Ben Marcus
person on 2 shows · 6 statements across 1 episodes · said 2 times in 2 episodes since 2018
Innovators & Investors 1 
20VC 1
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20VC 1Innovators & Investors 1
2025 1 mention in 1 episode
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6 statements about Ben Marcus, every show
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.”
Early-stage drone startups will face significant market consolidation
“I think there's going to be some significant consolidation.”
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.”
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…”
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.”
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…”