Israel One Year After October 7th Terror Attack: A New Era in Defense Technology

00:28:30
https://www.youtube.com/watch?v=RUMRLSdyvSg

概要

TLDRIl video fornisce uno sguardo approfondito sulla situazione attuale del conflitto israelo-palestinese e le tecnologie militari coinvolte. Gli eventi dell'ottobre 2023 segnano un'escalation nel conflitto, con Israele che affronta Hamas, Hezbollah e l'Iran. L'attacco da parte di Hamas il 7 ottobre ha evidenziato la brutalità del conflitto, con attacchi mirati a civili innocenti. Il video esplora anche come Israele stia sfruttando nuove tecnologie, originariamente sviluppate per applicazioni commerciali, per scopi di difesa. La città di Herzliya emerge come un centro per l'innovazione tecnologica militare in Israele. Interviste con varie startup mostrano come queste tecnologie permettano operazioni più precise e riducano i tempi di risposta militari da anni a settimane. Il video sottolinea anche la resilienza della popolazione e come le aziende tecnologiche stiano adattandosi rapidamente alla nuova realtà di guerra.

収穫

  • 🚨 Il conflitto tra Israele e le fazioni nemiche è in un momento critico.
  • 🛡️ L'innovazione tecnologica sta rivoluzionando le operazioni militari.
  • 🎯 Herzliya è un centro nevralgico per la tecnologia di difesa.
  • 📅 Gli eventi del 7 ottobre hanno segnato un punto di svolta.
  • 🏘️ La popolazione civile vive sotto una costante minaccia.
  • 🔍 Le aziende tecnologiche stanno adottando un approccio dual use.
  • 📉 I tempi di adozione delle nuove tecnologie sono drasticamente ridotti.
  • 🕵️‍♂️ Si registrano attacchi mirati e devastanti sui civili.
  • 🤖 I droni giocano un ruolo chiave nelle operazioni militari.
  • 🔫 Le tecnologie commerciali sono adattate per scopi difensivi.

タイムライン

  • 00:00:00 - 00:05:00

    视频开始于一个音乐场景,接着以一段在特拉维夫附近遇到警报响起为背景,旁白提到以色列目前面对多个前线的战争,尤其是来自哈马斯和真主党的攻势。讲述了来到一个历史悠久的港口城镇,强调该地区的战略重要性,并且反思哈马斯袭击事件一周年带来的持续冲突和对当地日常生活的影响。此时,视频的背景音乐带出一种紧张和不安的氛围。

  • 00:05:00 - 00:10:00

    以色列与哈马斯及真主党之间的冲突在2023年10月7日加剧,随之是对加沙的持续军事打击,以及解救人质的行动。主角是一位前海军陆战队员,观察到攻击地点与以色列接壤的加沙地区在地理上是相对狭小的战场,但其战略意义却非同小可,尤其是在以色列如今面临七个前线的情况下。

  • 00:10:00 - 00:15:00

    影片展示了一处纪念馆建设现场,讲述了过去的一场袭击中有众多人被困在以色列国防军的碉堡里,并遭受恐怖袭击的视频记录。接着,影片转移到以色列与技术发展的关系,尤其是与国防任务密切相关的商业技术的发展。例如无人机技术从商业用途转变到国防用途。科技通过一种处于试验阶段的无人机技术,极大地增强了在复杂环境中的识别与打击能力。

  • 00:15:00 - 00:20:00

    接下来,镜头内容转向无人机精准打击技术的现场试验。这些技术被应用于各类军事和非军事场景中,通过精准的目标定位提升了的作战有效性,同时有力地控制了战斗造成误伤的可能。影片传达了科技在现代战争中展现出的‘双刃剑’特性,即便敌我双方均能获取同样的技术,技术的使用者需要承担的责任却更加重大。

  • 00:20:00 - 00:28:30

    视频尾声探讨了以色列新兴技术和国防科技之间的互动关系,战争与技术开发之间形成的快速反馈机制,刺激了国防科技的发展和应用进程加快。特别是10月7日事件之后,国防相关投资明显增加,不仅推动了本地科技公司的迅速成长,也吸引了国际关注。以色列国防市场的特殊性及迅猛发展,不仅局限于军工领域,也反映出民用科技在国防上的巨大潜力及挑战。

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マインドマップ

Mind Map

よくある質問

  • Dove si evolve principalmente il settore tecnologico di difesa in Israele?

