerships, the growing resistance to AI infrastructure, and how his experience building FabFitFun shaped his approach to investing.

If you're interested in artificial intelligence, venture capital, AI infrastructure, or emerging technologies, this episode is for you.



This episode is supported by Sydecar, HEX, Wispr Flow, Granola, Beehiiv, Kalshi


Sydecar: https://sydecar.io/partners/trailblazers


beehiiv: www.beehiiv.com/splash?utm_campaign=trailblazers-2026-Partnership&utm_medium=podcast&utm_source=trailblazers&utm_term=podcast-21&stripe_campaign_code=TRAILBLAZERS30 (or use code “trailblazers30” for 30% OFF)


Granola: http://granola.ai/trailblazers

*Granola is the official notetaker of Trailblazers!


Kalshi: http://Kalshi.com/r/trailblazers


Wispr Flow: https://ref.wisprflow.ai/trailblazers


HEX: http://hex.ai/trailblazers



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Trailblazers is your favorite tech + VC podcast, hosted by Erica Wenger (GP at Park Rangers Capital). Each week we sit down with founders, operators, and investors who’ve found conventional success in unconventional ways. New episodes every Tuesday.


Enjoy!

Timestamps:

  • 00:00 - Intro
  • 00:52 - The Year Everything Went Wrong
  • 06:42 - Losing Control and Finding Faith
  • 10:32 - Media Literacy and the Next Generation of Entrepreneurs
  • 17:19 - From FabFitFun to Investing in Frontier Technology
  • 24:50 - Why Michael Is Betting on Hard Tech
  • 28:10 - Sovereign AI and the Race for Technological Control
  • 34:44 - The US-China Rivalry and the Future of AI
  • 38:04 - Why Young People Should Stop Fearing AI
  • 46:07 - Information Warfare and the Battle for Global Power
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Trailblazers by Erica Wenger
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