Latest / Best of LinkedIn: Digital Transformation & Tech / Best of LinkedIn: Defense Tech CW 32/ 33
Transcript
- 0:00Speaker 0: This episode is provided by Thomas Allgeier and Frennis, based on the most relevant LinkedIn posts about defense tech from CW- Thirty Two and Thirty Three.
- 0:08Speaker 0: Frennis is a B to B market research company that supports ICT providers with a structured defense market entry framework designed to move them from European Defense Opportunity landscape to qualified ministry conversations within six to eight weeks.
- 0:22Speaker 0: you can find more info in
- 0:25Speaker 1: Welcome to the deep dive.
- 0:26Speaker 1: really glad I have you with us today.
- 0:28Speaker 1: We're gonna unpack some of the top defense tech trends that are just completely dominating the professional conversation right now.
- 0:35Speaker 0: Yeah, exactly if you are an ICT provider or working in digital transformation The stuff we're tracking today is pretty much rewriting their roles.
- 0:43Speaker 0: definitely We're looking at uh...the sheer speed of battlefield adaptation and then the explosive growth.
- 0:49Speaker 0: encounter drone tech
- 0:50Speaker 1: Right!
- 0:51Speaker 1: And also those hidden structural bottlenecks in procurement & manufacturing That nobody really wants to talk about.
- 0:56Speaker 0: yeah..we gonna keep this smart focused and fast paced.
- 0:59Speaker 0: so let's jump right into it.
- 1:01Speaker 0: The traditional view of defense tech is, well its that it operates like a massive slow-moving glacier.
- 1:07Speaker 1: Oh absolutely!
- 1:08Speaker 1: Like decade long requirement cycles?
- 1:11Speaker 0: Right billions of dollars spent before system ever even rolls off the line.
- 1:15Speaker 0: but uh...the intelligence we're seeing now paints totally different picture especially when you look at Ukraine.
- 1:21Speaker 1: Yeah, it's I mean the conflict there has taken those legacy development cycles and just compressed them into mere weeks.
- 1:28Speaker 1: It's basically turned combat in to a continuous R&D sprint.
- 1:32Speaker 0: A real-time Sprint.
- 1:33Speaker 0: And i think that acceleration is well its entirely driven by scale.
- 1:37Speaker 0: like Tatyana SFCOM highlighted this insane metric production
- 1:40Speaker 1: numbers.
- 1:40Speaker 1: yeah
- 1:41Speaker 0: In twenty twenty two Ukraine's domestic drone production was around like five thousand but today projections show they are going to produce well over five million drones annually.
- 1:52Speaker 1: It's just I mean, five million.
- 1:54Speaker 1: that scale is something NATO collectively struggles to match.
- 1:57Speaker 1: you're talking about five million autonomous or semi-autonomous systems being built and expended in a single year.
- 2:04Speaker 0: Exactly, and Terry VanHaren observed that this sheer mass has led to actual drone superiority.
- 2:10Speaker 1: Right because when you have that much persistent overhead presence it actively denies Russian troop movement.
- 2:16Speaker 1: You just can't move resupply lines without being seen
- 2:18Speaker 0: which fundamentally changes the geometry of the battlefield.
- 2:21Speaker 0: But how is that shifting?
- 2:22Speaker 0: The actual you know ground tactics.
- 2:24Speaker 0: well
- 2:25Speaker 1: professor Nick Colossimo shared a massive shift in tactics involving what he calls Marsupial deployments.
- 2:31Speaker 0: wait marsupial like a kangaroo carrying its young.
- 2:35Speaker 0: Yeah,
- 2:35Speaker 1: exactly that.
- 2:36Speaker 1: So uncrewed ground vehicles UGVs they're great But they have terrible operational range.
- 2:41Speaker 1: right mud heavy terrain minefield They drain the batteries so fast
- 2:46Speaker 0: I see so they can't actually reach the target on their own
- 2:48Speaker 1: Right?
- 2:49Speaker 1: So the adaptation is to use a heavy lift aerial drone To carry the ugv which has strapped with an anti-tank mine and
- 2:55Speaker 0: just
- 2:56Speaker 1: fly it deep behind enemy lines.
- 2:58Speaker 0: Oh, wow.
- 2:58Speaker 0: So they just completely bypass the minefields?
- 3:01Speaker 1: Exactly!
- 3:01Speaker 1: They drop the ground robot and then UGV autonomously drives the last few hundred meters to plant the mine on a supply route.
