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    Technology

    The Drone Ultimatum

    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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    Copyright: © Drone Wars

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    Latest Episodes:
    Picogrid and the Defense Integration Problem | Zane Mountcastle May 29, 2026
    Show notes

    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: https://linkly.link/2hoRt


    (00:00) Intro


    (01:18) What Picogrid actually does


    (03:34) The integration problem across defense systems


    (07:02) Building infrastructure instead of one-off integrations


    (10:41) Deploying software inside the DoD


    (12:05) Picogrid’s early contracts and growth


    (15:07) Why acquisition incentives create friction


    (18:45) The engineering talent problem


    (22:31) The changing defense industrial base


    (27:05) Drone warfare and air defense economics


    (31:10) Scaling a defense startup


    (35:02) Hardware and manufacturing realities


    (39:04) The future of autonomous warfare


    (42:58) Marketing and communication in defense tech


    (46:32) AI hype vs reality in defense


    (50:14) Venture capital and defense startups


    Zane on X

    Zane on LinkedIn

    Picogrid


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    Spotify: https://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf


    Apple Podcasts: https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541


    ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: https://thedroneultimatum.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


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    Steve on LinkedIn: https://www.linkedin.com/in/stevensimoni/


    Allen Control Systems (ACS): https://www.allencontrolsystems.com/

    ---


    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.



    How Drones and Autonomous Boats Are Reshaping Maritime Warfare | Ben Cipperley, HavocAI May 22, 2026
    Show notes

    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) Intro

    (01:21) Ben’s Navy background

    (05:05) Robotic naval systems

    (12:15) Replicator initiative

    (13:25) Containerized warfare

    (16:46) Starlink and communications

    (25:21) Ukraine vs Russian Navy

    (27:55) China and Pacific deterrence

    (40:47) Autonomous weapons policy

    (46:34) Building a robotic Navy

    (56:10) Autonomous minesweeping

    (01:00:15) Counter-UAS at sea


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    In 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.



    Defense Investing in the Age of AI, China, and Industrial Competition | Weston Moyer & Jonathan Rue May 15, 2026
    Show notes

    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 — Intro

    00:02:13 — Anthropic and Pentagon AI concerns
    00:07:16 — Saronic and defense manufacturing scale
    00:08:46 — Guam and Pacific logistics
    00:12:25 — Shahed drones and counter-UAS economics
    00:14:04 — How defense sales actually work
    00:29:38 — Anduril, Lattice, and defense software
    00:31:10 — Rebuilding American manufacturing
    00:33:12 — Freeform and advanced manufacturing
    00:41:28 — Why overcapitalized startups fail
    00:43:43 — Ukraine lessons and preparing for China
    00:52:09 — AI warfare and Taiwan scenarios
    00:53:19 — Wartime industrial mobilization
    00:54:21 — Apple, China, and manufacturing risk
    01:04:33 — SpaceX and industrial scale


    They 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.


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    How Pryzm Is Building the AI OS for Defense Procurement | Nick LaRovere May 08, 2026
    Show notes

    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 - Intro

    01:19 - AI coding, “vibe coding,” and hiring engineers

    04:27 - What Pryzm does and the future of defense procurement

    10:35 - AI, CRMs, and the changing defense sales process

    18:00 - Raising from Andreessen Horowitz and building Pryzm

    24:36 - Scaling manufacturing in defense tech

    27:12 - “Every company becomes a defense company”

    32:28 - Startup culture, engineers, and product building

    35:01 - “Startups are war”

    40:13 - Palantir culture, Alex Karp, and defense tech talent

    48:11 - How defense procurement is changing

    59:49 - Anthropic, AI companies, and defense partnerships

    01:02:18 - Closing thoughts


    In 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.


