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スティーブ・フェルドスタイン「Bytes and Bullets」:テクノロジーと現代戦の新しい姿

Steve Feldstein on Bytes, Bullets, Blood and Borders

The Tech Policy Press Podcast2026年10月11日44分
#軍事AI#ドローン#米中競争#輸出規制#技術拡散#ウクライナ戦争

Steve Feldstein on Bytes, Bullets, Blood and Borders

The Tech Policy Press Podcast

0:0044:43

要約

Tech Policy Press のジャスティン・ヘンドリックスが、カーネギー国際平和財団のスティーブ・フェルドスタインに新著『Bytes and Bullets』について聞いた。ウクライナ戦争を転機に、オープンなイノベーションとグローバル化がドローン戦や中堅国の台頭をどう支えたかを論じる。さらにトランプ政権下で揺らぐ米国の同盟戦略、輸出規制の限界、規範の劣化と国連の無力化にも話が及ぶ。

  • ●フェルドスタインは、デジタル抑圧の研究から出発し、ウクライナ戦争を転機として国家間競争と戦争におけるテクノロジーの役割へ関心を広げたと述べている。
  • ●冷戦後の米国は政府研究所の技術を民間に商業化させ、中国など他国も経済に統合した。その結果生まれたオープンな技術環境が、ウクライナの抵抗力の背景にあると説明する。
  • ●ウクライナはドローンで劣勢を補った一方、前線のキルゾーンは機械による過酷な戦場となった。人手不足を機械で補う動きは今後も続くと見ている。
  • ●トルコのTB2ドローン輸出に見られるように、中堅国は安価な軍事技術で地域的影響力を高めている。
  • ●技術拡散は止めにくく、輸出規制の効果は限定的だとする。ただし最先端チップは別で、軍事AIの目標選定ではセンサーや計算資源などハードの制約が残ると論じる。
  • ●解決策として、国際人道法や人権規範の再構築を目指す新しい世代の責任追及の運動を挙げ、国連は時代に合わないと厳しく評している。

章立て

  1. 執筆の動機とウクライナ戦争

    デジタル抑圧の研究から、国家間競争と戦争へ関心が広がった経緯を語る。ウクライナの予想外の抵抗が執筆を加速させたという。

  2. オープンなイノベーションの系譜

    冷戦期の閉じた研究開発から、1989年以降の商業化とグローバル化への転換を説明する。この環境が各国の台頭とウクライナの抵抗力につながったとする。

  3. ウクライナ戦の光と影

    低コストで大国に対抗する英雄的側面と、ドローンが埋め尽くす過酷なキルゾーンという負の側面を対比する。

  4. フェドロフとデータ避難

    開戦前にデータをクラウドへ移したフェドロフ氏の先見性と、人手不足を機械で補うウクライナの事情を紹介する。

  5. 中堅国の台頭とトルコのTB2

    独自の技術基盤を持つ中堅国が、安価な兵器輸出で地域の影響力を得る仕組みを論じる。

  6. 米国の同盟戦略と輸出規制

    バイデン政権の三本柱とトランプ政権下での同盟の動揺を比較し、技術拡散の中で輸出規制がどこまで有効かを検討する。

  7. ソフトとハードの制約

    ソフトウェアは制御を超えて加速する一方、センサーや計算資源が軍事AIの拡散の壁になると分析する。

  8. 規範の劣化と国連、象徴的なイメージ

    人権規範の再生と国連の限界を論じ、光ファイバードローンやクアッドコプターに言及して締める。

解説記事

カーネギー国際平和財団のスティーブ・フェルドスタイン氏が、新著『Bytes and Bullets: Global Rivalries, Big Tech, and the New Shape of Modern Warfare』をテーマに、Tech Policy Press のジャスティン・ヘンドリックス氏と対談した。デジタル抑圧の研究者として知られる同氏が、AI やドローンを軸に国家間競争と現代戦の変化を語った回である。

ウクライナ戦争が変えた問題意識

フェルドスタイン氏は国務省で民主主義・人権・労働局の次官補代理を務め、アフリカで政府が技術を弾圧の道具に使う様子を見てきたという。そこから関心は、国家間の競争で技術がどう使われるかへと広がった。チップやクラウドをめぐる競争と、ドローンや軍事AIの実戦投入は切り離せないと感じたと述べている。

転機はウクライナ戦争だった。同氏は開戦当初、ウクライナは数週間しか持たないと悲観していたが、ドローンなどを使った抵抗に驚き、技術の役割を深く考え始めたと語る。

オープンな技術環境という背景

ウクライナの抵抗を支えた条件として、同氏はオープンなイノベーションとグローバル化を挙げる。冷戦期の米国は、政府資金と政府研究所を中心とする閉じた体制だった。1989年以降は民間が研究開発資金を担う代わりに、政府研究所の技術を商業化できるようになった。ARPANET のインターネット化、GPS の民間利用、スマートフォンの要素技術などがその例だという。

さらに米国は、中国やロシアを経済的に統合すれば政治的自由化や平和につながるという賭けに出た。WTO加盟などはその一環である。結果として、テルアビブ、台北、ソウル、北京などにも技術の拠点が育ち、大国に限らず多くの国が台頭できる環境が生まれたと説明する。

