The Drone Ultimatum

Read the Global Drone Threat Report (2026): https://dronesec.com/resources/d479e340-f78f-11f0-ab58-9fListen to our first podcast with Mike: https://www.youtube.com/watch?v=f2utl1hG9FcMike Monnik, founder and CEO of DroneSec, joins The Drone Ultimatum to explain what his team is seeing across the global drone threat landscape—from fiber-optic FPVs and jet-powered attack drones to maritime systems, humanoid robots, and drone-enabled gray-zone operations.DroneSec tracks how militaries, terrorist organizations, cartels, and other actors use drones, along with the tactics and countermeasures developing around them. Mike explains why that intelligence matters when a tactic that works today may look completely different a year from now.Follow the show!Steve on X: https://x.com/StevenSimoniSteve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoniSpotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kfApple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/Our website: https://www.thedroneultimatum.com/

Bohdan Volyanyuk is the co-founder and COO of Autonomous Cyber, a company building autonomous capabilities for offensive cyber operations.Bohdan on LinkedIn: https://www.linkedin.com/in/bohdanvolyanyuk/Autonomous Cyber: https://www.acyber.com/Follow the show!Steve on X: https://x.com/StevenSimoniSteve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoniSpotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kfApple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/Our website: https://www.thedroneultimatum.com/Bohdan joins the show to explain how AI is changing the cyber kill chain, from discovering vulnerabilities to weaponizing exploits and conducting operations. He argues that cyber should be treated as a persistent domain of conflict rather than something reserved for a small number of exquisite, highly planned operations.The conversation also covers the similarities between autonomous cyber and autonomous weapons, the offense-defense cycle in cyberspace, Stuxnet, the challenges of selling cyber capabilities to the Department of Defense, startup fundraising, the current tech investment environment, and how cyber operations could shape a future conflict with China.Bohdan previously served five years in the U.S. Army infantry, including deployments to Iraq and Syria, before attending MIT, where he met his co-founder and started Autonomous Cyber.

Alex Fink is the President & US CEO of Swarmer (NASDAQ: SWMR), helping drones fly autonomously, without pilots, and work together in large teams. Alex on LinkedIn: https://www.linkedin.com/in/temuchin43/Swarmer: https://swarmer.com/Follow the show!Steve on X: https://x.com/StevenSimoniSteve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoniSpotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kfApple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/Our website: https://www.thedroneultimatum.com/Alex Fink is the President and U.S. CEO of Swarmer, a defense technology company developing software for autonomous drone operations. Swarmer grew out of Ukraine’s wartime drone ecosystem after Alex’s co-founder identified a basic scaling problem: militaries could build millions of drones, but they could not produce millions of pilots.Alex explains how Swarmer approaches swarming differently from coordinated or leader-follower drone formations. Instead of choreographing individual aircraft, Swarmer is building software that allows drones to act as independent decision-makers, communicate with one another, allocate tasks, and continue operating when their connection to an operator is degraded or lost.The conversation covers the rapid expansion of Ukraine’s drone industry, what autonomy means for electronic warfare, and Swarmer’s bet that military robotics will eventually resemble the early PC industry: many competing hardware manufacturers running a smaller number of common software platforms. Alex also explains why integrating software across different drones remains difficult and why engineers who understand both hardware and software have become a major constraint.Alex and Steve discuss how Ukraine’s wartime acquisition model differs from traditional Western procurement, why combat units can drive product adoption quickly, and what the U.S. and Europe can learn from that model. They also get into Swarmer’s decision to go public, the challenges of operating a public defense company, and the potential for consolidation across the growing defense technology ecosystem.The episode closes with lessons from the battlefield itself: why fiber-optic drones may be transitional, why militaries are pulling old weapons back into service to address new threats, and why today’s drone and counter-drone systems are unlikely to represent the final form of either technology. According to Alex, the industry is still in an active arms race where products can become obsolete faster than traditional defense development cycles can produce them.

