drones

10 statements across 10 episodes · 9 bullish · 0 bearish · 10 people on the record · first statement Feb 23, 2015 by Kyle Lui · across every show →

Everything said about drones, oldest first

Feb 23, 2015 bullish
Disclosure
Lui focused on mobile on-demand, drones, AI, and enterprise in 2015
“Me, personally, I've been looking, ah, a ton into Mobile-enabled services, so sort of the on-demand space. I've also been actively looking at drones and the drone space and AI, which is quickly emerging and as you, and also obviously enterprise software, given…”
Kyle Lui Feb 23, 2015 ▶ 14:17 20 VC 014: Acquired by Salesforce turned VC with Kyle Lui
Jun 1, 2015 bullish
Opinion
Jason Calacanis: Smartphone supply chain advances are driving drone convergence
“Drones, three-D printing, and virtual reality and machine learning and the on-demand economy, these, like, sort of trends are all starting to merge and sort of build off each other, and really build off the back of smartphones, whether it's the sensors in the …”
Jason Calacanis Jun 1, 2015 ▶ 40:30 Jason Calacanis: The World's Greatest Angel Investor
Dec 21, 2015 bullish
Prediction Open · timeframe Dec 2020
Eric Hippeau predicts drone racing will become as popular as video games
“We believe that drones are going to have the same popularity that video games and that, that people are going to want to raise them, people are going to develop themselves as professional or semi-professional pilots that it's a very visual because these drones…”
Eric Hippeau Dec 21, 2015 ▶ 25:40 20 VC: Running Lerer Hippeau Ventures Like A Startup with Eric Hippeau, Managing Partner @ Lerer Hippeau Ventures
Jun 8, 2016 bullish
Assertion Supported
Hyatt: Rapid computer vision advances are unlocking autonomous tech
“Computer vision has, Made amazing leaps and strides in the last three or four years after being a relatively static field for the previous 20 years, and that is enabling a whole bunch of new categories of technology to exist, baseline of everything from some a…”
Nabeel Hyatt Jun 8, 2016 ▶ 10:14 20VC: Spark's Nabeel Hyatt on Investing in Oculus and Cruise & What It Takes To Invest Ahead Of The Curve
Apr 10, 2017 bullish
Prediction Open · timeframe Apr 2022
Naval Ravikant: Drones will replace every weapon system on the planet
“I think drones are going to replace every single weapon system on the planet. They're going to replace Everything from aircraft carriers to airplanes, to infantrymen, soldiers. Once drones get small enough and effective enough, no other form of character will …”
Naval Ravikant Apr 10, 2017 ▶ 16:04 20VC: AngelList's Naval Ravikant on The Secrets To Success At Seed, Why Micro VC Is The Return of Traditional Series A & Why We Will See The Unbundling Of Traditional VC Brands
May 19, 2017 positive
Prediction Open · timeframe May 2022
Jonathan Downey predicts the FAA will enable beyond visual line of sight
“Today from the FAA you're not able to fly drones beyond a visual observer's ability to see the drone, but that is going to be changing, and the FAA is going to come out with rules enabling you to do that, and there is a number of key technologies that are goin…”
Jonathan Downey May 19, 2017 ▶ 16:51 20VC: The Future Business Model For Drones & Why Enterprise Drones Need To Be As Boring As Possible with Jonathan Downey, Founder & CEO @ Airware
Jan 5, 2018 bullish
Prediction Didn’t hold up
AirMap will facilitate millions of daily autonomous drone flights by 2023
“Well, I think five years from now, we're going to be helping millions of drones flying every single day, flying autonomous routes, bringing value to people in their daily lives, and this entails serving not only the market that exists today, but really working…”
Ben Marcus Jan 5, 2018 ▶ 20:10 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 17, 2024
Assertion Not checkable as stated
Many military drones used in Ukraine are single-use, requiring no sustainment
“Many of these drones are single-use drones, so there is no sustainment.”
Shyam Sankar Jan 17, 2024 ▶ 37:23 Shyam Sankar: The Broken Incentive Structure of How Governments Buy Defence | E1104 · 20VC with Harry Stebbings
Nov 27, 2024 bullish
Prediction Held up
Hommels: Drone warfare will shift from single operators to autonomous swarms
“You had like one drones, yeah, that got flied by one soldier, and then you have the next development will be swarms, and then you will have be attacking swarms and defending swarms”
Klaus Hommels Nov 27, 2024 ▶ 38:24 Klaus Hommels: Why "Portfolios are Merely a Construct to Make LPs Happy"? | E1231 · 20VC with Harry Stebbings
Mar 12, 2025 bullish
Prediction Held up
Östberg: Ground delivery robotics will scale faster and larger than aerial drones
“I would say robotics will be faster. So and probably be able to cover a larger portion of business.”
Niklas Östberg Mar 12, 2025 ▶ 1:08:51 Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race · 20VC with Harry Stebbings
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