Odd Lots Odd Lots

Why Laser Beams Are the Hottest New Tech in Defense

Sep 4, 2026 · 53m

Summary

Hosts Tracy Alloway and Joe Weisenthal interview Wayne Sanders, a former Army colonel and Bloomberg Intelligence analyst, about the rise of directed energy weapons like lasers and microwaves. They discuss how these technologies offer low-cost solutions to counter drone swarms, contrasting them with expensive traditional interceptors. The conversation covers technical challenges, supply chain vulnerabilities involving critical minerals, and the evolving market dynamics between established defense primes and emerging startups.

Topics discussed

Sponsors and intro Live show announcement and guest intro Directed energy weapons overview Guest background and defense analysis Lasers vs microwaves explained Power sources and historical context Chemical lasers and current tech limits Cost effectiveness and layered defense Target execution authority and exquisite weapons Munitions depletion and low-cost interceptors Critical minerals and supply chain risks AI in defense and market growth Future power needs and Iron Beam testing Wrap up and final thoughts
Listen ad-free on Castria