Nico Woods’ Post

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Defense Industry Advisor - Ukraine | CEO | Stanford MBA | Former Nuclear Submarine Officer

Everyone's wrong about Ukraine's defense industry. While America debates, Europe's locking up tomorrow's capabilities. I just got back from Tech Force in UA's forum in Lviv and what I saw changed everything. Ukrainian startups are building weapons faster than Lockheed Martin, and this is not hyperbole. They push 16 product iterations while traditional, large defense prime contractors deliberate whether the time is suitable to enter Ukraine. Let’s look at the numbers:  ❗ €4 billion projected revenue (218% growth) 🏭 75% of companies didn't exist before 2022 ⏱️ 3 months to operational production (vs. 3-5 years in the West) Here's what floored me: These founders collect battlefield feedback DAILY. Their reality is that the customer dies if the product fails. No procurement officers. No PowerPoints. Just brutal, immediate truth. Teams of twenty-somethings outpacing billion-dollar R&D departments. They've replaced our entire development cycle with WhatsApp messages at the warfront. Meanwhile, Western defense contractors are still arguing about requirement documents. And to make it worse, export restrictions keep 55% of the Ukrainian defense company’s capacity idle. Self-imposed export restrictions are literally preventing innovation that could save allied lives because of bureaucracy. Denmark gets it. The UK gets it. Germany gets it. They all had booths soliciting for partnerships. My prediction: In 5 years, you'll either partner with Ukrainian defense tech or compete against someone who did. The future of defense isn't in Arlington boardrooms. It's in Ukrainian workshops. Agree or disagree? #Defense #Ukraine #Innovation #Technology #Future #TFUA

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Nico Woods

Defense Industry Advisor - Ukraine | CEO | Stanford MBA | Former Nuclear Submarine Officer

2h
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Phil Stiefel

Director - DoD, APAC

15h

Great post Nico Woods! It would be great to hop on a call and catch up sometime soon.

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Lilia Slobodian

International Cooperation for 🇺🇦 Defense

1h

Agree-agree-agree! Next time we do a study we should consult with you on how to make it as catchy and up to the point as your post. Thanks for sharing :)

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Rob Evans

Founder of Turnbull Services | VP of Deasura Inc. | Psychedelic Assisted Therapy Advocate | Business Development Executive | Military Intelligence Officer | Romania is the key logistics hub for the rebuilding of Ukraine

4d

Totally agree.

Mykolaj Suchý

Research Analyst at KI Insights

4d

Agree!

Yuriy Dovzhansky

Partner at Visible Ventures

4d

Thanks for all that you do Nico!

Ken C.

♞ DATA PLUMBER: Connectivity, Transport, Storage, Security, Flow Control, Analysis, Visualization, Reporting, Technical infrastructure engineering & integration. ex-Bloomberg, ex-Reuters, ex-Harvard, ex-NBER. 👀 👂

2d

💡

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Jeff Vittone

Defense & Procurement Strategist | Specializing in Defense Procurement within US and NATO

4d

A lot of lessons to be learned in modern warfare by what is happening in Ukraine. Thanks for posting this Nico Woods

Definitely agree - the future of defense is in those Ukrainian workshops. I have seen a number of those workshops as well and you can not help to be left in awe by the ingenuity and the sense of urgency that is ever present. 👊 🇺🇦 👊

Todd Brown

National Security, Security Cooperation SME, International Relations, Consultant

4d

Ukraine isn’t the panacea to every nation’s military tech and industry challenges. You could argue that Russia is innovating as fast or even faster but with scale. Ukraine’s biggest weakness is scale and standardization across the force which creates have and have nots as well as sustainment complexities.

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