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by 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.
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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. Intro Building Parry Labs Edge computing and electronic warfare Mapping the defense technology ecosystem Advice for defense startups Ukraine and scalable military systems AI at the edge How defense contracting really works Customer acquisition in defense Software business models in defense The hidden factory behind software Why defense still needs system integrators Open architectures and autonomy marketplaces Platform risk in defense acquisition 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 Intro What Picogrid actually does The integration problem across defense systems Building infrastructure instead of one-off integrations Deploying software inside the DoD Picogrid’s early contracts and growth Why acquisition incentives create friction The engineering talent problem The changing defense industrial base Drone warfare and air defense economics Scaling a defense startup Hardware and manufacturing realities The future of autonomous warfare Marketing and communication in defense tech AI hype vs reality in defense Venture capital and defense startupsZane on XZane on LinkedInPicogridFollow the show:YouTubeSpotifyNewsletterApple PodcastsInstagramX (Twitter)LinkedInFollow Steve:LinkedInX (Twitter)Allen Control Systems---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 - Intro01:21 - Ben’s Navy background05:05 - Robotic naval systems12:15 - Replicator initiative13:25 - Containerized warfare16:46 - Starlink and communications25:21 - Ukraine vs Russian Navy27:55 - China and Pacific deterrence40:47 - Autonomous weapons policy46:34 - Building a robotic Navy56:10 - Autonomous minesweeping01:00:15 - 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
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 most people misunderstand how drones are actually used in real-world operations.Follow Soren (Twitter/X)Neros Technologies (Website)Follow the show:YouTubeSpotifyNewsletterApple PodcastsInstagramX (Twitter)LinkedInFollow Steve:LinkedInX (Twitter)Allen Control Systems
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.
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