The Drone Ultimatum

40 Episodes
Subscribe

By: Allen Control Systems (ACS)

The preeminent podcast for all things drones, defense tech, defense policy, and modern warfare. Featured guests include industry leaders, policy experts, military warfighters, business titans, and many more. Hosted by Steve Simoni, co-founder and President of Allen Control Systems.

✂️ Clip this podcast
How the FCC Is Shaping the Future of American Drones | Adam Chan
How the FCC Is Shaping the Future of American Drones | Adam Chan episode artwork
Yesterday at 2:26 PM

Adam Chan is the Senior National Security Counsel at the Federal Communications Commission (FCC).


Request an invitation to The Drone Ultimatum Summit 2026 at the link here!


Follow the show!


Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf


Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


Subscribe to our newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://x.com/DroneUltimatum


LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/company/the-drone-ultimatum/


Our website: https://www.thedroneultimatum.com/


Steve on X: https://x.com/St...


Distributed Radar, AI, and the Future of Counter-UAS | Matthew Kling, MatrixSpace
Distributed Radar, AI, and the Future of Counter-UAS | Matthew Kling, MatrixSpace episode artwork
10/23/2026

Matt Kling is the Vice President and General Manager of AI Systems at MatrixSpace, a company developing compact, low-cost radar systems for counter-drone defense, airspace monitoring, and autonomous operations.


Matt on LinkedIn: https://www.linkedin.com/in/matthewkling/


MatrixSpace: https://www.matrixspace.com/Follow the show!


Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf


Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


Subscribe to our newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...


The Business of Drone Autonomy: Hardware, Defense, and AI | Stefan Hrabar, Emesent
The Business of Drone Autonomy: Hardware, Defense, and AI | Stefan Hrabar, Emesent episode artwork
10/19/2026

What happens when a drone needs to navigate underground, inside a building, or in an environment where GPS is unavailable?


Dr. Stefan Hrabar is the Co-Founder and Chief Strategy Officer of Emesent, an Australian robotics company developing autonomous navigation and 3D mapping technology. After completing his PhD in robotics at USC, Stefan spent a decade researching drone autonomy at Australia’s CSIRO before co-founding Emesent in 2018.


Stefan on LinkedIn: https://www.linkedin.com/in/stefanhrabar/Emesent: https://www.emesent.com/


Follow the show!

...


Building Low-Cost Missiles to Defeat Drones | Malin & LeGrand Crewse, Corvus Industries
Building Low-Cost Missiles to Defeat Drones | Malin & LeGrand Crewse, Corvus Industries episode artwork
10/12/2026

Malin Crewse and LeGrand Crewse are brothers and co-founders of Corvus Industries, where LeGrand serves as CEO and Malin as CTO.


Corvus is developing small, low-cost kinetic interceptors designed to counter drones at ranges where electronic warfare and existing missile systems can fall short.



Corvus Industries: https://corvusind.com/



Malin on LinkedIn: https://www.linkedin.com/in/malin-crewse-268642ba/

Follow the show!

Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf<...


The $1.1 Billion Plan to Scale Drone Warfare | Derek McBride, Dept. of War Innovation Unit (DIU)
The $1.1 Billion Plan to Scale Drone Warfare | Derek McBride, Dept. of War Innovation Unit (DIU) episode artwork
10/02/2026

Derek McBride, Portfolio Manager in the Autonomous Warfare portfolio at the Department of War Innovation Unit (DIU), joins the show to discuss how the Pentagon is approaching drones, autonomy, and the defense industrial base.


Derek on LinkedIn: https://www.linkedin.com/in/derekmcbride/


DIU Website: https://www.diu.mil/


Follow the show!


Steve on X: https://x.com/StevenSimoni


Steve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni


Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf


Apple Podcasts: https://podcasts.app...


Orchestrating the Robot Battlefield | Josh Giegel & Ben Richardson, Gambit AI
Orchestrating the Robot Battlefield | Josh Giegel & Ben Richardson, Gambit AI episode artwork
09/28/2026

Josh Giegel is the Founder and CEO of Gambit AI, an autonomous systems software company building technology to coordinate teams of robots.


Before founding Gambit, Josh worked at SpaceX on the Merlin 1D engine and co-founded Hyperloop Technologies, later Virgin Hyperloop.


Ben Richardson, Gambit’s Chief Commercial Officer, brings a military and defense innovation background to the company.


