The Drone Ultimatum

Defense tech, robotics, and edge AI are moving fast, but scaling them in the real world is hard. Hunter Dunbar, Chief Product Officer at Luxonis, joins the show to break down embedded computer vision, AI hardware, and perception systems used across drones, robotics, and defense applications. Hunter Dunbar on LinkedInLuxonisWe discuss why Luxonis operates as a software company that ships hardware, how edge AI actually performs outside the lab, and why logistics, reliability, and manufacturing matter more than demos. Hunter shares candid takes on humanoid robots, investor-driven vs customer-driven robotics startups, and the reality of model decay at scale. A grounded conversation on where autonomy and defense tech are headed, and where the hype falls apart.Links to the show:⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Steve:⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems

Mike Weigand, Founder and CEO of Aventra Defense Systems, joins the show to unpack a radically different approach to long-range strike and mass precision. Aventra Defense SystemsMike Weigand on LinkedInAventra is building low-cost, modular guidance systems that turn standard munitions into AI-enabled, stratospheric-range weapons using high-altitude balloons and glide delivery.The conversation spans the economics of deep strike military technology, why cost and scale matter more than exquisite platforms for precision guided munitions, and how physics and altitude reshape deterrence math. Mike also shares hard-earned lessons from founding Shift5, raising capital in defense, and why building durable companies beats chasing hype.Episode 57.Links to the show:⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠Follow Steve:⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems

Drew Horne, founder and CEO of GreenMet, joins the show to break down the rare earth crisis and what the United States needs to do to remain competitive. He previously led critical minerals policy work inside the White House, DoD, and DOE, and offers a direct view into how mineral sourcing shapes defense, energy, and emerging technologies.We cover how U.S. permitting and processing became bottlenecks, and what it will take to stand up credible non-Chinese alternatives.Drew also explains the future of neodymium magnets, dysprosium, nuclear energy, and the surge of private capital flowing into critical minerals.If you want an insider perspective on supply chains, energy security, and the materials that power modern weapons and AI, this episode is essential.Episode 56.Links to the show:⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠Follow Steve:⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems

Morgan Murphy joins the show to talk national security, defense manufacturing, and why he’s running for U.S. Senate in Alabama. Murphy is a 26-year Navy Reserve captain, former Pentagon press secretary, and national security advisor who has worked across the White House, State Department, and Senate.He shares his perspective on restoring America’s industrial base, rebuilding shipbuilding capacity, and why he believes manufacturing is now a national security imperative.The conversation covers border policy, the defense industrial base, China’s manufacturing lead, and how the Senate actually works behind the scenes.For defense, military, and national security listeners, this episode offers an unusually candid look at policy, power, and the realities of governing.Episode 55.---Links to the show:https://www.youtube.com/@thedroneultimatumhttps://open.spotify.com/show/3F1sc8yzQIF9WcdHQ3w7kf?si=3af8082184104062https://thedroneultimatum.substack.com/https://podcasts.apple.com/us/podcast/the-drone-ultimatum/id1770994541https://www.instagram.com/thedroneultimatum/https://x.com/droneultimatumhttps://www.linkedin.com/company/the-drone-ultimatum?trk=public_post_feed-actor-nameFollow Steve:⁠https://www.linkedin.com/in/stevensimoni/https://x.com/StevenSimoni⁠https://www.allencontrolsystems.com/

Emma Bates, co-founder and CEO of Cachai, joins the show to break down what true drone swarming actually means and why almost no one has achieved it. Drawing from her background in defense modernization and distributed systems, Emma explains how her team is building software that enables drones and autonomous systems to operate without a single point of failure. The conversation dives into distributed consensus, the difference between “common” and “consistent” operating pictures, and why the U.S. must rethink how it evaluates and procures software. It’s a deep, funny, and surprisingly human discussion about autonomy, warfare, startups, and what it really means to make machines think together.Episode 54.Links to the show:⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠Follow Steve:⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Allen Control Systems