Russell Smith is the co-founder and CEO of 9 Mothers, a startup building autonomous systems for military use.Russell on X: https://x.com/rhs?s=209 Mothers: https://9mothers.com/Follow the show!Steve on X: https://x.com/StevenSimoniSteve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoniSpotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kfApple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/Our website: https://www.thedroneultimatum.com/Russell Smith is the co-founder and CEO of 9 Mothers, an Austin-based defense technology company building counter-drone systems. After previously building Rainforest QA and going through Y Combinator, Russell moved from enterprise software into defense hardware as the war in Ukraine demonstrated the growing threat posed by small, inexpensive drones.Russell explains the thinking behind 9 Mothers’ approach: counter-UAS systems that are small, light, inexpensive, and deployable across a much larger number of vehicles and positions. The conversation covers the company’s acoustic sensing work, its shotgun-based counter-drone system, development of a belt-fed shotgun, and the challenges of building reliable robotic weapon systems.The discussion also gets into a problem facing the new generation of defense founders: capital. Russell and Steve discuss why defense startups can appear competitive to venture investors even when the Department of Defense is willing to buy from multiple suppliers, why robotics companies cannot simply copy products overnight, and how much growth capital has already been concentrated in a relatively small group of defense companies.They also examine what battlefield evidence says about counter-UAS technology. Russell and Steve discuss electronic warfare, interceptors, kinetic systems, drone swarms, and why claimed counter-drone capabilities have to be judged against what is actually happening in Ukraine and other active conflicts.The episode closes with a broader discussion of defense company building—from founder-led marketing and acquisitions to Austin’s growing defense ecosystem, C2 integration, and why Russell believes much of the economic value in defense ultimately remains with the physical systems the government buys rather than the software connecting them.

Luke Allen is the co-founder and Chief Technology Officer at Allen Control Systems. Scott Hutchins is the Chief Product Officer at Allen Control Systems.Allen Control Systems: https://www.allencontrolsystems.com/Follow the show!Steve on X: https://x.com/StevenSimoniSteve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/Follow the show!Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kfApple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/Our website: https://www.thedroneultimatum.com/In this episode, Luke Allen, co-founder and CTO of Allen Control Systems, and Chief Product Officer Scott Hutchins join the podcast to break down the story behind Bullfrog, ACS’s approach to counter-drone defense, and why the company deliberately chose a problem that was extraordinarily difficult to solve.Luke traces the path from the Russian invasion of Ukraine to the founding of Allen Control Systems, including the early experiments and technical problems that ultimately led the team toward autonomous counter-drone systems.They also get into what it takes to build trust when AI and computer vision are involved in a weapon system, why hardware and robotics companies operate differently from SaaS startups, how ACS thinks about engineering talent and decision-making, and where drone warfare could be heading next.Plus: startup theory, recruiting engineers, the ACS culture, New Orleans company trips, Silicon Valley war stories, Texas, and the possibility of an eventual “ACS Mafia.”

Nic Adams is the Director of Government Relations at Overland AI.Nic on LinkedIn: https://www.linkedin.com/in/nic-adams208/Overland AI: https://www.overland.ai/Steve on X: https://x.com/StevenSimoniSteve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/Follow the show!Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kfApple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/Our website: https://www.thedroneultimatum.com/This week on The Drone Ultimatum, Nic Adams, Director of Government Relations at Overland AI, joins us to discuss what it actually takes for a defense startup to move from promising technology to real military programs.We cover:How defense appropriations become actual contractsThe realities of Pentagon procurement and productionAutonomous ground vehicles and the future of land warfareWhy robots will increasingly take on dangerous missionsLessons from Ukraine and the changing battlefieldBuilding defense companies that can scaleNic also shares his perspective on Congress, budgeting, acquisition timelines, and what founders often misunderstand about selling into the Department of Defense.

Omar Javaid is the CEO of Rampart Communications, a company that provides resilient wireless communications with physical layer encryption, protecting against cyber and EW threats.Omar on LinkedIn: https://www.linkedin.com/in/ojavaid/Rampart Communications: https://rampartcommunications.com/Steve on X: https://x.com/StevenSimoniSteve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/Follow the show!Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kfApple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/Our website: https://www.thedroneultimatum.com/Omar Javaid is the CEO of Rampart Communications, a company developing advanced wireless communications technologies for defense and national security applications. Before founding Rampart, Omar spent years working on cutting-edge communications technology, including time at Qualcomm, giving him a unique perspective on both commercial innovation and military capability.In this conversation, Omar explains how wireless communications remain one of the most important—and least appreciated—foundations of modern warfare. The discussion explores the technical and operational challenges facing military communications, electronic warfare, and autonomous systems as conflicts continue to evolve.Steve and Omar also discuss lessons emerging from Ukraine, the changing nature of electronic attack and countermeasures, the realities of building a defense startup, and why solving difficult communications problems creates long-term strategic advantages.The conversation expands beyond technology into geopolitics, America’s defense industrial base, alliance dynamics, and the importance of preparing for future conflicts. Throughout the episode, Omar combines deep technical experience with broader strategic thinking, offering insights relevant to founders, operators, investors, and defense professionals alike.

