drones
also referred to as: drone
29 statements across 18 episodes · 16 bullish · 3 bearish · 20 people on the record · first statement Jul 15, 2017 by Benedict Evans · across every show →
Everything said about drones, oldest first
Jul 15, 2017 positive
Evans: Wearables, IoT, and drones are fundamentally just reassembled smartphones
“It powers wearables and Internet of Things and connected cars and drones and everything else, because fundamentally all of those things are basically smartphones just put together in a different way, but put together by the same people with the same components…”
Jul 15, 2017 bullish
Andreessen: Global early-adopter tech market now starts at 50 million people
“A subtle but important thing that's happened in the last 20 years is the market of early adopters now is now very large. And so, and I just, like, look at it numerically, like, the number of total internet users in, like, 1999 was maybe fifty million people. A…”
Jul 15, 2017 positive
Jul 28, 2017
Fu: Acoustic tones at 8 kHz can disable drones mid-flight
“He discovered if you send acoustic tones to a particular drone, you can cause the drone to fall out of the sky, because the MEMS accelerometer on the inside of the chip has a resonant frequency, and if you hit it at eight kilohertz, It just tricks that little …”
Jan 2, 2019 neutral
Regulatory barriers delay hard tech compared to consumer software
“There are applications in genomics and, you know, drones and Bitcoin and three printing and things like that that do run into regulatory challenges. And so you know, some of the reason that people see these things that are perceived as fluff that, that, you kn…”
Jan 2, 2019 bullish
Thierer: Common law and torts adequately govern new tech without preemptive regulations
“Now luckily there are ways to address these problems. Sometimes they're already on the books in other forms outside of regulation. So if we could relax the rules, it wouldn't mean the end of all law. We would still have contract law and property law and torts …”
Jan 2, 2019
Jan 2, 2019 positive
Dorado: Drone collision risk with commercial jets is once per 41B hours
“And then if you look at commercial jets, it's even smaller. I mean, it's, I think I got, I think the last number that we got was forty one billion years of continuous operation which is, you know, three times the Age of the universe.”
Jan 2, 2019 neutral
Hammond: Shooting down a drone carries federal penalties like shooting an airplane
“As long as we're treating drones as any other kind of airplane I wouldn't recommend this, but if a drone is trespassing over your property and you choose to shoot it down, it's like treated as shooting an airplane, which is like 25 years in jail or something l…”
Jan 2, 2019 positive
Jan 2, 2019 negative
Jordan: Drones render traditional physical security fence heights completely obsolete
“Now that you have drones you know, an eight foot fence versus a 20 foot fence versus a two foot fence, it's pretty much equivalent. Doesn't really matter. You know, you can fly your drone over and deliver your contraband kind of regardless of the height of the…”
Jan 2, 2019
Jan 2, 2019 neutral
Foxx: Federal AV policy was non-prescriptive to avoid 50 state regulation patchwork
“Frankly, there was a lot of concern that we could end up with you know, a situation where 50 different states had 50 different regulations when it comes to autonomous vehicles. And what we tried to do is to lay out a framework that wasn't prescriptive, that le…”
Jan 2, 2019 bullish
Jan 2, 2019 bullish
Dixon: We are entering a Cambrian explosion of 10+ computers per person
“This is part of a broader wave, which is, if you just go back and look at the history of computing, we had the mainframes, we had sort of a one computer for every 10,000 people, or a 100,000 people, then you had PCs, sort of one for every 10 people, and then y…”
Jan 2, 2019 bullish
Dixon: Drone autonomy will enable third-party software app development
“So longer term, in my view, that, you know, sort of autonomy, knowing the drone will avoid obstacles, be able to do kind of high-level functionality like identify people and objects, will eventually allow software developers to build applications in the same w…”
Feb 6, 2023 bullish
Feb 8, 2024 bullish
Nov 18, 2024 positive
Apr 11, 2025 bullish
Bry: AI Autonomy and Swarming Will Transform Drone Warfare Within a Decade
“And I think that we are going to see over the next decade Another fundamental change as rather than having these drones animated by an operator on the ground or by like relatively simple algorithms on board, they become animated by really advanced autonomy and…”
Apr 11, 2025
Bry: Most Drone Warfare in Ukraine Remains Manual or Simple Navigation
“The vast majority of what's happening in Ukraine is still basically one-to-one. Like you've got these FPV pilots who are expert operators who are flying the thing, or they're flying drones with like, with very limited kinds of, you know, pretty simple mission,…”
Apr 11, 2025 neutral
Jun 18, 2025 negative
Sinofsky: The US produces no domestic drone parts, relying on foreign rivals
“All of a sudden, drones are the most important thing, and like, all of a sudden, we were like, we don't even, we don't, not just, we don't make the drone, we don't make any of the parts for the drone. Yeah. And they're all made, the only person who makes them …”
Jul 28, 2025 bullish
Balaji Srinivasan: Drone control systems must move on-chain to prevent hacking
“There's a crypto angle to at least three of them, because obviously there's a crypto angle to money, there's a crypto angle to AI in terms of constraints. This crypto angle to the drones, because you're going to want the control plane for the drones to be on c…”
Jul 28, 2025 negative
Jul 28, 2025
Balaji Srinivasan: Ukrainian forces deploy drones using multi-kilometer ethernet cables
“And in Ukraine, you know, these things with the drones on cables, just crazy thing they're doing there, right? Like, you know, those like big unwindy cable things that you sometimes see on like ships, right? So they have these cables for these one-way drones t…”
Nov 19, 2025
Boyle: $1,000 Drones Destroying Multi-Million-Dollar Systems Fundamentally Alters War Economics
“If you have an exquisite system that was hundreds of millions of dollars, and it can be taken out with a thousand dollar drone that changes the economics of war, and it particularly changes the economics of a war of mass.”
May 18, 2026 bullish