Ve sv\u00e9m ned\u00e1vn\u00e9m p\u0159\u00edsp\u011bvku na s\u00edti LinkedIn jste uvedl, \u017ee Evropa st\u00e1le nen\u00ed dostate\u010dn\u011b p\u0159ipraven\u00e1 na \u00fatoky ze vzduchu. Jak vypad\u00e1 aktu\u00e1ln\u00ed situace?<\/p>\n
Tichom\u00edr Jenkut\u2004Ukazuje se hlavn\u011b rychl\u00fd posun charakteru modern\u00edch konflikt\u016f. Minul\u00fd rok v kv\u011btnu prob\u011bhlo cvi\u010den\u00ed NATO v Estonsku. Pozvali na n\u011bj ukrajinskou brig\u00e1du, kter\u00e1 simulovala \u00fatok drony. Jeden mal\u00fd ukrajinsk\u00fd t\u00fdm dok\u00e1zal koordinovan\u00fdm \u00fatokem vy\u0159adit b\u011bhem p\u016fl dne celou brig\u00e1du profesion\u00e1ln\u00edch voj\u00e1k\u016f. Gener\u00e1l NATO tehdy otev\u0159en\u011b prohl\u00e1sil, \u017ee Evropa v t\u00e9to oblasti nen\u00ed p\u0159ipraven\u00e1. Od t\u00e9 doby se ale situace posouv\u00e1: startupy za\u010d\u00ednaj\u00ed z\u00edsk\u00e1vat kontrakty p\u0159\u00edmo od arm\u00e1d a p\u0159in\u00e1\u0161et \u0159e\u0161en\u00ed rychleji ne\u017e tradi\u010dn\u00ed velk\u00e9 zbroja\u0159sk\u00e9 firmy.<\/p>\n
M\u00e1te konkr\u00e9tn\u00ed p\u0159\u00edklad?<\/p>\n
T\u0159eba n\u00edzkon\u00e1kladov\u00fd dron Lucas, kter\u00fd dnes pou\u017e\u00edv\u00e1 americk\u00e1 arm\u00e1da. Doned\u00e1vna trval v\u00fdvoj vojensk\u00e9 technologie roky, n\u011bkdy i deset let. Vl\u00e1da zadala kontrakt velk\u00e9 zbroja\u0159sk\u00e9 spole\u010dnosti, produkt se dlouho testoval a teprve potom se dostal do praxe. Tady ale americk\u00e1 arm\u00e1da zadala v\u00fdvoj men\u0161\u00ed firm\u011b, kter\u00e1 b\u011bhem n\u011bkolika m\u011bs\u00edc\u016f vytvo\u0159ila produkt, loni v prosinci ho otestovala a dnes je nasazen\u00fd v aktu\u00e1ln\u00edm konfliktu. Tak kr\u00e1tk\u00e1 cesta od v\u00fdvoje k pou\u017eit\u00ed byla d\u0159\u00edve nep\u0159edstaviteln\u00e1 a dokazuje, \u017ee startupy mohou p\u0159in\u00e1\u0161et technologie, kter\u00e9 se velmi rychle dostanou do praxe.<\/p>\n
Ale Evropa tak daleko je\u0161t\u011b nen\u00ed.<\/p>\n
Protivzdu\u0161n\u00e1 obrana nen\u00ed jen jeden syst\u00e9m, ale cel\u00fd ekosyst\u00e9m r\u016fzn\u00fdch vrstev. Ka\u017ed\u00e1 reaguje na jin\u00fd typ hrozby, balistick\u00e9 rakety vy\u017eaduj\u00ed jin\u00e9 syst\u00e9my ne\u017e mal\u00e9 drony. Konflikt na Bl\u00edzk\u00e9m v\u00fdchod\u011b ukazuje, \u017ee drony typu \u0160\u00e1hed, kter\u00e9 \u00cdr\u00e1n \u010dasto pou\u017e\u00edv\u00e1, maj\u00ed dolet a\u017e do v\u00fdchodn\u00ed \u010d\u00e1sti N\u011bmecka. Jsou levn\u00e9 a snadno produkovateln\u00e9 v a\u017e tis\u00edc\u00edch kus\u016f b\u011bhem kr\u00e1tk\u00e9 doby. Z\u00e1pad zat\u00edm nem\u00e1 na tuto hrozbu cenov\u011b efektivn\u00ed \u0159e\u0161en\u00ed.<\/p>\n