ドローン戦の二面性と中堅国

ウクライナの事例には二つの側面がある。創意工夫で強大な敵に対抗する「ダビデとゴリアテ」の物語と、ドローンが空を覆い、どこにも隠れ場所がない前線のキルゾーンである。同氏は後者の過酷さを著書で詳述したという。ウクライナは人員で劣るため、兵士を機械で置き換えるしかなく、この流れは続くと見る。

また、ミハイロ・フェドロフ氏がデジタル変革相として、開戦直前に重要データをクラウドへ移したことも紹介した。移転直後にミサイルがデータ保管施設を直撃したとされる。

中堅国については、トルコのTB2ドローンを例に挙げる。高価な米中製より安く、スーダン、リビア、ナゴルノ・カラバフの紛争で使われた。トルコは支援する側を選び、勝利による影響力や譲許を得られる。技術的優位が地政学的な影響力に転換される仕組みだと述べている。

米国の戦略は崩れつつあるのか

バイデン政権の戦略は、国内の産業政策、中国などへの先端技術の遮断、同盟国の結集という三本柱だったと整理する。評価できない点もあったが一貫性はあったという。これに対しトランプ政権下では、カナダや欧州との関係悪化、習近平氏の訪米などで同盟の部分が揺らいでいると批判する。PAC Silica のような取り組みも、政権全体の一貫性のなさを補えないと見ている。

輸出規制については、白か黒かではなく「濁った中間」を進むしかないという立場だ。技術拡散は止めにくく、OpenAI の9月の脅威報告では、フーシ派やマリの政府、イラン関連組織が最先端モデルを悪用した例があったと指摘する。それでも最先端のNVIDIAチップの制限には一定の意味があるとする。

ソフトウェアは予想以上に加速し、開発者の制御も及びにくくなっているという。一方、軍事AIの目標選定には、センサーによる情報収集や計算資源といったハードの制約が残る。フーシ派がガレージで再現するのは難しいが、UAE、サウジ、トルコ、インド、ブラジルなどには可能だとして、二層構造があると述べる。3Dプリンターによる小型ドローンの改造などは、より急速な変化が起きやすい領域だとした。

規範の劣化と国連の限界

最も重要な課題として、同氏は人権や国際人道法の規範が劣化していることを挙げる。経済不安の中で普遍的な課題が後回しになり、権威主義の再興で戦う人も減ったという。解決には、若い世代による新しい責任追及の運動が必要だと述べる。従来型の平和運動ではなく、自律兵器の時代に企業や政府の暴走を許さない運動だ。

国連については、20世紀型の組織であり現在の課題には適さず、無関係になりつつあると率直に語った。改革の余地は認めつつも、運動の旗振り役にはならないとの見方である。

まとめ

この対談は、技術が小国や武装勢力にも力を与える一方で、戦場の過酷さと規範の揺らぎを増しているという二面性を示している。光ファイバー式ドローンがレバノンやサヘルへ広がったという例や、同氏が中国から取り寄せた安価なクアッドコプターは、軍事技術の拡散の速さを象徴している。日本の読者にとっては、輸出規制の効果の限界と、ソフトとハードで異なる制約という整理が参考になる。同盟関係の不安定化が技術戦略に与える影響も、注目すべき論点である。

文字起こし(英語・自動生成)

Your film is now ready to be shown. Good morning. I'm Justin Hendricks, editor of Tech Policy Press. We publish news, analysis, and perspectives on issues at the intersection of tech and democracy. It's a cliche to say that technology is changing more. But today, the pace of change is severe, not only because of advances in fields such as artificial intelligence, but also because of a range of trends and phenomena at the intersection of tech and geopolitics that are changing what it means for nations to compete and to fight and defend themselves. Today's guest has written a book on the subject. Steve Feldstein, Director and Senior Fellow in the Democracy, Conflict, and Governance Program at the Carnegie Endowment for International Peace based in Washington, D.C. I am the author of Bites and Bullets, Global Rivalries, Big Tech, and the New Shape of Modern Warfare. So glad to have you on the podcast to talk about this new book.

This is not your first book. You have written in past, including on the rise of digital repression. And I think most of the time when I've engaged with you at Tech Policy Press, it has been on matters around kind of questions of authoritarianism and digital repression. I know we worked a little bit around the kind of deconstruction of USAID and, you know, the kind of end of so many of the United States' investments in Internet freedom and efforts to kind of counter authoritarianism and the digital sphere abroad. When did you decide to write about modern warfare? It was a bit of an evolution, but I would say it was kind of part of a natural process that I thought about early on. So, I mean, essentially, the way it worked for me career-wise was that I was a practitioner for 13 years, and I left in 2017 right when the first Trump administration started. At the time, I was in a role where I was the Deputy Assistant Secretary in Democracy, Human Rights, and Labor Bureau at the State Department.