Stephen Ziegenfuss is the Co-Founder of Vertical Autonomy, a company building next-generation unmanned systems.Stephen on LinkedIn: https://www.linkedin.com/in/stephen-ziegenfuss-6139546/Vertical Autonomy: https://www.verticalautonomy.com/Steve on X: https://x.com/StevenSimoniSteve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/Follow the show!Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kfApple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/Our website: https://www.thedroneultimatum.com/Stephen Zeigenfuss, Co-Founder of Vertical Autonomy, joins The Drone Ultimatum to discuss what it really takes to build tactical unmanned aircraft.The conversation explores lessons from decades of UAV development, why operator feedback matters more than perfect engineering, what Ukraine has revealed about modern drone warfare, and how Vertical Autonomy is approaching the next generation of Group 3 aircraft.Whether you’re interested in defense acquisition, military aviation, or the future of autonomous systems, this episode provides a practical perspective on where tactical drones are headed.

Brett Velicovich is the founder of Powerus and a former intelligence professional who spent years supporting special operations and drone missions before working alongside frontline units in Ukraine. Brett on LinkedIn: https://www.linkedin.com/in/brett-velicovich-86a3651a/Brett on X: https://x.com/TheDroneWarriorPowerus: https://www.power.us/Steve on X: https://x.com/StevenSimoniSteve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/Follow the show!Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kfApple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/Our website: https://www.thedroneultimatum.com/|Episode DescriptionIn this conversation, Brett explains why he calls Powerus a “revenge business”—a response to years of watching companies ignore feedback from operators with real-world experience. He discusses how lessons learned in Ukraine directly influenced the company’s approach to building and fielding new capabilities.The discussion explores the accelerating evolution of drone warfare, counter-drone systems, autonomy, and AI. Brett shares why he believes future conflicts will reward speed, adaptability, and distributed systems over traditional assumptions about military power, while also examining how current conflicts are reshaping defense priorities.The episode also covers defense acquisitions, scaling a startup in the national security ecosystem, and the importance of staying closely connected to operators in the field. Throughout the conversation, Brett offers an operator’s perspective on where defense technology is heading and what founders should understand before building for the Department of Defense.

Yadin Soffer, co-founder and CEO of Traysar Industries, joins Steve to discuss why the future of warfare may be shifting beneath the surface.Yadin on X: https://x.com/yadinsofferYadin on Linkedin: https://www.linkedin.com/in/yadinsoffer/Traysar: https://www.traysar.com/Steve on X: https://x.com/StevenSimoniSteve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/Follow the show!Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kfApple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/Our website: https://www.thedroneultimatum.com/After building and exiting a fintech company, Yadin made the leap into defense to tackle one of the military’s toughest operational problems: autonomous systems for subterranean environments.The conversation explores how lessons from Ukraine, Gaza, and other modern conflicts are changing assumptions about maneuver warfare. As the air domain becomes increasingly contested by drones and precision fires, Yadin argues that tunnels and underground infrastructure are becoming the next critical battlespace.Steve and Yadin also discuss what it’s like building an early-stage defense startup—from fundraising and navigating the Pentagon acquisition process to working with DARPA and balancing rapid commercial development with government customers.The episode closes with a broader discussion on defense innovation, startup strategy, and where autonomous systems are headed over the next decade.

Defense venture capital has entered a new era.In this episode, Steve Simoni speaks with Vardan Gattani, Partner at 645 Ventures, about why investors are increasingly focused on national security, how defense startups are evaluated, and what founders need to build enduring companies.Vardan on Linkedin: https://www.linkedin.com/in/vardangattani/645 Ventures: https://645ventures.com/Steve on X: https://x.com/StevenSimoniSteve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/Follow the show!Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kfApple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/Our website: https://www.thedroneultimatum.com/The conversation covers the rise of defense investing, lessons from Shield AI, manufacturing and supply chains, defense procurement, and why the next generation of defense companies will need to excel across both software and hardware.Whether you’re a founder, investor, or simply interested in the future of defense technology, this episode provides an inside look at how one of the industry’s leading venture firms thinks about building category-defining companies.