A adekv\u00e1tn\u00ed obranu?<\/p>\n
Ano, proto\u017ee modern\u00edm operac\u00edm dnes dominuj\u00ed p\u0159edev\u0161\u00edm bezpilotn\u00ed syst\u00e9my. Pro ilustraci: v roce 2025 bylo na Ukrajin\u011b zaznamen\u00e1no t\u00e9m\u011b\u0159 55 tis\u00edc \u00fatok\u016f dron\u016f, zat\u00edmco o rok d\u0159\u00edve jich bylo asi 11 tis\u00edc. Loni tvo\u0159ily p\u0159ibli\u017en\u011b 96 procent v\u0161ech nasazen\u00fdch leteck\u00fdch zbran\u00ed oproti zhruba 30 procent\u016fm na za\u010d\u00e1tku v\u00e1lky v roce 2022. Protivn\u00edci dnes nav\u00edc dok\u00e1\u017eou produkovat extr\u00e9mn\u011b levnou munici pr\u00e1v\u011b ve form\u011b dron\u016f. USA maj\u00ed sice dokonal\u00e9 obrann\u00e9 syst\u00e9my, nap\u0159\u00edklad Patriot, ale vyrobit do n\u011bj jednu raketu trv\u00e1 18 m\u011bs\u00edc\u016f a stoj\u00ed t\u0159i miliony dolar\u016f. \u00cdr\u00e1n p\u0159itom jen za jeden v\u00edkend vypustil v\u00edce ne\u017e sedm set dron\u016f do oblasti St\u0159edn\u00edho v\u00fdchodu.<\/p>\n
A zm\u00edn\u011bn\u00fd \u0160\u00e1hed?<\/p>\n
Ten stoj\u00ed kolem 30 a\u017e 40 tis\u00edc dolar\u016f. Pokud raketou za n\u011bkolik milion\u016f dolar\u016f sest\u0159el\u00edte takov\u00fd dron, je to ekonomicky extr\u00e9mn\u011b nev\u00fdhodn\u00e9. Pr\u00e1v\u011b tento nepom\u011br vytv\u00e1\u0159\u00ed prostor pro startupy, kter\u00e9 mohou pomoci vybalancovat ekonomickou nerovnov\u00e1hu. Nap\u0159\u00edklad Ukrajina u\u017e m\u00e1 Anti-\u0161\u00e1hed interceptorov\u00e9 drony za p\u011bt tis\u00edc dolar\u016f za v\u00fdst\u0159el, n\u011bkdy i za m\u00e9n\u011b. Tam mus\u00ed technologie sm\u011b\u0159ovat a tam je mus\u00ed n\u00e1sledovat investice. To je to, na co jsem sv\u00fdm LinkedIn p\u0159\u00edsp\u011bvkem cht\u011bl pouk\u00e1zat.<\/p>\n
Maj\u00ed dnes startupy u\u017e lep\u0161\u00ed podm\u00ednky ne\u017e na za\u010d\u00e1tku konfliktu na Ukrajin\u011b?<\/p>\n
Ano. Vl\u00e1dy skute\u010dn\u011b za\u010d\u00ednaj\u00ed navy\u0161ovat obrann\u00e9 rozpo\u010dty a \u010d\u00e1st prost\u0159edk\u016f se dost\u00e1v\u00e1 i k mlad\u00fdm technologick\u00fdm firm\u00e1m. Nap\u0159\u00edklad n\u011bmeck\u00fd startup Stark se \u00fa\u010dastn\u00ed tendru o dvoumiliardov\u00fd kontrakt pro n\u011bmeckou arm\u00e1du. Je\u0161t\u011b p\u0159ed n\u011bkolika lety by bylo prakticky nemysliteln\u00e9, aby se takov\u00e9 firmy mohly uch\u00e1zet o velkou vl\u00e1dn\u00ed zak\u00e1zku.<\/p>\n
Situace se tedy podle v\u00e1s zlep\u0161uje. Plat\u00ed to i v \u010cesku?<\/p>\n