- 3:08Speaker 0: That is wild...and it keeps human operators completely out of the drop zone.
- 3:13Speaker 1: One-hundred percent.
- 3:14Speaker 1: And Arta Maraz projects that these autonomous ground robots are slated to replace like thirty per cent front line manpower in those high risk assault and medivac zones this decade.
- 3:24Speaker 1: thirty
- 3:25Speaker 0: percent.
- 3:26Speaker 0: That's a huge shift in how we think about manpower, but I mean adversaries are adapting just as fast right?
- 3:32Speaker 1: Oh absolutely!
- 3:33Speaker 1: Look at Robert Federer analysis of Russia's Molniad drone.
- 3:36Speaker 1: it is a master class and asymmetrical adaptation.
- 3:39Speaker 0: Right because they aren't building these pristine billion-dollar factories
- 3:43Speaker 1: Far from it.
- 3:44Speaker 1: They're built from cheap foam plywood and commercial electronics by these decentralized three person teams right near the front.
- 3:50Speaker 1: But The Real Genius Is What They Left Out.
- 3:52Speaker 0: Okay, what did they leave out?
- 3:53Speaker 0: They
- 3:54Speaker 1: removed the radio link entirely.
- 3:55Speaker 0: Wait no radio link at all how do you even control
- 3:58Speaker 0: it?!
- 3:58Speaker 1: You don't!
- 3:59Speaker 1: At least not remotely-they use machine vision.
- 4:02Speaker 1: The drone just compares its live camera feed against a preloaded map.
- 4:06Speaker 1: It flies completely by sight.
- 4:07Speaker 1: Wow
- 4:08Speaker 0: so traditional electronic warfare jamming...It's
- 4:10Speaker 1: completely useless.
- 4:11Speaker 1: if there is NO radio receiver There literally no signal for the EW system to jam.
- 4:16Speaker 0: That i mean might be referred to this as a six-week battlefield learning cycle.
- 4:21Speaker 1: Yeah, that's exactly what it is
- 4:22Speaker 0: and It reminds me of you know agile software sprints in the commercial tech sector pushing updates fixing bugs.
- 4:28Speaker 0: But I have to push back here a bit.
- 4:30Speaker 1: okay go for
- 4:31Speaker 0: does this hyper fast Decentralized iteration just fundamentally break The legacy defense procurement model like one that relies on years of requirements testing?
- 4:42Speaker 1: honestly yes It completely breaks it.
- 4:45Speaker 1: If cheap drones are mutating their navigation every six weeks, the legacy infrastructure defending our bases is effectively blind.
- 4:52Speaker 1: Right
- 4:52Speaker 0: because if you're iterating out of plywood every two months a five-year certification process Is just a joke.
- 4:58Speaker 1: Exactly Which means we have to scramble to catch up with counter drone and detection systems.
- 5:03Speaker 1: That's the pivot we're seeing right now.
- 5:05Speaker 0: Okay, so let's talk about that.
- 5:06Speaker 0: because Angus being pointed out that coordinated drone incursions probing military bases require a total shift in detection
- 5:13Speaker 1: Yeah Because legacy radar wasn't built for low slow threats.
- 5:17Speaker 0: Right they were built for fighter jets or ballistic missiles.
- 5:20Speaker 0: A plastic drone flying at forty miles an hour under the tree line just looks like a flock of birds to old radar.
- 5:27Speaker 1: Exactly So.
- 5:28Speaker 1: you need software-defined detection.
- 5:30Speaker 1: Ben Newlove highlighted drone shields RFAI-III technology, which is fascinating.
- 5:35Speaker 1: What's
- 5:35Speaker 0: the paradigm shift there?
- 5:37Speaker 1: Well older systems used a hard coded library of known radio signatures.
- 5:41Speaker 1: if an enemy changed their frequency you were blind.
- 5:44Speaker 1: But RKAI-III analyzes the raw RF spectrum and identifies completely unseen drone types via advanced behavioral analysis.
- 5:52Speaker 0: Oh, so it's looking for anomalies in emissions themselves rather than checking against a list?
- 5:57Speaker 1: You got it!
- 5:58Speaker 1: It is software doing heavy lifting.
- 6:00Speaker 0: That's brilliant but once you detect that you still have to shoot down.
- 6:04Speaker 0: And on the kinetic side... Reeves Valentine posted about Lockheed Martin's Morpheus X-Rotor.
