The $500B Opportunity in Europe’s Defense Buildout

Europe's defense buildout is capital-rich but manufacturing-constrained, favoring scale-up industrial firms over pure tech prototypes.

• Volume over technology: Aistis Šimaitis (Onodrim) says Ukraine proved "you'd rather have a million of something than one of anything"; systems must now be produced in tens/hundreds of thousands or millions, not as exquisite prototypes.
• $500B European prime possible: Bruno Wejchert (Strike Capital) predicts a company founded in the last five years could become a half-trillion-dollar European defense business within a decade if it nails both manufacturing scale and an AI "intelligence layer."

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