Analysis Konstantin Riffler Analysis Konstantin Riffler

A Big Bet on DSR in Europe - in this area +500% since 2020

A Big Bet on Defense and Resilience in Europe - in this area, it is even up 500% since 2020. Europe's Defense, Security, and Resilience industry saw a +30% increase in funding in 2024, while VC investments in the rest of the tech sector were down strongly overall. What's driving this growth?


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Analysis Konstantin Riffler Analysis Konstantin Riffler

Reshaping Middle-East?

I discuss the recent power shifts in the Middle East, focusing on the events unfolding since October 2023 when Hamas killed more than 1200 innocent Israelis. Key highlights include:

  • A window of opportunity for Israel

  • How Iran perceives the situation

  • Israel's tactical plays versus long-term strategy in the region

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Analysis Konstantin Riffler Analysis Konstantin Riffler

The war has to be prolonged at all costs: Putin's strategy

Putin's changing of some major roles around his war cabinet, especially appointing economist Andrei Belousov as Defence Minister and some relatives to high-ranking positions in his government, shows a paradigm shift. What does that mean for the war against the Ukraine and Russia's defense strategy?

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