Manufacturing capacity and talent challenges

Andy Lowery, CEO of Epirus, & Joshua Steinman, CEO of Galvanick, join Molly O’Shea to break down the next frontier of defense, from drone swarms to industrial cyber threats.

Epirus has raised over $550M from StepStone, General Dynamics, T. Rowe Price, Gaingels, and 8VC, building its Leonidas™ solid-state, high-power microwave weapon to counter drones and drone swarms. Lowery explains how Epirus is pioneering the “sixth domain of warfare”—physical cyber attacks—and how their “one-to-many” defense approach gives the U.S. a strategic edge against mass drone threats.

Galvanick, meanwhile, is tackling the cyber front. Steinman, who served four years in the Trump White House on the National Security Council, breaks down why industrial control systems (ICS/SCADA) are America’s greatest vulnerability—and how Galvanick’s platform detects and neutralizes attacks that could cripple manufacturing, energy, and defense supply chains.

Together, we explore:

• What the sixth domain of warfare means for modern conflict.

• How Epirus’ Gen 2 systems are extending range and production readiness.

• Why cybersecurity for industrial infrastructure is mission-critical.

• The role of defense tech in America’s reindustrialization.

• Where geopolitics, AI, and national security intersect in the decade ahead.

This conversation is part of Sourcery’s “Made in America” Mini-Series recorded at the Reindustrialize 2025 Summit. 

1. Andy Lowery: https://www.linkedin.com/in/andylowery/

2. Joshua Steinman: https://www.linkedin.com/in/jmsteinman/

3. Molly O’Shea: ⁠https://x.com/MollySOShea⁠

4. Sourcery: ⁠https://x.com/sourceryvc⁠

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Chapters:

(00:00) Future of Defense & Cyberattacks

(01:25) Origins of Epirus & next-gen jamming roots at Raytheon

(03:55) Defining the sixth domain of warfare

(06:35) America’s edge: cleverness, phased arrays, & underdog strategy

(08:47) Drones, consumer electronics, & the “one-to-many” defense approach

(11:15) Epirus’ Gen 2 Leonidas system: extended range and readiness

(15:00) Reindustrialization: manufacturing bottlenecks in amplifiers & rocket motors

(19:00) U.S. talent and supply chain challenges in electronics

(21:45) Epirus milestones & next Army tests

(23:15) Transition to Joshua Steinman, CEO of Galvanick

(24:00) Steinman’s background: Navy, Iraq, White House National Security Council

(27:00) Lessons from working under Trump at the NSC

(32:25) Galvanick’s mission: defending America’s industrial base from cyber threats

(34:00) Real-world ICS/SCADA attack examples (Iranian steel mills)

(39:15) The role of cybersecurity in reindustrialization and U.S. resilience