    A Herzliya, considerata la Silicon Valley di Israele.

  • Qual è la situazione attuale tra Israele e le fazioni nemiche?

    Israele è coinvolta in conflitti con Hamas al sud, Hezbollah al nord e Iran ad est.

  • Come le nuove tecnologie stanno cambiando le operazioni militari in Israele?

    Le tecnologie commerciali vengono adattate per scopi militari, migliorando l'efficacia e riducendo i costi di operazione.

  • Chi era nel video a Herzliya e come è cambiata la percezione delle tecnologie dopo il 7 ottobre?

    Nel video vi è un'intervista con aziende tecnologiche che si sono rapidamente adattate alle esigenze militari dopo l'attacco del 7 ottobre.

  • Qual è l'impatto degli attacchi di Hamas del 7 ottobre?

    Hanno portato a un aumento significativo delle operazioni militari israeliane contro Gaza.

  • Quali sono le somiglianze tra le guerre passate e l'attuale conflitto descritto?

    Il territorio è stato storicamente conteso da molte civiltà, mostrando un pattern di confronti ricorrenti.

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オートスクロール:
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    get ready to get out just stay calm
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    don't get run over take your seat Bel
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    off make sure you have your wallet and
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    everything got it Park don't get we
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    going run over we're
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    good B against this wall
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    [Music]
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    currently in Tel Aviv alarms are going
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    off we've had some
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    [Music]
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    interceptions all right we just landed
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    uh in Tel Aviv flew here from La gotten
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    a car drove North to a town called hia
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    um it's a sea port town you can see
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    there's a huge deep water Port here uh
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    that has actually been home to a
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    strategic port in the Mediterranean for
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    over 3,000 years between Israelites
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    Phoenicians Assyrians Babylonians
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    Persians Romans byzantines Arabs
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    Crusaders Ottomans and the British and
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    uh if that doesn't tell you what you
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    need to know about this area know
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    nothing else would um just north of this
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    city uh a handful of kilometers is the
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    southern border of Lebanon it's October
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    7th it's one year since uh the
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    anniversary of the attacks uh Hamas
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    attacking uh the kabut on the southern
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    border on Gaza and uh we chose this time
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    uh in particular because of the
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    memorials and somber remembrance of what
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    occurred here but also because one year
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    on and Israel is fighting a war both in
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    the South with Hamas and in North with
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    Hezbollah as well as further east with
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    Iran so uh it's in like terrifying time
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    to be
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    [Music]
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    here haven't heard a sound of a drone
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    since
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    Afghanistan and now it's going
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    north to
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    Lebanon but because it's so low I bet
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    you it's small it's probably just a
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    little I don't know scan Eagle type
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    thing
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    [Music]
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    October 7th represents an intimate and
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    brutal slaying of women and children in
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    their own front yards and their living
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    rooms in their beds while they were
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    sleeping this wasn't done by tanks and
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    bombs or even in the case of 9/11
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    airplanes used as missiles to to attack
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    adults who are at work it was done by
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    hand it was done in ways completely
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    unfathomable to even the most creative
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    mind it was a crime of passion I sought
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    to explore how Israelis are responding
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    how do they cope how do they ensure that