In this episode, Steve sits down with Dennis DeMeyere, Co-Founder and CEO of Autonomous Production.Manufacturing capacity has become a strategic advantage. As drones, autonomous systems, and precision weapons reshape modern warfare, the ability to produce at scale is becoming just as important as the technology itself.Dennis discusses how autonomous factories, AI-powered manufacturing systems, and distributed production networks could transform the defense industrial base. We explore lessons from Ukraine, the promise and limitations of additive manufacturing, the concept of dark factories, and what it will take to rapidly scale production in the event of a major conflict.We also discuss:Autonomous manufacturingAdditive manufacturing and 3D printingDistributed production networksAI agents in industrial operationsDrone production at scaleThe future of the defense industrial baseDavid on Linkedin: https://www.linkedin.com/in/dennisdemeyere/Jason on X: https://x.com/Jason_ZinsSteve on X: https://x.com/StevenSimoniSteve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/Follow the show!Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kfApple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/Our website: https://www.thedroneultimatum.com/

Jason Zins is the Founder and Managing Partner of Nomi Capital. Nomi Capital invests across defense, aerospace, manufacturing, space, energy, and national security technologies. Jason shares how his team evaluates defense startups, why they focus on later-stage companies, and what separates durable businesses from hype-driven investments.We discuss the current state of defense venture capital, manufacturing bottlenecks, the evolution of military technology, defense software, hypersonics, space infrastructure, and why Jason believes defense remains underinvested despite growing attention from investors.Jason on Linkedin: https://www.linkedin.com/in/jason-zins-5317aa3a/Jason on X: https://x.com/Jason_ZinsSteve on X: https://x.com/StevenSimoniSteve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/Follow the show!Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kfApple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/Our website: https://www.thedroneultimatum.com/

In this episode, Steve sits down with John "JD" Parkes, Co-Founder and Executive Chairman of Parry Labs, and Amber Walker, Chief Growth Officer.(00:00) Intro(01:34) Building Parry Labs(02:58) Edge computing and electronic warfare(07:26) Mapping the defense technology ecosystem(22:06) Advice for defense startups(31:01) Ukraine and scalable military systems(32:30) AI at the edge(44:20) How defense contracting really works(45:43) Customer acquisition in defense(52:24) Software business models in defense(55:30) The hidden factory behind software(56:54) Why defense still needs system integrators(58:45) Open architectures and autonomy marketplaces(01:02:45) Platform risk in defense acquisition(01:22:06) Why the best product doesn't always winParry Labs develops mission-critical software and digital infrastructure that helps military systems communicate, integrate, and operate more effectively in contested environments.We discuss the evolution of military software, the push toward open architectures, the realities of defense acquisition, and why integration remains one of the hardest problems in defense.We also discuss AI at the edge, customer acquisition in the defense market, startup competition, and what it takes to build and scale a company serving the Department of Defense.John Parkes on LinkedIn: https://www.linkedin.com/in/john-parkes-979738b/Amber Walker on LinkedIn: https://www.linkedin.com/in/amber-walker-8a2245a7/Parry Labs: https://parrylabs.com/Follow the show!Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kfApple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/Steve on X: https://x.com/StevenSimoniSteve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/

Zane Mountcastle is the co-founder and CEO of Picogrid, a defense technology company building the software and hardware infrastructure layer that connects drones, sensors, autonomous systems, and command platforms into unified operational networks.Learn more about our sponsor, Cushman & Wakefield: https://linkly.link/2hoRt(00:00) Intro(01:18) What Picogrid actually does (03:34) The integration problem across defense systems (07:02) Building infrastructure instead of one-off integrations (10:41) Deploying software inside the DoD (12:05) Picogrid’s early contracts and growth (15:07) Why acquisition incentives create friction (18:45) The engineering talent problem (22:31) The changing defense industrial base (27:05) Drone warfare and air defense economics (31:10) Scaling a defense startup (35:02) Hardware and manufacturing realities (39:04) The future of autonomous warfare (42:58) Marketing and communication in defense tech (46:32) AI hype vs reality in defense (50:14) Venture capital and defense startupsZane on XZane on LinkedInPicogridFOLLOW THE SHOWSpotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kfApple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/Steve on X: https://x.com/StevenSimoniSteve on LinkedIn: https://www.linkedin.com/in/stevensimoni/Allen Control Systems (ACS): https://www.allencontrolsystems.com/---In this episode, we discuss the integration problem across modern defense systems, why autonomy changes the scale of warfare, and what it actually takes to deploy usable technology across the Department of Defense. Zane explains how Picogrid approaches interoperability, why software infrastructure matters as much as hardware, and how the defense industrial base is being reshaped by startups building specialized capabilities.We also get into the economics of drone warfare, acquisition bottlenecks, the reality of scaling defense companies, and why the future battlefield depends on systems that can work together instead of operating in silos.

