drone industry

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 5, 2018 by Ben Marcus · across every show →

Everything said about drone industry, oldest first

Jan 5, 2018 neutral
Prediction Not checkable as stated
The drone market will shift from full-stack to specialized component providers
“Over time, that's going to have to change in order for the business to scale. Different organizations, different individuals, entrepreneurs, companies, et cetera, are going to have to focus on delivering something, a component, and doing it really, really well…”
Ben Marcus Jan 5, 2018 ▶ 11:43 20VC: What Is The Right Drone Investing Strategy, The Catalyst That Will Take Drones to 100s of Millions & Will Amazon and Google Win The War of The Airspace with Ben Marcus, Founder & CEO @ Airmap
Jan 5, 2018 bearish
Prediction Held up
Mega drone businesses will not emerge from narrow enterprise vertical software
“And that's a great way to start building a decent business, but I don't think it's where the mega businesses are going to be created.”
Ben Marcus Jan 5, 2018 ▶ 8:26 20VC: What Is The Right Drone Investing Strategy, The Catalyst That Will Take Drones to 100s of Millions & Will Amazon and Google Win The War of The Airspace with Ben Marcus, Founder & CEO @ Airmap
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