Contrary to the last 20 years of tension, Silicon Valley's history is deeply intertwined with the U.S. national mission. From the 1950s to the 1990s, a tight alliance with defense and government agencies was standard, making the recent hostility a historical aberration that is now correcting itself.
The dynamic between tech and government is not a simple decline but a cycle of alignment (post-WWII), hostility (2000s-2010s), and a recent return to collaboration. This "back to the future" trend is driven by geopolitical needs and cultural shifts, suggesting the current alignment is a return to a historical norm.
Companies like Google were so cash-rich they didn't need Wall Street or other powerful trading partners. This financial independence meant that when they faced political threats, they lacked a coalition of powerful allies whose own financial interests were tied to their survival, making them politically vulnerable.
Critical media narratives targeting experienced tech leaders in government aim to intimidate future experts from public service. By framing deep industry experience as an inherent conflict of interest, these stories create a vacuum filled by less-qualified academics and career politicians, ultimately harming the quality of policymaking.
After temporary alliances like 'Red and Tech vs. Blue', the next major political shift will unite the establishment left and right against the tech industry. Blues resent tech's capitalists, Reds resent its immigrants, and the political center blames it for societal ills. This will create a powerful, unified front aiming to curtail tech's influence and wealth.
Internal protests at tech companies against government contracts are frequently based on emotion rather than informed understanding. An anecdote reveals a CEO arranged a seminar with a former border security head for protesting employees, but only three people attended, suggesting a lack of genuine interest in the issue's complexities.
The intense employee revolt at Google over the Project Maven AI contract was the watershed moment of peak hostility between Silicon Valley and D.C. This public conflict forced many to take sides and represented a symbolic bottoming-out, creating the conditions for the subsequent rebuilding of the relationship.
Meta and Google recently announced massive, separate commitments to US infrastructure and jobs on the same day. This coordinated effort appears to be a clear PR strategy to proactively counter the rising public backlash against AI's perceived threats to employment and the environment.
Geopolitical competition with China has forced the U.S. government to treat AI development as a national security priority, similar to the Manhattan Project. This means the massive AI CapEx buildout will be implicitly backstopped to prevent an economic downturn, effectively turning the sector into a regulated utility.
In Washington D.C., the daily visibility of uniformed military personnel normalizes national security as part of society. In Silicon Valley, this presence is nearly nonexistent. This cultural and geographic isolation helps explain the deep disconnect and lack of understanding between the two worlds.
The cultural shift in Silicon Valley away from national interest work was shaped by cultural touchstones. The film "The Social Network" symbolized a generation of founders inspired by dorm-room consumer apps, a stark contrast to the previous "Bob Noyce" generation focused on building the physical world and supporting national missions.