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    two wrongs do not make a
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    right the current battle between Israel
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    and Hamas and Hezbollah and Iran
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    although it didn't start here it
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    intensified on October 7th
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    2023 you can see over my shoulder
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    although it might be in the distance a
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    bit far Israel has pushed into Gaza and
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    has been bombing it hitting with
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    artillery executing operations looking
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    for the remaining hostages that have not
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    been brought back
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    home what's most striking to me as a
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    former Marine is we're looking at a
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    single City we're only a few thousand
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    yards away from it we can see the fences
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    that divide Israel from Gaza and maybe a
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    few hundred meters of Farmland before
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    you hit a single city of operation and
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    to think that it's been a year of
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    military operations of pounding that
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    City and chasing the Israeli hostages
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    from one location to another and I think
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    that they that it can't be done yet it's
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    pretty
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    shocking it makes it feel like it's a
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    really
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    small battlefield but has Epic
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    Proportions uh and epic meaning for the
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    rest of the world World especially given
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    that Israel is fighting on seven fronts
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    now it's all because of a a few square
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    [Music]
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    miles but we walked up on this I
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    recognized it instantly from the from
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    the footage I saw on Twitter on the
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    morning of the
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    7th yeah it looks like you know it's an
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    area where there was bar and from the
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    footage I remember
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    looking into the bar and just seeing
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    piles of bodies and this is obviously
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    the O where it is and they're building a
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    memoral
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    to it's shocking to be here to be
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    honest this is an IDF bunker it's made
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    of cement it's got some corated metal on
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    it as well and effectively when you have
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    indirect fires are going to be fired at
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    your position instead of being out in
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    the open where you can get hit by frag
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    You' run to these positions where you'd
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    be relatively safe on the morning of the
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    attack here at the festival folks were
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    running into this bunker and what
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    happened was they were contained in a
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    single location and then terrorists were
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    able to throw frag grenades into these
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    bunkers and kill multiple people at
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    once I think there's a good amount of
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    footage that came out from that morning
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    that shows that horrific angle from
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    people's cell phones and this is exactly
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    exactly one of those
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    sites can't hear it there a [ __ ] War
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    about 200 me right over
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    there it's
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    insane we're inside one of the
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    bunkers where people at the Nova
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    Festival were hiding and taking cover
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    you can see frag on the wall
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    here where grenades had gone off and
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    frags hitting the wall