And essentially, I was responsible for all things democracy and human rights relate to Africa, which meant traveling back and forth quite a bit and seeing the different types of abuses that would occur by government security forces, the different types of ways they would suppress dissent, they would try to steal elections, things like that. And in particular, I saw the ways in which technology more and more was manifesting as a tool of internal repression. And so that's what got me started on the broader question of technology and its impact of politics leading into my first book, as you mentioned, the right of the digital oppression. But stepping from that, I felt the story, the set of issues, wasn't confined strictly to internal matters, that there was a whole set of issues related to competition between states and the role that technology is playing in shaping and directing that competition. And so as much as I was interested in the ways in which a dictator might use surveillance to monitor their citizens, I was also interested in the ways

in which different types of countries would use technology to expand their influence geopolitically, to counter and push and try to gain advantages over other rival states. And then more broadly, as I looked at kind of competitive elements, and so one aspect of the book is about more kind of peer-to-peer competition in the economic sphere amongst technological systems and so forth, I also found that that really bled into questions of war, and that was really hard to disaggregate the two. That if you're going to talk about geopolitical competition, it's as much about competing for chips, for different types of cloud-serving computing systems, as much as it is about actually manufacturing drones, using and deploying military AI systems in war. And so I found that those two issues became really intertwined, and that's ultimately kind of what got into the kind of universe of the book that I wrote.

Now, the one sort of specific thing I also want to mention is that – I mean, I would say there was probably a signal moment for me that really kind of caused me to accelerate and think deeply about the arguments I wanted to make in the book. And that moment was the Ukraine war. So, you know, I, like many of us in the foreign policy arena, you know, watch very closely what was happening in the months leading up to Russia's invasion. and when the missiles started flying and the helicopters and the tank columns started moving in, I was as surprised as anyone else by what was occurring and I was also deeply pessimistic about the ability of the Ukrainians to withstand the Russian onslaught. Like most others, I thought that at best the Ukrainians would be able to hold out for two or three weeks, but that very quickly we would get a puppet government in place under Russian occupation and that would be that in terms of Ukraine's democracy. So as I watched with surprise

as Ukrainians were able to withstand Russia's assault, stabilize the front lines, push out Russian soldiers who had made incursions into Kiev, and use drones in particular as a way to hold the line, that also I think really had an influence on me in terms of wanting to better understand how technology was playing such a critical role when it came to a country like Ukraine, a new democracy fighting to preserve its way of life amidst a very brutal invasion. So that's a long way of answering a very short question. You talk about open innovation as a concept and the extent to which the way that we have gone about developing technology in the United States and even sharing technologies which during the Cold War were considered, you know, crown jewels, things that we would defend and not want our arrivals to get hold of. That model has effectively created the conditions, I suppose, where Ukraine could look around and say,

what can we buy off the store shelves? What can we, you know, take from an open source repository? What can we do in the space of this onslaught to build a resistance? Maybe I could ask you to just sort of paint a picture for us. Like, what did go into creating that moment where Ukraine was able effectively to use technology and use the resources it had at hand to create something to blunt a great power's assault? Yeah. Well, great question. And, you know, I would point to two aspects, one of which is the open technological ecosystem I mentioned, which I'll talk about in a second. And the other is kind of globalization, which is very much linked to that. But the story is a really interesting one, which is that throughout the Cold War, the U.S. essentially hosted a closed innovation ecosystem. What that meant was that by and large, most of R&D came from government sources of funding. Many of the innovations and proprietary technologies were invented in government labs

or labs that were directly under government support. and these technologies weren't shared. They weren't commercialized. They were kept within a closed ecosystem. They were used to help power new weapon systems or new computing systems that were leveraged by the government, but they didn't go outside the U.S. Over time, that started to shift in different types of technologies, but the real big turn occurred post-1989, after the fall of the Berlin Wall, when the U.S. Congress and policymakers in the U.S. said, look, we've invested all this money. One, we can't keep investing the same sum into scientific R&D. That needs to shift. We want a piece of dividend from this. And so what that means is we need to see the private sector come in and replace a large amount of the public funding that's occurred. But in return, what we're also going to promote is a model of commercialization where technologies that were innovated in government labs would now be accessible to companies to do something innovative with.

So that's where you saw ARPANET becoming the Internet. That's where you saw GPS become commercialized. That's where you saw a lot of things with our smartphones, you know, Siri in terms of natural language processing, touchscreens, and so forth. These were all proprietary innovations that were invented in government labs that were allowed to be commercialized and turn into profits by whatever company, whether it's Apple or someone else, however they chose to do so, particularly for consumer electronic devices. So one thing was that was this big shift where we went from closed to open. And certainly one of the big beneficiaries of that were Silicon Valley firms. But it wasn't just Silicon Valley. It also meant that companies based in other countries and kind of innovation hubs in places like Tel Aviv or Taipei or Seoul or Beijing, as it turned out, could over time also begin to flourish, could also develop their own nascent startups and eventually big companies that could do things with cutting edge technologies that would be that would help disperse these innovations pretty far and wide.

