Counter-UAS and Directed Energy

• Projecting the counter-UAS market at $30B annually by 2030, driven by the cost gap between $400 drones and $120,000 missiles
• Integrating AIM Defence's Fractl laser into DroneSentry gives DroneShield a hard-kill layer within one open, software-defined command interface
• Demonstrating CARI at T-REX, Lockheed Martin showed an autonomous defensive swarm that detects, engages and adapts to drones
• Filling the detection gap radar and RF leave, acoustic sensing is emerging as the core defense against RF-silent fiber-optic drones
• Awarding first Joint Laser Weapon System contracts followed five directed energy prototypes destroying multiple fast-moving targets within one year
• Downing a Geran 5 with an F-16 cannon shows Ukraine conserving scarce air-to-air missiles for higher priority threats

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Autonomy and Unmanned Warfare

• Launching the Army of Robots, Ukraine shifts dangerous tasks to robots, with drones already delivering over 95% of strikes
• Reaching 500 km/h at 8 km altitude, the jet-powered Geran-4 with EO/IR sensors compresses air defence reaction time
• Clearing positions with drones and UGVs before infantry advanced, Operation Vivaldi still relied on remote control rather than full autonomy
• Fielding dedicated drone units proves 5 to 10 times more lethal, as pure drone formations iterate faster than mixed ones
• Unveiling a flashlight-sized, tube-housed attack drone, Japan confirmed three new drone types scheduled to enter service next fiscal year
• Firing a heavyweight torpedo from an autonomous submarine, the Royal Navy moved undersea autonomy forward within an AUKUS trial

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Capital and Funding

• Leading August defense tech funding, Hadrian raised $1.37B at a $7.87B valuation while Castelion closed $1B at $13B
• Emerging from stealth above a $1B valuation, Covenant holds $250M raised and $130M in contracts for Anthem cruise missiles
• Raising $2B at a $12.7B valuation and acquiring Aechelon, Shield AI shows M&A driving growth beyond its original quadcopter market
• Committing EUR 50m to Lakestar and Expeditions, BAE Systems Launchpad also spun out Rho-C and Nuclear Turbines with more planned
• Concentrating 60 to 80% of many Ukrainian defense niches among few players, investors now demand sharp hypotheses and global thinking
• Pausing Fury work until FY27 appropriations, Anduril is behaving more like a traditional prime than a pre-contract neoprime

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Procurement, Industrial Capacity and Regulation

• Directing over €700 million toward counter-drone systems, missiles and ammunition, the EU is using procurement to build industrial capacity
• Firing roughly 220 interceptors in 15 months exposed a US solid rocket motor base consolidated from six suppliers to two
• Replacing SM-6 and SM-3 rounds takes 36 to 39 months after appropriation, since tooling and chemical processing govern production rates
• Ratifying European Defence Fund association, Ukraine removed the last formal barrier to its companies receiving EU grant funding
• Failing to deliver capability now ranks as the biggest procurement risk, while European market fragmentation keeps hindering speed and scale
• Blocking routes from successful trials to acquisition, unrecognised allied assessments turn defence regulation into delayed capability for armed forces

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Software-Defined Defense and Systems Integration

• Evolving from sensor specialist to neo-system house, HENSOLDT is building MDOcore to fuse sensor data and embed AI decision support
• Publishing several military interfaces as open source on GitHub, Rheinmetall aims to simplify integration with other manufacturers
• Buying a roughly €3.1B command architecture above Spyder, Barak MX and David's Sling, Greece prioritises AI-enabled threat classification
• Merging air, ground and subsurface drone feeds from multiple vendors, ARTAK gives operators one shared 3D operational picture in headsets
• Launching Overwatch Patrol, SPARC AI delivers GPS-independent positioning and target geolocation on mobile devices soldiers already carry
• Integrating IMSAR radars on Shield AI, UMS SKELDAR, Kelluu and TEKEVER platforms at REPMUS 2026 demonstrated cross-vendor sensing flexibility

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Space, Connectivity, and Platform Milestones

• Signing 18 contracts through Low-LEO, ESA advanced IRIS², the EU's flagship secure multi-orbital satellite constellation for resilient connectivity
• Joining the UK TacSys framework worth up to £8B, Open Cosmos will supply sovereign LEO connectivity for MoD communications
• Tracing EU policy documents from 2007 to 2025, new research finds anti-satellite weapons reframed from debris hazard to geopolitical threat
• Sailing from Barrow for sea trials, HMS Agamemnon is the sixth of seven Astute class submarines heading toward operational service
• Completing its maiden flight in Fort Worth, Germany's first F-35A moved the Luftwaffe closer to its 18 September rollout
• Hosting Ukrainian and Canadian commanders in Calgary, Lockheed Martin Canada showcased VCSi uncrewed systems control and Northstar GNSS-denied navigation

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Thanks to Joshua Webb, Angus Bean, Samantha Domingo, Ryan Kasper, Ray Jokie, Jimmy Lee, Hon Mike Dodd, Doug Livermore, Mykhailo Fedorov, Vladyslav Klochkov, Robert Fintak, Dr. Christoph Stock, Curtis B., Mahir Zeynalov, Laurent BRUNIE, Matt Atkins, Elana Gold, Zachery S., David Ewing, Artem Moroz, Andrew Glenn, Manojan Rajan, Justin Nerdrum, Martin Jõesaar, Jaakko Sirén, Willem Mulock Houwer, Alexander Heinz, Niels Becker, Tim De Zitter, Michael McCormack, Matt McCrann, Craig Schlozman, Laurent Jaffart, Michael Hadjitheodosiou, Nicolò Miotto, Matt S., Chris Hollinworth, Stuart Whitehead, Darren Cochran, Michael Baker, Jamie Fitzpatrick and everyone else who contributed insights to this edition. Find the full list of posts and voices on LinkedIn: https://www.linkedin.com/pulse/best-linkedin-cw-38-39-defense-tech-thomas-allgeyer-tfnke/?lipi=urn%3Ali%3Apage%3Ad_flagship3_detail_base%3BcG88uDqGTLOGwKY8AlQJEA%3D%3D