The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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DJI is the only commercial drone company generating meaningful revenue
“There's not a lot of money being made yet in drones, you know, with the exception of the military market. The only company really making any revenues is, is DJI. And even that is quite small.”
The US Army banned DJI drones over cybersecurity concerns
“There was a report earlier this year that the U.S. Army stopped using DJI products because they were concerned about cybersecurity and things like that.”
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.”
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…”
US regulations will soon permit beyond visual line-of-sight drone flights
“Pretty soon we're going to see regulations that allow for flights over people here in the United States and beyond visual line-of-sight flights.”
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…”
Early-stage drone startups will face significant market consolidation
“I think there's going to be some significant consolidation.”
Google and Amazon drone efforts focus primarily on internal package delivery
“Thus far, Google and Amazon have mostly been focused on how do we deliver packages with drones?”
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…”