Josh on LinkedIn: https://www.linkedin.com/in/josh-giegel/


Ben on LinkedIn: https://www.linkedin.com/in/benjamin-richardson-92029b5/


Reusable Satellites and the Future of Space Infrastructure | Brian Taylor, Lux Aeterna
Reusable Satellites and the Future of Space Infrastructure | Brian Taylor, Lux Aeterna episode artwork
09/18/2026

Brian Taylor is the Founder & CEO of Lux Aeterna, a startup developing the world's first fully reusable satellite for high-tempo, reliable, and flexible timelines in orbit.


Brian on LinkedIn: https://www.linkedin.com/in/brianjtaylor/


Lux Aeterna: https://www.luxaeterna.com/


Follow the show!


Steve on X: https://x.com/StevenSimoni


Steve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni


Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf


Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770...


Drone Warfare Is Changing Faster Than Defenses Can Adapt | Mike Monnik, DroneSec
Drone Warfare Is Changing Faster Than Defenses Can Adapt | Mike Monnik, DroneSec episode artwork
09/11/2026

Read the Global Drone Threat Report (2026): https://dronesec.com/resources/d479e340-f78f-11f0-ab58-9f


Listen to our first podcast with Mike: https://www.youtube.com/watch?v=f2utl1hG9Fc


Mike 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 ac...


Why Cyber Warfare Is Becoming Autonomous | Bohdan Volyanyuk
Why Cyber Warfare Is Becoming Autonomous | Bohdan Volyanyuk episode artwork
08/28/2026

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/StevenSimoni


Steve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni


Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf


Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


Building the Operating System for Drone Swarms | Alex Fink
Building the Operating System for Drone Swarms | Alex Fink episode artwork
08/21/2026

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/StevenSimoni


Steve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni


Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf


Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠<...


Counter-Drone Robotics, Defense Capital, and Building 9 Mothers | Russell Smith
Counter-Drone Robotics, Defense Capital, and Building 9 Mothers | Russell Smith episode artwork
08/14/2026

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=20


9 Mothers: https://9mothers.com/


Follow the show!


Steve on X: https://x.com/StevenSimoni


Steve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni


Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf


Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


Subscribe to our newsletter...


Bullfrog, AI & the Next Era of Drone Warfare | Luke Allen & Scott Hutchins, Allen Control Systems
Bullfrog, AI & the Next Era of Drone Warfare | Luke Allen & Scott Hutchins, Allen Control Systems episode artwork
08/10/2026

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/StevenSimoni


Steve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/


Follow the show!


Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf


Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠...


Building The Future of Autonomous Ground Warfare | Nic Adams, Overland AI
Building The Future of Autonomous Ground Warfare | Nic Adams, Overland AI episode artwork
07/31/2026

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/StevenSimoni


Steve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/


Follow the show!


Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf


Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: h...


Leaving Big Tech to Build Defense Technology | Omar Javaid
Leaving Big Tech to Build Defense Technology | Omar Javaid episode artwork
07/24/2026

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/StevenSimoni


Steve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/


Follow the show!


Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf


Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠...


How Vertical Autonomy Is Rethinking Tactical Military Drones | Stephen Ziegenfuss
How Vertical Autonomy Is Rethinking Tactical Military Drones | Stephen Ziegenfuss episode artwork
07/17/2026

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/StevenSimoni


Steve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/


Follow the show!


Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf


Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


Subscribe to our Newsletter...


The Race to Stop Drones Is Just Beginning | Brett Velicovich, Powerus
The Race to Stop Drones Is Just Beginning | Brett Velicovich, Powerus episode artwork
07/10/2026

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/TheDroneWarrior


Powerus: https://www.power.us/


Steve on X: https://x.com/StevenSimoni


Steve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/


Follow the show!


Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf


Ap...


Why the Next Battlefield Is Below Ground | Yadin Soffer, Traysar Industries
Why the Next Battlefield Is Below Ground | Yadin Soffer, Traysar Industries episode artwork
06/30/2026

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/yadinsoffer


Yadin on Linkedin: https://www.linkedin.com/in/yadinsoffer/


Traysar: https://www.traysar.com/


Steve on X: https://x.com/StevenSimoni


Steve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/


Follow the show!


Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf


Apple Podcasts: https://podcasts.apple...


Building the Future of Defense: Investing in Founders, Factories, and Autonomy | Vardan Gattani, 645 Ventures
Building the Future of Defense: Investing in Founders, Factories, and Autonomy | Vardan Gattani, 645 Ventures episode artwork
06/26/2026

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/StevenSimoni


Steve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni/


Follow the show!


Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf

<...


Dark Factories, AI Agents, and Mass Production for Defense | Dennis DeMeyere, Autonomous Production
Dark Factories, AI Agents, and Mass Production for Defense | Dennis DeMeyere, Autonomous Production episode artwork
06/19/2026

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...


How Investors Evaluate Defense Startups | Jason Zins, Nomi Capital
How Investors Evaluate Defense Startups | Jason Zins, Nomi Capital episode artwork
06/12/2026

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...


The Future of Defense Integration, Open Systems, and Edge Computing | John Parkes & Amber Walker, Parry Labs
The Future of Defense Integration, Open Systems, and Edge Computing | John Parkes & Amber Walker, Parry Labs episode artwork
06/08/2026

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...


Picogrid and the Defense Integration Problem | Zane Mountcastle
Picogrid and the Defense Integration Problem | Zane Mountcastle episode artwork
05/29/2026

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


<...


How Drones and Autonomous Boats Are Reshaping Maritime Warfare | Ben Cipperley, HavocAI
How Drones and Autonomous Boats Are Reshaping Maritime Warfare | Ben Cipperley, HavocAI episode artwork
05/22/2026

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 sea


Defense Investing in the Age of AI, China, and Industrial Competition | Weston Moyer & Jonathan Rue
Defense Investing in the Age of AI, China, and Industrial Competition | Weston Moyer & Jonathan Rue episode artwork
05/15/2026

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 — Intro

00:02:13 — Anthropic and Pentagon AI concerns
00:07:16 — Saronic and defense manufacturing scale
00:08:46 — Guam and Pacific logistics
00:12:25 — Shahed drones and counter-UAS economics
00:14:04 — How defense sales actually work
00:29:38 — Anduril, Lattice, and defense software
00:31:10 — Rebuilding American manufacturing
00:33:12 — Freeform and advanced manufacturing
00:41:28 — Why overcapitalized startups fail
00:43:43 — Ukraine lessons and preparing for China
00:52:09 — AI warfare and Taiwan scenarios
00:5...


How Pryzm Is Building the AI OS for Defense Procurement | Nick LaRovere
How Pryzm Is Building the AI OS for Defense Procurement | Nick LaRovere episode artwork
05/08/2026

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 - Intro

01:19 - AI coding, “vibe coding,” and hiring engineers

04:27 - What Pryzm does and the future of defense procurement

10:35 - AI, CRMs, and the changing defense sales process

18:00 - Raising from Andreessen Horowitz and building Pryzm

24:36 - Scaling manufacturing in defense tech

27:12 - “Every company becomes a defense company”

32:28 - Startup culture, engineers, and product building

35:01...


Reindustrializing Drone Manufacturing in the U.S. | David Michelson, Re:Build Manufacturing
Reindustrializing Drone Manufacturing in the U.S. | David Michelson, Re:Build Manufacturing episode artwork
05/02/2026

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 scale

Follow David...


Building Mass Produced Drones for Modern Warfare | Soren Monroe-Anderson, Neros
Building Mass Produced Drones for Modern Warfare | Soren Monroe-Anderson, Neros episode artwork
04/24/2026

Cheap drones are reshaping warfare in real time.


In this episode, Soren Monroe-Anderson, co-founder and CEO of Neros Technologies, breaks down what it actually takes to build low-cost, scalable FPV drone systems for modern combat.


⁠Learn more about our sponsor, Cushman and Wakefield.⁠



From Ukraine battlefield lessons to manufacturing tens of thousands of drones per month, this is a ground-level view of how drone warfare is evolving.


We get into production scale, electronic warfare, autonomy, and why...


Epirus to CX2: Electronic Warfare and the Future of Drone Defense | Nathan Mintz
Epirus to CX2: Electronic Warfare and the Future of Drone Defense | Nathan Mintz episode artwork
04/11/2026

Nathan Mintz, founder and CEO of CX2 and former founding CEO of Epirus, joins the show to break down how electronic warfare is reshaping modern drone defense.


Nathan Mintz (LinkedIn)

CX2 Website


We cover the origin of Epirus, the moment the drone threat became impossible to ignore, and how soft kill systems fit into a layered approach to counter-UAS.


