It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

TYR: “Technology, Yielding, Resilience”

21 July 2026

Summary:

Jesper Harthansen shares insights on Defense industry investments, the impact of conferences, and the parallels between telecom and AI business models.

He discusses his fund TYR, co-development agreements, and the strategic importance of dual-use technologies for resilience and defence.

TAKEAWAYS:

  • The Conference Landscape: Too Much or Just Right?
  • Jesper’s Journey: From Telecom to Defense
  • The Importance of Compounding Value in Business
  • Understanding T|Y|R.vc: The Philosophy Behind the Fund
  • The Role of AI in Shaping Investment Strategies
  • Case Study: Occam Industries and Its Unique Value Proposition
  • The Value Proposition of Co-Development Agreements
  • Dual Use Companies and Cultural Challenges
  • Lessons from Telecommunications and AI
  • Entering the Defense Technology Space
  • Denmark’s Role in Supporting Ukraine
  • Investment Focus Areas for NATO Allies