Advertise on podcast: The Drone Ultimatum

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 arsenal of democracy. Practical, inside-baseball, and heavy on execution. Links to the show: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Steve: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems⁠

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 allocators into Ukraine’s defense and dual-use ecosystem. We break down the on-the-ground state of the war, how Ukrainian buying works across decentralized units, and why cost and scale now decide outcomes. Then we get specific on what tech is actually useful, where NATO approaches break down, and what a “war economy” looks like when innovation has real urgency. We close on the geopolitics: why China’s role is central, why energy infrastructure matters, and what this conflict signals for the future of security in Europe.

Austin Gray, co-founder and Chief Strategy Officer at Blue Water Autonomy, returns to the show to break down what it actually takes to build large unmanned ships that can operate for months without touch maintenance. We get into why Navy shipbuilding cycles keep drifting into multi-year design spirals, and how unmanned platforms change the math on payload, endurance, and scale. Austin walks through the USV market landscape, including the split between “real ships” vs smaller craft, and why peace-time TAM and price-times-quantity matters for defense startups. We also cover the Navy’s acquisition reorg and what it means for autonomy buyers on the inside. The conversation closes on carrier strike group integration, loyal wingman concepts for destroyers, and why missile capacity and sustainment are the real constraints. Austin Gray on X Blue Water Autonomy Links to the show: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Steve: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems

Olaf Hichwa joins the podcast to break down the reality of modern drone warfare, FPVs, and why small drones now drive the majority of battlefield casualties. Drawing on direct exposure to Ukraine and deep experience building real systems, Olaf explains why drone-on-drone combat, cost-imposing weapons, and industrial-scale manufacturing matter more than hype around autonomy or directed energy.Olaf is the co-founder and CTO of Neros Technologies. Olaf on X Neros Technologies Website We discuss why China’s component ecosystem still outpaces the West, how U.S. drone dominance efforts are evolving, and what actually works in contested EW environments. The conversation also digs into ITAR, exportability, component-level industrial base gaps, and why deterrence depends on building weapons that actually function at scale.This is a grounded, unfiltered look at where drone warfare is headed and what the defense tech ecosystem keeps getting wrong. Links to the show: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Steve: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems

Congressman Pat Harrigan (NC-10), former Army Special Forces officer and defense manufacturer, joins the show to talk about why he ran for office after the fall of Afghanistan and what that moment signaled to adversaries. We dig into the economics of modern conflict, why the West keeps ending up upside down on cost, and how cheap mass systems are changing the battlefield. Rep. Harrigan explains “Skyfoundry,” a new approach aimed at building US drone production capacity without betting everything on uncertain future appropriations. We also break down how authorization, appropriations, and reconciliation actually work, and what the $2.5B small UAS injection could mean for industry. Links to the show: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Steve: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems

Scott Sanders is the Chief Growth Officer at Forterra. Scott joins us to talk about counter-UAS, unmanned systems, and why scaling hardware is fundamentally different from software. We cover USVs and UGVs, recent fundraising across the defense industrial base, and what companies like Anduril and Rheinmetall reveal about today’s acquisition environment. Scott explains how DoD acquisition really works, from program offices to government relations, and why early demo failures are a normal part of delivering real capability. The conversation closes on C2 integration, tactical communications, and what it would take to rebuild a durable U.S. defense ecosystem. Episode 59. Forterra: https://www.forterra.com/ Links to the show: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Steve: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems

Shannon Vaughn breaks down how modern China actually works, why the CCP’s primary objective is regime survival, and how that shapes everything from AI policy to military strategy. Order Jeffrey Ding's book, Technology and the Rise of Great Powers. In this episode, we’re joined by Shannon Vaughn, non-resident fellow at the Foreign Policy Research Institute and General Manager of Virtue Federal, with more than two decades across the military, intelligence, and national security ecosystem. We dig into China’s approach to AI diffusion, data scale, and industrial execution, and why the U.S. focus on frontier models may be missing the bigger picture. The conversation spans drones, DJI, humanoid robots, Taiwan, and what real asymmetric competition looks like. A clear-eyed, operator-informed discussion for anyone thinking seriously about the future of defense, technology, and strategic competition. Links to the show: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Steve: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems

Defense tech, robotics, and edge AI are moving fast, but scaling them in the real world is hard. Hunter Dunbar, Chief Product Officer at Luxonis, joins the show to break down embedded computer vision, AI hardware, and perception systems used across drones, robotics, and defense applications. Hunter Dunbar on LinkedIn Luxonis We discuss why Luxonis operates as a software company that ships hardware, how edge AI actually performs outside the lab, and why logistics, reliability, and manufacturing matter more than demos. Hunter shares candid takes on humanoid robots, investor-driven vs customer-driven robotics startups, and the reality of model decay at scale. A grounded conversation on where autonomy and defense tech are headed, and where the hype falls apart. Links to the show: ⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Steve: ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems

Mike Weigand, Founder and CEO of Aventra Defense Systems, joins the show to unpack a radically different approach to long-range strike and mass precision. Aventra Defense Systems Mike Weigand on LinkedIn Aventra is building low-cost, modular guidance systems that turn standard munitions into AI-enabled, stratospheric-range weapons using high-altitude balloons and glide delivery. The conversation spans the economics of deep strike military technology, why cost and scale matter more than exquisite platforms for precision guided munitions, and how physics and altitude reshape deterrence math. Mike also shares hard-earned lessons from founding Shift5, raising capital in defense, and why building durable companies beats chasing hype. Episode 57. Links to the show: ⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ Follow Steve: ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems