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    Reindustrializing Drone Manufacturing in the U.S. | David Michelson, Re:Build Manufacturing May 02, 2026
    Show notes

    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 switch
    • Lessons from Ukraine that the U.S. may be misreading
    • The reality of drone operations vs. “swarm” hype
    • Manufacturing constraints and scaling challenges
    • Why design for manufacturability matters early
    • The role of competition in defense acquisition
    • What it takes to actually field systems at scale

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    Building Mass Produced Drones for Modern Warfare | Soren Monroe-Anderson, Neros Apr 24, 2026
    Show notes

    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.


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    Epirus to CX2: Electronic Warfare and the Future of Drone Defense | Nathan Mintz Apr 11, 2026
    Show notes

    Nathan Mintz, founder and CEO of CX2 and former founding CEO of Epirus, joins the show to break down how electronic warfare is reshaping modern drone defense.


    Nathan Mintz (LinkedIn)

    CX2 Website


    We cover the origin of Epirus, the moment the drone threat became impossible to ignore, and how soft kill systems fit into a layered approach to counter-UAS.


    Nathan also explains what it actually looks like to build a defense company today, from working inside legacy primes to launching and scaling startups in a system that rewards access, alignment, and execution.


    This episode is a practical look at electronic warfare, soft kill vs kinetic solutions, and how companies like CX2 are thinking about the future of drone defense.

    • Electronic warfare and soft kill systems

    • The rise of the drone threat

    • Epirus origin story and lessons learned

    • From legacy primes to startups

    • Building CX2 and modern defense companies

    • Counter-UAS strategy and layered defense


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    Inside Valinor Enterprises: What It Takes to Grow in Defense Tech | Kurt Freshley Apr 08, 2026
    Show notes

    Kurt Freshley, Chief Growth Officer of Valinor Enterprises, joins the show to break down the company's strategy and portfolio companies while sharing what it actually takes to scale in defense and advanced manufacturing.


    Kurt Freshley on LinkedIn

    Valinor (LinkedIn)

    Valinor (Twitter/X)


    From navigating procurement and aligning with real customer demand to building sustainable growth inside a complex ecosystem, this conversation gets into the operational reality behind the headlines.


    We discuss how defense companies think about growth differently, where most startups get it wrong, and what separates companies that win programs from those that stall out.


    Kurt also shares perspective on aligning incentives across government, primes, and startups, and what it takes to build something that actually gets fielded.


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    Why U.S. Manufacturing Demand Is Surging Across Defense, Aerospace, and Semiconductors Apr 03, 2026
    Show notes

    Jamie Goettler (CRO, BTX Precision) breaks down what’s actually happening inside U.S. advanced manufacturing right now.


    Demand across defense, aerospace, semiconductors, and medical devices is surging at the same time, but the real story is on the supply side. Can U.S. manufacturing actually scale to meet it?


    We cover reshoring, tariffs, precision manufacturing constraints, and what it takes to rebuild the industrial base.


    Topics include:


    • Why demand is rising across multiple industries at once

    • The real bottlenecks in U.S. manufacturing capacity

    • What reshoring looks like in practice

    • The role tariffs play in accelerating domestic production

    • Why precision manufacturing is uniquely difficult to scale



    Questions answered in this episode:


    • Why is U.S. manufacturing demand increasing?

    • Can the U.S. reshore production at scale?

    • What are the biggest constraints in advanced manufacturing?


    LINKS


    Follow Jamie on LinkedIn


    BTX Precision Website


    Full episode transcript


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    Turning Water Into Hydrogen for Military Drones & Backup Power | Rick Harlow Mar 28, 2026
    Show notes

    Rick Harlow, founder of NovaSpark Energy, joins the show to break down how his company turns water into hydrogen for military drones, backup power, and off-grid energy systems.


    The conversation covers defense use cases, disaster response, critical infrastructure, data center demand, and why on-site hydrogen production could eliminate major supply chain bottlenecks. Rick also shares his path from telecom and early IoT into startups, defense, and energy entrepreneurship. This is a practical discussion about resilience, logistics, and where hydrogen may actually make sense in the real world.


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