- 6:10Speaker 1: Right, the high power microwave system?
- 6:11Speaker 1: Yeah
- 6:12Speaker 0: it is an airborne system that neutralized over fifty hostile drones in a single flight and It didn't even need a dedicated fire control radar.
- 6:22Speaker 1: Because it operates like a localized EMP?
- 6:24Speaker 1: Yeah!
- 6:24Speaker 1: It doesn't fire of physical projectile, it just emits a cone of electromagnetic energy that physically melts the silicon pathways in the drones.
- 6:33Speaker 0: So its just sweeping the sky and knocking everything out...
- 6:35Speaker 1: yeah Its one to many weapon And speed for this stuff is improving drastically.
- 6:41Speaker 1: Paul Kwan noted that Aurelia Systems built a mass-producible directed energy system in just two years.
- 6:46Speaker 0: Two years from concept to mass production?
- 6:49Speaker 0: In defense terms, that is light speed!
- 6:50Speaker 1: It really is...
- 6:51Speaker 0: And to prove this works at scale even outside the military Tom Adams broke down planning for the twenty-twenty six FIFA World
- 6:58Speaker 1: Cup.
- 6:58Speaker 1: Oh yeah The civilian applications
- 7:00Speaker 0: Right.
- 7:01Speaker 0: They used a layered approach of technology, federal coordination and personnel And they successfully resulted in over seven hundred drone seizures without any operational disruption to the event.
- 7:12Speaker 0: In
- 7:12Speaker 1: a dense urban environment full of RF noise from cell phones no less.
- 7:16Speaker 1: it's impressive
- 7:17Speaker 0: Truly!
- 7:18Speaker 0: And real quick if you are finding this breakdown useful make sure you hit subscribe so you don't miss our future.
- 7:24Speaker 0: deep dives into these tech & defense trends.
- 7:26Speaker 0: we've got lot more coming.
- 7:27Speaker 1: definitely subscribe.
- 7:29Speaker 0: Getting back to the military application, Aviv Barzohar made a great point about ammunition waste.
- 7:34Speaker 0: He compared using unguided traditional munitions against agile drones to swatting a swarm of gnats with a sledgehammer...
- 7:42Speaker 1: That's perfect analogy!
- 7:43Speaker 0: Right.
- 7:43Speaker 0: so my quote on is do these new autonomous fire control systems actually flip cost exchange ratio in favor of the defender?
- 7:51Speaker 0: They
- 7:51Speaker 1: have to.
- 7:52Speaker 1: I mean if you launch two million dollar missile at Four hundred dollar plywood drone.
- 7:57Speaker 1: You will go bankrupt long before you run out of targets.
- 8:00Speaker 0: Yeah, the economics just bleed you dry.
- 8:02Speaker 0: It's
- 8:02Speaker 1: exactly.
- 8:03Speaker 1: but directed energy costs pennies per engagement because the ammunition is literally Just electricity.
- 8:09Speaker 1: so it completely restores that economic balance okay?
- 8:11Speaker 0: That makes sense.
- 8:12Speaker 0: So we have software defined radars and microwave weapons But none of it matters if you can't actually build them at scale.
- 8:18Speaker 0: right then
- 8:19Speaker 1: there it Is The structural bottleneck.
- 8:22Speaker 0: Right, let's pivot to manufacturing and supply chains.
- 8:25Speaker 0: Because Nathan Weeks dropped a real reality check.
- 8:28Speaker 0: he said everyone wants to build the drone
- 8:30Speaker 1: right?
- 8:30Speaker 1: The glamorous AI targeting systems exactly
- 8:34Speaker 0: but nobody wants to Build the unglamorous businesses that actually manufacture ten thousand of them.
- 8:39Speaker 0: two exact specifications Scaling that capacity is the real barrier.
- 8:43Speaker 1: it's the hardest part of defense tech.
- 8:45Speaker 1: And Jackson Moses laid out some terrifying math regarding Patriot missiles to prove this point.
- 8:50Speaker 1: So the US awarded a fifty eight point six billion dollar contract To scale Patrick production two thousand units A year by twenty thirty.
- 8:58Speaker 0: Okay, two thousand a Year sounds like a
- 9:00Speaker 1: lot it does but America and his allies fired over fifteen hundred patriots in just three months recently.