The second correlator of this is the fact that there was also a bet that the U.S. made, you know, as we got deeper into this sort of peace post-Cold War, where essentially we said the, you know, we're the hegemon, we're the unipolar power, no one else is challenging us. The best way to kind of keep distant rivals at bay is to bring them into the fold, to integrate them into our system as opposed to keeping them on outside. And that's where you saw in particular a move to integrate China as well as Russia and other countries into the U.S. orbit, particularly economically. So, you know, the bet, especially with China, was that if Beijing could be part of the U.S. economic, kind of global economic order, that integration would eventually lead to political liberalization over time or at least would set the groundwork for a lasting and enduring peace. And so, you know, there were very deliberate efforts, whether it's accession into the WTO, opening U.S. markets to Chinese companies and so forth, where the U.S. tried to cultivate Chinese integration into the global market.

And that allowed for and helped to power the rise of Chinese companies and a host of other companies. So globalization wasn't limited to one large country. It was something that many other countries were able to take advantage of. And so as a result of that, that really changed around and led to an unprecedented open ecosystem, which has allowed for many countries, both big and small, to emerge and to rise. And helps to explain to some extent, many decades later, Ukraine's ability to withstand Russia. So I told kind of a long story for a very specific kind of thing but we can go can go in the follow up on that Yeah absolutely I mean I guess you know you got to the point of Ukraine Like we there we in this moment There's an incredible story you tell about this smuggling operation to get drones inside of Ukraine that I'm reminded of just thinking about how that came together, the extent to which it relied on. in many ways a kind of like open approach to sort of assemble all of the resources, even the people necessary to accomplish that particular strike inside of Russia on airfields,

is you kind of think about what created the conditions for that Ukrainian resistance. Like where does that leave us? Thinking about the future of warfare, the future of tech and advantage and strategic advantage. Are things now effectively kind of flattened out a bit in a way? Is that the way to think about this? What's interesting about Ukraine is that it sort of showcases two very different sides to a similar story. So the story itself is one where you see the ability of a country to adapt very quickly, to leverage new innovations in ways that can allow it to survive, if not flourish. And so part of this, I think, is a really good news story. It's a heroic struggle, right? It's a hero's journey where essentially you see a country facing insurmountable odds find ways out of the wilderness using the ingenuity of its people, its engineers, its computer technicians, and so forth, to come up with creative, low-cost ways to strike back against a much more powerful foe.

And it shows you very specifically how technology today can enable that kind of upsetting, that kind of upstart, you know, that kind of David versus Goliath type of story. And so part of the narrative of the book itself talks about the possibilities that technology allows underdogs to accomplish, even in a system that seems heavily weighted these days amongst superpowers in larger countries. The flip side, though, to the to this story is one that's not so positive as well, is that in many ways, the Ukraine war has also unleashed a new paradigm of fighting, one that's increasingly automated, one that's based increasingly on machines, where you see battlefields that are saturated by drones that have become brutal. brutal no man's lands. I mean, one of the things I tried to really describe in the book is just how violent and how horrific the kill zones along the front lines in Ukraine are in this sort of

modern era of machine-based warfare, where there is no hiding at any point. If you're a soldier who's unfortunate enough to be housed in an outpost somewhere in the kill zone, no part of the battlefield is safe. It is completely transparent. You have constantly different levels of drones that are buzzing overhead, whether they're quadcopters or higher level surveillance drones. You know, you step outside for a second, whether it's to obtain supplies or provisions or to relieve, you know, another soldier, you're at risk within seconds of being struck. And so the very same machines that have enabled Ukraine to survive are also, I think, the keys to a new type of really alarming, horrific warfare, one of which I worry to think about what future battlefields will look like and the effect it'll have, both in terms of the combatants themselves who are fighting, as well as the civilians who are unlucky enough to be around.

The screen, all these kind of very terrifying ideas about different types of robots, how they would potentially kill soldiers or intervene in battles. I know Zelensky just warned a couple of days ago at the UN that we're sort of entering this new phase of automation. And it seems like there's just a massive supply chain being built for this. It seems we're kind of well beyond asking the question, are we going to do this, and well into its full steam ahead, and these things are effectively in development. Yeah. No, I think that's right. I mean, a couple of things. I mean, first of all, war brings out a really dark side in human nature. even if you're fighting for the right cause, no question about that. But at the end of the day, the goal of weapon systems is to punish your adversary as thoroughly as you can in order to achieve victory, and if that means entering a level of brutality within the kind of confines, the very loose confines of the laws of war, so be it. Fedorov is a really interesting person, so he's a person who I profile in several different ways in the book. Initially, as you mentioned, he was the Minister of Digital Transformation really young.

I mean, at that point, like just had basically just turned 30, I think. And, you know, one of the first things he did was he realized even before the war had started that there was a huge vulnerability that Ukraine had, which is essentially that its data was sort of packaged in servers and wasn't on the cloud. And that one errant missile strike or not even errant, one deliberate missile strike by Russia could wipe out reams of critical data related to Ukrainian citizens, whether it's their social security kind of information, medical information, other identifying things, and essentially kind of put around the economy and the ability of people to live and work to a halt. And so he was able to partner very quickly with several different companies, including AWS, Google, and Microsoft, to essentially move out this data in these snowball trucks across the border into Europe so they can be uploaded into the cloud and therefore protected from the kinetic destruction that otherwise would potentially befall them. And as it turned out, like a week and a half later, when the invasion did happen,