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    there's a memorial inside
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    [Music]
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    [Music]
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    so there's nothing new that I can say
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    about the Israeli state and its
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    conflicts with Hezbollah or Hamas or
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    Iran or any other number of folks
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    adversaries that they have in this
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    region but what is unique is the
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    explosive grow growth in the tech
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    industry and its support for the defense
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    Mission uh and in particular this town
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    we in the downtown of herzelia is kind
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    of the epicenter for where that Tech
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    development occurs so what is commercial
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    technology that's useful for the defense
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    space well sometimes people call it dual
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    use Technologies but don't be confused
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    that's not a defense weapon or a defense
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    product that could be used in the
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    commercial space when people talk about
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    true dual use or commercial technology
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    for the defense space we're talking
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    about a commercial piece of technology
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    product service whatever it might be
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    that is then repurposed for the defense
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    space take for example a drone that
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    might be doing inspection of critical
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    infrastructure in the oil and gas
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    industry but where else could it be used
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    in the military to do inspections of
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    critical infrastructure or uh or
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    inspections of enemy positions or
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    whatever it might be that's kind of the
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    mission set that we're going to be
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    exploring today when we go talk to a
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    brand new company called extend uh and
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    its CEO of V Shapiro know this one for
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    example 2 years a company called replay
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    which I founded H created a technology
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    allowing for people to
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    actually um teleport themselves into
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    sporting arenas and and basically see
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    the game from different perspectives so
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    after winning two Amy Awards one with
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    one with the Yankees and one with NBC
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    Monday Night Football we we were
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    acquired by Intel roughly two $200
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    million and uh we formed a group called
  • 00:08:56
    into the
  • 00:08:57
    sports uh it was called Intel Intel Tel
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    Aviv at some point so this whole
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    building was Intel oh really yeah so I'm
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    in this building for many years so this
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    is uh I would say one half of the DNA
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    strand of the company we start extend
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    started as a telepresence company but
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    putting people into robots into drones
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    that was like the idea um half of the
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    people you see here in the hallway come
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    from replay so we go we go back many
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    years at some point I met this guy the
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    head of the Israeli drone Racing League
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    back when when drone uh drone racing was
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    naive right for fun before they started
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    to kill tanks we decided that uh let's
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    create a technology that allows people
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    to fly like this after 5 minutes that's
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    it 5 minutes it's it's a big Challenge
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    and we did that with a very big Paradigm
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    Shift of how drones are controlled
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    instead of telling them how to do things
