War on the Rocks

Michael Kofman joined Ryan at a live event earlier this year to discuss the performance of American defense technology in Ukraine and why it often falls short. They examine the challenges of fielding and iterating systems in combat, from poor implementation and weak feedback loops to deeper mismatches between design and battlefield reality. They also explore what it takes to succeed in this environment and what it means for future conflicts.
 
Thanks to Leonid Capital Partners for hosting the event at which this podcast was recorded.

Michael Kofman joins Ryan to unpack the current state of the Russo-Ukrainian War after his recent trip to the front. They examine how drone warfare has transformed the battlefield into a dispersed contest over a vast kill zone, why Russian infiltration tactics have failed to produce meaningful gains, and how Ukraine is working to close gaps in its strike capabilities. They also explore the growing pressure from Russian long-range strikes and how the war in Iran is beginning to shape the conflict.

Two retired U.S. admirals with deep experience at sea and in the air joined Ryan to discuss the military challenge of reopening the Strait of Hormuz. Adm. (ret.) Jamie Foggo and Vice Adm. (ret.) John "Fozzie" Miller unpack how Iran has been able to throttle one of the world's most important waterways and what it would actually take to restore freedom of navigation. The conversation explores mines, drones, missiles, escorts, air strikes, how a Marine expeditionary unit might raid Kharg Island, and (of course) the strategy. 
 
Hours before this was recorded, news had broken that a U.S. Air Force F15E had been shot down over Iran. The pilot had been rescued at the time of recording, but the weapons system officer was still on the run (thankfully, he has since been rescued). Foggo and Miller have deep experience in this area and were able to share some insights on how these rescue operations unfold. And they close with a few words on what lessons the Navy should be learning from this war in terms of fleet design.

On this special, crossover episode of our members-only armed services podcasts, some of our hosts sat down to discuss their experiences with indirect fire and bombardment. With the ongoing conflict in the Middle East, they rehash some of their own personal stories, provide context on today's threat environment, and share some advice for troops both downrange and at home.

What does it take to rebuild the foundation of American military power? Michael Cadenazzi, assistant secretary of defense for industrial base policy, joined Ryan at a live event a few weeks back for a fascinating discussion on the state of the defense industrial base (from new VC-backed entrants to the primes), the race for critical minerals, supply chain vulnerabilities, the unsexy realities of implementation, the role of allies, and the challenges of scaling production.
 
He is also looking for your ideas. 
 
Special thanks to Altana for hosting the event at which this episode was recorded.