a missile did strike one of the data repositories that they had just evacuated. And so if that effort had not worked out, reams of classified and critical data would have been lost. So he's a really interesting person having the kind of prescience and awareness to foresee how important the digital would be to Ukraine and to be able to actually be in a position to do something about it. And then over time, you know, he's taken on a really central role. He ended up in his last job as the Minister of Defense and I think as a Vice Prime Minister in Ukraine. And essentially, he's one of the main people responsible for kind of really pushing this kind of innovation adaptation ecosystem, ecosystem, this defense tech drone forward approach. It's not only him, but many view him as being one of the driving, instigating forces, pushing him back against the kind of old way of doing things, the kind of stodgy sort of model of

fighting into a much more innovative, adaptive model that would find new ways in which to fight the Russians. And so people give him a lot of credit for that. since he's left, you know, he's, as you mentioned, you know, looking for, I think he's starting a startup in the defense tech ecosystem. I understand that he's either formed a partnership or in discussions for a partnership with Palantir. So, you know, I think there's a kind of open question about where things go next. One other thing I'd point to as well, you know, with the Ukrainians, you know, and drones, the survival instinct really comes down to like a basic principle, which is that Ukraine doesn't have enough manpower to stave off the Russian invasion. That either they find another way to offset the asymmetry in numbers, or they will lose. And so, for them, the casuals is essentially can they find ways to replace soldiers with machines

in order to make up that gap. And that's why you see this kind of like continued embrace of kind of the machine-led warfare, because that has been the key to survival for Ukraine. Without drones, without a way to make up that gap in resources, in personnel, the prospects for Ukraine being able to maintain their country would be exceedingly low. So I want to kind of come back to the great powers or superpower kind of dynamic between the U.S. and China eventually. But I think we ought to stay in this zone of, you know, what's going on with more middle powers. And maybe we might think of Ukraine as kind of being an example of a country that's big enough to have its own industry, its own tech innovation to some extent. Clearly, in the case of this war, the motivation to invest in these things. But, you know, you spend a lot of time kind of looking at other countries that are, you know, not the big guys, but are somewhere in between. They're stuck in between, on some level, the race between the U.S. and China on AI.

They've got their own kind of strategic circumstances, you know, whether it's Turkey or the UAE or Israel or Brazil or Taiwan or what have you. But I don't know. How do you think about these middle powers, where they find themselves in this moment when it comes to thinking about their own security, thinking about technology? One of the arguments that I make is that foreign middle powers, particularly countries, I call them the rising tech power that identify nine countries or so that are sort of doing a pretty good job, that both have a confluence of interest in wanting to have geopolitical influence and independent foreign policy while having enough of a technological base in which to project power in unique ways. And the idea there is simple, but that as we think about an international order that increasingly has become unstable, what is a greater amount of turbulence where, frankly, the stability offered by large countries, particularly the U.S., has started to wane and where empirically the number of conflicts and the number of people killed in conflict has risen exponentially in the past five years.

You know, there's a real need, I think, by these countries to find ways to stabilize their own positions and to project influence accordingly. So if you're Turkey, you know, you say, what are some different ways that we can have influence in our region? And one of the answers for Turkey and one of the things I profile quite a bit in the book is the export of TB2 drones. Now, the kind of argument for these drones is that they offer lots of expensive capabilities, laser-guided munitions, high altitude in terms of flying, other sorts of very expensive sensors and so forth. But they compare to sort of products that come from the United States or even China, other countries, they're far cheaper. And so these have ended up becoming instrumental weapons in sort of second tier, third tier conflicts around the world. So a couple of the places I talk about, one is the war, the civil war in Sudan.

Another is Libya A third is the fight a couple of years back by Azerbaijan to overtake the enclave of Nagorno In each of these situations, you saw Turkish TB2 drones used to target, destroy and punish soldiers and personnel from a rival military. And so, you know, what does this then give Turkey? Well, one, it allows Turkey to pick a side, especially in a conflict where the U.S. or other countries may have less of an interest or be distracted from getting involved. Two, if the side that it picks oftentimes ends up experiencing military victories. So that then helps to enhance the influence of Turkey. And then number three, if that side ends up conquering territory, if not winning the conflict itself, Turkey can then extract concessions from that government, whether it's mineral or gold concessions or other financial incentives or something or just political favors or something else.

And so you can see very quickly how a technological advantage can translate to a geopolitical set of advantages over time and allow a country that, you know, is a classic middle power, you know, a regional power, but certainly not one that you would call a great power, how that can translate into a significant degree of influence in its own backyard. Thinking beyond these middle powers Thinking more about the kind of role of the United States The role of China And sort of setting some of the dimensions for the debate Or the race between these various countries I don't know, how do you think of the kind of U.S. role at the moment? You talk a little bit about the extent to which the U.S. is kind of trying to organize Various countries kind of within its orbit as it always has done I was reading an article yesterday about how the project of Paxilica, for instance, has advanced, that project to organize critical minerals and rare earths and to sign on other countries to essentially participate in the U.S. supply chain.

