DJI

“What DJI makes, which, you know, they make the best consumer drones in the world, but they also make the most commonly used reconnaissance drones for the battlefield. Like, Ukraine and Russia are using Mavic's, Matrice's, all these DJI products that are incred…”

“With DJI, like they just have by far the best technology.”

“There is a counterfactual world where General Atomics had a consumer subsidiary called DJI, and the consumer drone market was entirely owned by the US, and it provided for economic prosperity for America, and wrote us down the price production curve that we co…”

“There was an individual who accidentally gained control of 7000 DJI vacuums.”

“A lot of the locals heavily dispute that Financial Times graph that was going around about the number of startups. They said it just mismeasured the whole thing. And so, no, I don't sense that there's any lack of enthusiasm from entrepreneurs in towns like She…”

“DJI has something like 90% of the global market. Autel is roughly five percent.”

“There's been a lot of like municipal level or provincial level policies throughout the country. That's really been boosting AI per se, and like I said, physical AI, especially in areas like Zhejiang province or Guangdong province, where they're strong on manuf…”

“They are absolutely taking that playbook and trying to replicate it as broadly as possible.”

“Like if you don't think that senior CCP Intel officials have the ability to just walk into DJI headquarters and be like, give me everything you know about the topography of the United States. Like, you're smoking crack. They probably have access to it right no…”

“If you look at it today, probably the largest defense contractor in the world is DJI. They got all the drones. Even in Ukraine, both sides are getting all their drone parts from DJI. Now they're getting it through different supply chains and so on, but Ukraini…”

“I'll go out on a limb to say this is China's next attempt at a DJI TikTok type. Product where, hey, let's basically sell this product in America for way less than it costs. Give it away for free. Try to get a bunch of important, you know, companies using it or…”

“This guy is he's the next Frank Wang.”

“In a. Near peer conflict. If drones actually are an important aspect, you know, player in that, we will not be able to compete purely on an output basis. So even if we were to have a better product, say Andrel has a better product than DJI, it just purely on a…”

“DJI has a competitor to every single GoPro product, but not reversed.”

“They raised seventy five million from Excel and it valued the company at eight billion. So that's less than one percent sold.”

“It's basically impossible to build a competitor to DJI in America just through the American supply chain. Even if you assemble it here, your motors, your batteries, everything's going to come to China.”

“I think that almost the bigger issue is that people are just, they're just voluntarily saying, yes, please up my, upload my footage to the DJI cloud. And they're actually opting in to send the data. So I don't think that they actually have to steal it.”

“Well, no, no, the original anvil just has just a weight in it, and so it's purely kinetic, and this is the whole story with Polymer figuring out how to shoot down DJI drones, electronic warfare, takeover, and what he realized was that if you just run into it, …”

“At the same time, DJI, like today, announced the drone company that they're no longer limiting drones, like, from flying in restricted airspace in the United States, which I'm sure is actually unrelated, but it's a hilarious story.”

“We still don't have an American DJI.”

“Even, I've tweeted about DJI before, but that, that Americans buying a spy network for China is like the most insane thing.”

“DJI is the most widely used drone today by many, many large, you know, American customers, including the United States Department of Defense. Right. The DOD's primary drone supplier is DJI.”

“We're greenlighting unlimited investment in the worst of bad actors, including Huawei, DJI. You should have seen the lobbying effort against my DJI drone ban. I mean, it was just crazy. We're investing in Chinese defense con contractors.”

“DJI, which makes 70% of the world's drones, ah, they call this area home.”

“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.”

“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…”

“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.”

“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…”

“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.”

“But also, let's be super clear, you know, DGI is just a consumer electronics company. It's a ten billion dollar company. And they're showing no signs of stopping.”

“Never been an easy question. Add DJI is crushing it.”

“One is actually building the drones, and this is a space that's dominated by players like DJI, which are vertically integrated in China, really focused on being operationally excellent when it comes to manufacturing, and really focused on kind of rapidly itera…”

“For example, this company called DJI, they have amazing UAVs. Most of them are for photography, but they don't, they cannot be expanded or modified that easily unless you, Make some special attachments and stuff like that”

“Absolutely, and I know they are, and they already have 1500 developers.”

“Usually, people think that they buy drones, and then they think of the payload, but it's usually the other way around. Whatever you want to do, you have to think of what the payload is, and then you build the drone around that.”