In an era of rapid technological change and geopolitical competition, private capital is one of America’s greatest advantages. Venture capital and private equity investors are uniquely positioned to accelerate breakthroughs in critical technologies that both fuel economic growth and fortify national resilience. Private capital has shaped Silicon Valley, transformed global industries, and seeded entire technology revolutions. Now, it must help secure America’s strategic future.
The Global Competition and Innovation (GCI) investment approach underscores this imperative by leveraging market mechanisms to support the growth of assets and technologies critical to national security and global stability. The Council on Global Competition and Innovation (CGCI) advocates for aligning private capital with strategic objectives to strengthen international rules-based order, boost strategic capabilities, and develop innovative financial tools to de-risk and accelerate capital flows.
The Opportunity:
- Bridge Critical Gaps: Future prosperity hinges on advancements in AI, energy, advanced manufacturing, and secure digital infrastructure. However, these fields often face “valleys of death,” where promising innovations stall due to a lack of investment. By bridging these gaps, investors can accelerate paths to commercialization and strengthen supply chains against foreign dependence.
- Enhance Global Competitiveness: Strategic investments in sectors like biotechnology, semiconductors, and advanced materials bolster domestic capabilities. This not only curbs reliance on global competitors but also secures the nation’s leadership in emerging industries.
Aligning Private Capital and Security Objectives:
- Strengthen Public-Private Collaboration: Government alone cannot outpace this technological competition. Strategic partnerships can help investors champion technologies vital to national security and economic prosperity. GCI investments exemplify such collaborations by uniting public and private stakeholders to advance critical technologies.
- Pursue Ambitious “Moonshot” Goals: Investors thrive on outsized ambition. By uniting government vision with private ingenuity, through frameworks like GCI, the U.S. can catalyze bold efforts that stand to redefine markets and solidify global leadership.
- Deliver Durable Returns: Long-term value is created when profitability and security converge. Investing in resilient systems, modern infrastructure, and trusted data flows isn’t a tradeoff — it’s a multiplier.
About the Council on Global Competition and Innovation (CGCI): The Council on Global Competition and Innovation (CGCI), in partnership with government agencies, partner nations, and private sector leaders, serves as a nonpartisan, nonprofit organization established to promote and accelerate the deployment of GCI investments at scale.
About the Special Competitive Studies Project (SCSP): Founded in October 2021, SCSP seeks to recapture the competitive mindset and unifying national mission from past eras and then adapt them to the age of AI and 21st-century strategic rivalry. To make recommendations to strengthen America’s long-term competitiveness as artificial intelligence (AI) and other emerging technologies are reshaping our national security, economy, and society. SCSP wants to ensure that America is positioned and organized to win the techno-economic competition between now and 2030, which is the critical window for shaping the future.