U n\u00e1s to bude trvat o n\u011bco d\u00e9le, ale mysl\u00edm, \u017ee se tam postupn\u011b dostaneme. Zat\u00edm jsou v tomto sm\u011bru nap\u0159ed Polsko a N\u011bmecko a pobaltsk\u00e9 st\u00e1ty. S\u00edl\u00edc\u00ed technologick\u00fd trend z\u00e1rove\u0148 inspiruje tak\u00e9 velk\u00e9 spole\u010dnosti, nap\u0159\u00edklad i skupinu CSG. Ta zakl\u00e1d\u00e1 vlastn\u00ed inova\u010dn\u00ed odd\u011blen\u00ed zam\u011b\u0159en\u00e9 na nov\u00e9 technologie a spolupr\u00e1ci se startupy.<\/p>\n
Fond Tech Horizons investuje do technologicky inovativn\u00edch startup\u016f. P\u0159ed p\u00e1r t\u00fddny jste p\u0159idali dal\u0161\u00ed dva. P\u0159isp\u00edvaj\u00ed i ony k lep\u0161\u00ed protivzdu\u0161n\u00e9 obran\u011b?<\/p>\n
Protivzdu\u0161n\u00e1 obrana m\u00e1 mnoho vrstev a reaguje na r\u016fzn\u00e9 hrozby. V portfoliu m\u00e1me proto nap\u0159\u00edklad firmu Vidar Systems, kter\u00e1 vyv\u00edj\u00ed akustick\u00e9 radary schopn\u00e9 podle zvuku ur\u010dit, odkud p\u0159i\u0161el \u00fatok. V\u00fdhodou je, \u017ee samy nevys\u00edlaj\u00ed \u017e\u00e1dn\u00fd sign\u00e1l, tak\u017ee je nelze snadno odhalit. P\u0159\u00edmo na dronov\u00e9 operace se pak zam\u011b\u0159uje n\u00e1\u0161 nov\u00fd portfolio startup Occam Industries, kde jsme jako hlavn\u00ed investor vedli preseedov\u00e9 kolo v celkov\u00e9 v\u00fd\u0161i t\u0159i miliony eur. Na rozd\u00edl od v\u011bt\u0161iny AI \u0159e\u0161en\u00ed v obrann\u00e9m sektoru, kter\u00e1 funguj\u00ed hlavn\u011b na rozpozn\u00e1v\u00e1n\u00ed objekt\u016f, syst\u00e9m Occam dok\u00e1\u017ee autonomn\u011b analyzovat pohyb dron\u016f, zm\u011bny krajiny a rozhodovat v re\u00e1ln\u00e9m \u010dase. To je ide\u00e1ln\u00ed pro obranu proti FPV dron\u016fm.<\/p>\n
Occam vyv\u00edj\u00ed software jen pro drony?<\/p>\n
Prim\u00e1rn\u011b ano, ale technologie se m\u016f\u017ee aplikovat i do pozemn\u00edch vozidel \u010di r\u016fzn\u00fdch typ\u016f robot\u016f. Testov\u00e1n\u00ed na r\u016fzn\u00fdch platform\u00e1ch pr\u00e1v\u011b prob\u00edh\u00e1.<\/p>\n
Druh\u00e1 ned\u00e1vn\u00e1 investice, kter\u00e1 byla sou\u010d\u00e1st\u00ed kola o v\u00fd\u0161i 35 milion\u016f eur, sm\u011b\u0159uje do britsk\u00e9 spole\u010dnosti SatVu. Jak\u00e9 je re\u00e1ln\u00e9 vyu\u017eit\u00ed?<\/p>\n
SatVu vyvinula nejp\u0159esn\u011bj\u0161\u00ed term\u00e1ln\u00ed satelit na sv\u011bt\u011b s rozli\u0161en\u00edm p\u0159ibli\u017en\u011b 3,5 metru. Podobn\u011b jako mobiln\u00ed telefon zachyt\u00ed detaily d\u00edky megapixel\u016fm, a z vesm\u00edru tak dok\u00e1\u017ee velmi p\u0159esn\u011b vyhodnocovat tepelnou aktivitu. Rozd\u00edl je v tom, \u017ee zat\u00edmco optick\u00fd sn\u00edmek uk\u00e1\u017ee nap\u0159\u00edklad budovu, ten term\u00e1ln\u00ed odhal\u00ed, co se v n\u00ed d\u011bje. Satelit tak umo\u017en\u00ed sledovat nap\u0159\u00edklad vojensk\u00e9 z\u00e1kladny a leti\u0161t\u011b nebo pr\u016fmyslov\u00e9 are\u00e1ly a v kontextu konfliktu odhalit, kde se vyr\u00e1b\u011bj\u00ed drony \u010di jin\u00e1 vojensk\u00e1 technika. Do l\u00e9ta bychom m\u011bli m\u00edt prvn\u00ed komer\u010dn\u00ed sn\u00edmky.<\/p>\n
