menny shalom

The modern battlefield runs on vital building blocks, and T3 Defense is acquiring them to create the asymmetric edge. The process is clear: Map the battlefield, identify the critical components, and scale the companies behind them to meet surging global demand. Our CEO @MennyShalom breaks it down: calcalistech.com/ctechnews/arti… Thank you @calcalist for the conversation and continued coverage of the defense tech ecosystem. #DFNS #DefenseTech #T3Defense #ModernBattlefield

Simulation and digital-twin environments are becoming essential tools for developing and validating modern defense systems. Glad to see Tiltan’s work in this space highlighted.

@ColbyBadhwar The missile slowdown looks like progress. I'd be careful with that assumption. Drones don't need to win. They just need to keep forcing costly responses until the math stops working in your favor. That's when the real threat shows up.

🇦🇪 For 3 days in a row now, Iran has mustered fewer than 40 drones to attack the United Arab Emirates. Missile attacks remain consistently low. Guys, crazy take here, but I think Iran is losing.

People are reading the missile decline as good news. I'd read it as preparation. When a disposable drone forces a premium interceptor response, the economic asymmetry does the work for you. Drain the stockpile on cheap threats, then bring the missiles back when there's nothing left standing in their way.

#Iran’s IRGC missile campaign declined by ~89%. Its drone saturation campaign did not Three GCC cases support the trend: 🇦🇪 UAE: 89% down (148 to 17) 🇧🇭 Bahrain: 82% down (45 to 8 on Mar 7) 🇸🇦 KSA: 83% down (6 on Mar 6 to 1 on Mar 8) Yet drones tell another story (~75% share): 🇦🇪 UAE: ~21% down (148 to 117), with daily volume stabilizing at 112–131 🇧🇭 Bahrain: +44% (9 to 13), with daily volume fluctuating between 8 & 32 🇸🇦 Saudi Arabia: (2 to 37), a late surge with lower overall volume peaking on Mar 7–8 This shows: 🔹#IRGC missile tempo degraded under stockpile stress and launcher attrition. Will it surge? 🔹Drone saturation remained sustainable during this phase 🔹Interceptor inventory remained under sustained pressure 🔹The campaign adapted under heavy US-Israeli pressure Degraded. Not defeated — and increasingly drone-led. Data, drawn from official Gulf MoDs & OSINT, may be cited with attribution to Horizon Insights, Research & Advisory. Please credit the dashboard and underlying analysis if reused.

Thank you to Amy Shapiro for featuring DFSL in her Calcalistech article on Israeli companies developing technologies to counter drone threats. We were proud to host our partner DFSL at the T3 Defense Inc. booth during Defense Tech Expo, where they presented their technology to industry partners and visitors. See: calcalistech.com/ctechnews/arti… #Drones #Iran #MiddleEast #USA

Thank you to James Spiro and JNS for the thoughtful piece on Israel’s technology and defense ecosystem and why the Tel Aviv Stock Exchange is reaching record highs during the war. As I shared in the article: “The battlefield is the lab. It shows you it works.” Read: jns.org/why-tase-is-hi…

Join our portfolio company Tiltan at XPONENTIAL Europe and see their advanced simulation and synthetic environment capabilities for next-generation autonomous and defense systems. From physics-based VIS & IR simulation to synthetic data for AI, 3D geospatial reconstruction, and high-fidelity 3D environments (digital twins) - enabling development, testing, and validation in complex operational scenarios. 24–26 March | Booth 1F45 #SyntheticData #Simulation #AITraining #3DReconstruction #AutonomousSystems #DefenseTechnology #Simulation #SyntheticData #Geospatial #ModelingAndSimulation

Geopolitical tension moves markets quickly. Headlines trigger immediate reactions. Long-term value in defense, however, is not built on headlines. It is built on execution. For public defense companies, the fundamentals remain constant: delivery discipline, program visibility, manufacturing depth, engineering capability, and strong governance. These factors determine resilience far more than short-term price movement. Volatility can distract from what matters most -operational continuity and the ability to meet commitments under pressure. At T3 Defense, our focus remains on backlog visibility, production reliability across our subsidiaries, and responsible capital management. Those priorities do not change with the news cycle. Markets may fluctuate. Execution cannot. Sustainable defense businesses are defined by systems, people, and discipline, not only momentum. This is exactly what we mean by being in "the new era of defense." #DFNSEra #Iran #NationalSecurity #Defense

Tiltan Software Engineering, a T3 Defense company, has secured two new defense programs. One contract supports synthetic data generation for AI training for maritime and aerial autonomous platforms with a strategic Asian defense research institute. Another will deliver advanced simulation and Hardware-in-the-Loop capabilities for an optronic remote control system with a leading Israeli defense company. Strong momentum across the T3 Defense ecosystem. #T3Defense #DFNS #AI #Automation

This is what I mean when I talk about a new era of defense. The real shift isn't just about platforms, it's about the industrial base underneath them. The companies designing, engineering, and manufacturing the technologies that make those platforms work. That's where the bottleneck is, and that's where the opportunity is.

