Inside The Russia-Ukraine War: Capital, Tech, and Geopolitics | Perry Boyle and Denys Gurak

The war in Ukraine, defense tech, procurement, and private capital are colliding in real time, and most people in the West are missing what matters.

Mentions:
Disinformation by Ion Mihai Pacepa (Wikipedia) (en.wikipedia.org/wiki/Disinformation_(book))
Match in a Haystack (Film Trailer) (youtube.com/watch?v=h_FQGk728Ro)
Porcelain War (Prime Video) (amazon.com/gp/video/detail/B0FMF2B2ZK/ref=atv_…)
Winter on Fire (Netflix) (netflix.com/title/80031666?source=35&fromW…)

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In this episode, we sit down with Perry Boyle and Denys Gurak, founding partners of MITS Capital, one of the most active Western capital allocators into Ukraine’s defense and dual-use ecosystem. We break down the on-the-ground state of the war, how Ukrainian buying works across decentralized units, and why cost and scale now decide outcomes. Then we get specific on what tech is actually useful, where NATO approaches break down, and what a “war economy” looks like when innovation has real urgency. We close on the geopolitics: why China’s role is central, why energy infrastructure matters, and what this conflict signals for the future of security in Europe.