Jack Kuhr(@JackKuhr):Our colleague, Tectonic managing editor @e_h_obrien, spent a week in Kyiv meeting with Ukrainian defense companies and getting an update on how the war is progressing. She joined the show to talk about what she saw. “At the beginning of the summer, Ukraine was taking down over 90% of the Shaheds and Gerans that Russia was sending towards them. Now that’s fallen to around 60-ish percent.” Full interview, we covered: - How fast the war is changing - Interceptors vs. jet-powered Gerans - Battlefield-to-factory feedback loops - Starlink reliance - Underground, distributed production - Barriers to foreign investment With @itsmoislam at the @NYSE

2026.10.27 15:11

Our colleague, Tectonic managing editor @e_h_obrien, spent a week in Kyiv meeting with Ukrainian defense companies and getting an update on how the war is progressing. She joined the show to talk about what she saw. “At the beginning of the summer, Ukraine was taking down over 90% of the Shaheds and Gerans that Russia was sending towards them. Now that’s fallen to around 60-ish percent.” Full interview, we covered: - How fast the war is changing - Interceptors vs. jet-powered Gerans - Battlefield-to-factory feedback loops - Starlink reliance - Underground, distributed production - Barriers to foreign investment With @itsmoislam at the @NYSE