And of course, there's this major effort to sort of get other countries to essentially agree to be in some kind of U.S. AI tech stack, whatever that means, effectively to work with U.S. firms as opposed to relying more on Chinese models and things of that nature. I don't know, this kind of dimension of the U.S.'s effort to kind of continue to corral middle powers, to continue to try to hold them in its orbit. But where are we at on that? Is that working? Well, I would say it's dissolving fast. There was sort of, I mean, there's sort of a before and after part in the book. I was writing the book squarely as we were kind of into the kind of last months or last year of the Biden administration and continued writing as we got into the first year plus of the Trump administration. And I would say that, you know, certainly Biden's policies were not perfect. and there were a lot of flaws, I felt, in terms of how they were advancing their export controls agenda.

And I think there were a lot of mistaken assumptions in terms of what they thought they would be able to accomplish vis-a-vis China. But there was a consistency to it. I mean, there was a very kind of clear idea. The idea was essentially you build up innovation at home. And so between the CHIPS Act and the Inflation Reduction Act, you saw a significant amount of government investment, industrial policy by another name, go into either onshoring critical industries and building up American scientific R&D and so forth. A second piece to that as well, you know, was this denial piece, ensuring that rivals, particularly China, Russia as well, wouldn't be able to access the most cunning edge innovations, particularly advanced microchips and other maybe AI models that were being invented by American companies and American labs. And then the third piece was this allies piece that you mentioned, This idea that you corral together like-minded countries, you know, very loosely Biden kind of classified it into democracies and autocracies, which got a little messy as he started figuring out, trying to understand where the UAE or Saudi might fit into this thing.

But by and large, the idea was you have a collective of countries that see eye to eye, that have kind of shared policy objectives. You try to keep them together. You try to deny other countries from being able to tap into their supply chains and that you isolate your rivals over time, particularly China. So now that we're in the Trump administration, how is that faring? Well, not great, right? On the Allies piece in particular, we're apparently at war with Canada. You know, we seemingly are skirmishing. Maybe we're not completely at war with Europe. You know, even when it comes to other countries like South Korea, Taiwan, it's unclear exactly what our policy is. But, you know, the kind of friendly relations that we had prior to under Biden are sort of much more up in the air. In the meantime, we just had a summit where China's leader Xi Jinping came to Washington, got all of the trappings afforded to a close leader or friend of the U.S. president without having to give up a thing. And in fact, if anything, you know, sort of got rhetoric or was able to put out rhetoric that made it look like Taiwan was a little more off the grass than has been in the past.

So the ally piece is messy right now. Publics in countries in Europe and other places that have traditionally held the U.S. in high esteem no longer do so under Trump. And so that undercuts the very plank of a policy that intends to leverage allies as a way to push back against the big rivals, particularly China and Russia. So where that goes at this point, certainly there are some initiatives like PAC Silica that I think had made some inroads, perhaps, or at least in trying to keep the coalition together to some degree. But will that have effect in light of the kind of, you know, kind of the inconsistency overall of Trump's presidency? I would say no. That's technical. And so much of international relations is political and personal. and right now we have really lit on fire our relationships around the world we're watching them burn and we're trying to sort of wait and see what happens next

I mean it does strike me that with China in particular it's just become very very difficult to understand exactly how to think about it if you're sort of like a reasonable person you know who wants to I don't know have an informed view and yet also is aware that threats are real in the world and we are in a strategic competition with China and China has prepared, for instance, to contend with us in a more confrontational way if it has to. I don't know. What do you tell people these days if they ask you about the U.S.-China AI race in particular? Have any of these efforts in the U.S. to kind of control technology, to control exports, to control chips, have they amounted to anything? Will they amount to anything? Are they worth continuing to pursue? It's an issue I delve quite a bit into in the book. And I think there's a couple ways to sort of think about it. I don't think there's an easy, clear-cut answer. Either yes, 100% in-export controls, or no, let them go completely.

There's a muddy middle that I think we need to navigate, but it's hard to kind of understand the nuances sometimes. So one thing I would say, and one thing I talk about in the book, is this idea of technological diffusion. It's the notion, particularly in our day and age that we live in, that technology will spread more rapidly to different corners of the world, whether we want to or not. Part of that is a function of the open ecosystem that I described earlier on. And unless we decide to go return back to a closed ecosystem, which for many reasons would be impossible, in an open ecosystem, it really is hard to decide you want to restrict certain things from spreading while allowing other things to spread. I know that you saw the September threat assessment report from OpenAI, and there were a lot of eye-opening examples in that. One of the things that I saw that was eye-opening was the fact that groups like the Houthis, individuals in very under-resourced governments like Mali, proxy groups associated with Iran, were able to do all kinds of things using a frontier model, whether it's testing rocket-guided missiles,

trying to implement a mass surveillance system in Mali, or creating other types of weapon systems and actually trying to track U.S. naval ships using satellite imagery and transponder data, as well as photographs in the case of the Iranian proxy group. So these technologies are being accessed by all sorts of actors all around the world. And this idea that we can sort of find a way to put a halt to diffusion, I think, defies the trajectory of the times that we live in. At the same time, there are specific pieces of hardware, leading at ships in particular, where preserving more of those for the United States as opposed to its rivals, particularly the kind of the highest end NVIDIA chips, is probably not a bad idea. I mean, it probably is the one thing that has allowed the U.S. to maintain, you know, a seeming lead from an innovation standpoint when it comes to China because of, you know,

