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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Jun 2026 with 3.
Appearances
It completes what I am calling the European Defense Capital Stack.
At the bottom, you have early stage funds that back defense startups at Seed and Series A.
In the middle, you now have E2D, a dedicated growth fund from around Series B and C stage.
At the top, you have the late-stage meg-arounds, Helsing at 1.2 billion, Stark at 500 million.
And now, for the first time, you have also public market exits.
KS.
12 months ago, this stack did not exist.
The complaint from European defense founders was always the same.
We can get the seed money, but there's no growth capital.
capital and there's no exit.
As of this month, all three layers are in place.
The capital infrastructure is complete.
Let us press our thumbs, like we do in Germany, that
Other complete capital stacks will develop pretty soon in the future.
And there is a Franco German signal bird in all of that.
E2D is early bird, German, and AVP French.
KDS Franco German.
The defense capital supercycle is structurally Franco German, not just German.
This matters for founders if you're building in defense or dual use.
The capital part uh the capital path now runs through both Paris and Berlin.
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