
The European VC (EUVC)
Stefan Roebel and co‑founder Mark translate twelve years of frontline service and corporate scaling into ARX Robotics, a European defense‑tech startup focused on modular ground systems. Frustrated by outdated equipment, they built the first prototype from a broom‑stick‑style decoy into a tracked robot capable of carrying 500 kg payloads over 40 km. Their vision is to give Europe a sovereign alternative to legacy U.S. platforms, leveraging dual‑use autonomy and data‑centric command structures. By marrying military language with startup agility, ARX positions itself as a new prime contractor capable of reshaping land warfare across NATO allies.
ARX’s product suite centers on a scalable robotic chassis (RCS) that can be outfitted as a decoy, logistics carrier, or medevac unit, embodying a Swiss‑knife approach that the armed forces have never seen. Recognising that most European units still rely on 80‑year‑old radios, the company also offers retro‑fit software bridges that translate legacy commands into digital data streams, enabling seamless integration with AI‑driven mission planning. This dual focus attracted a wave of investors: early seed from Project A, strategic backing from the NATO Innovation Fund, and later Series A capital from H3 Capital, signaling growing confidence in European defense entrepreneurship.
In the Ukrainian conflict, ARX robots are already delivering ammunition, water, and medical evacuation for squads of five to fifteen soldiers, reducing exposure to artillery and drone fire. Those field trials have revealed the speed at which modular platforms can adapt to chaotic, high‑risk environments—insights that will directly inform peacetime procurement in Europe. The company argues that if Europe does not accelerate such capabilities, it risks reverting to improvised, low‑tech solutions in future wars. By proving the concept on the front line, ARX not only validates its technology but also strengthens the case for a sovereign European defense supply chain.
Welcome back to the EUVC Podcast.
Today Andreas is joined by Stefan Roebel, Co‑Founder & CEO of ARX Robotics — one of Europe’s fastest-rising defense tech startups.
From his 12 years in the German Armed Forces to leadership roles at Amazon, eBay, and Grover, Stefan has lived both sides: the military front line and the global business battlefield. Now, he’s combining that experience to tackle one of the most pressing challenges of our time: Europe’s ability to defend itself in a new era of war.
In this episode, Stefan shares ARX’s journey from DIY decoy robots to NATO-backed modular robotic systems already deployed in Ukraine. We dive deep into why Europe must break with its slow procurement culture, how startups can become the “new primes,” and what it really takes to build dual-use autonomy in a defense-first world.
Here’s what’s covered:
00:56 | From Afghanistan to Amazon to ARX Robotics: Stefan’s unlikely founder journey
02:30 | The broomstick that became a digital decoy — ARX’s origin story
06:34 | The first breakthrough: selling duct-taped prototypes that worked
08:30 | ARX’s modular robotics suite explained (500kg payload, autonomy, retrofits)
10:47 | Educating VCs: how defense tech went from “too weird” to oversubscribed
13:55 | Picking investors: big names vs true believers with military insight
16:53 | Real deployments in Ukraine: ammo supply & medevac in the kill zone
19:49 | Why Ukraine’s lessons are shaping Europe’s defense future
23:24 | The drone war changed everything: solving Europe’s “lack of mass”
27:31 | Will ARX become a “new prime”? Why incumbents can’t move fast enough
29:17 | Dual use beyond defense: disaster relief, critical infrastructure & NGOs
32:36 | AI in defense robotics: solving missions, not chasing the holy grail
35:21 | Hiring for defense: when military background matters (and when it doesn’t)
40:57 | Why Stefan is hopeful for Europe’s defense tech ecosystem
44:56 | Veterans, perception, and why “peace comes from strength”
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