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    you actually tell them what to do so we
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    open we opened the league uh we we
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    started the letting people fly with
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    their kids families you know that was
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    the thing uh but then uh the summer of
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    2019 happened where Hamas started to
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    send Kites and balloons uh with booby
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    trapped bombs on them we basically
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    Hammer these balloons using our using
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    our technology anyone can do it it was
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    actually fun the biggest uh challenge
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    with uh um you know operating complex
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    missions is the human skills Gap know
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    people are not meant to actually
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    manually control these drones and robots
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    and the second thing is that human
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    operators cost a lot of money so if you
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    take a DJI drone it cost like $1,000 the
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    human operator the you know that comes
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    with that drone cost like a you know
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    like a half like a $500 a day right yeah
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    so that's uh that's that that has been
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    our focus in the past 5 years how do you
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    let anyone fly from anywhere in the
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    world so we actually operate these
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    drones uh in in all of our environments
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    from anywhere we can we can actually be
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    in Tel Aviv in Command Center and fly
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    our our drones all over the
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    place the the mode of operation that the
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    IDF uses is one outdoor drone that
  • 00:11:00
    basically flies High uh quite finds the
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    relevant targets uh it has uh different
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    types of payload capabilities so you can
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    actually uh place you know from laser
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    laser
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    designators um like siging coming
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    different types of things and and you
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    can actually use that to uh send other
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    drones to finish the mission these are a
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    loitering munition drones uh um that
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    basically work in very contested
  • 00:11:33
    environments no GPS sometimes no coms as
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    well so this is like the command and
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    control and you can put a number of
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    different sensors or payloads on it and
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    then this is the hit to kill so you
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    would strapping munition to this yes
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    just to reiterate before the 7th the
  • 00:11:49
    sale cycle in Israel would be a year a
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    year and a half two years in some cases
  • 00:11:53
    yeah after the 7eventh it's down to this
  • 00:11:57
    this the fastest I've seen is like uh a
  • 00:11:59
    week wow yeah but the major program was
  • 00:12:02
    like three three months or so yeah okay
  • 00:12:06
    two special and good things about this
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    drone it can hold its position inside of
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    a a building for example or Outdoors uh
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    with no GPS so is no no GPS uh component
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    at all on the Drone the whole frame is a
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    car carbon fiber uh it's pretty strong
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    um so it's uh cool yeah you can touch it
  • 00:12:24
    you can yeah it will be a little a
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    little bit on the a little bit heavier
  • 00:12:30
    than this one because you know all the
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    electronics are not here because again
  • 00:12:33
    it's a marup but after that you can uh
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    actually grab one of those the most
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    important thing is to move my hand like
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    from my wrist and press the trigger okay
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    okay so uh just get a fill of it move
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    your wrist right and left up and
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    down okay and I want you to fill the tri
  • 00:12:51
    you know you said it has to be intuitive
  • 00:12:53
    earlier in in the US military we just
  • 00:12:55