Behind every major defense platform is a network of specialized companies doing the real work: sensors, software, precision manufacturing. The Israel-Iran conflict has put the entire defense ecosystem into motion. Governments and industry are rethinking what capacity and capability actually need to look like. This shift is happening across the full industrial base. #Iran #MiddleEastConflict #DFNS #IsraelIranWar

@iW0RVRp4aBHqz1R @staddann Appreciate the confidence, Eli. At T3 Defense, we believe this moment calls for execution, accountability, and real operational scale. We’re committed to strengthening the critical infrastructure that underpins modern defense.

@staddann @mennyshalom The world needs to hear about DFNS. This is exactly the time to increase visibility — in a period of rising global tensions, operational leadership in critical defense infrastructure matters more than ever. DFNS isn’t just investing — it’s stepping up.

By acquiring a controlling stake in ITS, we’re not just investing, we’re taking operational leadership in a critical execution layer of the defense industrial base.

The conversation around asymmetric warfare reinforces something we believe deeply at T3 Defense: the execution layer of the defense industrial base is now strategic terrain. Innovation needs resilient manufacturing, qualified suppliers, and surge-ready production systems, to translate into battlefield advantage.

FULL INTERVIEW: Mach Industries founder @ethanrthornton joins TBPN to discuss the US defense industrial complex, modern warfare, US reliance on Taiwan, asymmetric warfare, and more. 00:00 - Why Ethan started Mach Industries 01:38 - Why the US cannot out-manufacture China 02:16 - Asymmetric warfare 04:41 - Drone warfare 06:24 - Hypersonic missiles 07:23 - The rise of decentralized warfare 08:31 - Taiwan, semiconductors, and why losing access would be existential 10:01 - Why future wars will be decided by logistics, sensors, and comms 16:23 - Why the defense industrial base is broken

@TigayBarry Smart investments compound. Israel’s operational integration of extended-range capabilities on the F-35I Adirdoes more than enhance one fleet. It generates real-world data, validated performance, and rapid iteration that strengthens the entire F-35 Lightning II enterprise.

Is US military aid to Israel a good investment? Here is just one example worth billions. Israeli Ambassador to the US, Yechiel Leiter, just gave an interview to Israel Hayom in which he stated that Israel has developed and integrated conformal/range-extending fuel tanks on its F-35I Adir jets. These preserve the aircraft’s stealth characteristics while significantly increasing range (enough to reach Iran without aerial refueling) and allow four additional missiles to be carried on the wings. The development has been in the works for years and was battle-tested in Israeli operations (including the June 2025 conflict with Iran, referred to in Israel as Operation Rising Lion). Independent reporting confirms the wing-mounted missiles were already used in combat and developed in coordination with Lockheed Martin and the Pentagon’s F-35 program. The number of flight hours our pilots have on the F-35 is greater than that of all the pilots of the other foreign countries that were partners in developing the aircraft. The feedback from our pilots reaches Lockheed Martin. When I visited there a few weeks ago, their CEO told me that Israel’s information and developments “are worth many billions to my company.”

Raising defense investment toward 3% isn’t just about spending more, it’s about accelerating capability, industrial capacity, and allied interoperability. The asymmetric edge belongs to those who move first and move decisively. reuters.com/world/uk/uk-ma…

@DefenseScoop The Navy is right to focus not just on platforms, but on orchestration. At T3 Defense Inc., we see the future AI-enabled, cross-domain, and deployable at speed. Winning in the unmanned era will depend less on owning systems and more on synchronizing them.

The service’s new warfighting directions rely heavily on the integration of surface, undersea, and aerial drone swarms across the fleet. scoopmedia.co/40cLaur

With our acquisition of a controlling stake in Industrial Techno-Logic Solutions (ITS), we’re continuing to strengthen the execution layer of the defense industrial base.

Moving forward, just so everyone knows, I can not answer every post or comment and some topics I cannot answer legally.

I thank all of you for being a part of the journey and I will continue to push forward. @TestHillcrest @Danavcyg @CMoneyMan222 @Adrian_Smith12 @john_meehan24 @routh_jonas @jodaeung6 @ssettivari549 @Philipp239862 @schmidtpolylab @chemerinski

To shareholders commenting and asking questions. I hear you, I understand and share the concerns. Most of my personal wealth is invested in the business, started paying my own cash and buying companies which I got stocks in return ... with no markup. I personally guarantee all the subsidiaries debt that support their working capital and growth.