- 9:06Speaker 1: wait
- 9:07Speaker 0: They burn through nearly a year's worth of future production capacity in ninety days.
- 9:11Speaker 0: Yeah,
- 9:12Speaker 1: the numbers simply don't add up.
- 9:14Speaker 1: for sustained high-volume conflict.
- 9:16Speaker 1: You cannot expend munitions three times faster than you can forge the rocket motors.
- 9:21Speaker 0: That is just... wow So how do we solve that?
- 9:24Speaker 0: Because we cant build bigger centralized factories Can We?
- 9:27Speaker 1: No because modern warfare punishes geographic concentration.
- 9:32Speaker 1: Large factories are massive targets.
- 9:35Speaker 1: Chad McCoy has this concept of moving the factory to the edge.
- 9:38Speaker 0: To the Edge, like distributed nodes?
- 9:40Speaker 1: Exactly!
- 9:41Speaker 1: Imagine shipping containers deployed near front lines with five-axis CNC machines and industrial three D printers.
- 9:48Speaker 1: They receive CAD files via satellite And print exact replacement parts.
- 9:52Speaker 1: you need that day.
- 9:53Speaker 1: Oh
- 9:53Speaker 0: thats incredibly smart.
- 9:54Speaker 0: So if one node gets hit You just reroute data into another container.
- 9:58Speaker 1: Precisely It reconstitutes capability immediately.
- 10:01Speaker 0: But I mean, that brings up a whole different issue doesn't it?
- 10:03Speaker 0: If you're distributed and relying on global components what about security?
- 10:07Speaker 1: Ah the supply chain forensics.
- 10:09Speaker 0: Yeah Richard William shed this alarming story of British built Royal Navy drone.
- 10:15Speaker 0: They discovered they had third party camera secretly communicating with an IP address in China.
- 10:20Speaker 1: That is a nightmare scenario for procurement
- 10:23Speaker 0: officers.
- 10:23Speaker 0: It really it's a multi-tier dependency.
- 10:26Speaker 0: You can't just trust the prime contractor anymore.
- 10:29Speaker 0: you have to audit The offshore developer who wrote the firmware?
- 10:32Speaker 0: For the lens actuator.
- 10:33Speaker 1: and that vulnerability Is exactly why European procurement is shifting.
- 10:37Speaker 1: Tim desider pointed out that Europe is increasingly demanding ITAR free systems.
- 10:43Speaker 0: Right.
- 10:43Speaker 0: To avoid being dependent on US export approval.
- 10:45Speaker 1: Exactly!
- 10:46Speaker 1: If your sovereign weapon system relies on American microprocessors, you might need Washington's permission just to upgrade your own hardware down the line.
- 10:54Speaker 1: Europe wants their data ecosystems
- 10:56Speaker 0: Which is a huge opening for ICT providers listening to this.
- 11:00Speaker 0: But let me challenge you because modern defense supply chains feel like a massive game of Jenga.
- 11:06Speaker 0: Well... You pull out one obscure microchip from Taiwan or an optics module in Japan and the whole capability collapses.
- 11:15Speaker 0: With thousands of global dependencies, is defense sovereignty just a political illusion?
- 11:21Speaker 1: That is
- 11:22Speaker 0: uh...the
- 11:23Speaker 1: defining question of next decade.
- 11:24Speaker 1: honestly Yeah Look.
- 11:26Speaker 1: if Sovereignty means physically forging every single component inside your own borders then yes it's complete illusion.
- 11:32Speaker 0: The Global Supply Chain Is Just Too Intertwined Exactly.
- 11:36Speaker 1: But If Sovereignity Means Owning The Proprietary Data Architecture and having the distributed capacity to rapidly swamp out a compromised part with a localized alternative, then it's entirely achievable.
- 11:47Speaker 0: Oh I see so its about software control not just physical manufacturing?
- 11:51Speaker 0: Right!
- 11:51Speaker 1: And i want leave you with this final thought we are entering an era where hardware is just temporary vessel for the software
- 11:57Speaker 0: A temporary vessel?
- 11:58Speaker 0: Yeah
- 11:59Speaker 1: As build systems that learn in weeks.
- 12:01Speaker 1: supply chains hide at tactical edge.
- 12:04Speaker 1: The future of warfare won't be determined by weapons stockpiled today.
- 12:07Speaker 1: It's going to be determined by how fast your entire industrial base can unlearn its
- 12:15Speaker 0: old habits tomorrow.