Fond Tech Horizons vznikl ve spolupr\u00e1ci s pr\u016fmyslovou technologickou skupinou CSG p\u0159ed necel\u00fdmi dv\u011bma roky. Zm\u011bnil se p\u0159\u00edstup p\u0159i v\u00fdb\u011bru startup\u016f?<\/p>\n
M\u00e1me dv\u011b velk\u00e9 v\u00fdhody. Skupina CSG m\u00e1 p\u0159\u00edm\u00fd p\u0159\u00edstup ke koncov\u00fdm z\u00e1kazn\u00edk\u016fm, tedy arm\u00e1d\u00e1m a vl\u00e1d\u00e1m st\u00e1t\u016f NATO a spojenc\u016fm. D\u00edky tomu p\u0159esn\u011b v\u00edme, co trh pot\u0159ebuje. Druh\u00e1 v\u00fdhoda je na\u0161e s\u00ed\u0165 kontakt\u016f na Ukrajin\u011b. Spolupracujeme mimo jin\u00e9 s vl\u00e1dn\u00edm obrann\u011b-technologick\u00fdm klastrem Brave1, kter\u00fd ned\u00e1vno za\u0161ti\u0165oval integra\u010dn\u00ed testov\u00e1n\u00ed technologie pro zm\u00edn\u011bn\u00fd Occam. Informace tak m\u00e1me p\u0159\u00edmo z ter\u00e9nu, co\u017e n\u00e1m d\u00e1v\u00e1 jasnou p\u0159edstavu, kam se trh vyv\u00edj\u00ed.Jak vn\u00edm\u00e1te roli Ukrajiny v technologick\u00e9m v\u00fdvoji obrany?<\/p>\n
Ukrajina je dnes v oblasti dron\u016f sv\u011btovou \u0161pi\u010dkou. Firmy testuj\u00ed technologie p\u0159\u00edmo na front\u011b a \u010dasto jsou o n\u011bkolik let p\u0159ed z\u00e1padn\u00edmi spole\u010dnostmi. Mnoh\u00e9 otev\u00edraj\u00ed evropsk\u00e9 pobo\u010dky, aby mohly sv\u00e9 technologie prod\u00e1vat arm\u00e1d\u00e1m. Velkou roli hraje pr\u00e1v\u011b i klastr Brave1, kter\u00fd propojuje vl\u00e1du, arm\u00e1du, inovativn\u00ed firmy a investory.<\/p>\n
Prosp\u011bla by takov\u00e1 platforma i v r\u00e1mci EU?<\/p>\n
Rozhodn\u011b. Brave1 poskytuje startup\u016fm mal\u00e9 granty, nap\u0159\u00edklad pades\u00e1t tis\u00edc dolar\u016f na validaci technologie, a podobn\u011b funguj\u00ed i platformy v USA. Tamn\u00ed Defense Innovation Unit napojen\u00fd na arm\u00e1du nebo venture fond In-Q-Tel napojen\u00fd na CIA pom\u00e1haj\u00ed mlad\u00fdm technologick\u00fdm firm\u00e1m dostat se k arm\u00e1d\u011b. Evropa by opravdu pot\u0159ebovala n\u011bco podobn\u00e9ho, ide\u00e1ln\u011b na \u00farovni EU nebo jednotliv\u00fdch st\u00e1t\u016f.<\/p>\n
M\u00e1 fond Tech Horizons v hled\u00e1\u010dku dal\u0161\u00ed potenci\u00e1ln\u00ed investice hlavn\u011b v Evrop\u011b?<\/p>\n
