Europe’s defense industry may be facing a Kodak moment
- Posted by Dan Toma
- On 12/09/2026
Europe’s defense industry may be facing a Kodak moment. The issue isn’t whether low-cost drones are better than tanks, artillery, or missiles. It’s whether they are changing the economics of warfare. As the cost of attack falls dramatically, Europe risks continuing to optimize for increasingly sophisticated systems while missing a fundamental shift in what “military value” means.
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