Ukraine has halted orders for Helsing HX-2 strike drones after a 4,000-unit contract failed to deliv...
The AMW Read
The failure of Helsing's autonomous navigation in high-interference environments provides a critical reality check for the 'embodied foundation model' bull case, highlighting the gap between lab performance and battlefield deployment.
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Ukraine has halted orders for Helsing HX-2 strike drones after a 4,000-unit contract failed to deliver promised AI navigation and resisted electronic warfare during frontline tests. With only a 25% launch success rate, this 12B EUR unicorn is facing the reality gap between lab AI and battlefield interference. This signals a systemic shift: procurement is moving past software-first hype toward hardware that proves autonomy in GPS-denied zones at 100km ranges. 🛡️🛰️⚙️
