defense equipment

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 11, 2025 by Rory O'Driscoll · across every show →

Everything said about defense equipment, oldest first

Sep 11, 2025 neutral
Insight
O'Driscoll: European AI investment is driven by sovereignty, not market efficiency
“The Europeans make a whole load of defense equipment that they have no business making from an economies of scale perspective. They simply do it because they're like, they don't want to rely on the Americans. And this is the AI version of that.”
Rory O'Driscoll Sep 11, 2025 ▶ 54:21 OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
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