    call that marine
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    proof okay so in order for us to to take
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    off
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    U short press long press here so it's
  • 00:13:01
    going to be click and long click yeah
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    now it's in standby now uh joystick up
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    for 3
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    seconds okay so drone is in the air now
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    uh although it's very tempting don't
  • 00:13:18
    look at the the screen let go the sugar
  • 00:13:21
    it will be less less
  • 00:13:25
    contr oh you can actually lift your hand
  • 00:13:28
    good Lu see how weird it is not that guy
  • 00:13:31
    the one sitting down this guy this guy
  • 00:13:34
    okay so I want you to back through the
  • 00:13:35
    door
  • 00:13:38
    [Applause]
  • 00:13:40
    okay maybe a button a so press the front
  • 00:13:46
    is amazing so just keep flying and I
  • 00:13:50
    want you to see what will happen like in
  • 00:13:51
    a let's say in a 30 seconds or something
  • 00:13:54
    like just flying here yeah just just
  • 00:13:56
    keep flying
  • 00:13:58
    [Applause]
  • 00:14:00
    yeah okay now the drones get tucked up
  • 00:14:04
    the into the wall so we can actually
  • 00:14:06
    turn off drone fell to the ground which
  • 00:14:08
    is completely fine ski in 3 2 1 now it's
  • 00:14:11
    in skid mode now I want you to hit
  • 00:14:13
    reverse all the way all the
  • 00:14:15
    [Music]
  • 00:14:16
    way trying to get away from the
  • 00:14:20
    wall
  • 00:14:22
    good yeah try to look look that way okay
  • 00:14:26
    so uh move forward just a little bit
  • 00:14:28
    towards here
  • 00:14:30
    now stop okay you're skid mode short
  • 00:14:33
    press on the go right
  • 00:14:36
    [Applause]
  • 00:14:38
    yeah okay I think I can get out of it
  • 00:14:41
    okay so try to be a little bit more
  • 00:14:42
    aggressive right
  • 00:14:44
    now yeah never mind okay so almost yeah
  • 00:14:48
    yeah this is amazing yeah it's pretty
  • 00:14:50
    pretty doe be honest pretty fun well
  • 00:14:54
    it's super fun yeah like
  • 00:14:57
    [ __ ] I am imagine that this type of
  • 00:15:01
    pinpoint accuracy is increasing the
  • 00:15:03
    amount of accountability in combat MH in
  • 00:15:06
    places like in places like Gaza even
  • 00:15:09
    though i' would say globally you know
  • 00:15:11
    there's there's an outcry of people
  • 00:15:13
    saying there's no accountability when in
  • 00:15:14
    fact it might in fact be the opposite
  • 00:15:17
    would you agree with that yeah of course
  • 00:15:19
    so not only as an extend worker but uh
  • 00:15:22
    but basically you know as a as a
  • 00:15:24
    lieutenant myself um Israel spends a ton
  • 00:15:28
    of money on like um you know a very
  • 00:15:30
    accurate weaponary so uh so this is one
  • 00:15:34
    of them but this is super cheap compared
  • 00:15:36
    to like very accurate guided missile
  • 00:15:39
    sure yeah of course and and actually
  • 00:15:41
    every Soldier and every person can
  • 00:15:42
    actually fight you will do it yourself
  • 00:15:44
    in a in a second yeah um yeah what does
  • 00:15:47
    what does something like this cost a few
  • 00:15:49
    th000 a few th000 bucks versus
  • 00:15:53
    like1 you may be asking yourself but
  • 00:15:56
    isn't this technology a little
  • 00:15:57
    sophisticated for an unsophisticated
  • 00:16:00
    enemy and the answer is no because the
  • 00:16:03
    same basic use of commercial
  • 00:16:04
    off-the-shelf Technologies is available
  • 00:16:07
    on both sides of this
  • 00:16:12
    conflict okay we were just here a couple
  • 00:16:15
    hours ago uh doing a segment from
  • 00:16:18
    herzelia described it as the Silicon
  • 00:16:21
    Valley of Israel and two three hours
  • 00:16:25
    later a uh Hezbollah drone
  • 00:16:29
    uh that came in from the south Lebanese
  • 00:16:31
    border where we were at and heard it
  • 00:16:33
    come over us heard the drones come over
  • 00:16:35
    us ended up striking a Target here in
  • 00:16:38
    Israel and uh or in Pia we were probably
  • 00:16:42
    I don't know maybe a football field away
  • 00:16:44
    from where we filmed the segment
  • 00:16:51
    earlier moments ago a
  • 00:16:55
    UAV struck this uh build building which
  • 00:16:59
    is a senior citizen's home in the city
  • 00:17:02
    of herzelia we are now taking care of
  • 00:17:04
    all the civilians here we're taking them
  • 00:17:06
    into a safe location while we have our
  • 00:17:10
    Specialists operating on scene to remove
  • 00:17:13
    that
  • 00:17:16
    [Music]
  • 00:17:20
    UAV so what a vision the goal is to
  • 00:17:23
    automate the entire Loop of perception
  • 00:17:26
    decision and action we have a system
  • 00:17:29
    that upgrades remote control weapon
  • 00:17:31
    stations we have a system that upgrades
  • 00:17:33
    uavs with Optical cameras that can
  • 00:17:36
    survey the the area H we have a products
  • 00:17:40
    that automate the entire situational
  • 00:17:42
    awareness of our own Vehicles H we have
  • 00:17:44
    a lot of things that we working on on
  • 00:17:46
    Country doing both of the uavs and the
  • 00:17:50
    country
  • 00:17:51
    uavs the feedback loop is insane like we
  • 00:17:54
    have much more stuff and gear that is
  • 00:17:56
    able to touch ground and have real
  • 00:17:58
    feedback from the field so the couple of
  • 00:18:01
    weeks you have a feedback and you alter
  • 00:18:02
    the thing and then a couple weeks again
  • 00:18:04
    so it's really really insane how fast
  • 00:18:06
    things are kind of moving out basically
  • 00:18:08
    things are happening in days or weeks
  • 00:18:11
    what used to take years right so uh what
  • 00:18:14
    happened is you know there are
  • 00:18:16
    requirements that would people would
  • 00:18:17
    have with small startups which would
  • 00:18:18
    take them forever to get on as an
  • 00:18:20
    example we became a supplier of the IDF
  • 00:18:23
    within weeks what normally would take
  • 00:18:25
    years because it's this is done out of
