Ben Marcus
6 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Jan 5, 2018 by Ben Marcus · said 1 times in 1 episodes since 2018 · across every show →
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brought up most by Harry Stebbings (1)
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Everything said about Ben Marcus, oldest first
Jan 5, 2018
Jan 5, 2018 neutral
DJI and 3D Robotics captured the majority of early drone VC funding
“Well, I think a lot of the money to date has poured into hardware. So, you know, the biggest companies that have been funded to date have been DJI, Three D robotics. They've really taken the majority of the investment and thus far it's been really hard to buil…”
Jan 5, 2018 positive
DJI remains untouchable in consumer drone hardware despite commoditization expectations
“So I think that conventional wisdom to date has been that drones were going to quickly go to commodity. And yet what we found is that DJI has remained pretty much untouchable in delivering this sort of complete hardware package for an end user.”
Jan 5, 2018 neutral
Jan 5, 2018 bearish
Jan 5, 2018 bearish
Intel and Qualcomm investments will reduce drone hardware consolidation around DJI
“I think that's going to change over time. You know, we're seeing more and more investment from chipset makers like Intel and Qualcomm trying to make it easier for more OEMs to bring drones to market. We're seeing significant contributions to open source flight…”