Nathan also explains what it actually looks like to build a defense company today, from working inside legacy primes to launching and scaling...


Inside Valinor Enterprises: What It Takes to Grow in Defense Tech | Kurt Freshley
Inside Valinor Enterprises: What It Takes to Grow in Defense Tech | Kurt Freshley episode artwork
04/08/2026

Kurt Freshley, Chief Growth Officer of Valinor Enterprises, joins the show to break down the company's strategy and portfolio companies while sharing what it actually takes to scale in defense and advanced manufacturing.


Kurt Freshley on LinkedIn

Valinor (LinkedIn)

Valinor (Twitter/X)


From navigating procurement and aligning with real customer demand to building sustainable growth inside a complex ecosystem, this conversation gets into the operational reality behind the headlines.


We discuss how defense companies think about growth differently, where most...


Why U.S. Manufacturing Demand Is Surging Across Defense, Aerospace, and Semiconductors
Why U.S. Manufacturing Demand Is Surging Across Defense, Aerospace, and Semiconductors episode artwork
04/03/2026

Jamie Goettler (CRO, BTX Precision) breaks down what’s actually happening inside U.S. advanced manufacturing right now.


Demand across defense, aerospace, semiconductors, and medical devices is surging at the same time, but the real story is on the supply side. Can U.S. manufacturing actually scale to meet it?


We cover reshoring, tariffs, precision manufacturing constraints, and what it takes to rebuild the industrial base.


Topics include:


Why demand is rising across multiple industries at once

Th...


Turning Water Into Hydrogen for Military Drones & Backup Power | Rick Harlow
Turning Water Into Hydrogen for Military Drones & Backup Power | Rick Harlow episode artwork
03/28/2026

Rick Harlow, founder of NovaSpark Energy, joins the show to break down how his company turns water into hydrogen for military drones, backup power, and off-grid energy systems.


The conversation covers defense use cases, disaster response, critical infrastructure, data center demand, and why on-site hydrogen production could eliminate major supply chain bottlenecks. Rick also shares his path from telecom and early IoT into startups, defense, and energy entrepreneurship. This is a practical discussion about resilience, logistics, and where hydrogen may actually make sense in the real world.


Follow the...


How The Iran War is Changing Defense Tech Investing | Patrick Blumenthal
How The Iran War is Changing Defense Tech Investing | Patrick Blumenthal episode artwork
03/20/2026

Patrick Blumenthal (Investor at Anomaly Fund) returns to break down how venture capital actually works in defense, what makes founders worth backing, and how geopolitical realities shape investment decisions.


Subscribe to our newsletter: https://thedroneultimatum.substack.com/

Follow Pat on X: https://x.com/PatrickJBlum


The conversation spans Iran, great power competition, and the second-order effects of U.S. strategy on global markets and startups. Patrick also shares how he evaluates companies, why certain founders consistently outperform, and where defense tech is still misunderstood by investors.

<...


How Defense Tech Investors Evaluate Startups | Jocelyn Kinsey (DFJ Growth)
How Defense Tech Investors Evaluate Startups | Jocelyn Kinsey (DFJ Growth) episode artwork
03/19/2026

Jocelyn Kinsey, Partner at DFJ Growth, joins us for a deep dive into defense tech investing, startup strategy, and the realities of building in the national security ecosystem.


Subscribe to our newsletter: https://thedroneultimatum.substack.com/


Jocelyn Kinsey on LinkedIn:

https://www.linkedin.com/in/jocelyn-kinsey/


DFJ Growth Website:

https://dfjgrowth.com/


DFJ Growth has been investing in deep tech for decades, including early bets on SpaceX.


In this conversation...


Former Army Ranger on Drone Warfare, Ukraine, and The Future of War | James Lechner
Former Army Ranger on Drone Warfare, Ukraine, and The Future of War | James Lechner episode artwork
03/13/2026

Sign up for our newsletter


Jim's book, With My Shield


Former U.S. Army Ranger James Lechner joins the podcast to discuss modern warfare, drone combat, and the lessons the West should be learning from Ukraine.Lechner shares experiences from Mogadishu to advising Ukrainian units near the front lines, explaining how urban combat works in practice and why counter-drone systems are becoming essential on the modern battlefield.


The conversation explores drone swarms, fiber-optic drones, AI targeting, and the limits of airpower in modern conflicts...