  • 00:18:27
    necessity right
  • 00:18:29
    and Jeremy as the sales guy is it is it
  • 00:18:31
    nerve-wracking knowing that they'll buy
  • 00:18:32
    your [ __ ] in a week and like you need to
  • 00:18:33
    put up numbers right away uh I wouldn't
  • 00:18:36
    say nering I'd say it was it was pretty
  • 00:18:38
    remarkable you know post October 7th you
  • 00:18:41
    know it would the weeks following I'd be
  • 00:18:42
    getting calls at like 11:00 p.m. people
  • 00:18:44
    would be leaving the K out people would
  • 00:18:45
    be leaving their offices in the IDF and
  • 00:18:47
    thef and they'd be calling and saying
  • 00:18:48
    you know this is what we're trying to do
  • 00:18:50
    can you help us um so you know if
  • 00:18:53
    anything I think it's exhilarating to be
  • 00:18:55
    able to work in a company that's so
  • 00:18:57
    prevalent and in the no of how we can be
  • 00:18:59
    supporting the the current landscape in
  • 00:19:02
    Israel uh to be solving problems that
  • 00:19:04
    you know aren't just theoretical doing
  • 00:19:07
    doing something but really on the ground
  • 00:19:09
    tomorrow being implemented and solving
  • 00:19:11
    real world issues that are basically in
  • 00:19:13
    our backyard so in many ways I think the
  • 00:19:15
    best thing I heard the analogy is that
  • 00:19:17
    every day is October 8th so this is the
  • 00:19:20
    day after uh and it's basically been a
  • 00:19:24
    year of October 8th
  • 00:19:37
    Ori basically successfully
  • 00:19:39
    commercialized computer vision for
  • 00:19:41
    maritime purposes for commercial ships
  • 00:19:44
    and we are installed on more than 590
  • 00:19:47
    commercial ships today collecting more
  • 00:19:50
    than 2 million artical miles of data
  • 00:19:51
    every month and it actually Powers our
  • 00:19:54
    AI algorithms for Superior situational
  • 00:19:58
    awareness at se uh in any visibility
  • 00:20:01
    conditions even in restricted
  • 00:20:04
    visibility um my biggest I would say a
  • 00:20:07
    reason for starting this business is it
  • 00:20:10
    because it combines both my biggest
  • 00:20:12
    passions which are Maritime uh from my
  • 00:20:15
    background as a child growing up nearby
  • 00:20:18
    the sea and of course Ai and technology
  • 00:20:20
    which is very interesting and it's quite
  • 00:20:23
    a unique combination not many people
  • 00:20:25
    here uh can actually um
  • 00:20:29
    uh make both of these Technologies and
  • 00:20:32
    domains uh create these synergies
  • 00:20:34
    between themselves so I'm very proud and
  • 00:20:36
    very happy to lead this organization
  • 00:20:38
    here of software and Hardware that's
  • 00:20:40
    currently working and checking a few
  • 00:20:42
    things we have the real time live
  • 00:20:45
    systems over here working uh we can see
  • 00:20:47
    over here these are these are injected
  • 00:20:50
    data it's not simulated data this is
  • 00:20:53
    real data this is live right now this is
  • 00:20:55
    not live right now but this was live
  • 00:20:56
    this is a recording with the entire
  • 00:20:59
    presentation has happened then we can
  • 00:21:02
    play back this over and over again test
  • 00:21:04
    everything before we deploy it and then
  • 00:21:06
    we deploy to Friendly ships between 5 to
  • 00:21:09
    10 ships just to make sure everything is
  • 00:21:12
    is in order and then deploy it in scale
  • 00:21:14
    and and these are the camera this is the
  • 00:21:17
    is this a commercial off the shelf
  • 00:21:18
    camera system yeah so the cameras inside
  • 00:21:21
    are commercial off the shelf FL cameras
  • 00:21:24
    Thal Imaging devices and cameras by Sony
  • 00:21:27
    but the housing it's itself it's of our
  • 00:21:29
    own design and requirements it should be
  • 00:21:32
    lightweight you can carry it with one
  • 00:21:34
    hand and climb the ladder uh it's
  • 00:21:36
    completely sealed
  • 00:21:38
    IP67 it is Broad field yeah what is that
  • 00:21:41
    what is that completely sealed for ocean
  • 00:21:42
    conditions for ocean condition it should
  • 00:21:45
    sustain and keep on working for at least
  • 00:21:48
    5 years for har conditions or humidity
  • 00:21:52
    and the ere sun and heat and cold
  • 00:21:55
    vibrations and RF interfaces
  • 00:21:57
    interference and em
  • 00:21:59
    all that in collisions with US Naval
  • 00:22:01
    vessels and collision
  • 00:22:02
    with yeah you see we also have here a
  • 00:22:05
    digital Zoom a night mode a screen
  • 00:22:08
    recording
  • 00:22:11
    function each the old the old ones each
  • 00:22:13
    one covers 120° field of view and these
  • 00:22:16
    are designed and these are new
  • 00:22:18
    manufactured as you can see they're
  • 00:22:20
    going to power the perception of the
  • 00:22:22
    world's first fully commercial
  • 00:22:25
    autonomous
  • 00:22:26
    ship we are not the hard a company it's
  • 00:22:29
    very imperative to understand uh and we
  • 00:22:32
    want to push and be you know a leading
  • 00:22:35
    AI software services company as opposed
  • 00:22:38
    to Hardware the hardware is the enabler
  • 00:22:41
    okay it's not the focus of the company
  • 00:22:44
    and and Hardware today is is easier to
  • 00:22:47
    get than ever before and I think this is
  • 00:22:49
    something we want to keep and make sure
  • 00:22:52
    in the United States I feel like defense
  • 00:22:53
    investing has been from a macro
  • 00:22:56
    perspective on the rise and D and
  • 00:22:58
    Horowitz seoa Founders fund other funds
  • 00:23:01
    um have been interested in pouring money
  • 00:23:03
    into this space um is it the same here
  • 00:23:06
    in Israel since October 7th well that's
  • 00:23:09
    a great question basically since October
  • 00:23:12
    7th occurred I
  • 00:23:14
    guess there are maybe 10 to 20 new
  • 00:23:19
    emerging um VCS trying to to peot into
  • 00:23:24
    the field or even if that it's older VCS
  • 00:23:27
    that were more agnostic or um oh or did
  • 00:23:32
    like main uh other stuff so defense is
  • 00:23:36
    their thing right now everybody's trying
  • 00:23:37
    to do the is this even like do you see
  • 00:23:39
    like American VCS showing up in herzelia
  • 00:23:41
