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Podcast: EUVC
Episode: E629 | This Week in European Tech with Dan, Mads, Lomax and Nicholas Nelson
Description: With: Nicholas Nelson (Archangel) ⢠Dan ⢠Lomax ⢠MadsTL;DW⢠Defence-first wins on capability and returns; primes are partners and channels.⢠Helsing: buys platforms/revenue for access; layers AIâdifferent from Andurilâs buy-TRL-tech + scale model.⢠Beyond drones: biggest gap/opportunity is tactical EW.⢠Procurement: more fast lanes (SOF, pilots); primes getting easier to work with.⢠AI: real profits exist (esp. NVIDIA), but value chain is fragile; expect a correction, not a collapse. Picking winners more important than timing.Content with Time Codes02:40 â Why defence-firstBeats dual-use on outcomes and returns; lifelong focus.04:32 â DefinitionsCustomer = MoDs + primes; aim: lethality/readiness and societal resilience. Beware âdefence-washingâ.06:37 â Whatâs...