Investing In Ukraine, With Perry Boyle (Episode 24)

One of the things, obviously, or perhaps the most important thing, is the Ukraine war has transformed warfare with the introduction of drones and AI and all of the tactics and strategy that have developed as a result.

When did that first really come home to you? When did you first see that and say, wow, this thing is just completely different than anything that I've ever seen before?

Yeah, I picked up on that pretty much immediately in early 2022 as we were figuring out how to best be helpful in Ukraine.

And I think you just said something very important, John, is that, you know, Western U.S., European newspapers seem obsessed with drones.

It's the technology of the war in Ukraine they're obsessed with.

And that is true.

But that technology has totally changed the entire system of war.

Doctrine, tactics, training, recruiting, how medical services are provided on the battlefield, the amount of data that is collected and analyzed on the battlefield.

So it's an entirely new system of war that NATO is not prepared to fight, which is around robotics, artificial intelligence.

instantaneous decision-making, unmanned vehicles, creating asymmetry.

It's a very, very different form of war than tanks and planes and ships.

And when you see it, what does it look like? It looks like TV screens.

So when you're in a command bunker, it looks almost like a NASA, you know, setup, you know, like a moon launch setup.

There are screens everywhere and they're getting feeds in from satellites, from reconnaissance drones.

that are going out 100 to 200 kilometers.

They're getting feeds from ground drones.

They're getting feeds from first-person viewer or FPV drones.

So just tons of input coming in.

And it's all being recorded.

Right.

So that amount of data so they can assess, OK, I've got control of this view of the battlefield.

Here's where the Russians are probing.

Here's where I'm trying to take out their logistics centers.

You know, here's what we're doing on the ground.

Here's what we're doing in the air.