    Tel Aviv we have we have a seoa that
  • 00:23:44
    just moved here I don't know if you saw
  • 00:23:45
    the announcement but basically that's
  • 00:23:47
    that's their Focus right now they're
  • 00:23:48
    going to do Israeli defense Tech they're
  • 00:23:50
    one of the partners just moved here they
  • 00:23:52
    announced it publicly that this is their
  • 00:23:54
    domain this is what they want to focus
  • 00:23:56
    on so in the United States you know like
  • 00:23:57
    the sales cycle even post 9/11 the sales
  • 00:24:01
    cycle to get a company you know to
  • 00:24:05
    engage with the government to go through
  • 00:24:07
    the proposal process for it to be
  • 00:24:09
    selected for them to deploy to have it
  • 00:24:11
    you know manage I mean it's multi-year
  • 00:24:14
    process is it the same here in Israel or
  • 00:24:16
    is it different so it used to be I could
  • 00:24:18
    tell you that now post October 7th the
  • 00:24:20
    rules are different I have a a CEO that
  • 00:24:23
    I'm very close to that would tell you
  • 00:24:25
    that the procurement process has changed
  • 00:24:28
    from being a year and a half to 3 weeks
  • 00:24:30
    wow of huge budgets of government
  • 00:24:33
    deployed into the defense industry
  • 00:24:34
    obviously I mean the needs are very time
  • 00:24:37
    sensitive um people are getting out of
  • 00:24:40
    the field they know exactly what's
  • 00:24:42
    missing they know exactly what they need
  • 00:24:44
    they know what they're looking for and
  • 00:24:46
    the industry here moves very very fast
  • 00:24:48
    in order to supply what's needed one
  • 00:24:50
    question that I've I have had and I have
  • 00:24:52
    answered myself over the years of being
  • 00:24:54
    an investor I'm curious to know how you
  • 00:24:56
    approach it is you know when I think
  • 00:24:57
    about the
  • 00:24:58
    base and I think about defense companies
  • 00:25:02
    there's only so many customers I mean
  • 00:25:04
    here in Israel right it's the IDF
  • 00:25:06
    generally you go to the United States
  • 00:25:08
    maybe you can sell to the states US Army
  • 00:25:10
    US Marine Corps Etc but even beyond that
  • 00:25:14
    there's you know defense budgets
  • 00:25:15
    globally aren't that attractive and when
  • 00:25:18
    you start to go to countries like China
  • 00:25:20
    or Iran I mean you simply cannot sell to
  • 00:25:22
    them you know right they're so it's
  • 00:25:23
    almost like of the total invest or of
  • 00:25:25
    the total number of customers out there
  • 00:25:27
    let's say half of them you can't even
  • 00:25:29
    sell to true so um when I think about
  • 00:25:32
    the total addressable Market you know I
  • 00:25:34
    always thought it was good it was good
  • 00:25:35
    or smart to invest in commercial Tech
  • 00:25:37
    that just happen to have a use case for
  • 00:25:39
    the defense
  • 00:25:40
    base do you know do you think a portion
  • 00:25:42
    of your portfolio is going to be focused
  • 00:25:44
    on Commercial Tech that has a use case
  • 00:25:46
    for the IDF or will it all be
  • 00:25:49
    exclusively defense technology
  • 00:25:51
    definitely cross software Technologies
  • 00:25:53
    or dual use in their professional names
  • 00:25:55
    are attractive and would be relevant I
  • 00:25:57
    can tell you there are a lot of that
  • 00:25:58
    came from the civilian side and again
  • 00:26:01
    post October 7th reality has changed and
  • 00:26:04
    they became completely defense
  • 00:26:06
    orientated so it's a company that
  • 00:26:07
    already der risked a lot because they're
  • 00:26:10
    already selling in the commercial Market
  • 00:26:12
    making uh a stable uh stable Revenue
  • 00:26:16
    pipeline but they're now going into
  • 00:26:18
    defense and it's so but it's Diversified
  • 00:26:21
    before you get exactly and other way
  • 00:26:23
    around as well by the way defense
  • 00:26:24
    companies that have civilian
  • 00:26:26
    applications that's also an option so
  • 00:26:28
    we're looking on those as well you have
  • 00:26:29
    the Cyber which is for us it's a bit of
  • 00:26:31
    a red ocean I want to say um we're not
  • 00:26:35
    going to do offensive by the way we're
  • 00:26:36
    not going to do lethal Technologies as
  • 00:26:38
    well offensive no we are going to do you
  • 00:26:40
    know everything that has to do with air
  • 00:26:42
    defense unmanned AI deep tag can we we
  • 00:26:46
    don't have to have this part on camera
  • 00:26:47
    but I'm but I'm going to ask and we'll
  • 00:26:49
    see what you want to keep on um I think
  • 00:26:51
    the world was super how do I put this
  • 00:26:54
    actually I won't speak for the world but
  • 00:26:57
    I'll tell you in the defense American
  • 00:26:59
    defense base everybody was super
  • 00:27:01
    impressed with the Apollo gold stuff
  • 00:27:03
    that went
  • 00:27:04
    on and it really talks it really speaks
  • 00:27:07
    to like long-term planning supply chain
  • 00:27:11
    knowing your audience or knowing your
  • 00:27:13
    target really
  • 00:27:15
    well
  • 00:27:17
    um is there going to be more of that you
  • 00:27:19
    think in the future of War as we engage
  • 00:27:22
    with commercial
  • 00:27:23
    companies we're just getting
  • 00:27:26
    started you can get that on yeah yeah
  • 00:27:28
    that [ __ ] you can get
  • 00:27:32
    that I've been to multiple War zones in
  • 00:27:35
    my professional career and I have never
  • 00:27:37
    seen the level of personal and intimate
  • 00:27:39
    destruction of humanity particularly
  • 00:27:42
    sexual crimes against women and the
  • 00:27:43
    torture and killing of children
  • 00:27:45
    perpetrated by Hamas on the morning of
  • 00:27:47
    October 7th how patient will Israelis be
  • 00:27:51
    at this Crossroads where's the line
  • 00:27:53
    between patriotism for the Jewish State
  • 00:27:55
    while upholding the tenants of peace and
  • 00:27:57
    accept preached in all major faiths in
  • 00:28:01
    this world when will The Killing be over
  • 00:28:11
    [Music]
  • 00:28:18
    [Music]
  • 00:28:25
    [Music]
タグ
  • Israele
  • Gaza
  • Hezbollah
  • Tecnologia di difesa
  • Conflitto
  • Herzliya
  • Innovazione
  • Hamas
  • Iran
  • Ottobre 2023