The Drone Ultimatum From Memes to Military Tech: Investing in the New Defense Era | Patrick Blumenthal (Podcast #30)
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May 17, 2025 Patrick Blumenthal, a venture capitalist and founder of the Anomaly Fund, dives into the intersection of technology and defense. He outlines how rising defense spending is a response to threats from China and highlights innovations like the Pulsar L counter-drone system. Patrick shares insights on Ukraine’s military-driven startup culture and the role of reindustrialization in defense manufacturing. He also discusses the implications of geopolitical tensions on the U.S. industrial base and the need for modernizing military readiness through advanced technologies.
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Advances in Counter-Drone Tech
- Man-portable EW systems like Pulsar L dramatically improve infantry drone defense.
- Fiber optic drones pose a unique challenge, requiring different countermeasures and tactics.
Ukraine's Decentralized Drone Factories
- Ukraine's drone production is highly decentralized to prevent disruption from bombing.
- Factories are often hidden in basements, garages, or commercial spaces to maintain resilience.
Soldiers Turning Into Entrepreneurs
- Ukrainian special forces transition to entrepreneurs after frontline duty to build defense tech.
- They receive funding from international investors and Ukrainian grants to fill capability gaps.