NEWS
Twin Prime Bags $10M Pre-Seed to Power Defence AI Race
A stealthy new AI lab just stormed into the defence world with serious firepower. European defence-focused VC firm Expeditions has led a $10 million pre-seed investment into Twin Prime, a newly launched frontier AI company developing specialised models for defence and security applications. The deal pulls in Palantir and Anduril insiders, and sets up a bold joint venture with a listed European defence prime that could reshape how soldiers see the battlefield.
Inside the $10 Million Bet on Battlefield AI
The funding round also included investment from European defence manufacturer Theon International, alongside American and European venture firms, family offices, and angel investors connected to companies including Palantir, Anduril Industries, and Quorum.
That cap table reads like a who’s who of modern defence tech. It signals strong belief that purpose built AI, not repurposed chatbots, will decide the next generation of military advantage.
Twin Prime says it is building AI models designed specifically for defence and national security environments, with a focus on analysing and reasoning across large volumes of sensor data generated by military and security systems. The company said its models are intended to help operators make faster decisions in real time across complex operational environments.
twin prime frontier ai defence sensor fusion startup funding
“Twin Prime is developing models purpose-built for high-stakes environments where size, fusion and speed are critical.”
Mikolaj Firlej, Co-founder and GP, Expeditions
The Founders Behind the Frontier AI Lab
Twin Prime was co-founded in 2025 by George Lentzas, Stephane Sezer, Drew Calcagno, and Michael Leite-Garcia, a multinational team of researchers in frontier AI, quantitative finance, and national security. Collectively they have extensive experience at top institutions including Hudson River Trading, Google Research, Lawrence Livermore National Laboratory, Columbia University, the White House, the Pentagon, and various branches of both the US and European armed forces.
That blend of high frequency trading speed, Big Tech research depth, and operator level military knowledge is rare. It is also exactly the cocktail needed to turn raw sensor noise into split second decisions on the ground.
Founders at a glance
| Founder | Background Highlights |
|---|---|
| George Lentzas | Frontier AI research, quantitative finance |
| Stephane Sezer | AI engineering, Google Research lineage |
| Drew Calcagno | National security, White House and Pentagon experience |
| Michael Leite-Garcia | US and European armed forces, applied research |
Why Sensor Fusion Is the New AI Arms Race
Modern militaries are drowning in data. Drones, thermal cameras, radar, satellites and soldier worn devices all spit out feeds at once, and most legacy systems cannot stitch them together fast enough.
Twin Prime is developing AI models that natively reason on data from a large number of sensor modalities in the physical world, notably across the national security landscape, compressing the perception-to-decision layer to enable smart, real-time action against threats.
Firlej did not mince words about the gap in the market. He said current AI models are not specialised enough to capture the complexity of modern war and wider security challenges, with limited applicability at the edge and frequent oversights on sensor integration and critical data feeds.
The timing is hard to ignore. The investment comes as European defence investors pour money into AI companies building military and security systems, particularly around autonomous platforms, surveillance, edge processing, and software designed to handle large volumes of battlefield and sensor data.
The Theon Joint Venture That Changes the Game
The funding round is only half the story. The bigger move sits in Greece.
Theon International Plc has announced a $3 million strategic investment in Twin Prime, a US-based AI lab focused on defense and security, acquiring a single-digit minority equity stake. Additionally, Theon will form a 60/40 joint venture with Twin Prime, to be incorporated in Greece, to integrate AI models into Theon’s product portfolio and accelerate R&D efforts.
The JV gives Twin Prime instant access to one of NATO’s largest sensor footprints. THEON GROUP has more than 280,000 systems in service with Armed and Special Forces in 72 countries around the world, 26 of which are NATO countries.
Deal snapshot
- Pre-seed total: $10 million
- Lead investor: Expeditions
- Strategic check from Theon: $3 million for a single digit equity stake
- JV split: 60% Theon, 40% Twin Prime, incorporated in Greece
- Angel backers: Operators from Palantir, Anduril, Quorum
Philippe Mennicken, BD Director and Deputy CEO of THEON, said the company has built a strong AI foundation with its ARMED product series and future soldier solutions, and that the investment will help accelerate internal AI initiatives to further empower THEON Next product development.
What Comes Next for the Pentagon and Europe
For Twin Prime, the road ahead is steep but clear. The lab must prove its models can survive the edge, where bandwidth is thin and stakes are life or death.
For Theon, the bet is equally strategic. The investment follows the approach Theon has successfully applied in its previous minority stakes in KOPIN Corporation and VARJO Technologies, transactions that have both accelerated R&D capabilities and delivered capital appreciation for shareholders, with the financial contribution of those earlier investments expected to be further reflected in Theon’s Q2 2026 results.
Firlej framed the wider thesis in stark terms. He said at a time when most defence prime contractors struggle to integrate advanced AI models, the Twin Prime team presents a clear commercial value not just by retrofitting legacy systems, but by transforming their operations.
If the lab delivers, soldiers in 72 countries could soon get faster eyes, sharper ears, and smarter calls under fire. That is not just a funding milestone, it is a quiet shift in who builds the brains behind tomorrow’s frontline. Tell us in the comments how you see AI reshaping national security, and whether Europe can finally hold its own against US defence tech giants.
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