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Building Defense Technologies to Protect Democracies | Torsten Reil, Helsing

83 min episode · 3 min read
·
Torsten Reil

Episode

83 min

Read time

3 min

Topics

Career Growth, Startups, Fundraising & VC

AI-Generated Summary

Key Takeaways

  • Autonomous Drone Warfare: Tanks and traditional artillery are becoming obsolete on the modern battlefield. In Ukraine, Russian soldiers survive an average of 20–30 minutes at the front, largely due to ISR drones identifying targets and FPV or strike drones eliminating them within hours. Helsing's HX2 strike drone carries a 2–4kg payload, operates up to 100km, and is now manufactured at 3,000 units per month from a single facility.
  • GPS Jamming Workaround: Modern strike drones defeat battlefield jamming through two methods: fiber optic cable control for FPV drones, eliminating radio signal dependency, and AI-powered GPS-free navigation for larger autonomous drones. These navigation algorithms function reliably in daylight, at night, in snow, and across terrain deformed by shell impacts, making electronic countermeasures increasingly ineffective against next-generation systems.
  • Programs of Record Strategy: Helsing's core growth strategy targets large government programs of record directly rather than subcontracting through legacy defense primes. This approach requires sufficient capital runway to absorb long qualification timelines. With €100M raised early, Helsing won the Eurofighter electronic warfare upgrade contract alongside Saab just 28 months after founding, becoming the fastest defense startup to reach a program of record.
  • Talent Density as Primary Lever: Helsing treats hiring as its most critical operational system. A quarterly performance calibration process holds managers accountable by requiring them to justify individual ratings, which are then challenged by leadership. This prevents underperformers from being shielded by managers who fear long replacement timelines. The first contract Helsing signed before founding was with a third-party recruitment agency to ensure immediate pipeline pressure.
  • Hardware Simplicity, Software Complexity: Helsing's manufacturing philosophy deliberately simplifies hardware components while concentrating innovation in AI software. Looser manufacturing tolerances are corrected through real-time software recalibration. Simpler sensors regain accuracy through deep learning algorithms. This approach enables mass production economics and supply chain resilience, allowing the HX2 to scale from dozens to 3,000 units monthly without redesigning core hardware architecture.

What It Covers

Torsten Reil, co-founder of European defense AI company Helsing, covers the transformation of modern warfare through autonomous drones and AI-controlled fighter jets, explains how 100,000 strike drones could deter a land war in Europe, and details how Helsing scaled from founding to a program of record in under 30 months.

Key Questions Answered

  • Autonomous Drone Warfare: Tanks and traditional artillery are becoming obsolete on the modern battlefield. In Ukraine, Russian soldiers survive an average of 20–30 minutes at the front, largely due to ISR drones identifying targets and FPV or strike drones eliminating them within hours. Helsing's HX2 strike drone carries a 2–4kg payload, operates up to 100km, and is now manufactured at 3,000 units per month from a single facility.
  • GPS Jamming Workaround: Modern strike drones defeat battlefield jamming through two methods: fiber optic cable control for FPV drones, eliminating radio signal dependency, and AI-powered GPS-free navigation for larger autonomous drones. These navigation algorithms function reliably in daylight, at night, in snow, and across terrain deformed by shell impacts, making electronic countermeasures increasingly ineffective against next-generation systems.
  • Programs of Record Strategy: Helsing's core growth strategy targets large government programs of record directly rather than subcontracting through legacy defense primes. This approach requires sufficient capital runway to absorb long qualification timelines. With €100M raised early, Helsing won the Eurofighter electronic warfare upgrade contract alongside Saab just 28 months after founding, becoming the fastest defense startup to reach a program of record.
  • Talent Density as Primary Lever: Helsing treats hiring as its most critical operational system. A quarterly performance calibration process holds managers accountable by requiring them to justify individual ratings, which are then challenged by leadership. This prevents underperformers from being shielded by managers who fear long replacement timelines. The first contract Helsing signed before founding was with a third-party recruitment agency to ensure immediate pipeline pressure.
  • Hardware Simplicity, Software Complexity: Helsing's manufacturing philosophy deliberately simplifies hardware components while concentrating innovation in AI software. Looser manufacturing tolerances are corrected through real-time software recalibration. Simpler sensors regain accuracy through deep learning algorithms. This approach enables mass production economics and supply chain resilience, allowing the HX2 to scale from dozens to 3,000 units monthly without redesigning core hardware architecture.
  • Superhuman AI Pilot Performance: Helsing's Centaur AI system, trained using reinforcement learning in a simulator running 25,000 times real-time speed, defeated human Eurofighter, Rafale, and Gripen pilots in controlled scenarios before taking autonomous control of a real Saab Gripen over the Baltic Sea in live air combat trials. The system now operates in coordinated swarms, prompting Helsing to acquire an aircraft manufacturer near Munich to build the CA-1 Europa autonomous fighter jet.

Notable Moment

During Baltic Sea flight trials, Helsing's Centaur AI took full autonomous control of a real Saab Gripen fighter jet and defeated a human-piloted Gripen across three air combat scenarios. Active fighter pilots had previously insisted human intuition in beyond-visual-range combat could never be replicated by a machine. The results proved otherwise.

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Episode Transcript

Let's start with what we were just talking about before we started recording. Your what your opinion is of the future of tanks and battleships. I think there's a, big change happening, and you can already see see it in Ukraine, obviously, where, you know, tanks are barely being used anymore. The same is true for artillery systems. If you, get yourself into a tank, your survival rate is is very short. I mean, apparently, the, the time that a Russian soldier survives now at the front is about twenty to thirty minutes. You can argue about whether that's, you know, correct, but it's probably roughly right in terms of ballpark. And it probably gets even worse if you're in a tank. If you put yourself in a tank, you are one of the high priority targets for anyone on the other side. You know, those targets can be found pretty easily now with with drones. They can be destroyed very quickly with small drones or with large drones if they're a little bit further away. And so I think the era of tanks is probably over. And for artillery systems as well, if artillery systems try to hide 40 to 50 kilometers away from the front, to to shoot, you can still find them with drones, and you can attack them with drones. And again, they're high priority targets. So I think we're seeing a big change right now in, in in warfare. And those lessons have been pretty apparent, I think, in Ukraine over the past, I would say, eighteen months or so. And I think people are starting to understand them now. What's killing the Russian soldiers so quickly? Is it all drones? It's drones. Yeah. It's the ability, first of all, to see them with ISR drones, and then secondly, to strike them with either FPV drones or larger strike drones. Wait. What's the difference between those two drones? So FPVs are basically, smaller drones, quadcopters that, most of the time are controlled manually, like a remote controlled plane. And strike drones often travel over longer distances, and like the h x two, which is our drone, quite often they're AI controlled. You had a a tweet that was interesting where and maybe this can tie into the the dinner that we had a few years ago where we had this fierce argument, and I left thinking that we hated each other, and then now we've become friends. But you said something like a 100,000 of your drones could prevent a land war in Europe. What does that mean and why? Why do you believe that? Yeah. I said this, I think, maybe a year ago or so, and I I got into a bit of trouble for this because apparently it was deemed to be provocative. But, I I still think that's the case. I think the deterrence that you get out of having a very large number of strike drones at your border, I …

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