Jörn "Joe" Menninger
speaker
1,749 appearances
8 recordings
1 series
first heard May 2026
last heard 13 Aug
Jörn "Joe" Menninger’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Jun 2026 with 3.
Appearances
When the largest venture firm in the world leads the German drone companies around, with Peter Thiel Fund co-leading, the signal is actually unambiguous.
Capital is all in on European sovereign defence.
And the structural point from our previous episode holds the Bundeswehr contract came first.
We talked about this.
The venture capital followed the budget line.
The sovereign customer premium was named in May and is compounding.
News number two, KNDS, Europe's largest defense IPO.
June 22nd, KNDS, the Franco-German tank and ammunition manufacturer, announced it will proceed with an IPO on the Paris and Frankfurt stock exchanges.
Estimated valuations are between 15 and 18 billion euros.
Germany is buying a 40% stake.
France retains their 40% stake.
About 20% goes to institutions.
This is the largest European defense IPO in history.
KDS makes the LePard 2 tanks, ammunition used in Ukraine, and military vehicles for NATO allies.
The listing is expected within weeks.
Mid-July is the target.
Two things that matter here.
That's why the IPO is our startup.
News.
First, the dual Paris Frankfurt listing reinforces a trend we have been tracking.
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