00:00Steph, you talk about scaling battlefield ready autonomous vehicles. How ready are they? How much you already deployed within the army?
00:08Yeah, so we're doing a ton of end user integration. Our team spent most of 2025 in the field with soldiers and Marines.
00:19And the thing that's very exciting is the number of use cases are expanding.
00:23So Overland's autonomous ground vehicles are being used from everything from reconnaissance to resupply to breaching.
00:30So when we think about a sheer scale of money coming from venture capitalists who are recommitting and the names of ones we know significantly, 8VC, for example, being one of them, 0.72, but you've also got Valor coming in.
00:43What is it that you're saying this 100 million will do? Is it the talent there for? How much is it more about the equipment, the supply chain? What is it that you're really having to think about?
00:51Yeah, so in order for the U.S. to stay ahead in ground robotics, there needs to be more autonomous ground vehicles.
00:58So a lot of that funding is going into expanding our manufacturing capacity in the U.S.?
01:04In the U.S., yes, and growing our customer-facing teams.
01:09Steph, I've been looking at some video of Ultra, your autonomous ground vehicle, completely human-less, deployed into the battlefield.
01:19But my question is more about what your core competence is.
01:21You know, this is a very interesting piece of hardware, but there's also some suggestion you're pretty good at software, too.
01:28Yeah, so our core competency is our software.
01:32So our platform autonomy, which is the AI brain that powers our autonomous ground vehicles, is built for the most unforgiving conditions.
01:40Think rugged coastline, tangled forest, punishing ditches.
01:46This, the environments that we operate in are environments where robo-taxis and autonomous trucks fail.
01:56Steph, there used to be a television show in the United Kingdom called Robot Wars.
02:00I believe that a similar show aired in the United States, and then the concept was testing out the robots in an arena environment.
02:08And bear with me.
02:10My understanding of this company's history is that that's kind of how you've done it as well.
02:15Engineering competition, gaming it in the field with the Army and the Army engineering teams.
02:21Could you talk a little bit about that history?
02:24Yeah, so our company got its start in the DARPA racer competition.
02:29So this was a competitive four-year government program where we would show up every so often to a different military site
02:39and be tested by the government on missions we had never seen before.
02:43Overland was the last team standing in that competition, so we effectively won.
02:49And ever since then, demand has been increasing across the military.
02:54Army, Marines, Special Operators have been coming to us to integrate our tech into their missions.
03:01Steph, some of the discussion around this raise has really been focusing on less experimentation, more actual deployment.
03:10We're in a moment, dare I call it hype, maybe exuberance, around defense tech and about how much actually some of this is really getting deployed.
03:18How much is it, how much are you really seeing this new type of defense technology getting in the field and proving useful?
03:25Yeah, so we are testing a ton with end users.
03:29A great example is breaching.
03:32So combat engineers are responsible for breaching enemy defenses.
03:36This is an incredibly dangerous task.
03:38About 50% of the soldiers that are involved in this mission are expected not to survive.
03:42So Overland has partnered with an engineering brigade in the U.S. Army to incorporate our autonomous systems into their breaching operations to save lives.
03:54So what soldiers have done is they have used our autonomous ground vehicles that are fully unmanned,
03:59driven them multiple miles all through off-road terrain to the edge of a minefield.
04:05When the vehicle got there, they remotely commanded the vehicle to launch a rocket with a line charge.
04:11When it detonated, it cleared all of the obstacles in that area, creating a safe lane for soldiers to advance.
04:18This is a textbook example of how autonomous ground systems can be used to reduce unnecessary risk to human life and military operations.
04:26And we've done this task multiple times, time and again.
04:29Steph, your customer is the military apparatus of this country, and I'm assuming down the road, you know, allies of this country as well.
04:39But that makes you kind of beholden to money from the public sector.
04:43How difficult is it to grow the business, therefore, win grants contract by contract?
04:51So we have great relationships with the U.S. government.
04:56I mean, it's a classical sales process.
04:59Other things that we're doing is we're starting to expand into dual-use applications,
05:03and that's something that we're able to do with this new round of funding.
05:08We recently announced that we were working with CAL FIRE, the world's largest wildfire fighting organization,
05:15to also integrate our tech into their operations throughout the wildfire fighting cycle.
05:20And we see more and more ways that the systems that we've built originally with the U.S. government can be used in other industries.
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