20VC: The Future of War: Are We Ready & What Needs to Be Done | China, Russia and Trump: What Happens Now | Raising $828M to Build the Defence Champion of Europe | Torsten Reil, Co-Founder @ Helsing
Dec 11, 2024
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Torsten Reil, Co-founder and Co-CEO of Helsing, an AI-driven defense technology company, delves into pressing global conflicts involving China, Russia, and their implications for European defense. He advocates for a shift in defense strategies to enhance readiness against adversaries, emphasizing the importance of AI and autonomy in warfare. Discussing the need for rapid innovation and recruitment, he critiques Europe's ambitions and explores challenges within the defense sector's procurement processes, highlighting a pressing call for reform.
Acknowledging the urgent geopolitical threats from China and Russia is essential for adapting our defense strategies and budgets.
Prioritizing the hiring of exceptional talent is crucial for success, enabling agility and efficiency in a growing defense company like Helsing.
Navigating ethical responsibilities in defense technology development requires transparent decision-making processes to ensure alignment with democratic values.
Deep dives
Responding to Geopolitical Threats
The discussion highlights the importance of recognizing increasing geopolitical threats, particularly from Russia and China. The founders of Helsing anticipated two major events—the invasion of Ukraine and the potential invasion of Taiwan—that would significantly alter the global landscape. The focus is on understanding how these conflicts require immediate action and adaptation within the defense industry, highlighting that many in democratic societies have yet to fully grasp the implications of these threats. The need for increased defense spending and proactive measures to protect democracies is emphasized as a critical urgency for governments.
Emphasizing Talent and Team Dynamics
A key takeaway is the critical role that hiring exceptional talent plays in building a successful company, as illustrated by Helsing's experiences. The co-founder reflects on past mistakes of hiring for scale rather than quality, leading to increased complexity and sluggishness within teams. At Helsing, there is a commitment to prioritize hiring top performers and ensuring that every team member is impactful, with a belief that a small number of exceptional employees can outperform larger teams of average talent. This focus on talent density aims to maintain agility and drive efficiency as the company grows.
The Role of Ethics in Defense Technology
The conversation covers the ethical responsibilities involved in developing and deploying defense technologies. The founders express a commitment to ethical considerations when deciding who to partner with and sell their technologies to, as they recognize their unique position as providers to democratic nations. Ethical workshops are conducted to engage employees in complex decisions about which countries or entities Helsing should work with, ensuring a transparent and collaborative approach. There are distinct challenges in navigating ethical dilemmas, particularly in light of evolving global conflicts and the technical capabilities of various nations.
Adapting to Rapid Technological Changes
The podcast reveals the urgent need for the defense sector to innovate and adapt to new technologies, especially in the realm of AI and autonomy. The founders express a concern about the potential 'Tesla moment' for defense, where failure to embrace modernization could leave them behind, similar to the automotive industry's struggles. They highlight the importance of developing autonomous systems that can match or exceed adversaries' capabilities, underscoring the shift towards using large numbers of cheaper, mass-produced drones in warfare. This technology evolution is seen as not only necessary for effectiveness but also as a way to counter moral and ethical implications in modern combat scenarios.
Accelerating Defenses through Collaboration
An important insight is Helsing's strategy to collaborate with established defense primes while also fostering innovation within the company. The discussion touches on how traditional defense procurement processes can hinder the agility necessary to respond to emerging threats. By reserving a percentage of defense spending for new companies, there's potential to foster a more competitive environment that encourages innovation and quick delivery of effective solutions. These collaborations are essential, enabling the rapid development necessary to address current defense needs, particularly in the context of growing global tensions.
Navigating the Future of Warfare
The dialogue expresses concerns about the evolving nature of warfare, particularly as it becomes more reliant on autonomous technology. The evolution of drones in the Ukraine conflict serves as a case study for how modern warfare is operating outside of traditional human involvement, highlighting the potential for contactless engagements in the future. This raises ethical and strategic concerns about how nations prepare and respond to such warfare dynamics. Adapting to these realities requires a revolutionary mindset in both technological innovation and policy-making for future engagements.
Torsten Reil is the Co-Founder and Co-CEO of Helsing, a new type of defence company providing artificial intelligence to protect our democracies. Torsten has raised over $825M from the likes of Prima Materia, Elad Gil, Accel and General Catalyst. Previously Torsten founded NaturalMotion, one of the UK's most successful games and technology start-ups. Torsten was named as one of MIT's Top 100 Innovators and is a member of the Munich Security Conference Innovation Board.
In Today’s Episode with Torsten Reil We Discuss:
1. The World Around Us: China, Russia and Trump:
What will happen between China and Taiwan?
What will happen between Russia and Ukraine?
How will a Trump administration impact the US’ commitment to fund European defence?
What conflict do people not pay enough attention to in the world today?
2. Are We Ready and What Needs to Be Done:
Are the west ready to fight against our adversaries as we stand today?
What do we need to do to equip ourselves?
What needs to change in our defence budgets? Where do they need to go?
How does the procurement process for defence need to change?
3. The Future of War:
Why does Torsten believe the future of war is contactless?
In the next wave of defence, what are the most important elements for allies to own? What elements concern Torsten the most?
What role does AI and autonomous play in the future of war?
4. Is Europe F********:
Why does Torsten believe that Europe’s biggest problem is ambition not capital?
Why does Torsten believ that we put too much weight on the location in which companies are founded? Why does it not matter?
How does Torsten respond to the statement that we do not have the depth of experienced talent in Europe to recruit?
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