Volume Beats Technology: Aistis Šimaitis Says Europe's Defense Buildout Will Be Won on the Factory Floor - BigGo Finance
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The race to rearm Europe is not a contest over who has the smartest algorithm — it is a contest over who can physically produce enough equipment. This is the central argument from Aistis Šimaitis, co-founder of Onodrim Industries and former Palantir executive, speaking on the Sourcery podcast. He argues that in modern conflict, it is better to have a million of one thing than one of anything, a philosophy that reframes Europe's defense spending boom as a manufacturing challenge rather than a purely technological one. His view is echoed by George Hadjiminas of the Portuguese electro-optics firm Fion, who notes that prototypes do not fight wars.
The stakes are enormous. After decades of underfunding, European governments are pouring money into defense, and the market is expected to attract trillions in capital through 2030. Yet the landscape is deeply fragmented, dominated by national champions that could not survive true competition. The winners, according to the podcast, will be companies that either consolidate the broken manufacturing base or become the de facto technology favorites — such as Helsing and ICE — that can credibly scale.
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