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A $20,000 Shahed vs a $6M Patriot missile — we can shoot them down, we just can't afford to. T
wo founders building the fix — Nathan Mintz (KG2 Industries, electronic warfare on autonomous systems) and Jamie Wedderburn (Ulysses, low-cost autonomous underwater vehicles) — break down why the offense-defense balance just flipped, why shooting the drone is the wrong game, and what a "mosaic defense" actually looks like from the Strait of Hormuz to the Pacific.
We cover the $20K vs $6M cost asymmetry, hunting the operator vs the arrow, the $100M vs $2B mine-clearing math, why GPS dies underwater, Ukraine's survival-driven iteration vs US procurement, and why homeland defense can't be a single $4B battery.
This interview was filmed May 6, 2026 at the Strategic Investment Conference.
In this episode:
-Why the cheap drone wins the math
-How KG2 hunts the ground controller (Wraith + Vedras)
-Why Ulysses builds AUVs like cubesats
-Mosaic, layered defense & the future of counter-drone / counter-AUV
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