Mike Drop

In the final part, Mike LeBlanc explains why Ukraine has become a real-time preview of future warfare, where robots and drones now do most of the fighting and over 80% of incoming Russian drones are stopped before impact. He breaks down the political reasons Russia hasn't crushed Ukraine, the underexplored frontier of subsurface warfare exposed by Iran, and why he believes autonomy—not new weapons types—is the true turning point in combat.

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In Part 2, Mike LeBlanc details how a chance call pulled him away from a private equity offer and into Silicon Valley, where he co-founded Cobalt Robotics before launching Foundation Future Industries. He walks through the brutal early days of building a robotics startup, a company crisis over fabricated sales contracts that forced him to overhaul the business, and the pivot into humanoid robots for the Department of War. The conversation turns to real combat testing in Ukraine, the ethical debate inside his own company over weaponizing robots, human-in-the-loop safeguards against battlefield mistakes, and why he believes America—not China—will lead the humanoid robotics race.

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Former Marine Corps officer, Harvard Business School graduate, and entrepreneur Mike LeBlanc spent 13 years in the Marine Corps, including back-to-back deployments advising Afghan forces, service with First Recon, a joint special operations task force in Bahrain, and a Pentagon role evaluating emerging military technology. After leaving active service, he founded Cobalt Robotics and later co-founded Foundation Future Industries.

In this episode, we dig into his early days advising Afghan forces, including a green-on-blue attack just 30 days into his deployment after an Afghan soldier saw news coverage surrounding the “Innocence of Muslims” film. We then shift into his work building humanoid robots and why he believes they could eventually replace American troops in some of the battlefield’s most dangerous roles.
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In the final part of this conversation, Major John Spencer breaks down the discipline he's built his career on: urban warfare. He explains why cities are the most complex environment any military can fight in, why the U.S. lacks real expertise in fighting underground, and how history's most costly urban battles keep repeating the same avoidable mistakes. He closes by discussing what he sees as the next frontier of warfare — the world beneath our feet.

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Major John Spencer is a retired U.S. Army officer who served 25 years in uniform, including two combat tours in Iraq as an infantry platoon leader and later as a company commander during the Battle of Sadr City. In this part 2, he describes taking command of a company hours after it was devastated by an Iranian-backed rocket attack, and explains how he rebuilt a broken, stop-lossed unit into one of the most requested companies in his battalion.

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