The $500B Opportunity in Europe’s Defense Buildout

Podcast: Sourcery · Sourcery with Molly O'Shea

Opublikowano: 2026-09-30

Europe is preparing to mobilize up to €800B in additional defense spending. But money alone doesn't solve one of its biggest problems. After decades of underinvestment, Europe's defense industry needs to dramatically increase its ability to manufacture at scale. Component lead times can stretch into years, certain contracts can take 4–5 years to deliver and modern warfare increasingly requires systems produced in the tens of thousands, hundreds of thousands or even millions. As Aistis Šimaitis puts it, “Volume wins.” I sat down in Monaco with Aistis, Co-Founder & CEO of Onodrim and former head of Palantir's commercial business...