Building Nuclear Reactors for the New Industrial Era | Isaiah Taylor, Valar Atomics
Building Nuclear Reactors for the New Industrial Era | Isaiah Taylor, Valar Atomics episode artwork
03/06/2026

Sign up for our newsletter


Isaiah Taylor, founder and CEO of Valar Atomics, joins the show to discuss why energy is becoming a national security issue. Valar is building small modular nuclear reactors designed to deliver scalable, grid-independent power for industrial infrastructure, military installations, and emerging technologies like AI.


In this episode, Isaiah explains why energy production is falling behind advances in AI, robotics, and manufacturing and why that gap matters for both economic competitiveness and defense readiness. He also breaks down Valar's approach to radically simplifying reactor design...


The Future of Space Security and Homeland Defense | Clayton Swope
The Future of Space Security and Homeland Defense | Clayton Swope episode artwork
02/27/2026

Sign up for our newsletter


Clayton Swope, Deputy Director of the Aerospace Security Project and Senior Fellow in the Defense and Security Department, joins us to break down the real state of U.S. space and missile defense.


We dig into how the Pentagon is thinking about space resilience, missile warning, and emerging threats from China and Russia.


Clayton explains where policy, budget, and strategy are aligned and where gaps still exist.We also get into the industrial base behind space systems, acquisition friction...


Autonomous Cargo for the Navy: Shipboard VTOL Logistics at Scale | Charles Acknin & Isaac Roberts
Autonomous Cargo for the Navy: Shipboard VTOL Logistics at Scale | Charles Acknin & Isaac Roberts episode artwork
02/20/2026

Today we’re joined by Charles Acknin and Isaac Roberts from Skyways, the Austin-based aerospace company building long-range autonomous cargo aircraft for real logistics missions.


We dig into why Skyways went defense-first, how they turned early Marine Corps interest into a long-running Navy contract pipeline, and what it takes to fly autonomous VTOL cargo off ships in rough conditions. The conversation gets tactical on the tradeoffs of VTOL and hybrid propulsion, plus what “scale” actually means when you’re building a 1,000+ mile range platform.


We also zoom out into startup...


Reinventing Missile Production with Liquid Propulsion | Chandler Luzsicza, Galadyne
Reinventing Missile Production with Liquid Propulsion | Chandler Luzsicza, Galadyne episode artwork
02/15/2026

Chandler Luzsicza, Founder and CEO of Galadyne, joins us to break down why he’s betting on liquid propulsion to reinvent long-range missile production. A former SpaceX engineer who started working on liquid rockets as a teenager, Chandler is now building containerized, scalable missile platforms designed to bypass the bottlenecks of traditional solid rocket motors.


We get into supply chain fragility, why ammonium perchlorate is a strategic constraint, and how commercial space engineering culture can modernize missile development. Chandler also explains Galadyne’s 1,000km-class strike platform, recruiting tactics to pull “new space” talent into defense...


Air Defense, Counter-UAS, and Re-Industrializing the US Defense Base | Heather Armentrout, Kongsberg US
Air Defense, Counter-UAS, and Re-Industrializing the US Defense Base | Heather Armentrout, Kongsberg US episode artwork
02/06/2026

Heather Armentrout, President and General Manager of Kongsberg US, joins the show for a candid look at how a European defense leader is scaling real production inside the United States.


We cover NASAMS, CROWS, and how lessons from Ukraine are shaping air defense, counter-UAS, and “affordable mass.” Heather breaks down what it actually takes to deliver programs of record: supply chain, manufacturability, and why production is the hard part.


We also talk about Kongsberg’s US expansion, new facilities, and how partners think about China, export controls, and re-industrializing the ar...


Inside The Russia-Ukraine War: Capital, Tech, and Geopolitics | Perry Boyle and Denys Gurak
Inside The Russia-Ukraine War: Capital, Tech, and Geopolitics | Perry Boyle and Denys Gurak episode artwork
01/30/2026

The war in Ukraine, defense tech, procurement, and private capital are colliding in real time, and most people in the West are missing what matters.


Mentions:

Disinformation by Ion Mihai Pacepa (Wikipedia)

Match in a Haystack (Film Trailer)

Porcelain War (Prime Video)

Winter on Fire (Netflix)


Links to the show:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


Follow Steve:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems


Follow Perry Boyle

Follow Denys Gurak

MITS Capital Website


In this episode, we sit down with Perry Boyle and Denys Gurak, founding partners of MITS Capital, one of the most active Western capital allocator