essentially the chip scarcity idea. And even if you were to sort of take a step away from strategic competition and say, well, what are we competing for? What it ought to allow the leading country to do is set the terms and the norms about how that technology will be used. And if you feel that Frontier AI is accelerating too quickly and that we need to find ways to slow it down and we need to manage it responsibly and that the U.S. government is in a better position essentially to do that than another government, then it's probably a good thing that we've restricted those very high-end chips. But overall, the overall picture is that restrictions in an open age of technological diffusion will have limited impact in terms of what you can accomplish. The technology has moved very, very quickly, even since, you know, you would have turned this book into the publisher. Are there kind of any assumptions that you had about any of these questions that have changed in watching just the last few weeks, few months of developments, particularly around agentic AI?

I mean, you know, things like, for instance, it now doesn't seem crazy to me that, you know, nearly anyone could have AI targeting, you know, by stitching together an open source model with some sort of mapping technology. I just wonder to the extent that thinking about restrictions in a way ignores the fact that the genie is very much out of the bottle, you know, with regard to some of these technologies. and we don't exactly know how people are going to mix and match. Kind of going back to your earlier idea about open innovation, we don't exactly know how people will mix and match off-the-shelf models with off-the-shelf technologies to invent new types of weapons, new types of tactics. I would divide it into a software versus hardware to be a little bit overly simplistic but I would divide that into that kind of dichotomy And I think software has accelerated far beyond what I anticipated and continues to accelerate in ways that seem to be going out of the control of even our top developers and leading companies.

As you see constantly with new disclosures from OpenAI, Anthropic, and others, our ability to control timeless agents is becoming more and more limited. And that's a software issue by and large. On the hardware side, I think there are specific physical world limitations that prevent even the most adaptive actors from doing as much as they would like. So let's take the AI targeting issue, for example. I wrote a piece about this a couple months ago for the Bulletin of Atomic Scientists about AI targeting systems. And what I found is that certainly when it comes to the software end of it, whether it's having a system that works similar to what Palantir's Maven does in terms of providing a targeting interface, or whether it means having a model like Anthropics Claude that works good enough, you know, that side is probably replicable. What I think remains a constraint is, you know, one, you need to have the right sensors and ability to collect all sorts of ISR data, you know, intelligence, reconnaissance, surveillance data. If you want to be able to strike targets, you need to know where those targets are.

You need to have some granularity, and that requires collecting data, so you need to have the equipment to do that, and then a place to store it and process and analyze it. And that takes a lot of compute. That's not something that necessarily the Houthis in the garage can replicate overnight. So the idea that they would have a military AI targeting system like that, to me, is still a far stretch. But that doesn't mean that it's a far stretch for the UAE, which does have those compute facilities, or Saudi, or Turkey, or India, or Brazil to be able to get those. So there is a bit of a two-tier aspect to something like that. And I think still the hardware constraints present a bit of a barrier when it comes to the type of diffusion we've mentioned. Now, I mean, where are you starting to see that made up? And, you know, I talk about this in a chapter in the book is when you have 3D printing and the ability to retrofit and enhance quadcopters and other sorts of low end technologies, drones and so forth. That's where I think you can start to see more disruption and leaps and bounds. But the big systems that we've described, the mavens and so forth, I think there for now remains a limitation when it comes to replicating those at scale for lots of other actors beyond the next tier of kind of advanced middle powers.

So you, at the end of the book, talk about managing the future, kind of where we go from here. and some of these big unanswered questions about how the rivalry will play out between the U.S. and China, how some of these questions about how we manage technology will play out. But I wonder, like, when you think about civil society organizations, when you think about others, experts in this field, when you think about just regular people who are living their lives, what are the unanswered questions that you think we need to work artists on right now that we need to solve to avoid really bad outcomes? I thought a lot about that. And I think I do have an answer for that, which is that I think we're living in a moment of significant norm degradation. And what I mean by that on human rights and what I mean by that is that people no longer understand, believe in or are as willing to fight for human rights as they were in the past. And there's lots of potential reasons for that. The system that we had post World War Two in terms of the Geneva Conventions and the horrors that we saw from millions dying in that war.

I mean, some of those lessons have faded over time. You know, in an age of insecurity where people are worried about economic turbulence, it's hard to focus on universal issues when you're worried about pocketbook issues at home. And then we're also living through an authoritarian resurgence where many more people are living under dictators today than they did 20 years ago. We have a resurgence in anti-democratic leaders, and that means that there's less of a population available out there to fight for these issues. So one thing I would say is that we need people to – we need to reverse this degradation of norms. We need a recommitment in younger generations to fight as hard as they can to preserve things like international humanitarian law, which is how you fight conflicts in unjust ways. You need to fight for international human rights. You need to push governments to do to develop systems, whether it's weapon systems or other types of computing systems in responsible ways that will adhere to international human rights protections.

