He Got 30 Investor Rejections, Then Built a $2B Defense AI Company | Ep. 420 with Brandon Tseng President and Co-Founder of Shield AI

Founder's Story•15 de julio de 2026•00:26:53•

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Descripción del Episodio

Daniel and Brandon Tseng, President and Co-founder of Shield AI, begin with the earliest days of Shield AI, when defense tech was not yet a major category and investors were not convinced autonomous military systems could become a massive market. Brandon explains how his confidence came from two places: a mother who believed he could do anything and the Navy SEAL teams, where Hell Week and combat gave him a level of self-assurance that carried into entrepreneurship. The conversation moves through the pain of fundraising, the burden of investor expectations, the leadership lessons he learned in the Navy, and the future of warfare, where Brandon predicts every modern military will eventually pursue million-drone armies powered by AI and autonomy.

Key Discussion Points

Brandon says ignorance can be a superpower for entrepreneurs because founders often do not realize how hard the mission will be until they are already deep into it.

He shares that in 2015, Shield AI met with 30 investors in Silicon Valley and every single one said no. The next year, after dozens more meetings, only a few investors said yes.

Brandon explains that all it takes is one yes, because that one investor gives a founder the opportunity to prove everyone else wrong.

He describes closing a major funding round not as a joyful moment, but as a sobering reminder that investors are now expecting top-tier results year after year.

Brandon says the Navy shaped nearly all of his leadership philosophy, starting as a Surface Warfare Officer and then becoming a Navy SEAL.

He recalls being 21 years old, boarding a ship in Thailand just days after graduating from the Naval Academy, and suddenly having 20 people report to him.

During his first SEAL deployment in Afghanistan, Brandon says he took over a platoon and was responsible not only for Navy SEALs but also hundreds of Afghan commandos on the battlefield.

He explains that veterans bring a unique superpower to business: the ability to accomplish the mission, endure pain, lead people, and keep moving through hardship.

Brandon opens up about the many times he stared into what he calls “death, doom and despair” while building Shield AI, and why founders only get one day to feel sorry for themselves before solving the problem.

He describes the hardest part of Hell Week as mental, especially the “Camp Surf” evolution, where candidates are forced into freezing water repeatedly even after instructors know they will not quit.

Brandon talks about the VBAT and how rewarding it is to see Shield AI’s systems operating in real missions, including U.S. Coast Guard narcotics interdiction and deployments across Ukraine, the Middle East, and the Asia Pacific region.

He predicts that every modern military will declare plans to build a million-drone army, which will require AI and autonomy because no country can field one million human drone pilots.

Takeaways

Entrepreneurship and special operations share a brutal truth: the mission will be harder than expected, and the only way through is to keep moving forward.

Rejection does not end the company. Brandon’s fundraising story shows that a founder can hear dozens of no’s and still build something category-defining if they find even one believer.

Military leadership teaches real responsibility early. Brandon had to lead people in high-stakes environments long before most executives ever manage a team.

AI and autonomy are not just future concepts in defense; they are already reshaping how militaries think about drones, intelligence, force protection, and scale.

For Brandon, success is not becoming a billionaire. It is building great products, making customers proud, protecting people, and creating meaningful positive impact in the world.

Closing Thoughts

Brandon Tseng’s story is a founder story built on service, endurance, and mission. From Hell Week to Afghanistan to building Shield AI, his path shows how combat-tested leadership can translate into company-building at the highest level. This episode captures the rise of defense tech at a moment when AI, autonomy, drones, and national security are converging—and it shows why Brandon believes the future battlefield will be defined by intelligent systems built to protect human lives.

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