Ben Cipperley is the Chief Strategy Officer of HavocAI and a former Navy EOD officer who spent more than two decades in the Navy, including work on robotics, autonomy, and the Navy’s strategic modernization efforts.(00:00) Intro(01:21) Ben’s Navy background(05:05) Robotic naval systems(12:15) Replicator initiative(13:25) Containerized warfare(16:46) Starlink and communications(25:21) Ukraine vs Russian Navy(27:55) China and Pacific deterrence(40:47) Autonomous weapons policy(46:34) Building a robotic Navy(56:10) Autonomous minesweeping(01:00:15) Counter-UAS at seaFollow Ben on LinkedInHavoc AIFollow the show:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Steve:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems⁠⁠⁠⁠In this episode, we break down how autonomous systems are changing maritime warfare, why drones are forcing militaries underground, and how the U.S. Navy is trying to adapt to a world shaped by cheap autonomous systems and mass production.We also discuss Taiwan, the Strait of Hormuz, sea denial, logistics, shipping vulnerabilities, modular payloads, Replicator, mines, and why low-cost autonomous systems are beginning to flip the traditional cost equation of warfare.This is a wide-ranging conversation about the future of naval warfare, defense procurement, autonomy, and the changing character of war.

Weston Moyer and Jonathan Rue of MVP Ventures join The Drone Ultimatum to discuss defense tech investing, AI, robotics, aerospace, manufacturing, and what it takes for startups to scale in national security.00:00:00 — Intro00:02:13 — Anthropic and Pentagon AI concerns00:07:16 — Saronic and defense manufacturing scale00:08:46 — Guam and Pacific logistics00:12:25 — Shahed drones and counter-UAS economics00:14:04 — How defense sales actually work00:29:38 — Anduril, Lattice, and defense software00:31:10 — Rebuilding American manufacturing00:33:12 — Freeform and advanced manufacturing00:41:28 — Why overcapitalized startups fail00:43:43 — Ukraine lessons and preparing for China00:52:09 — AI warfare and Taiwan scenarios00:53:19 — Wartime industrial mobilization00:54:21 — Apple, China, and manufacturing risk01:04:33 — SpaceX and industrial scaleThey break down why capital can be a weapon in defense tech, how startups should think about government sales, why congressional and departmental strategy both matter, and what separates serious defense companies from companies chasing momentum.The conversation also covers Saronic, Skyways, Valinor, Anduril, Freeform, Cambium, SpaceX, China, Taiwan, industrial mobilization, and the future of American manufacturing.This is a wide-ranging discussion on venture capital, defense production, government go-to-market, and the companies trying to rebuild the industrial base.Follow Weston (X)MVP VenturesFollow the show:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Steve:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems⁠⁠⁠

Nick LaRovere is the co-founder and CEO of Pryzm, a startup building an AI-powered operating system for defense business development and procurement.00:00 - Intro01:19 - AI coding, “vibe coding,” and hiring engineers04:27 - What Pryzm does and the future of defense procurement10:35 - AI, CRMs, and the changing defense sales process18:00 - Raising from Andreessen Horowitz and building Pryzm24:36 - Scaling manufacturing in defense tech27:12 - “Every company becomes a defense company”32:28 - Startup culture, engineers, and product building35:01 - “Startups are war”40:13 - Palantir culture, Alex Karp, and defense tech talent48:11 - How defense procurement is changing59:49 - Anthropic, AI companies, and defense partnerships01:02:18 - Closing thoughtsIn this episode, Nick and Steve talk about why selling into government is still so relationship-driven, how defense companies can use better data to find the right opportunities, and why the traditional CRM stack falls short for companies selling to the Department of Defense.They also get into AI-assisted coding, the challenge of evaluating engineers in the age of “vibe coding,” how startups should think about product management, and why defense tech may still be underinvested despite all the recent hype.The conversation covers Pryzm’s work with both defense companies and government customers, the future of acquisition reform, and how the changing battlefield is forcing the procurement system to move faster.Follow Nick (LinkedIn)⁠⁠⁠Pryzm (Website)⁠⁠Follow the show:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Steve:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems⁠⁠⁠

David Michelson, former Army Ranger, DIU autonomy leader, and current Drones Thesis Leader at Re:Build Manufacturing, discusses what’s actually working and not working in drones and autonomy today.⁠⁠Learn more about our sponsor, Cushman and Wakefield.⁠⁠This conversation covers:Why autonomy is a spectrum, not a switchLessons from Ukraine that the U.S. may be misreadingThe reality of drone operations vs. “swarm” hypeManufacturing constraints and scaling challengesWhy design for manufacturability matters earlyThe role of competition in defense acquisitionWhat it takes to actually field systems at scaleFollow David (LinkedIn)⁠⁠⁠⁠Re:Build Manufacturing (Website)⁠Follow the show:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Steve:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems⁠⁠⁠