Na\u0161e strategie je \u201eEurope first, NATO wide\u201c. Prim\u00e1rn\u011b hled\u00e1me technologie v Evrop\u011b, ale pokud zjist\u00edme, \u017ee tady n\u011bjak\u00e1 chyb\u00ed, investujeme i jinde, v r\u00e1mci zem\u00ed NATO a spojenc\u016f.<\/p>\n
Jak dnes vypad\u00e1 va\u0161e portfolio?<\/p>\n
Fond aktu\u00e1ln\u011b spravuje deset investovan\u00fdch startup\u016f, c\u00edlem je portfolio roz\u0161\u00ed\u0159it na 30 a\u017e 35 firem. Po\u010det investi\u010dn\u00edch p\u0159\u00edle\u017eitost\u00ed st\u00e1le roste, zakladatel\u00e9 n\u00e1s u\u017e \u010dasto oslovuj\u00ed sami. Partnerstv\u00ed s CSG pova\u017euji za kl\u00ed\u010dov\u00e9, proto\u017ee startup\u016fm m\u016f\u017eeme pomoci nejen kapit\u00e1lem, ale i p\u0159\u00edstupem ke koncov\u00fdm z\u00e1kazn\u00edk\u016fm a validac\u00ed jejich technologie. Do konce roku pl\u00e1nujeme je\u0161t\u011b nejm\u00e9n\u011b deset nov\u00fdch investic.<\/p>\n
Tichom\u00edr Jenkut je partnerem fondu Tech Horizons, kde se zam\u011b\u0159uje na deeptech a obrann\u00e9 technologie. Do jeho portfolia pat\u0159\u00ed kvantov\u00fd startup BlueQubit a britsk\u00e1 spole\u010dnost SatVu, kter\u00e1 vyv\u00edj\u00ed pokro\u010dil\u00e9 term\u00e1ln\u00ed sn\u00edmkov\u00e1n\u00ed Zem\u011b z vesm\u00edru. D\u0159\u00edve \u0159\u00eddil strategii v deeptech startupu Matsuko a vedl datov\u00e9 a finan\u010dn\u00ed operace v \u010desk\u00e9 pobo\u010dce fintech gigantu Klarna.<\/p>\n","protected":false},"excerpt":{"rendered":"Ve sv\u00e9m ned\u00e1vn\u00e9m p\u0159\u00edsp\u011bvku na s\u00edti LinkedIn jste uvedl, \u017ee Evropa st\u00e1le nen\u00ed dostate\u010dn\u011b p\u0159ipraven\u00e1 na \u00fatoky ze…\n","protected":false},"author":2,"featured_media":61499,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[464,109,108,106,21262,21261,9914,1967,15188,21263,2280],"class_list":{"0":"post-61498","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-evropa","8":"tag-drony","9":"tag-europa","10":"tag-europe","11":"tag-evropa","12":"tag-extra","13":"tag-fond","14":"tag-presto-tech-horizons","15":"tag-rozhovor","16":"tag-startupy","17":"tag-tichomir-jenkut","18":"tag-zbrojni-prumysl"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/116441701506901206","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/61498","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/comments?post=61498"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/61498\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/61499"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=61498"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=61498"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=61498"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}