European Defense Sovereignty Starts in the Factory: Stark’s Uwe Horstmann and Johannes Schaback

Sequoia Capital

13.1K views • 5 days ago

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Why it's worth watching

Picked by AIConcrete founder interview with real operating details: scaling to 700 people, mass-manufacturing from day one, venture-style program management, and a failure-to-recovery story. Good fit for practical AI-native startup thinking, even though it’s defense rather than pure AI.

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About this video

Two years after its founding, Stark has roughly 700 employees and strike drones in the field in Ukraine. CEO Uwe Horstmann and CTO Johannes Schaback argue that the real lesson of that war is not any single weapon: the innovation ecosystem behind it is the wonder weapon. They explain why Stark designs every system for mass manufacturing from day one, runs 10 to 15 programs like a venture portfolio, and views the staff sergeant who operates a system as just as important as the general who buys it. Johannes recounts the publicly reported failed trial that became a forging moment, as engineers wor