And I do believe that a movement like that can revive. I have seen lots of indications of younger generations waking up to these issues and saying, wait a second, if we don't act now, we're going to lose something very precious. That the peace we've taken for granted globally, which we are starting to see dissipate before our eyes, is something that we can still rescue. But it'll take putting our lives on the line. It'll mean pushing and mobilizing, acting collectively, and holding our governments accountable for that. So I think what we need is a rebirth of a movement for this, not necessarily a traditional peace movement per se, but a movement of accountability for very terrifying weapons, for an age of autonomy, where private companies, unaccountable governments and leaders are increasingly willing to push the boundaries of what they can do. except for, say, for a public that will not allow them to undertake that.

We're a couple of days out from the end of the U.N. General Assembly, and a lot of the right sounds were coming out of leaders at the meetings in the Security Council and the General Assembly Hall saying in some ways similar things to what you're saying. And yet, I don't know, I kind of found myself reflecting on the fact that so much more tension perhaps was placed on what was happening in Washington, the meeting between Trump and Xi. so much more emphasis in the headlines about what's happening in Silicon Valley, certainly. It's almost like that UN, which, you know, I suppose we would all generally think of as being the high church of considerations around human rights and being concerned about international collaboration and diplomacy as opposed to conflict and war, just sort of seems almost to happen in a bubble and hardly anyone's paying attention outside the bubble. I don't know if you have that same view, if you have this feeling of this sort of discourse or the champions of this discourse very much waning.

Or how do we kind of bring that back or how do you reassert perhaps that institution or other institutions that advance human rights in this moment? I completely agree with you. What I'm going to say is harsh, but I think we have to really be honest with ourselves. I mean, the UN is not fit for purpose in the age that we're living in to confront the challenges that we needed to confront. I don't think it's like, look, it's a fairly stodgy 20th century institution. I grew up being a huge admirer of the UN. I spent part of my career working on directly with UN institutions on high level reform projects and so forth. And right now, the direction in which the world is going, the UN is becoming irrelevant. it. And there are a lot of reasons for that and a lot of tragic reasons for that. But I don't think we can look to the UN itself or that system to be the savior for where we need things to go. I do think that there, look, we communicate in new ways. We organize ourselves in new ways. We need to find new ways to collectively come together through transnational movements, digitally

and otherwise to affect change. I think the UN can be reformed. I think it can become more supportive of some of these movements, but I don't think I wouldn't look to the UN to be the leader of that. I don't think it'll be at the forefront. I think that'll come with a new generation and new types of mobilization in the face of vast challenges that we desperately need to tackle in real ways. There are so many stories in this book and just small details. One that I think you had a picture of even that struck me as just extraordinary the first time I saw it It was the necessity in Ukraine of having drones that have these kind of spools of fiber optic cable to avoid the jamming. And I know I recently saw some video of, as you said, the kill fields between the two sides just literally covered in fiber optic cable glistening in the sun from the, I suppose, thousands and thousands of drone journeys where, you know, they've launched out over the fields.

and release their spool as they've gone along. Are there other, I don't know, other just images like that in your head from the book that really stand out to you that, I don't know, point towards the future that we're headed towards? The Fibrous Drones is really a pretty wild one. And what's even wilder about that is they've now made their way to southern Lebanon, where they're being used by Hezbollah to target IDF personnel. And they've even made their way to the Sahel, where you have Tuareg, you know, insurgent groups, the FLA, that are using them, I guess apparently with some Ukrainian assistance, to target Malian government forces and Russian mercenaries. So that not only is a kind of a chilling image, but it also is a great illustration of the nature of military diffusion in our current moment. I mean, I think quadcopters themselves are kind of similar in kind. In fact, I bought a quadcopter not that long ago online from a website, and I ended up having to kind of import it from China. So it took about three weeks for me to get it, but I got it.

And it's the same type of quadcopter that's been retrofitted and used, especially in the early days of the Ukraine war, to kind of fight back against Russian troops. And, you know, I sometimes will bring it to talks. It's sitting at my desk at home. You know, I look upon it. It's really wild to me. It's not very big. It's pretty simple. And yet something like that is so accessible has also proven to be a game changer to many different movements around the world. So that's another thing that I look to quite a bit when I kind of think about tangible illustrations of this new disruptive moment that we're living in. A lot more in this book. It's called Bites and Bullets, Global Robberies, Big Tech and the New Shape of Modern Warfare. Steve Feldstein, thank you so much. Thanks for having me, Justin. I really enjoyed the conversation. That's it for this episode. I hope you sent your feedback. You can write to me at justin.techpolicy.press.

Thanks to my guest. Thanks to my co-founder, Brian Jones. And thank you for listening.

番組の概要欄(原文)

It’s a cliché to say that technology is changing war. But today, the pace of change is severe, not only because of advances in fields such as artificial intelligence, but also because of a range of trends and phenomena at the intersection of tech and geopolitics that are changing what it means for nations to compete, and to fight and defend themselves. Today’s guest is Steve Feldstein, a senior fellow in the Democracy, Conflict, and Governance Program at the Carnegie Endowment for International Peace and the author of Bytes and Bullets: Global Rivalries, Big Tech, and the New Shape of Modern Warfare, published by St. Martin’s Press.

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