Drew Horne, founder and CEO of GreenMet, joins the show to break down the rare earth crisis and what the United States needs to do to remain competitive. He previously led critical minerals policy work inside the White House, DoD, and DOE, and offers a direct view into how mineral sourcing shapes defense, energy, and emerging technologies.We cover how U.S. permitting and processing became bottlenecks, and what it will take to stand up credible non-Chinese alternatives.Drew also explains the future of neodymium magnets, dysprosium, nuclear energy, and the surge of private capital flowing into critical minerals.If you want an insider perspective on supply chains, energy security, and the materials that power modern weapons and AI, this episode is essential.Episode 56. Links to the show: ⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ Follow Steve: ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Allen Control Systems

Morgan Murphy joins the show to talk national security, defense manufacturing, and why he’s running for U.S. Senate in Alabama. Murphy is a 26-year Navy Reserve captain, former Pentagon press secretary, and national security advisor who has worked across the White House, State Department, and Senate. He shares his perspective on restoring America’s industrial base, rebuilding shipbuilding capacity, and why he believes manufacturing is now a national security imperative.The conversation covers border policy, the defense industrial base, China’s manufacturing lead, and how the Senate actually works behind the scenes. For defense, military, and national security listeners, this episode offers an unusually candid look at policy, power, and the realities of governing.Episode 55.---Links to the show:https://www.youtube.com/@thedroneultimatumhttps://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf?si=3af8082184104062https://thedroneultimatum.substack.com/https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541https://www.instagram.com/thedroneultimatum/https://x.com/droneultimatumhttps://www.linkedin.com/company/the-drone-ultimatum?trk=public_post_feed-actor-nameFollow Steve:⁠https://www.linkedin.com/in/stevensimoni/https://x.com/StevenSimoni⁠https://www.allencontrolsystems.com/

Emma Bates, co-founder and CEO of Cachai, joins the show to break down what true drone swarming actually means and why almost no one has achieved it. Drawing from her background in defense modernization and distributed systems, Emma explains how her team is building software that enables drones and autonomous systems to operate without a single point of failure. The conversation dives into distributed consensus, the difference between “common” and “consistent” operating pictures, and why the U.S. must rethink how it evaluates and procures software. It’s a deep, funny, and surprisingly human discussion about autonomy, warfare, startups, and what it really means to make machines think together. Episode 54. Links to the show: ⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠ Follow Steve: ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Allen Control Systems

Dan Magy, co-founder and CEO of Firestorm, returns to the show for a live episode recorded at Battlefield 2027. Firestorm is building deployable, modular 3D printing systems that can manufacture drones, parts, and tools directly at the edge of operations — a game-changing capability for contested logistics. We discuss how Firestorm’s portable manufacturing units are reshaping military production, the lessons learned from early Army field tests, and how 3D printing is enabling faster repair and sustainment in the field. Dan also shares his perspective on the realities of scaling a defense startup, the “valley of death” between R&D and procurement, and what it takes to survive in the new era of defense innovation. Links to the show: ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ Follow Steve: ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Allen Control Systems

Rob Sladen is the Chairman and CEO of Zulu Pods, a company pioneering next-generation lubrication and fluid delivery systems for aerospace and defense. Before founding Zulu Pods, Sladen spent 13 years at Pratt & Whitney designing jet engines — experience that now fuels his startup’s role as the “picks and shovels” behind future weapon systems.In this episode, we talk about how Zulu Pods’ “Tide Pod for jet engines” was invented, the state of DoD procurement, and why small defense startups face such steep barriers breaking into military programs. Rob also dives into dual-use technology, cost-plus contracting, and why the Army’s approach to acquisition timelines desperately needs reform. It’s a sharp, insider look at building in defense, raising capital, and rethinking how the next generation of aerospace systems will actually get built. Links to the show: ⁠⁠⁠⁠YouTube⁠⁠⁠⁠ ⁠⁠⁠⁠Spotify⁠⁠⁠⁠ ⁠⁠⁠⁠Substack⁠⁠⁠⁠ ⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠ ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ ⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠ ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ Follow Steve: ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ ⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠ ⁠⁠⁠⁠Allen Control Systems

John Ferry returns to the show for one of the most blunt conversations yet about the defense startup ecosystem. From the realities of selling to government and surviving the “valley of death” to the cultural dysfunction inside acquisition, Ferry lays out why so many startups die before getting their product fielded and what it actually takes to win.Steve and John discuss how relationships drive every contract, why SBIRs rarely translate to real programs, and how companies like Anduril changed the game through capital, branding, and strategy. They also unpack the coming wave of private equity in defense tech, the illusion of “dual use,” and how the primes still shape who gets a seat at the table.This is the insider’s look at the real mechanics of government contracting, culture, and survival in defense tech.Episode 51. Links to the show: ⁠⁠⁠YouTube⁠⁠⁠ ⁠⁠⁠Spotify⁠⁠⁠ ⁠⁠⁠Substack⁠⁠⁠ ⁠⁠⁠Apple Podcasts⁠⁠⁠ ⁠⁠⁠Instagram⁠⁠⁠ ⁠⁠⁠X (Twitter)⁠⁠⁠ ⁠⁠⁠LinkedIn⁠⁠⁠ Follow Steve: ⁠⁠⁠LinkedIn⁠⁠⁠ ⁠⁠⁠X (Twitter)⁠⁠⁠ ⁠⁠⁠Allen Control Systems