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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 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/StevenSimoni Steve on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://www.linkedin.com/in/stevensimoni The conversation covers Corvus’ counter-UAS interceptor, why fiber-optic drones are creating new demand for kinetic defenses, the importance of affordable mass, America’s interceptor stockpile problem, missile manufacturing, seeker technology, solid rocket motors, and the challenge of building systems capable of defeating maneuvering targets. They also discuss what it’s like building a company as brothers, splitting founder equity 50/50, cashing out retirement savings to fund the company, learning how government procurement actually works, and why successful defense companies may eventually be pushed toward becoming multi-product businesses.

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.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/ They break down DIU’s role in defense acquisition, the $1.1 billion Drone Dominance program, and how challenge-based acquisition is being used to identify systems that work—and can actually be manufactured at scale. The conversation covers FPV training, resilient drone supply chains, U.S. manufacturing, counter-UAS systems, interceptors, electronic warfare, autonomy, swarms, private capital in defense, and the economics of modern drone warfare.

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/ Gambit: https://www.gambit.us/ 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: 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/ In this episode of The Drone Ultimatum, Josh and Ben explain why the growing number of autonomous platforms creates a new problem: coordinating them. Rather than building another drone, Gambit is developing the orchestration layer that allows different autonomous systems, payloads, and platforms to work together toward a common objective. The conversation covers one-to-many control, AI-enabled electronic warfare, autonomous kill-chain workflows, ISR optimization, drone motherships, and the integration of aerial, ground, and maritime autonomous systems. Josh and Ben also discuss why future battlefields could increasingly become “robot engagement zones” where autonomous systems operate in areas too dangerous for humans. They also get into the business of building a defense startup: selling pure software to the government, working with traditional primes instead of treating them as competitors, surviving long procurement cycles, managing burn, and turning demonstrations into actual contracts. Josh also reflects on his path from SpaceX to Virgin Hyperloop to Gambit, what he learned scaling a company to hundreds of employees, and why building a software-focused defense company is a very different proposition from developing capital-intensive hardware.

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/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/Brian joins Steve to discuss why falling launch costs are changing the economics of space and why he believes the next step is moving beyond satellites designed around attrition. He explains Lux Aeterna’s approach to operating fleets of reusable spacecraft and how bringing vehicles back creates new possibilities for rapid iteration, payload delivery, hypersonics, and in-space manufacturing. They also discuss the role SpaceX played in reshaping the space industry, why Brian believes dual-use space companies should often start with defense customers, and how government R&D funding can help early-stage hardware companies establish flight heritage before expanding commercially. The conversation moves into Brian’s experience as a solo founder, including how he structures his leadership team, hires experienced aerospace engineers, and thinks about fundraising. Brian also explains why raising money is not the same as winning and why founders should focus on investors who genuinely align with their worldview rather than trying to convince everyone. They close with lessons from hardware development, live demos, failure investigations, and why Lux Aeterna actively looks for engineers who have already experienced the full lifecycle of putting hardware and software into space.

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 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/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: 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/

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 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/ 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/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: 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/ 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=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: 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/ 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/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: 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/ 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/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: 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/ 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 scale Nic 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/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: 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/ 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/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: 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/ 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/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 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/| Episode Description In 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/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.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/ 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/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: 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/ 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.